Changes between Version 3 and Version 4 of TracUpgrade


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Timestamp:
Mar 16, 2015, 4:03:00 PM (9 years ago)
Author:
trac
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  • TracUpgrade

    v3 v4  
    1515Get the new version as described in TracInstall, or your operating system specific procedure.
    1616
    17 If you already have a 0.11 version of Trac installed via `easy_install`, it might be easiest to also use `easy_install` to upgrade your Trac installation:
    18 
    19 {{{
    20 # easy_install --upgrade Trac==0.12
     17If you already have a 0.12 version of Trac installed via `easy_install`, it might be easiest to also use `easy_install` to upgrade your Trac installation:
     18
     19{{{
     20# easy_install --upgrade Trac==1.0
    2121}}}
    2222
    … …  
    2929 * on MacOSX: `/Library/Python/2.X/site-packages`
    3030
    31 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.)
    32 
    33 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.
     31You 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.
    3432
    3533=== 3. Upgrade the Trac Environment === #UpgradetheTracEnvironment
    … …  
    4543
    4644Note that a backup of your database will be performed automatically prior to the upgrade.
    47 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:
     45This 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:
    4846{{{
    4947trac-admin /path/to/projenv upgrade --no-backup
    … …  
    5250=== 4. Update the Trac Documentation === #UpdatetheTracDocumentation
    5351
    54 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:
     52By 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:
    5553{{{
    5654trac-admin /path/to/projenv wiki upgrade
    … …  
    5856
    5957Note that this procedure will leave your `WikiStart` page intact.
    60 
    6158
    6259=== 5. Refresh static resources ===
    … …  
    7471
    7572=== 6. Steps specific to a given Trac version  ===
     73
    7674==== Upgrading from Trac 0.12 to Trac 1.0 ==== #to1.0
    7775
     76===== Python 2.4 no longer supported =====
     77Upgrade Python to at least 2.5, but not 3.0.
     78
     79===== Subversion components not enabled by default for new installations
    7880The 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:
    7981{{{
    … …  
    8385The upgrade procedure should take care of this and change the TracIni appropriately, unless you already had the svn components explicitly disabled.
    8486
    85 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.
    86 
     87===== Attachments migrated to new location
     88Another 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.
     89
     90===== Behavior of `[ticket] default_owner` changed
     91Prior 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.
    8792
    8893==== Upgrading from Trac 0.11 to Trac 0.12 ====
    8994
    9095===== Python 2.3 no longer supported =====
    91 The minimum supported version of python is now 2.4
     96The minimum supported version of Python is now 2.4.
    9297
    9398===== SQLite v3.x required =====
    9499SQLite 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.
    95100
    96 ===== PySqlite 2 required =====
    97 PySqlite 1.1.x is no longer supported. Please install 2.5.5 or later if possible (see [#Tracdatabaseupgrade Trac database upgrade] below).
     101===== [trac:PySqlite] 2 required =====
     102[trac:PySqlite] 1.1.x is no longer supported. Please install 2.5.5 or later if possible, see [#Tracdatabaseupgrade Trac database upgrade] below.
    98103
    99104===== Multiple Repository Support =====
    100105The latest version includes support for multiple repositories. If you plan to add more repositories to your Trac instance, please refer to TracRepositoryAdmin#Migration.
    101106
    102 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.
     107This 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.
    103108
    104109===== Resynchronize the Trac Environment Against the Source Code Repository =====
    105110
    106 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:
     111Each [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:
    107112
    108113{{{
    … …  
    118123
    119124===== Authz permission checking =====
    120 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).
     125The 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.
    121126
    122127===== Microsecond timestamps =====
    123 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.
     128All 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.
    124129
    125130==== Upgrading from Trac 0.10 to Trac 0.11 ====
    … …  
    127132The templating engine has changed in 0.11 to Genshi, please look at TracInterfaceCustomization for more information.
    128133
    129 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.
     134If 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.
    130135
    131136===== Trac Macros, Plugins =====
    132 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.
     137The 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.
    133138
    134139===== For FCGI/WSGI/CGI users =====
    … …  
    141146
    142147===== Web Admin plugin integrated =====
    143 If you had the webadmin plugin installed, you can uninstall it as it is part of the Trac code base since 0.11.
     148If you had the [trac:WebAdmin] plugin installed, you can uninstall it as it is part of the Trac code base since 0.11.
     149
     150===== New Default Configurable Workflow
     151
     152When you run `trac-admin <env> upgrade`, your `trac.ini` will be modified to include a `[ticket-workflow]` section. The workflow configured in this case is the original workflow, so that ticket actions will behave like they did in 0.10.
     153
     154Graphically, that looks like this:
     155
     156{{{#!Workflow width=500 height=240
     157leave = * -> *
     158leave.operations = leave_status
     159leave.default = 1
     160accept = new -> assigned
     161accept.permissions = TICKET_MODIFY
     162accept.operations = set_owner_to_self
     163resolve = new,assigned,reopened -> closed
     164resolve.permissions = TICKET_MODIFY
     165resolve.operations = set_resolution
     166reassign = new,assigned,reopened -> new
     167reassign.permissions = TICKET_MODIFY
     168reassign.operations = set_owner
     169reopen = closed -> reopened
     170reopen.permissions = TICKET_CREATE
     171reopen.operations = del_resolution
     172}}}
     173
     174There 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.
    144175
    145176=== 7. Restart the Web Server === #RestarttheWebServer
    … …  
    149180== Known Issues ==
    150181
    151 Things you should pay attention to, while upgrading.
    152 
    153182=== Customized Templates
    154183
    155 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 ;-)
    156 
    157 The 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.
     184Trac 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.
     185
     186The 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 [trac:TracDev/ApiChanges] pages.
    158187
    159188=== !ZipImportError ===
    160189
    161 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.
     190Due 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.
    162191See [trac:#7014] for details.
    163192
    … …  
    167196=== Trac database upgrade ===
    168197
    169 A 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].
    170 
    171 === parent dir ===
    172 If you use a trac parent env configuration and one of the plugins in one child does not work, none of the children work.
     198A known issue in some versions of [trac: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].
     199
     200=== Parent dir ===
     201If you use a Trac parent env configuration and one of the plugins in one child does not work, none of the children will work.
    173202
    174203== Related topics
    … …  
    176205=== Upgrading Python ===
    177206
    178 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.
     207Upgrading 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.
    179208
    180209==== Windows and Python 2.6 ====
    181210
    182 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.
     211If 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 [trac:TracSubversion]. That package works without tweaking.
    183212
    184213=== Changing Database Backend ===
    185 ==== SQLite to PostgreSQL ====
    186 
    187 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
     214
     215The [http://trac-hacks.org/wiki/TracMigratePlugin TracMigratePlugin] on [http://trac-hacks.org trac-hacks.org] has been written to assist in migrating between SQLite, MySQL and PostgreSQL databases.
    188216
    189217=== Upgrading from older versions of Trac === #OlderVersions