]> git.immae.eu Git - github/shaarli/Shaarli.git/blobdiff - doc/Upgrade-and-migration.html
Bump version to v0.8.0
[github/shaarli/Shaarli.git] / doc / Upgrade-and-migration.html
diff --git a/doc/Upgrade-and-migration.html b/doc/Upgrade-and-migration.html
new file mode 100644 (file)
index 0000000..a5b041d
--- /dev/null
@@ -0,0 +1,242 @@
+<!DOCTYPE html>
+<html>
+<head>
+  <meta charset="utf-8">
+  <meta name="generator" content="pandoc">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0, user-scalable=yes">
+  <title>Shaarli – Upgrade and migration</title>
+  <style type="text/css">code{white-space: pre;}</style>
+  <style type="text/css">
+div.sourceCode { overflow-x: auto; }
+table.sourceCode, tr.sourceCode, td.lineNumbers, td.sourceCode {
+  margin: 0; padding: 0; vertical-align: baseline; border: none; }
+table.sourceCode { width: 100%; line-height: 100%; }
+td.lineNumbers { text-align: right; padding-right: 4px; padding-left: 4px; color: #aaaaaa; border-right: 1px solid #aaaaaa; }
+td.sourceCode { padding-left: 5px; }
+code > span.kw { color: #007020; font-weight: bold; } /* Keyword */
+code > span.dt { color: #902000; } /* DataType */
+code > span.dv { color: #40a070; } /* DecVal */
+code > span.bn { color: #40a070; } /* BaseN */
+code > span.fl { color: #40a070; } /* Float */
+code > span.ch { color: #4070a0; } /* Char */
+code > span.st { color: #4070a0; } /* String */
+code > span.co { color: #60a0b0; font-style: italic; } /* Comment */
+code > span.ot { color: #007020; } /* Other */
+code > span.al { color: #ff0000; font-weight: bold; } /* Alert */
+code > span.fu { color: #06287e; } /* Function */
+code > span.er { color: #ff0000; font-weight: bold; } /* Error */
+code > span.wa { color: #60a0b0; font-weight: bold; font-style: italic; } /* Warning */
+code > span.cn { color: #880000; } /* Constant */
+code > span.sc { color: #4070a0; } /* SpecialChar */
+code > span.vs { color: #4070a0; } /* VerbatimString */
+code > span.ss { color: #bb6688; } /* SpecialString */
+code > span.im { } /* Import */
+code > span.va { color: #19177c; } /* Variable */
+code > span.cf { color: #007020; font-weight: bold; } /* ControlFlow */
+code > span.op { color: #666666; } /* Operator */
+code > span.bu { } /* BuiltIn */
+code > span.ex { } /* Extension */
+code > span.pp { color: #bc7a00; } /* Preprocessor */
+code > span.at { color: #7d9029; } /* Attribute */
+code > span.do { color: #ba2121; font-style: italic; } /* Documentation */
+code > span.an { color: #60a0b0; font-weight: bold; font-style: italic; } /* Annotation */
+code > span.cv { color: #60a0b0; font-weight: bold; font-style: italic; } /* CommentVar */
+code > span.in { color: #60a0b0; font-weight: bold; font-style: italic; } /* Information */
+  </style>
+  <link rel="stylesheet" href="github-markdown.css">
+  <!--[if lt IE 9]>
+    <script src="//cdnjs.cloudflare.com/ajax/libs/html5shiv/3.7.3/html5shiv-printshiv.min.js"></script>
+  <![endif]-->
+</head>
+<body>
+<div id="local-sidebar">
+<ul>
+<li><a href="Home.html">Home</a></li>
+<li>Setup
+<ul>
+<li><a href="Download-and-Installation.html">Download and Installation</a></li>
+<li><a href="Upgrade-and-migration.html">Upgrade and migration</a></li>
+<li><a href="Server-requirements.html">Server requirements</a></li>
+<li><a href="Server-configuration.html">Server configuration</a></li>
+<li><a href="Server-security.html">Server security</a></li>
+<li><a href="Shaarli-configuration.html">Shaarli configuration</a></li>
+<li><a href="Plugins.html">Plugins</a></li>
+</ul></li>
+<li><a href="Docker.html">Docker</a></li>
+<li><a href="Usage.html">Usage</a>
+<ul>
+<li><a href="Sharing-button.html">Sharing button</a> (bookmarklet)</li>
+<li><a href="Browsing-and-Searching.html">Browsing and Searching</a></li>
+<li><a href="Firefox-share.html">Firefox share</a></li>
+<li><a href="RSS-feeds.html">RSS feeds</a></li>
+</ul></li>
+<li>How To
+<ul>
+<li><a href="Backup,-restore,-import-and-export.html">Backup, restore, import and export</a></li>
+<li><a href="Copy-an-existing-installation-over-SSH-and-serve-it-locally.html">Copy an existing installation over SSH and serve it locally</a></li>
+<li><a href="Create-and-serve-multiple-Shaarlis-(farm).html">Create and serve multiple Shaarlis (farm)</a></li>
+<li><a href="Download-CSS-styles-from-an-OPML-list.html">Download CSS styles from an OPML list</a></li>
+<li><a href="Datastore-hacks.html">Datastore hacks</a></li>
+</ul></li>
+<li><a href="Troubleshooting.html">Troubleshooting</a></li>
+<li><a href="Development.html">Development</a>
+<ul>
+<li><a href="GnuPG-signature.html">GnuPG signature</a></li>
+<li><a href="Coding-guidelines.html">Coding guidelines</a></li>
+<li><a href="Directory-structure.html">Directory structure</a></li>
+<li><a href="3rd-party-libraries.html">3rd party libraries</a></li>
+<li><a href="Plugin-System.html">Plugin System</a></li>
+<li><a href="Release-Shaarli.html">Release Shaarli</a></li>
+<li><a href="Security.html">Security</a></li>
+<li><a href="Static-analysis.html">Static analysis</a></li>
+<li><a href="Theming.html">Theming</a></li>
+<li><a href="Unit-tests.html">Unit tests</a></li>
+</ul></li>
+<li>About
+<ul>
+<li><a href="FAQ.html">FAQ</a></li>
+<li><a href="Community-&amp;-Related-software.html">Community &amp; Related software</a></li>
+</ul></li>
+</ul>
+</div>
+<h1 id="upgrade-and-migration">Upgrade and migration</h1>
+<h2 id="preparation">Preparation</h2>
+<h3 id="backup-your-data">Backup your data</h3>
+<p>Shaarli stores all user data under the <code>data</code> directory:</p>
+<ul>
+<li><code>data/config.php</code> - main configuration file</li>
+<li><code>data/datastore.php</code> - bookmarked links</li>
+<li><code>data/ipbans.php</code> - banned IP addresses</li>
+</ul>
+<p>See <a href="Shaarli-configuration.html">Shaarli configuration</a> for more information about Shaarli resources.</p>
+<p>It is recommended to backup this repository <em>before</em> starting updating/upgrading Shaarli:</p>
+<ul>
+<li>users with SSH access: copy or archive the directory to a temporary location</li>
+<li>users with FTP access: download a local copy of your Shaarli installation using your favourite client</li>
+</ul>
+<h3 id="migrating-data-from-a-previous-installation">Migrating data from a previous installation</h3>
+<p>As all user data is kept under <code>data</code>, this is the only directory you need to worry about when migrating to a new installation, which corresponds to the following steps:</p>
+<ul>
+<li>backup the <code>data</code> directory</li>
+<li>install or update Shaarli:
+<ul>
+<li>fresh installation - see <a href="Download-and-installation.html">Download and installation</a></li>
+<li>update - see the following sections</li>
+</ul></li>
+<li>check or restore the <code>data</code> directory</li>
+</ul>
+<h2 id="upgrading-from-release-archives">Upgrading from release archives</h2>
+<p>All tagged revisions can be downloaded as tarballs or ZIP archives from the <a href="https://github.com/shaarli/Shaarli/releases">releases</a> page.<a href=".html"></a></p>
+<p>We <em>recommend</em> using the releases from the <code>stable</code> branch, which are available as:</p>
+<ul>
+<li>gzipped tarball - <a href="https://github.com/shaarli/Shaarli/archive/stable.tar.gz" class="uri">https://github.com/shaarli/Shaarli/archive/stable.tar.gz</a></li>
+<li>ZIP archive - <a href="https://github.com/shaarli/Shaarli/archive/stable.zip" class="uri">https://github.com/shaarli/Shaarli/archive/stable.zip</a></li>
+</ul>
+<p>Once downloaded, extract the archive locally and update your remote installation (e.g. via FTP) -be sure you keep the contents of the <code>data</code> directory!</p>
+<p>After upgrading, access your fresh Shaarli installation from a web browser; the configuration will then be automatically updated, and new settings added to <code>data/config.php</code> (see <a href="Shaarli-configuration.html">Shaarli configuration</a> for more details).</p>
+<h2 id="upgrading-with-git">Upgrading with Git</h2>
+<h3 id="updating-a-community-shaarli">Updating a community Shaarli</h3>
+<p>If you have installed Shaarli from the <a href="Download#clone-with-git-recommended">community Git repository</a>, simply <a href="https://www.git-scm.com/docs/git-pull">pull new changes</a> from your local clone:<a href=".html"></a></p>
+<div class="sourceCode"><pre class="sourceCode bash"><code class="sourceCode bash">$ <span class="bu">cd</span> /path/to/shaarli
+$ <span class="fu">git</span> pull
+
+<span class="ex">From</span> github.com:shaarli/Shaarli
+ <span class="ex">*</span> branch            master     -<span class="op">&gt;</span> FETCH_HEAD
+<span class="ex">Updating</span> ebd67c6..521f0e6
+<span class="ex">Fast-forward</span>
+ <span class="ex">application/Url.php</span>   <span class="kw">|</span> <span class="ex">1</span> +
+ <span class="ex">shaarli_version.php</span>   <span class="kw">|</span> <span class="ex">2</span> +-
+ <span class="ex">tests/Url/UrlTest.php</span> <span class="kw">|</span> <span class="ex">1</span> +
+ <span class="ex">3</span> files changed, 3 insertions(+), <span class="ex">1</span> deletion(-)</code></pre></div>
+<p>Shaarli &gt;= <code>v0.8.x</code>: install/update third-party PHP dependencies using <a href="https://getcomposer.org/">Composer</a>:<a href=".html"></a></p>
+<div class="sourceCode"><pre class="sourceCode bash"><code class="sourceCode bash">$ <span class="ex">composer</span> update --no-dev
+
+<span class="ex">Loading</span> composer repositories with package information
+<span class="ex">Updating</span> dependencies
+  <span class="ex">-</span> Installing shaarli/netscape-bookmark-parser (v1.0.1)
+    <span class="ex">Downloading</span>: 100%</code></pre></div>
+<h3 id="migrating-and-upgrading-from-sebsauvages-repository">Migrating and upgrading from Sebsauvage's repository</h3>
+<p>If you have installed Shaarli from <a href="https://github.com/sebsauvage/Shaarli">Sebsauvage's original Git repository</a>, you can use <a href="https://git-scm.com/book/en/v2/Git-Basics-Working-with-Remotes">Git remotes</a> to update your working copy.<a href=".html"></a></p>
+<p>The following guide assumes that:</p>
+<ul>
+<li>you have a basic knowledge of Git <a href="https://git-scm.com/book/en/v2/Git-Branching-Branches-in-a-Nutshell">branching</a> and <a href="https://git-scm.com/book/en/v2/Git-Basics-Working-with-Remotes">remote repositories</a><a href=".html"></a></li>
+<li>the default remote is named <code>origin</code> and points to Sebsauvage's repository</li>
+<li>the current branch is <code>master</code>
+<ul>
+<li>if you have personal branches containing customizations, you will need to <a href="https://git-scm.com/book/en/v2/Git-Branching-Rebasing">rebase them</a> after the upgrade; beware though, a lot of changes have been made since the community fork has been created, so things are very likely to break<embed src=".html" /></li>
+</ul></li>
+<li>the working copy is clean:
+<ul>
+<li>no versioned file has been locally modified</li>
+<li>no untracked files are present</li>
+</ul></li>
+</ul>
+<h4 id="step-0-show-repository-information">Step 0: show repository information</h4>
+<div class="sourceCode"><pre class="sourceCode bash"><code class="sourceCode bash">$ <span class="bu">cd</span> /path/to/shaarli
+
+$ <span class="fu">git</span> remote -v
+<span class="ex">origin</span>  https://github.com/sebsauvage/Shaarli (fetch)
+<span class="ex">origin</span>  https://github.com/sebsauvage/Shaarli (push)
+
+$ <span class="fu">git</span> branch -vv
+<span class="ex">*</span> master 029f75f [origin/master] Update README.md[](.html)
+
+$ <span class="fu">git</span> status
+<span class="ex">On</span> branch master
+<span class="ex">Your</span> branch is up-to-date with <span class="st">&#39;origin/master&#39;</span>.
+<span class="ex">nothing</span> to commit, working directory clean</code></pre></div>
+<h4 id="step-1-update-git-remotes">Step 1: update Git remotes</h4>
+<pre><code>$ git remote rename origin sebsauvage
+$ git remote -v
+sebsauvage  https://github.com/sebsauvage/Shaarli (fetch)
+sebsauvage  https://github.com/sebsauvage/Shaarli (push)
+
+$ git remote add origin https://github.com/shaarli/Shaarli
+$ git fetch origin
+
+remote: Counting objects: 3015, done.
+remote: Compressing objects: 100% (19/19), done.
+remote: Total 3015 (delta 446), reused 457 (delta 446), pack-reused 2550
+Receiving objects: 100% (3015/3015), 2.59 MiB | 918.00 KiB/s, done.
+Resolving deltas: 100% (1899/1899), completed with 48 local objects.
+From https://github.com/shaarli/Shaarli
+ * [new branch]      master     -&gt; origin/master[](.html)
+ * [new branch]      stable     -&gt; origin/stable[](.html)
+[...][](.html)
+ * [new tag]         v0.6.4     -&gt; v0.6.4[](.html)
+ * [new tag]         v0.7.0     -&gt; v0.7.0[](.html)</code></pre>
+<h4 id="step-2-use-the-stable-community-branch">Step 2: use the stable community branch</h4>
+<div class="sourceCode"><pre class="sourceCode bash"><code class="sourceCode bash">$ <span class="fu">git</span> checkout origin/stable -b stable
+<span class="ex">Branch</span> stable set up to track remote branch stable from origin.
+<span class="ex">Switched</span> to a new branch <span class="st">&#39;stable&#39;</span>
+
+$ <span class="fu">git</span> branch -vv
+  <span class="ex">master</span> 029f75f [sebsauvage/master] Update README.md[](.html)
+<span class="ex">*</span> stable 890afc3 [origin/stable] Merge pull request <span class="co">#509 from ArthurHoaro/v0.6.5[](.html)</span></code></pre></div>
+<p>Shaarli &gt;= <code>v0.8.x</code>: install/update third-party PHP dependencies using <a href="https://getcomposer.org/">Composer</a>:<a href=".html"></a></p>
+<div class="sourceCode"><pre class="sourceCode bash"><code class="sourceCode bash">$ <span class="ex">composer</span> update --no-dev
+
+<span class="ex">Loading</span> composer repositories with package information
+<span class="ex">Updating</span> dependencies
+  <span class="ex">-</span> Installing shaarli/netscape-bookmark-parser (v1.0.1)
+    <span class="ex">Downloading</span>: 100%</code></pre></div>
+<p>Optionally, you can delete information related to the legacy version:</p>
+<div class="sourceCode"><pre class="sourceCode bash"><code class="sourceCode bash">$ <span class="fu">git</span> branch -D master
+<span class="ex">Deleted</span> branch master (was 029f75f)<span class="ex">.</span>
+
+$ <span class="fu">git</span> remote remove sebsauvage
+
+$ <span class="fu">git</span> remote -v
+<span class="ex">origin</span>  https://github.com/shaarli/Shaarli (fetch)
+<span class="ex">origin</span>  https://github.com/shaarli/Shaarli (push)
+
+$ <span class="fu">git</span> gc
+<span class="ex">Counting</span> objects: 3317, done.
+<span class="ex">Delta</span> compression using up to 8 threads.
+<span class="ex">Compressing</span> objects: 100% (1237/1237), <span class="kw">done</span><span class="ex">.</span>
+<span class="ex">Writing</span> objects: 100% (3317/3317), <span class="kw">done</span><span class="ex">.</span>
+<span class="ex">Total</span> 3317 (delta 2050), <span class="ex">reused</span> 3301 (delta 2034)<span class="ex">to</span></code></pre></div>
+<h4 id="step-3-configuration">Step 3: configuration</h4>
+<p>After migrating, access your fresh Shaarli installation from a web browser; the configuration will then be automatically updated, and new settings added to <code>data/config.php</code> (see <a href="Shaarli-configuration.html">Shaarli configuration</a> for more details).</p>
+</body>
+</html>