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[github/shaarli/Shaarli.git] / doc / Upgrade-and-migration.md
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+#Upgrade and migration
+## Preparation
+### Backup your data
+
+Shaarli stores all user data under the `data` directory:
+- `data/config.php` - main configuration file
+- `data/datastore.php` - bookmarked links
+- `data/ipbans.php` - banned IP addresses
+
+See [Shaarli configuration](Shaarli-configuration.html) for more information about Shaarli resources.
+
+It is recommended to backup this repository _before_ starting updating/upgrading Shaarli:
+- users with SSH access: copy or archive the directory to a temporary location
+- users with FTP access: download a local copy of your Shaarli installation using your favourite client
+
+### Migrating data from a previous installation
+As all user data is kept under `data`, this is the only directory you need to worry about when migrating to a new installation, which corresponds to the following steps:
+
+- backup the `data` directory
+- install or update Shaarli:
+    - fresh installation - see [Download and installation](Download-and-installation.html)
+    - update - see the following sections
+- check or restore the `data` directory
+
+## Upgrading from release archives
+All tagged revisions can be downloaded as tarballs or ZIP archives from the [releases](https://github.com/shaarli/Shaarli/releases) page.[](.html)
+
+We _recommend_ using the releases from the `stable` branch, which are available as:
+- gzipped tarball - https://github.com/shaarli/Shaarli/archive/stable.tar.gz
+- ZIP archive - https://github.com/shaarli/Shaarli/archive/stable.zip
+
+Once downloaded, extract the archive locally and update your remote installation (e.g. via FTP) -be sure you keep the contents of the `data` directory!
+
+After upgrading, access your fresh Shaarli installation from a web browser; the configuration will then be automatically updated, and new settings added to `data/config.php` (see [Shaarli configuration](Shaarli-configuration.html) for more details).
+
+## Upgrading with Git
+### Updating a community Shaarli
+If you have installed Shaarli from the [community Git repository](Download#clone-with-git-recommended), simply [pull new changes](https://www.git-scm.com/docs/git-pull) from your local clone:[](.html)
+
+```bash
+$ cd /path/to/shaarli
+$ git pull
+
+From github.com:shaarli/Shaarli
+ * branch            master     -> FETCH_HEAD
+Updating ebd67c6..521f0e6
+Fast-forward
+ application/Url.php   | 1 +
+ shaarli_version.php   | 2 +-
+ tests/Url/UrlTest.php | 1 +
+ 3 files changed, 3 insertions(+), 1 deletion(-)
+```
+
+Shaarli >= `v0.8.x`: install/update third-party PHP dependencies using [Composer](https://getcomposer.org/):[](.html)
+
+```bash
+$ composer update --no-dev
+
+Loading composer repositories with package information
+Updating dependencies
+  - Installing shaarli/netscape-bookmark-parser (v1.0.1)
+    Downloading: 100%
+```
+
+### Migrating and upgrading from Sebsauvage's repository
+If you have installed Shaarli from [Sebsauvage's original Git repository](https://github.com/sebsauvage/Shaarli), you can use [Git remotes](https://git-scm.com/book/en/v2/Git-Basics-Working-with-Remotes) to update your working copy.[](.html)
+
+The following guide assumes that:
+- you have a basic knowledge of Git [branching](https://git-scm.com/book/en/v2/Git-Branching-Branches-in-a-Nutshell) and [remote repositories](https://git-scm.com/book/en/v2/Git-Basics-Working-with-Remotes)[](.html)
+- the default remote is named `origin` and points to Sebsauvage's repository
+- the current branch is `master`
+    - if you have personal branches containing customizations, you will need to [rebase them](https://git-scm.com/book/en/v2/Git-Branching-Rebasing) 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![](.html)
+- the working copy is clean:
+    - no versioned file has been locally modified
+    - no untracked files are present
+
+#### Step 0: show repository information
+```bash
+$ cd /path/to/shaarli
+
+$ git remote -v
+origin https://github.com/sebsauvage/Shaarli (fetch)
+origin https://github.com/sebsauvage/Shaarli (push)
+
+$ git branch -vv
+* master 029f75f [origin/master] Update README.md[](.html)
+
+$ git status
+On branch master
+Your branch is up-to-date with 'origin/master'.
+nothing to commit, working directory clean
+```
+
+#### Step 1: update Git remotes
+```
+$ 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     -> origin/master[](.html)
+ * [new branch]      stable     -> origin/stable[](.html)
+[...][](.html)
+ * [new tag]         v0.6.4     -> v0.6.4[](.html)
+ * [new tag]         v0.7.0     -> v0.7.0[](.html)
+```
+
+#### Step 2: use the stable community branch
+
+```bash
+$ git checkout origin/stable -b stable
+Branch stable set up to track remote branch stable from origin.
+Switched to a new branch 'stable'
+
+$ git branch -vv
+  master 029f75f [sebsauvage/master] Update README.md[](.html)
+* stable 890afc3 [origin/stable] Merge pull request #509 from ArthurHoaro/v0.6.5[](.html)
+```
+
+Shaarli >= `v0.8.x`: install/update third-party PHP dependencies using [Composer](https://getcomposer.org/):[](.html)
+
+```bash
+$ composer update --no-dev
+
+Loading composer repositories with package information
+Updating dependencies
+  - Installing shaarli/netscape-bookmark-parser (v1.0.1)
+    Downloading: 100%
+```
+
+Optionally, you can delete information related to the legacy version:
+
+```bash
+$ git branch -D master
+Deleted branch master (was 029f75f).
+
+$ git remote remove sebsauvage
+
+$ git remote -v
+origin https://github.com/shaarli/Shaarli (fetch)
+origin https://github.com/shaarli/Shaarli (push)
+
+$ git gc
+Counting objects: 3317, done.
+Delta compression using up to 8 threads.
+Compressing objects: 100% (1237/1237), done.
+Writing objects: 100% (3317/3317), done.
+Total 3317 (delta 2050), reused 3301 (delta 2034)to
+```
+
+#### Step 3: configuration
+After migrating, access your fresh Shaarli installation from a web browser; the configuration will then be automatically updated, and new settings added to `data/config.php` (see [Shaarli configuration](Shaarli-configuration.html) for more details).