doc/html/Upgrade-and-migration/index.html

   1 <!DOCTYPE html>
   2 <!--[if IE 8]><html class="no-js lt-ie9" lang="en" > <![endif]-->
   3 <!--[if gt IE 8]><!--> <html class="no-js" lang="en" > <!--<![endif]-->
   4 <head>
   5   <meta charset="utf-8">
   6   <meta http-equiv="X-UA-Compatible" content="IE=edge">
   7   <meta name="viewport" content="width=device-width, initial-scale=1.0">
   8
   9
  10   <link rel="shortcut icon" href="../img/favicon.ico">
  11   <title>Upgrade and migration - Shaarli Documentation</title>
  12   <link href='https://fonts.googleapis.com/css?family=Lato:400,700|Roboto+Slab:400,700|Inconsolata:400,700' rel='stylesheet' type='text/css'>
  13
  14   <link rel="stylesheet" href="../css/theme.css" type="text/css" />
  15   <link rel="stylesheet" href="../css/theme_extra.css" type="text/css" />
  16   <link rel="stylesheet" href="../css/highlight.css">
  17   <link href="../github-markdown.css" rel="stylesheet">
  18
  19   <script>
  20     // Current page data
  21     var mkdocs_page_name = "Upgrade and migration";
  22     var mkdocs_page_input_path = "Upgrade-and-migration.md";
  23     var mkdocs_page_url = "/Upgrade-and-migration/";
  24   </script>
  25
  26   <script src="../js/jquery-2.1.1.min.js"></script>
  27   <script src="../js/modernizr-2.8.3.min.js"></script>
  28   <script type="text/javascript" src="../js/highlight.pack.js"></script>
  29
  30 </head>
  31
  32 <body class="wy-body-for-nav" role="document">
  33
  34   <div class="wy-grid-for-nav">
  35
  36
  37     <nav data-toggle="wy-nav-shift" class="wy-nav-side stickynav">
  38       <div class="wy-side-nav-search">
  39         <a href=".." class="icon icon-home"> Shaarli Documentation</a>
  40         <div role="search">
  41   <form id ="rtd-search-form" class="wy-form" action="../search.html" method="get">
  42     <input type="text" name="q" placeholder="Search docs" />
  43   </form>
  44 </div>
  45       </div>
  46
  47       <div class="wy-menu wy-menu-vertical" data-spy="affix" role="navigation" aria-label="main navigation">
  48         <ul class="current">
  49
  50
  51             <li class="toctree-l1">
  52
  53     <a class="" href="..">Home</a>
  54             </li>
  55
  56             <li class="toctree-l1">
  57
  58     <span class="caption-text">Setup</span>
  59     <ul class="subnav">
  60                 <li class="">
  61
  62     <a class="" href="../Download-and-Installation/">Download and Installation</a>
  63                 </li>
  64                 <li class=" current">
  65
  66     <a class="current" href="./">Upgrade and migration</a>
  67     <ul class="subnav">
  68
  69     <li class="toctree-l3"><a href="#preparation">Preparation</a></li>
  70
  71         <ul>
  72
  73             <li><a class="toctree-l4" href="#note-your-current-version">Note your current version</a></li>
  74
  75             <li><a class="toctree-l4" href="#backup-your-data">Backup your data</a></li>
  76
  77             <li><a class="toctree-l4" href="#migrating-data-from-a-previous-installation">Migrating data from a previous installation</a></li>
  78
  79         </ul>
  80
  81
  82     <li class="toctree-l3"><a href="#recommended-upgrading-from-release-archives">Recommended : Upgrading from release archives</a></li>
  83
  84
  85     <li class="toctree-l3"><a href="#upgrading-with-git">Upgrading with Git</a></li>
  86
  87         <ul>
  88
  89             <li><a class="toctree-l4" href="#updating-a-community-shaarli">Updating a community Shaarli</a></li>
  90
  91             <li><a class="toctree-l4" href="#migrating-and-upgrading-from-sebsauvages-repository">Migrating and upgrading from Sebsauvage's repository</a></li>
  92
  93         </ul>
  94
  95
  96     <li class="toctree-l3"><a href="#troubleshooting">Troubleshooting</a></li>
  97
  98         <ul>
  99
 100             <li><a class="toctree-l4" href="#you-must-specify-an-integer-as-a-key">You must specify an integer as a key</a></li>
 101
 102         </ul>
 103
 104
 105     </ul>
 106                 </li>
 107                 <li class="">
 108
 109     <a class="" href="../Server-requirements/">Server requirements</a>
 110                 </li>
 111                 <li class="">
 112
 113     <a class="" href="../Server-configuration/">Server configuration</a>
 114                 </li>
 115                 <li class="">
 116
 117     <a class="" href="../Server-security/">Server security</a>
 118                 </li>
 119                 <li class="">
 120
 121     <a class="" href="../Shaarli-configuration/">Shaarli configuration</a>
 122                 </li>
 123                 <li class="">
 124
 125     <a class="" href="../Plugins/">Plugins</a>
 126                 </li>
 127     </ul>
 128             </li>
 129
 130             <li class="toctree-l1">
 131
 132     <span class="caption-text">Docker</span>
 133     <ul class="subnav">
 134                 <li class="">
 135
 136     <a class="" href="../docker/docker-101/">Docker 101</a>
 137                 </li>
 138                 <li class="">
 139
 140     <a class="" href="../docker/shaarli-images/">Shaarli images</a>
 141                 </li>
 142                 <li class="">
 143
 144     <a class="" href="../docker/reverse-proxy-configuration/">Reverse proxy configuration</a>
 145                 </li>
 146                 <li class="">
 147
 148     <a class="" href="../docker/resources/">Docker resources</a>
 149                 </li>
 150     </ul>
 151             </li>
 152
 153             <li class="toctree-l1">
 154
 155     <span class="caption-text">Usage</span>
 156     <ul class="subnav">
 157                 <li class="">
 158
 159     <a class="" href="../Features/">Features</a>
 160                 </li>
 161                 <li class="">
 162
 163     <a class="" href="../Bookmarklet/">Bookmarklet</a>
 164                 </li>
 165                 <li class="">
 166
 167     <a class="" href="../Browsing-and-searching/">Browsing and searching</a>
 168                 </li>
 169                 <li class="">
 170
 171     <a class="" href="../Firefox-share/">Firefox share</a>
 172                 </li>
 173                 <li class="">
 174
 175     <a class="" href="../RSS-feeds/">RSS feeds</a>
 176                 </li>
 177                 <li class="">
 178
 179     <a class="" href="../REST-API/">REST API</a>
 180                 </li>
 181     </ul>
 182             </li>
 183
 184             <li class="toctree-l1">
 185
 186     <span class="caption-text">How To</span>
 187     <ul class="subnav">
 188                 <li class="">
 189
 190     <a class="" href="../Backup,-restore,-import-and-export/">Backup, restore, import and export</a>
 191                 </li>
 192                 <li class="">
 193
 194     <a class="" href="../Various-hacks/">Various hacks</a>
 195                 </li>
 196     </ul>
 197             </li>
 198
 199             <li class="toctree-l1">
 200
 201     <a class="" href="../Troubleshooting/">Troubleshooting</a>
 202             </li>
 203
 204             <li class="toctree-l1">
 205
 206     <span class="caption-text">Development</span>
 207     <ul class="subnav">
 208                 <li class="">
 209
 210     <a class="" href="../Development-guidelines/">Development guidelines</a>
 211                 </li>
 212                 <li class="">
 213
 214     <a class="" href="../Continuous-integration-tools/">Continuous integration tools</a>
 215                 </li>
 216                 <li class="">
 217
 218     <a class="" href="../GnuPG-signature/">GnuPG signature</a>
 219                 </li>
 220                 <li class="">
 221
 222     <a class="" href="../Coding-guidelines/">Coding guidelines</a>
 223                 </li>
 224                 <li class="">
 225
 226     <a class="" href="../Directory-structure/">Directory structure</a>
 227                 </li>
 228                 <li class="">
 229
 230     <a class="" href="../3rd-party-libraries/">3rd party libraries</a>
 231                 </li>
 232                 <li class="">
 233
 234     <a class="" href="../Plugin-System/">Plugin System</a>
 235                 </li>
 236                 <li class="">
 237
 238     <a class="" href="../Release-Shaarli/">Release Shaarli</a>
 239                 </li>
 240                 <li class="">
 241
 242     <a class="" href="../Versioning-and-Branches/">Versioning and Branches</a>
 243                 </li>
 244                 <li class="">
 245
 246     <a class="" href="../Security/">Security</a>
 247                 </li>
 248                 <li class="">
 249
 250     <a class="" href="../Static-analysis/">Static analysis</a>
 251                 </li>
 252                 <li class="">
 253
 254     <a class="" href="../Theming/">Theming</a>
 255                 </li>
 256                 <li class="">
 257
 258     <a class="" href="../Unit-tests/">Unit tests</a>
 259                 </li>
 260     </ul>
 261             </li>
 262
 263             <li class="toctree-l1">
 264
 265     <span class="caption-text">About</span>
 266     <ul class="subnav">
 267                 <li class="">
 268
 269     <a class="" href="../FAQ/">FAQ</a>
 270                 </li>
 271                 <li class="">
 272
 273     <a class="" href="../Community-&-Related-software/">Community & Related software</a>
 274                 </li>
 275     </ul>
 276             </li>
 277
 278         </ul>
 279       </div>
 280       &nbsp;
 281     </nav>
 282
 283     <section data-toggle="wy-nav-shift" class="wy-nav-content-wrap">
 284
 285
 286       <nav class="wy-nav-top" role="navigation" aria-label="top navigation">
 287         <i data-toggle="wy-nav-top" class="fa fa-bars"></i>
 288         <a href="..">Shaarli Documentation</a>
 289       </nav>
 290
 291
 292       <div class="wy-nav-content">
 293         <div class="rst-content">
 294           <div role="navigation" aria-label="breadcrumbs navigation">
 295   <ul class="wy-breadcrumbs">
 296     <li><a href="..">Docs</a> &raquo;</li>
 297
 298
 299
 300           <li>Setup &raquo;</li>
 301
 302
 303
 304     <li>Upgrade and migration</li>
 305     <li class="wy-breadcrumbs-aside">
 306
 307         <a href="https://github.com/shaarli/Shaarli/edit/master/docs/Upgrade-and-migration.md"
 308           class="icon icon-github"> Edit on GitHub</a>
 309
 310     </li>
 311   </ul>
 312   <hr/>
 313 </div>
 314           <div role="main">
 315             <div class="section">
 316
 317                 <h2 id="preparation">Preparation</h2>
 318 <h3 id="note-your-current-version">Note your current version</h3>
 319 <p>If anything goes wrong, it's important for us to know which version you're upgrading from.<br />
 320 The current version is present in the <code>version.php</code> file.</p>
 321 <h3 id="backup-your-data">Backup your data</h3>
 322 <p>Shaarli stores all user data under the <code>data</code> directory:
 323 - <code>data/config.php</code> - main configuration file
 324 - <code>data/datastore.php</code> - bookmarked links
 325 - <code>data/ipbans.php</code> - banned IP addresses
 326 - <code>data/updates.txt</code> - contains all automatic update to the configuration and datastore files already run</p>
 327 <p>See <a href="../Shaarli configuration">Shaarli configuration</a> for more information about Shaarli resources.</p>
 328 <p>It is recommended to backup this repository <em>before</em> starting updating/upgrading Shaarli:
 329 - users with SSH access: copy or archive the directory to a temporary location
 330 - users with FTP access: download a local copy of your Shaarli installation using your favourite client</p>
 331 <h3 id="migrating-data-from-a-previous-installation">Migrating data from a previous installation</h3>
 332 <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>
 333 <ul>
 334 <li>backup the <code>data</code> directory</li>
 335 <li>install or update Shaarli:<ul>
 336 <li>fresh installation - see <a href="../Download and installation">Download and installation</a></li>
 337 <li>update - see the following sections</li>
 338 </ul>
 339 </li>
 340 <li>check or restore the <code>data</code> directory</li>
 341 </ul>
 342 <h2 id="recommended-upgrading-from-release-archives">Recommended : Upgrading from release archives</h2>
 343 <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.</p>
 344 <p>We recommend that you use the latest release tarball with the <code>-full</code> suffix. It contains the dependencies, please read <a href="../Download and installation">Download and installation</a> for <code>git</code> complete instructions.</p>
 345 <p>Once downloaded, extract the archive locally and update your remote installation (e.g. via FTP) -be sure you keep the content of the <code>data</code> directory!</p>
 346 <p>After upgrading, access your fresh Shaarli installation from a web browser; the configuration and data store will then be automatically updated, and new settings added to <code>data/config.json.php</code> (see <a href="../Shaarli configuration">Shaarli configuration</a> for more details).</p>
 347 <h2 id="upgrading-with-git">Upgrading with Git</h2>
 348 <h3 id="updating-a-community-shaarli">Updating a community Shaarli</h3>
 349 <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:</p>
 350 <pre><code class="bash">$ cd /path/to/shaarli
 351 $ git pull
 352
 353 From github.com:shaarli/Shaarli
 354  * branch            master     -&gt; FETCH_HEAD
 355 Updating ebd67c6..521f0e6
 356 Fast-forward
 357  application/Url.php   | 1 +
 358  shaarli_version.php   | 2 +-
 359  tests/Url/UrlTest.php | 1 +
 360  3 files changed, 3 insertions(+), 1 deletion(-)
 361 </code></pre>
 362
 363 <p>Shaarli &gt;= <code>v0.8.x</code>: install/update third-party PHP dependencies using <a href="https://getcomposer.org/">Composer</a>:</p>
 364 <pre><code class="bash">$ composer install --no-dev
 365
 366 Loading composer repositories with package information
 367 Updating dependencies
 368   - Installing shaarli/netscape-bookmark-parser (v1.0.1)
 369     Downloading: 100%
 370 </code></pre>
 371
 372 <h3 id="migrating-and-upgrading-from-sebsauvages-repository">Migrating and upgrading from Sebsauvage's repository</h3>
 373 <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.</p>
 374 <p>The following guide assumes that:
 375 - 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>
 376 - the default remote is named <code>origin</code> and points to Sebsauvage's repository
 377 - the current branch is <code>master</code>
 378     - 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!
 379 - the working copy is clean:
 380     - no versioned file has been locally modified
 381     - no untracked files are present</p>
 382 <h4 id="step-0-show-repository-information">Step 0: show repository information</h4>
 383 <pre><code class="bash">$ cd /path/to/shaarli
 384
 385 $ git remote -v
 386 origin  https://github.com/sebsauvage/Shaarli (fetch)
 387 origin  https://github.com/sebsauvage/Shaarli (push)
 388
 389 $ git branch -vv
 390 * master 029f75f [origin/master] Update README.md
 391
 392 $ git status
 393 On branch master
 394 Your branch is up-to-date with 'origin/master'.
 395 nothing to commit, working directory clean
 396 </code></pre>
 397
 398 <h4 id="step-1-update-git-remotes">Step 1: update Git remotes</h4>
 399 <pre><code>$ git remote rename origin sebsauvage
 400 $ git remote -v
 401 sebsauvage  https://github.com/sebsauvage/Shaarli (fetch)
 402 sebsauvage  https://github.com/sebsauvage/Shaarli (push)
 403
 404 $ git remote add origin https://github.com/shaarli/Shaarli
 405 $ git fetch origin
 406
 407 remote: Counting objects: 3015, done.
 408 remote: Compressing objects: 100% (19/19), done.
 409 remote: Total 3015 (delta 446), reused 457 (delta 446), pack-reused 2550
 410 Receiving objects: 100% (3015/3015), 2.59 MiB | 918.00 KiB/s, done.
 411 Resolving deltas: 100% (1899/1899), completed with 48 local objects.
 412 From https://github.com/shaarli/Shaarli
 413  * [new branch]      master     -&gt; origin/master
 414  * [new branch]      stable     -&gt; origin/stable
 415 [...]
 416  * [new tag]         v0.6.4     -&gt; v0.6.4
 417  * [new tag]         v0.7.0     -&gt; v0.7.0
 418 </code></pre>
 419
 420 <h4 id="step-2-use-the-stable-community-branch">Step 2: use the stable community branch</h4>
 421 <pre><code class="bash">$ git checkout origin/stable -b stable
 422 Branch stable set up to track remote branch stable from origin.
 423 Switched to a new branch 'stable'
 424
 425 $ git branch -vv
 426   master 029f75f [sebsauvage/master] Update README.md
 427 * stable 890afc3 [origin/stable] Merge pull request #509 from ArthurHoaro/v0.6.5
 428 </code></pre>
 429
 430 <p>Shaarli &gt;= <code>v0.8.x</code>: install/update third-party PHP dependencies using <a href="https://getcomposer.org/">Composer</a>:</p>
 431 <pre><code class="bash">$ composer install --no-dev
 432
 433 Loading composer repositories with package information
 434 Updating dependencies
 435   - Installing shaarli/netscape-bookmark-parser (v1.0.1)
 436     Downloading: 100%
 437 </code></pre>
 438
 439 <p>Optionally, you can delete information related to the legacy version:</p>
 440 <pre><code class="bash">$ git branch -D master
 441 Deleted branch master (was 029f75f).
 442
 443 $ git remote remove sebsauvage
 444
 445 $ git remote -v
 446 origin  https://github.com/shaarli/Shaarli (fetch)
 447 origin  https://github.com/shaarli/Shaarli (push)
 448
 449 $ git gc
 450 Counting objects: 3317, done.
 451 Delta compression using up to 8 threads.
 452 Compressing objects: 100% (1237/1237), done.
 453 Writing objects: 100% (3317/3317), done.
 454 Total 3317 (delta 2050), reused 3301 (delta 2034)to
 455 </code></pre>
 456
 457 <h4 id="step-3-configuration">Step 3: configuration</h4>
 458 <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">Shaarli configuration</a> for more details).</p>
 459 <h2 id="troubleshooting">Troubleshooting</h2>
 460 <p>If the solutions provided here doesn't work, please open an issue specifying which version you're upgrading from and to.</p>
 461 <h3 id="you-must-specify-an-integer-as-a-key">You must specify an integer as a key</h3>
 462 <p>In <code>v0.8.1</code> we changed how link keys are handled (from timestamps to incremental integers).
 463 Take a look at <code>data/updates.txt</code> content.</p>
 464 <h4 id="updatestxt-contains-updatemethoddatastoreids"><code>updates.txt</code> contains <code>updateMethodDatastoreIds</code></h4>
 465 <p>Try to delete it and refresh your page while being logged in.</p>
 466 <h4 id="updatestxt-doesnt-exists-or-doesnt-contain-updatemethoddatastoreids"><code>updates.txt</code> doesn't exists or doesn't contain <code>updateMethodDatastoreIds</code></h4>
 467 <ol>
 468 <li>Create <code>data/updates.txt</code> if it doesn't exist.</li>
 469 <li>Paste this string in the update file <code>;updateMethodRenameDashTags;</code></li>
 470 <li>Login to Shaarli.</li>
 471 <li>Delete the update file.</li>
 472 <li>Refresh.</li>
 473 </ol>
 474
 475             </div>
 476           </div>
 477           <footer>
 478
 479     <div class="rst-footer-buttons" role="navigation" aria-label="footer navigation">
 480
 481         <a href="../Server-requirements/" class="btn btn-neutral float-right" title="Server requirements">Next <span class="icon icon-circle-arrow-right"></span></a>
 482
 483
 484         <a href="../Download-and-Installation/" class="btn btn-neutral" title="Download and Installation"><span class="icon icon-circle-arrow-left"></span> Previous</a>
 485
 486     </div>
 487
 488
 489   <hr/>
 490
 491   <div role="contentinfo">
 492     <!-- Copyright etc -->
 493
 494   </div>
 495
 496   Built with <a href="http://www.mkdocs.org">MkDocs</a> using a <a href="https://github.com/snide/sphinx_rtd_theme">theme</a> provided by <a href="https://readthedocs.org">Read the Docs</a>.
 497 </footer>
 498
 499         </div>
 500       </div>
 501
 502     </section>
 503
 504   </div>
 505
 506   <div class="rst-versions" role="note" style="cursor: pointer">
 507     <span class="rst-current-version" data-toggle="rst-current-version">
 508
 509           <a href="https://github.com/shaarli/Shaarli" class="fa fa-github" style="float: left; color: #fcfcfc"> GitHub</a>
 510
 511
 512         <span><a href="../Download-and-Installation/" style="color: #fcfcfc;">&laquo; Previous</a></span>
 513
 514
 515         <span style="margin-left: 15px"><a href="../Server-requirements/" style="color: #fcfcfc">Next &raquo;</a></span>
 516
 517     </span>
 518 </div>
 519     <script src="../js/theme.js"></script>
 520
 521 </body>
 522 </html>