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1 | #Upgrade and migration | ||
2 | ## Preparation | ||
3 | ### Note your current version | ||
4 | |||
5 | If anything goes wrong, it's important for us to know which version you're upgrading from. | ||
6 | The current version is present in the `version.php` file. | ||
7 | |||
8 | ### Backup your data | ||
9 | |||
10 | Shaarli stores all user data under the `data` directory: | ||
11 | - `data/config.php` - main configuration file | ||
12 | - `data/datastore.php` - bookmarked links | ||
13 | - `data/ipbans.php` - banned IP addresses | ||
14 | - `data/updates.txt` - contains all automatic update to the configuration and datastore files already run | ||
15 | |||
16 | See [Shaarli configuration](Shaarli-configuration.html) for more information about Shaarli resources. | ||
17 | |||
18 | It is recommended to backup this repository _before_ starting updating/upgrading Shaarli: | ||
19 | - users with SSH access: copy or archive the directory to a temporary location | ||
20 | - users with FTP access: download a local copy of your Shaarli installation using your favourite client | ||
21 | |||
22 | ### Migrating data from a previous installation | ||
23 | 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: | ||
24 | |||
25 | - backup the `data` directory | ||
26 | - install or update Shaarli: | ||
27 | - fresh installation - see [Download and installation](Download-and-installation.html) | ||
28 | - update - see the following sections | ||
29 | - check or restore the `data` directory | ||
30 | |||
31 | ## Recommended : Upgrading from release archives | ||
32 | All tagged revisions can be downloaded as tarballs or ZIP archives from the [releases](https://github.com/shaarli/Shaarli/releases) page.[](.html) | ||
33 | |||
34 | We recommend that you use the latest release tarball with the `-full` suffix. It contains the dependencies, please read [Download and installation](Download-and-installation.html) for `git` complete instructions. | ||
35 | |||
36 | Once downloaded, extract the archive locally and update your remote installation (e.g. via FTP) -be sure you keep the content of the `data` directory! | ||
37 | |||
38 | 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 `data/config.json.php` (see [Shaarli configuration](Shaarli-configuration.html) for more details). | ||
39 | |||
40 | ## Upgrading with Git | ||
41 | ### Updating a community Shaarli | ||
42 | 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) | ||
43 | |||
44 | ```bash | ||
45 | $ cd /path/to/shaarli | ||
46 | $ git pull | ||
47 | |||
48 | From github.com:shaarli/Shaarli | ||
49 | * branch master -> FETCH_HEAD | ||
50 | Updating ebd67c6..521f0e6 | ||
51 | Fast-forward | ||
52 | application/Url.php | 1 + | ||
53 | shaarli_version.php | 2 +- | ||
54 | tests/Url/UrlTest.php | 1 + | ||
55 | 3 files changed, 3 insertions(+), 1 deletion(-) | ||
56 | ``` | ||
57 | |||
58 | Shaarli >= `v0.8.x`: install/update third-party PHP dependencies using [Composer](https://getcomposer.org/):[](.html) | ||
59 | |||
60 | ```bash | ||
61 | $ composer install --no-dev | ||
62 | |||
63 | Loading composer repositories with package information | ||
64 | Updating dependencies | ||
65 | - Installing shaarli/netscape-bookmark-parser (v1.0.1) | ||
66 | Downloading: 100% | ||
67 | ``` | ||
68 | |||
69 | ### Migrating and upgrading from Sebsauvage's repository | ||
70 | 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) | ||
71 | |||
72 | The following guide assumes that: | ||
73 | - 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) | ||
74 | - the default remote is named `origin` and points to Sebsauvage's repository | ||
75 | - the current branch is `master` | ||
76 | - 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) | ||
77 | - the working copy is clean: | ||
78 | - no versioned file has been locally modified | ||
79 | - no untracked files are present | ||
80 | |||
81 | #### Step 0: show repository information | ||
82 | ```bash | ||
83 | $ cd /path/to/shaarli | ||
84 | |||
85 | $ git remote -v | ||
86 | origin https://github.com/sebsauvage/Shaarli (fetch) | ||
87 | origin https://github.com/sebsauvage/Shaarli (push) | ||
88 | |||
89 | $ git branch -vv | ||
90 | * master 029f75f [origin/master] Update README.md[](.html) | ||
91 | |||
92 | $ git status | ||
93 | On branch master | ||
94 | Your branch is up-to-date with 'origin/master'. | ||
95 | nothing to commit, working directory clean | ||
96 | ``` | ||
97 | |||
98 | #### Step 1: update Git remotes | ||
99 | ``` | ||
100 | $ git remote rename origin sebsauvage | ||
101 | $ git remote -v | ||
102 | sebsauvage https://github.com/sebsauvage/Shaarli (fetch) | ||
103 | sebsauvage https://github.com/sebsauvage/Shaarli (push) | ||
104 | |||
105 | $ git remote add origin https://github.com/shaarli/Shaarli | ||
106 | $ git fetch origin | ||
107 | |||
108 | remote: Counting objects: 3015, done. | ||
109 | remote: Compressing objects: 100% (19/19), done. | ||
110 | remote: Total 3015 (delta 446), reused 457 (delta 446), pack-reused 2550 | ||
111 | Receiving objects: 100% (3015/3015), 2.59 MiB | 918.00 KiB/s, done. | ||
112 | Resolving deltas: 100% (1899/1899), completed with 48 local objects. | ||
113 | From https://github.com/shaarli/Shaarli | ||
114 | * [new branch] master -> origin/master[](.html) | ||
115 | * [new branch] stable -> origin/stable[](.html) | ||
116 | [...][](.html) | ||
117 | * [new tag] v0.6.4 -> v0.6.4[](.html) | ||
118 | * [new tag] v0.7.0 -> v0.7.0[](.html) | ||
119 | ``` | ||
120 | |||
121 | #### Step 2: use the stable community branch | ||
122 | |||
123 | ```bash | ||
124 | $ git checkout origin/stable -b stable | ||
125 | Branch stable set up to track remote branch stable from origin. | ||
126 | Switched to a new branch 'stable' | ||
127 | |||
128 | $ git branch -vv | ||
129 | master 029f75f [sebsauvage/master] Update README.md[](.html) | ||
130 | * stable 890afc3 [origin/stable] Merge pull request #509 from ArthurHoaro/v0.6.5[](.html) | ||
131 | ``` | ||
132 | |||
133 | Shaarli >= `v0.8.x`: install/update third-party PHP dependencies using [Composer](https://getcomposer.org/):[](.html) | ||
134 | |||
135 | ```bash | ||
136 | $ composer install --no-dev | ||
137 | |||
138 | Loading composer repositories with package information | ||
139 | Updating dependencies | ||
140 | - Installing shaarli/netscape-bookmark-parser (v1.0.1) | ||
141 | Downloading: 100% | ||
142 | ``` | ||
143 | |||
144 | Optionally, you can delete information related to the legacy version: | ||
145 | |||
146 | ```bash | ||
147 | $ git branch -D master | ||
148 | Deleted branch master (was 029f75f). | ||
149 | |||
150 | $ git remote remove sebsauvage | ||
151 | |||
152 | $ git remote -v | ||
153 | origin https://github.com/shaarli/Shaarli (fetch) | ||
154 | origin https://github.com/shaarli/Shaarli (push) | ||
155 | |||
156 | $ git gc | ||
157 | Counting objects: 3317, done. | ||
158 | Delta compression using up to 8 threads. | ||
159 | Compressing objects: 100% (1237/1237), done. | ||
160 | Writing objects: 100% (3317/3317), done. | ||
161 | Total 3317 (delta 2050), reused 3301 (delta 2034)to | ||
162 | ``` | ||
163 | |||
164 | #### Step 3: configuration | ||
165 | 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). | ||
166 | |||
167 | ## Troubleshooting | ||
168 | |||
169 | If the solutions provided here doesn't work, please open an issue specifying which version you're upgrading from and to. | ||
170 | |||
171 | ### You must specify an integer as a key | ||
172 | |||
173 | In `v0.8.1` we changed how link keys are handled (from timestamps to incremental integers). | ||
174 | Take a look at `data/updates.txt` content. | ||
175 | |||
176 | #### `updates.txt` contains `updateMethodDatastoreIds` | ||
177 | |||
178 | Try to delete it and refresh your page while being logged in. | ||
179 | |||
180 | #### `updates.txt` doesn't exists or doesn't contain `updateMethodDatastoreIds` | ||
181 | |||
182 | 1. Create `data/updates.txt` if it doesn't exist. | ||
183 | 2. Paste this string in the update file `;updateMethodRenameDashTags;` | ||
184 | 3. Login to Shaarli. | ||
185 | 4. Delete the update file. | ||
186 | 5. Refresh. | ||