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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 />
320The 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
353From github.com:shaarli/Shaarli
354 * branch master -&gt; FETCH_HEAD
355Updating ebd67c6..521f0e6
356Fast-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
366Loading composer repositories with package information
367Updating 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
386origin https://github.com/sebsauvage/Shaarli (fetch)
387origin https://github.com/sebsauvage/Shaarli (push)
388
389$ git branch -vv
390* master 029f75f [origin/master] Update README.md
391
392$ git status
393On branch master
394Your branch is up-to-date with 'origin/master'.
395nothing 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
401sebsauvage https://github.com/sebsauvage/Shaarli (fetch)
402sebsauvage https://github.com/sebsauvage/Shaarli (push)
403
404$ git remote add origin https://github.com/shaarli/Shaarli
405$ git fetch origin
406
407remote: Counting objects: 3015, done.
408remote: Compressing objects: 100% (19/19), done.
409remote: Total 3015 (delta 446), reused 457 (delta 446), pack-reused 2550
410Receiving objects: 100% (3015/3015), 2.59 MiB | 918.00 KiB/s, done.
411Resolving deltas: 100% (1899/1899), completed with 48 local objects.
412From 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
422Branch stable set up to track remote branch stable from origin.
423Switched 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
433Loading composer repositories with package information
434Updating 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
441Deleted branch master (was 029f75f).
442
443$ git remote remove sebsauvage
444
445$ git remote -v
446origin https://github.com/shaarli/Shaarli (fetch)
447origin https://github.com/shaarli/Shaarli (push)
448
449$ git gc
450Counting objects: 3317, done.
451Delta compression using up to 8 threads.
452Compressing objects: 100% (1237/1237), done.
453Writing objects: 100% (3317/3317), done.
454Total 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).
463Take 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>
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