Changes between Version 2 and Version 3 of TracUpgrade


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Timestamp:
Feb 5, 2015, 2:57:06 PM (4 years ago)
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trac
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  • TracUpgrade

    v2 v3  
    2929 * on MacOSX: `/Library/Python/2.X/site-packages`
    3030
    31 You may also want to remove the Trac `cgi-bin`, `htdocs`, `templates` and `wiki-default` directories that are commonly found in a directory called `share/trac`. (The exact location depends on your platform.)
    32 
    33 This cleanup is not mandatory, but makes it easier to troubleshoot issues later on, as you won't waste your time looking at code or templates from a previous release that are not being used anymore... As usual, make a backup before actually deleting things.
     31You may also want to remove the Trac `cgi-bin`, `htdocs`, `templates` and `wiki-default` directories that are commonly found in a directory called `share/trac`. The exact location depends on your platform. This cleanup is not mandatory, but makes it easier to troubleshoot issues later on, as your installation is uncluttered by code or templates from a previous release that is not used anymore. As usual, make a backup before actually removing things.
    3432
    3533=== 3. Upgrade the Trac Environment === #UpgradetheTracEnvironment
     
    4543
    4644Note that a backup of your database will be performed automatically prior to the upgrade.
    47 This feature is relatively new for the PostgreSQL or MySQL database backends, so if it fails, you will have to backup the database manually. Then, to perform the actual upgrade, run:
     45This feature is relatively new for PostgreSQL or MySQL databases, so if it fails, you will have to backup the database manually. Then, to perform the actual upgrade, run:
    4846{{{
    4947trac-admin /path/to/projenv upgrade --no-backup
     
    5250=== 4. Update the Trac Documentation === #UpdatetheTracDocumentation
    5351
    54 Every [TracEnvironment Trac environment] includes a copy of the Trac documentation for the installed version. As you probably want to keep the included documentation in sync with the installed version of Trac, [TracAdmin trac-admin] provides a command to upgrade the documentation:
     52By default, every [TracEnvironment Trac environment] includes a copy of the Trac documentation for the installed version. However, to keep the included documentation in sync with the installed version of Trac, use the following [TracAdmin trac-admin] command to upgrade the documentation:
    5553{{{
    5654trac-admin /path/to/projenv wiki upgrade
     
    5856
    5957Note that this procedure will leave your `WikiStart` page intact.
    60 
    6158
    6259=== 5. Refresh static resources ===
     
    7875
    7976===== Python 2.4 no longer supported =====
    80 The minimum supported version of python is now 2.5
     77Upgrade Python to at least 2.5, but not 3.0.
    8178
    8279===== Subversion components not enabled by default for new installations
     
    8885The upgrade procedure should take care of this and change the TracIni appropriately, unless you already had the svn components explicitly disabled.
    8986
    90 
    9187===== Attachments migrated to new location
    92 Another step in the automatic upgrade will change the way the attachments are stored. If you're a bit paranoid, you might want to take a backup of the `attachments` directory before upgrading (but if you are, you already did a full copy of the environment, no?). In case the `attachments` directory contains some files which are //not// attachments, the last step of the migration to the new layout will fail: the deletion of the now unused `attachments` directory can't be done if there are still files and folders in it. You may ignore this error, but better go have a look to these files, move them elsewhere and remove the `attachments` directory manually to cleanup the environment. The attachments themselves are now all located in your environment below the `files/attachments` directory.
     88Another step in the automatic upgrade will change the way the attachments are stored. Create a backup of the `attachments` directory before upgrading. In case the `attachments` directory contains some files which are //not// attachments, the last step of the migration to the new layout will fail: the deletion of the now unused `attachments` directory can't be done if there are still files and folders in it. You may ignore this error, but better to move them elsewhere and remove the `attachments` directory manually. The attachments themselves are now all located in your environment below the `files/attachments` directory.
    9389
    9490===== Behavior of `[ticket] default_owner` changed
    9591Prior to 1.0, the owner field of new tickets always defaulted to `[ticket] default_owner` when the value was not empty. If the value was empty, the owner field defaulted to to the Component's owner. In 1.0 and later, the `default_owner` must be set to `< default >` to make new tickets default to the Component's owner. This change allows the `default_owner` to be set to an empty value if no default owner is desired.
    9692
    97 
    9893==== Upgrading from Trac 0.11 to Trac 0.12 ====
    9994
    10095===== Python 2.3 no longer supported =====
    101 The minimum supported version of python is now 2.4
     96The minimum supported version of Python is now 2.4.
    10297
    10398===== SQLite v3.x required =====
     
    105100
    106101===== PySqlite 2 required =====
    107 PySqlite 1.1.x is no longer supported. Please install 2.5.5 or later if possible (see [#Tracdatabaseupgrade Trac database upgrade] below).
     102PySqlite 1.1.x is no longer supported. Please install 2.5.5 or later if possible, see [#Tracdatabaseupgrade Trac database upgrade] below.
    108103
    109104===== Multiple Repository Support =====
    110105The latest version includes support for multiple repositories. If you plan to add more repositories to your Trac instance, please refer to TracRepositoryAdmin#Migration.
    111106
    112 This may be of interest to users with only one repository, since there's now a way to avoid the potentially costly resync check at every request.
     107This may be of interest to users with only one repository, since there is now a way to avoid the potentially costly resync check at every request.
    113108
    114109===== Resynchronize the Trac Environment Against the Source Code Repository =====
     
    128123
    129124===== Authz permission checking =====
    130 The authz permission checking has been migrated to a fine-grained permission policy. If you use authz permissions (aka `[trac] authz_file` and `authz_module_name`), you must add `AuthzSourcePolicy` in front of your permission policies in `[trac] permission_policies`. You must also remove `BROWSER_VIEW`, `CHANGESET_VIEW`, `FILE_VIEW` and `LOG_VIEW` from your global permissions (with `trac-admin $ENV permission remove` or the "Permissions" admin panel).
     125The authz permission checking has been migrated to a fine-grained permission policy. If you use authz permissions (aka `[trac] authz_file` and `authz_module_name`), you must add `AuthzSourcePolicy` in front of your permission policies in `[trac] permission_policies`. You must also remove `BROWSER_VIEW`, `CHANGESET_VIEW`, `FILE_VIEW` and `LOG_VIEW` from your global permissions with `trac-admin $ENV permission remove` or the "Permissions" admin panel.
    131126
    132127===== Microsecond timestamps =====
    133 All timestamps in database tables (except the `session` table) have been changed from "seconds since epoch" to "microseconds since epoch" values. This change should be transparent to most users, except for custom reports. If any of your reports use date/time columns in calculations (e.g. to pass them to `datetime()`), you must divide the values retrieved from the database by 1'000'000. Similarly, if a report provides a calculated value to be displayed as a date/time (i.e. with a column named "time", "datetime", "changetime", "date", "created" or "modified"), you must provide a microsecond timestamp, that is, multiply your previous calculation with 1'000'000.
     128All timestamps in database tables, except the `session` table, have been changed from "seconds since epoch" to "microseconds since epoch" values. This change should be transparent to most users, except for custom reports. If any of your reports use date/time columns in calculations (e.g. to pass them to `datetime()`), you must divide the values retrieved from the database by 1'000'000. Similarly, if a report provides a calculated value to be displayed as a date/time (i.e. with a column named "time", "datetime", "changetime", "date", "created" or "modified"), you must provide a microsecond timestamp, that is, multiply your previous calculation with 1'000'000.
    134129
    135130==== Upgrading from Trac 0.10 to Trac 0.11 ====
     
    137132The templating engine has changed in 0.11 to Genshi, please look at TracInterfaceCustomization for more information.
    138133
    139 If you are using custom CSS styles or modified templates in the `templates` directory of the TracEnvironment, you will need to convert them to the Genshi way of doing things. To continue to use your style sheet, follow the instructions at TracInterfaceCustomization#SiteAppearance.
     134If you are using custom CSS or modified templates in the `templates` directory of the TracEnvironment, you will need to convert them to the Genshi way of doing things. To continue to use your style sheet, follow the instructions at TracInterfaceCustomization#SiteAppearance.
    140135
    141136===== Trac Macros, Plugins =====
    142 The Trac macros will need to be adapted, as the old-style wiki-macros are not supported anymore (due to the drop of [trac:ClearSilver] and the HDF); they need to be converted to the new-style macros, see WikiMacros. When they are converted to the new style, they need to be placed into the plugins directory instead and not wiki-macros, which is no longer scanned for macros or plugins.
     137The Trac macros will need to be adapted, as the old-style wiki-macros are not supported anymore due to the drop of [trac:ClearSilver] and the HDF. They need to be converted to the new-style macros, see WikiMacros. When they are converted to the new style, they need to be placed into the plugins directory instead and not wiki-macros, which is no longer scanned for macros or plugins.
    143138
    144139===== For FCGI/WSGI/CGI users =====
     
    153148If you had the webadmin plugin installed, you can uninstall it as it is part of the Trac code base since 0.11.
    154149
     150===== New Default Configurable Workflow
     151
     152When you run `trac-admin <env> upgrade`, your `trac.ini` will be modified to include a `[ticket-workflow]` section. The workflow configured in this case is the original workflow, so that ticket actions will behave like they did in 0.10.
     153
     154Graphically, that looks like this:
     155
     156{{{#!Workflow width=500 height=240
     157leave = * -> *
     158leave.operations = leave_status
     159leave.default = 1
     160accept = new -> assigned
     161accept.permissions = TICKET_MODIFY
     162accept.operations = set_owner_to_self
     163resolve = new,assigned,reopened -> closed
     164resolve.permissions = TICKET_MODIFY
     165resolve.operations = set_resolution
     166reassign = new,assigned,reopened -> new
     167reassign.permissions = TICKET_MODIFY
     168reassign.operations = set_owner
     169reopen = closed -> reopened
     170reopen.permissions = TICKET_CREATE
     171reopen.operations = del_resolution
     172}}}
     173
     174There are some significant caveats in this, such as accepting a ticket sets it to 'assigned' state, and assigning a ticket sets it to 'new' state. So you will probably want to migrate to "basic" workflow; [trac:source:trunk/contrib/workflow/migrate_original_to_basic.py contrib/workflow/migrate_original_to_basic.py] may be helpful. See TracWorkflow for a detailed description of the new basic workflow.
     175
    155176=== 7. Restart the Web Server === #RestarttheWebServer
    156177
     
    159180== Known Issues ==
    160181
    161 Things you should pay attention to, while upgrading.
    162 
    163182=== Customized Templates
    164183
    165 Trac supports customization of its Genshi templates by placing copies of the templates in the `<env>/templates` folder of your [TracEnvironment environment] or in a common location specified in the [[TracIni#GlobalConfiguration| [inherit] templates_dir]] configuration setting. If you choose to do so, be wary that you will need to repeat your changes manually on a copy of the new templates when you upgrade to a new release of Trac (even a minor one), as the templates will likely evolve. So keep a diff around ;-)
     184Trac supports customization of its Genshi templates by placing copies of the templates in the `<env>/templates` folder of your [TracEnvironment environment] or in a common location specified in the [[TracIni#GlobalConfiguration| [inherit] templates_dir]] configuration setting. If you choose to do so, be aware that you will need to repeat your changes manually on a copy of the new templates when you upgrade to a new release of Trac (even a minor one), as the templates will likely evolve. So keep a diff around.
    166185
    167186The preferred way to perform TracInterfaceCustomization is to write a custom plugin doing an appropriate `ITemplateStreamFilter` transformation, as this is more robust in case of changes: we usually won't modify element `id`s or change CSS `class`es, and if we have to do so, this will be documented in the TracDev/ApiChanges pages.
     
    169188=== !ZipImportError ===
    170189
    171 Due to internal caching of zipped packages,  whenever the content of the packages change on disk, the in-memory zip index will no longer match and you'll get irrecoverable !ZipImportError errors. Better anticipate and bring your server down for maintenance before upgrading.
     190Due to internal caching of zipped packages, whenever the content of the packages change on disk, the in-memory zip index will no longer match and you'll get irrecoverable !ZipImportError errors. Better anticipate and bring your server down for maintenance before upgrading.
    172191See [trac:#7014] for details.
    173192
     
    179198A known issue in some versions of PySqlite (2.5.2-2.5.4) prevents the trac-admin upgrade script from successfully upgrading the database format. It is advised to use either a newer or older version of the sqlite python bindings to avoid this error. For more details see ticket [trac:#9434].
    180199
    181 === parent dir ===
    182 If you use a trac parent env configuration and one of the plugins in one child does not work, none of the children work.
     200=== Parent dir ===
     201If you use a Trac parent env configuration and one of the plugins in one child does not work, none of the children will work.
    183202
    184203== Related topics
     
    186205=== Upgrading Python ===
    187206
    188 Upgrading Python to a newer version will require reinstallation of Python packages: Trac of course; also [http://pypi.python.org/pypi/setuptools easy_install], if you've been using that.  Assuming you're using Subversion, you'll also need to upgrade the Python bindings for svn.
     207Upgrading Python to a newer version will require reinstallation of Python packages: Trac itself of course, but also [http://pypi.python.org/pypi/setuptools easy_install], if you've been using that. If you are using Subversion, you'll also need to upgrade the Python bindings for svn.
    189208
    190209==== Windows and Python 2.6 ====
    191210
    192 If you've been using !CollabNet's Subversion package, you may need to uninstall that in favor of [http://alagazam.net/ Alagazam], which has the Python bindings readily available (see TracSubversion).  The good news is, that works with no tweaking.
     211If you've been using !CollabNet's Subversion package, you may need to uninstall that in favor of [http://alagazam.net/ Alagazam], which has the Python bindings readily available, see TracSubversion. That package works without tweaking.
    193212
    194213=== Changing Database Backend ===