Difference: TWikiUpgradeGuide (1 vs. 7)

Revision 704 Feb 2007 - Main.KennethLavrsen

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TWiki Upgrade Guide

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TWiki Upgrade Guide

This guide covers upgrading from a previous version of TWiki (such as Cairo or TWiki4.0) to TWiki 4.1_

 
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Upgrade from the previous TWiki 01-Sep-2004 Production Release to TWiki-4.X
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Overview

Revision 604 Feb 2007 - Main.KennethLavrsen

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TWiki Upgrade Guide

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 You additionally need to ensure that TWikiUsers has the Set ALLOWTOPICCHANGE = TWikiAdminGroup, TWikiRegistrationAgent. Otherwise people will not be able to register.
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Important Changes since 4.0.5

Supported Perl version

TWiki 4.0.5 worked on Perl version 5.6.X. Reports from users has shown that unfortunately TWiki 4.1.0 does not support Perl versions older then 5.8.0. It is the goal that TWiki should work on at least Perl version 5.6.X but none of the developers have had access to Perl installations older than 5.8.0.

Since TWiki 4.1.0 has some urgent bugs the development team decided to release TWiki 4.1.1 without resolving the issue with Perl 5.6.X. We will however address this and try and resolve it for a planned 4.1.2 release. The TWiki community is very interested in contributions from users that have fixes for the code which will enable TWiki to run on older versions of Perl.

See the WhatVersionsOfPerlAreSupported topic to keep up to date with the discussion how to get back support for earlier Perl versions.

Template spec changed

Until TWiki 4.0.5 TWikiTemplates the text inside template definition blocks (anything between %TMPL:DEF{"block"}% and %TMPL:END% was stripped of leading and trailing white space incl new lines.

This caused a lot of problems for skin developers when you wanted a newline before or after the block text.

From TWiki 4.1.0 this has changed so that white space is no longer stripped. Skins like PatternSkin and NatSkin have been updated so that they work with the new behavior. But if you use an older skin or have written your own you will most likely need to make some adjustments.

It is not difficult. The general rule is - if you get mysterious blank lines in your skin, the newline after the %TMPL:DEF{"block"}% needs to be removed. Ie. the content of the block must follow on the same line as the TMPL:DEF.

The spec change have the same impact on CommentPlugin templates where you may have to remove the first line break after the TMPL:DEF. See the CommentPluginTemplate for examples of how comment template definitions should look like in TWiki-4.1.X

An example: A CommentPlugin template that adds a comment as appending a row to a table. Before the spec change this would work.

<verbatim>
%TMPL:DEF{OUTPUT:tabletest}%%POS:BEFORE%
|%URLPARAM{"comment"}%| -- %WIKIUSERNAME% - %DATE% |
%TMPL:END%
</verbatim>

From Twiki 4.1.0 the old template definition will add an empty line before the new table row. To fix it simply remove the new line before the table.

<verbatim>
%TMPL:DEF{OUTPUT:tabletest}%%POS:BEFORE%|%URLPARAM{"comment"}%| -- %WIKIUSERNAME% - %DATE% |
%TMPL:END%
</verbatim>

The advantage of the spec change is that now you can add leading and trailing white space including new lines. This was not possible before.

Important Changes since 4.1.0

New location for session files

An upgrader upgrading to 4.1.1 should note the following important change

The directory for passthrough files and session files have been replaced by a common directory for temporary files used by TWiki. Previously the two configure settings {PassthroughDir} and {Sessions}{Dir} were by default set to /tmp. These config settings have been replaced by {TempfileDir} with the default setting value /tmp/twiki. If the twiki directory does not exist twiki will create it first time it needs it.

It is highly recommended no longer to use the tmp directory common to other web applications and the new default will work fine for most. You may want to delete all the old session files in /tmp after the upgrade to 4.1.1. They all start with cgisess_. It is additionally highly recommended to limit write access to the {TempfileDir} for security reasons if you have non-admin users with login access to the webserver just like you would do with the other webserver directories.

 

Related Topics: AdminDocumentationCategory, TWiki:TWiki.UpgradingTWiki, TWiki:TWiki.UpgradingTWiki04x00PatchReleases, TWiki:TWiki.InstallingTWiki#OtherPlatforms, TWiki:TWiki.ApacheConfigGenerator, TWiki:TWiki.SettingFileAccessRightsLinuxUnix

Revision 513 Jan 2007 - Main.TWikiContributor

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TWiki Upgrade Guide

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Upgrade from the previous TWiki 01-Sep-2004 Prodcution Release to TWiki-4.0.0
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Upgrade from the previous TWiki 01-Sep-2004 Production Release to TWiki-4.X
 

Overview

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TWiki-4.0.0 is a major new release. You can chose between an automated upgrade using a script or a manual update.
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TWiki-4.0.0 was a major new release. TWiki-4.1.0 is a minor release without dramatic changes since 4.0.0
 

Upgrade Requirements

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  • To upgrade from a standard TWiki Release 01-Sep-2004 to the latest TWiki-4.0.0 Production Release, follow the instructions below
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  • To upgrade from a standard TWiki Release 01-Sep-2004 to the latest TWiki-4.X Production Release, follow the instructions below
 
  • Once the upgrade has been applied, an existing earlier installation will still be able to read all the topics, but should not be used to write. Make sure you take a backup!
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  • Not all Plugins written for TWiki Release 01-Sep-2004 are fully supported with Dakar. Make sure the Plugins you use can be upgraded as well!
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  • Not all Plugins written for TWiki Release 01-Sep-2004 are fully supported with 4.X. Make sure the Plugins you use can be upgraded as well!
 
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Major Changes Compared to TWiki Release 01-Sep-2004

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Major Changes Compared to TWiki Release 01-Sep-2004 and TWiki Release 4.0.0

 
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See TWikiReleaseNotes04x00.

Automated Upgrade Procedure

If you would prefer to do things manually, or if you made custom modifications to distributed files (except topics), then skip to the manual upgrade procedure below.

The upgrade script is called "UpgradeTwiki", and is found in the root of the distribution. It can be run by any user, though you will need to make sure you correct the permissions so that the webserver user can write all files in the new installation when you have finished. The upgrade script does not write to your existing installation.

The upgrade script will upgrade the TWiki core only. Plugins will need to be upgraded separately.

Note: To upgrade from a Beta, do not use UpgradeTWiki. Instead follow the steps outlined in Upgrading a Beta, below.

It will:

  • Create a new TWiki installation, placing the files from the distribution there as appropriate
  • Where possible, merge the changes you've made in your existing topics and attachments into the new twiki
  • Where not possible, it will tell you, and you can inspect those differences manually
  • Create new configuration files for the new TWiki based on your existing configuation information
  • Set the permissions in the new TWiki so that it should work straight away
  • Attempt to setup authentication for your new TWiki, if you are using .htaccess in the old one
  • Tell you what else you need to do

To perform the upgrade, you need to:

  • Check first if there is a newer UpgradeTwiki script available, see TWiki:Codev.UpgradeTWiki
  • Create a new directory for your new installation: Let's call this distro/
  • Put the distribution zip file in distro/
  • Unzip it
  • Choose a directory for the new installation. I will call this new_twiki. This directory must not already exist.
  • Change directory to distro/ and run:
    ./UpgradeTwiki <full path to existing_twiki's setlib.cfg> <full path to new_twiki>
  • confirm your system settings by pointing your browser to the configure script

Assuming all goes well, UpgradeTwiki will give you the final instructions.

Visit TWiki:Codev.KnownIssuesOfTWiki04x00x00 and fix known issues that apply to you.

There are a few points worth noting:

  • UpgradeTwiki may not be able to merge all the changes you made in your existing TWiki into the new installation, but it will tell you which ones it couldn't deal with
  • UpgradeTwiki creates the new installation in a new directory tree. It makes a complete copy of all your existing data, so:
    • Clearly you need to point it to a location where there is enough space
    • If you have symlinks under your data/ directory in your existing installation, these are reproduced as actual directories in the new structure. It is up to you to pull these sub-directories out again and re-symlink as needed
  • UpgradeTwiki doesn't deal with custom templates or Plugins, you will have to reinstall these in the new installation.
  • If you are using the Htpasswd login manager, then note that email addresses for users have moved out of user topics and into the password database. There is a script that performs this extra upgrade step for you - see tools/upgrade_emails.pl.
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See TWikiReleaseNotes04x00 and TWikiReleaseNotes04x01
 

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Manual Upgrade Procedure

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Upgrade Procedure

 The following steps are a rough guide to upgrading only. It is impossible to give detailed instructions, as what you have to do may depend on whether you can configure the webserver or not, and how much you have changed distributed files in your current TWiki release.
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  1. Follow the installation instructions, and install the new release in a new directory.
  2. Copy your local webs over to the data and pub directories of the new install
    • You could also use softlinks to link the web directories in data and pub to the old installation area
  3. Unlock the rcs files in data and pub directories from the old installation using the following shell commands:
    • find data -name '*,v' -exec rcs -r -u -M '{}' \;
    • find pub -name '*,v' -exec rcs -r -u -M '{}' \;
  4. Examine your old TWiki.cfg, and for each local setting, set the corresponding value in the configure interface for the new install.
    • If you can't use configure, then copy the new TWiki.cfg to LocalSite.cfg, and edit LocalSite.cfg. Remove all the settings that you didn't change in your previous install, and change the remaining settings to the values from your old TWiki.cfg.
  5. Transfer any customized and local settings from TWiki.TWikiPreferences to the topic pointed at by {LocalSitePreferences} (Main.TWikiPreferences). This avoids having to write over files in the distribution.
  6. If you changed any of the topics in the original TWiki distribution, you will have to transfer your changes to the new install manually. There is no simple way to do this, though the following procedure may help:
    1. Install a copy of the original TWiki release you were using in a temporary directory
    2. Use 'diff' to find changed files, and transfer the changes into the new Dakar install.
    3. Install updated plugins into your new area.
  7. Point your webserver at the new install.
  8. Visit TWiki:Codev.KnownIssuesOfTWiki04x00x00 and fix known issues that apply to you.
  9. If you are using the Htpasswd login manager, then note that email addresses for users have moved out of user topics and into the password database. There is a script that performs this extra upgrade step for you - see tools/upgrade_emails.pl.

You are highly recommended not to change any distributed files if you can avoid it, to simplify future upgrades!

Upgrading a Beta

If you followed the recommendations and avoided modifying any distributed files, then this is quite straightforward:
  1. Follow the installation instructions, and install the new release in a new directory.
  2. Copy your local webs over to the data and pub directories of the new install
    • Be careful to copy over the user topics and TWikiUsers?.txt in the Main web
  3. Copy over your bin/LocalLib.cfg and lib/LocalSite.cfg files
  4. Copy over any local files you created (such as .htpasswd and .htaccess files)
  5. Point your webserver at the new install.
If you changed any of the distributed files, you will have to continue from Step 5 above.
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The main steps are:

  1. Install the new TWiki version, configure it, and get it to work similar to the old version
  2. Install additional extensions (Plugins). Make sure to use the latest versions
  3. Copy all the non-default webs from the old installation to the new
  4. Copy the users from old installation to the new incl all their topics from Main
  5. Apply tailorings to your Skin (logos, menu bars etc)
  6. Apply preferences from old installation

Installation

Install Extensions

  • Note that not all extensions that worked in Cairo have been updated to work with TWiki4.X. Many Cairo plugins work fine. Some do not. Many plugins have been upgraded to work with TWiki4.0 and later.
  • From TWiki-4.1.0 the configure script which you ran during installation supports installation of additional plugins.
  • Manual installation is possible. Follow the instruction on the Plugin page at twiki.org.
  • Check the plugin topics from your old TWiki installation. There may be plugin settings that you want to transfer to the new TWiki installation.
    HELP Hint: For an easier upgrade later on, set the plugin preferences settings in the Main.TWikiPreferences topic, not in the plugin topic. To identify the plugin, prefix the name of the setting with the capitalized name of the plugin. For example, to change the DEFAULT_TYPE setting of the CommentPlugin, create a COMMENTPLUGIN_DEFAULT_TYPE setting in Main.TWikiPreferences.
  • Typical plugin settings you may have altered.
    • CommentPlugin - Set DEFAULT_TYPE
    • EditTablePlugin - Set CHANGEROWS, Set QUIETSAVE, and Set EDITBUTTON
    • InterwikiPlugin - Set RULESTOPIC
    • InterWikis - If you added your own rules you should save this topic and not overwrite it.
    • SlideShowPlugin - Make sure you did not change the embedded 'Default Slide Template' If you did you should save it. It is a bad idea to do. It is better to define your own slide show templates as separate topics that do not get overwritten when you upgrade.
    • SmiliesPlugin - Did you add your own smileys? No smileys were added 4.0.0 and 4.0.2 so you can just leave this topic as it is.
    • TablePlugin - Set TABLEATTRIBUTES
  • Remember that a plugin must be activated in configure.

Copy your old webs to new TWiki

  • When upgrading from Cairo or earlier it may be necessary to unlock the rcs files in data and pub directories from the old installation using the following shell commands:
    • find data -name '*,v' -exec rcs -u -M '{}' \;
    • find pub -name '*,v' -exec rcs -u -M '{}' \;
  • Copy your local webs over to the data and pub directories of the new install. Do not copy the default webs: TWiki, Main, Trash, Sandbox, _default, and _empty.

Copy Users And Their Topics From Main Web

  • Copy all the topics from the Main web and corresponding pub/Main directories from the old TWiki to the new TWiki but do not overwrite any of the new topics already inside the new Main directory!
  • Manually merge all the users from the old TWiki.TWikiUsers topic to the new TWiki. If you upgrade from Cairo you can simply use the old file and add the missing new system users to the list of users. If you upgrade from TWiki-4.0.X simply use the old topic.
  • If you use data/.htpasswd for authentication copy this file from the old TWiki to the new.
    • If you upgrade from Cairo and you are using the Htpasswd login manager, then note that email addresses for users have moved out of user topics and into the password database. There is a script that performs this extra upgrade step for you - see tools/upgrade_emails.pl.
  • The old sandbox web may have a lot of useful topic and users may use it actively for drafts. Manually select the topics (remember the corresponding pub directories) from the old Sandbox web and copy them to the new TWiki. Decide if you want to overwrite the sandbox homepage and left menu bar or keep the new.

Apply Customizations To The Skin

Apply Preferences From Old Installation

  • Transfer any customized and local settings from TWiki.TWikiPreferences to the topic pointed at by {LocalSitePreferences} (Main.TWikiPreferences). Per default this is Main.TWikiPreferences. This avoids having to write over files in the distribution on a later upgrade.
  • If you changed any of the topics in the original TWiki distribution, you will have to transfer your changes to the new install manually. There is no simple way to do this, though a suggestion is to use 'diff' to find changed files in the data/TWiki of the old and new TWiki installation, and transfer the changes into the new TWiki install.
  • Compare the WebPreferences topics in the old TWiki Installation with the default from the new TWiki installation and add any new Preferences that may be relevant.
  • Compare the WebLeftBar topics in the old TWiki Installation with the default from the new TWiki installation and add any new feature that you desire.
 

Upgrading from Cairo to TWiki4 (additional advice)

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 In TWiki4 it is assumed that each web has a favicon.ico file attached to the WebPreferences topic. When you upgrade from Cairo to TWiki4 you do not have this file and you will get flooded with errors the error log of your web server. There are two solutions to this.

  • Attach a favicon.ico file to WebPreferences in each web.
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  • Change the setting of the location of favicon.ico in TWikiPreferences so all webs use the favicon.ico from the TWiki web. This is the fastest and easiest solution.
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  • Preferred: Change the setting of the location of favicon.ico in TWikiPreferences so all webs use the favicon.ico from the TWiki web. This is the fastest and easiest solution.
 To change the location of favicon.ico in TWikiPreferences to the TWiki web add this line to TWikiPreferences
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  • Set FAVICON = /pub/TWiki/WebPreferences/favicon.ico
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TWikiUsers topic in Main web

Your Cairo Main.TWikiUsers topic will work in TWiki4 but you will need to ensure that these 4 users from the default TWiki4 version of TWikiUsers are copied to the existing TWikiUsers topic. TWikiGuest is probably already there but the others are new

  • TWikiContributor - placeholder for a TWiki developer, and is used in TWiki documentation
  • TWikiGuest - guest user, used as a fallback if the user can't be identified
  • TWikiRegistrationAgent - special user used during the new user registration process
  • UnknownUser - used where the author of a previously stored piece of data can't be determined

You additionally need to ensure that TWikiUsers has the Set ALLOWTOPICCHANGE = TWikiAdminGroup, TWikiRegistrationAgent. Otherwise people will not be able to register.

 
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Related Topics: AdminDocumentationCategory, TWiki:TWiki.UpgradingTWiki
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Related Topics: AdminDocumentationCategory, TWiki:TWiki.UpgradingTWiki, TWiki:TWiki.UpgradingTWiki04x00PatchReleases, TWiki:TWiki.InstallingTWiki#OtherPlatforms, TWiki:TWiki.ApacheConfigGenerator, TWiki:TWiki.SettingFileAccessRightsLinuxUnix
 

Revision 415 May 2006 - Main.TWikiContributor

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TWiki Upgrade Guide

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Major Changes Compared to TWiki Release 01-Sep-2004

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See TWikiReleaseNotes04x00x00?.
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See TWikiReleaseNotes04x00.
 

Automated Upgrade Procedure

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  1. Point your webserver at the new install.
If you changed any of the distributed files, you will have to continue from Step 5 above.
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Upgrading from Cairo to TWiki4 (additional advice)

Favicon

TWiki4's PatternSkin introduces the use of the favicon feature which most browsers use to show a small icon in front of the URL and for bookmarks.

In TWiki4 it is assumed that each web has a favicon.ico file attached to the WebPreferences topic. When you upgrade from Cairo to TWiki4 you do not have this file and you will get flooded with errors the error log of your web server. There are two solutions to this.

  • Attach a favicon.ico file to WebPreferences in each web.
  • Change the setting of the location of favicon.ico in TWikiPreferences so all webs use the favicon.ico from the TWiki web. This is the fastest and easiest solution.

To change the location of favicon.ico in TWikiPreferences to the TWiki web add this line to TWikiPreferences

   * Set FAVICON = %PUBURLPATH%/%TWIKIWEB%/%WEBPREFSTOPIC%/favicon.ico
 

Related Topics: AdminDocumentationCategory, TWiki:TWiki.UpgradingTWiki

Revision 322 Sep 2005 - Main.TWikiContributor

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TWiki Upgrade Guide

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  • Choose a directory for the new installation. I will call this new_twiki. This directory must not already exist.
  • Change directory to distro/ and run:
    ./UpgradeTwiki <full path to existing_twiki's setlib.cfg> <full path to new_twiki>
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  • confirm your system settings by pointing your browser to cgi-bin/configure
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  • confirm your system settings by pointing your browser to the configure script
 Assuming all goes well, UpgradeTwiki will give you the final instructions.
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    • Clearly you need to point it to a location where there is enough space
    • If you have symlinks under your data/ directory in your existing installation, these are reproduced as actual directories in the new structure. It is up to you to pull these sub-directories out again and re-symlink as needed
  • UpgradeTwiki doesn't deal with custom templates or Plugins, you will have to reinstall these in the new installation.
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  • If you are using the Htpasswd login manager, then note that email addresses for users have moved out of user topics and into the password database. There is a script that performs this extra upgrade step for you - see tools/upgrade_emails.pl.
 
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If you use it, and would be kind enough to add your experiences to TWiki:Codev.UpgradeTWiki, it would be much appreciated. The report of your experience will help to make UpgradeTwiki more robust.
 

Manual Upgrade Procedure

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    1. Install updated plugins into your new area.
  1. Point your webserver at the new install.
  2. Visit TWiki:Codev.KnownIssuesOfTWiki04x00x00 and fix known issues that apply to you.
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  1. If you are using the Htpasswd login manager, then note that email addresses for users have moved out of user topics and into the password database. There is a script that performs this extra upgrade step for you - see tools/upgrade_emails.pl.
 You are highly recommended not to change any distributed files if you can avoid it, to simplify future upgrades!
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 If you followed the recommendations and avoided modifying any distributed files, then this is quite straightforward:
  1. Follow the installation instructions, and install the new release in a new directory.
  2. Copy your local webs over to the data and pub directories of the new install
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  1. Copy over your bin/setlib.cfg and lib/LocalLib.cfg files
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    • Be careful to copy over the user topics and TWikiUsers?.txt in the Main web
  1. Copy over your bin/LocalLib.cfg and lib/LocalSite.cfg files
  2. Copy over any local files you created (such as .htpasswd and .htaccess files)
 
  1. Point your webserver at the new install.
If you changed any of the distributed files, you will have to continue from Step 5 above.

Revision 222 Sep 2005 - Main.TWikiContributor

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TWiki Upgrade Guide

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Upgrade from the previous TWiki 01-Feb-2003 production release to TWiki 01-Sep-2004
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Upgrade from the previous TWiki 01-Sep-2004 Prodcution Release to TWiki-4.0.0
 

Overview

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This guide describes how to upgrade from TWiki 01-Feb-2003 to TWiki 01-Sep-2004. This is a major new release. You can chose between an automated upgrade using a script or a manual update.
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TWiki-4.0.0 is a major new release. You can chose between an automated upgrade using a script or a manual update.
 

Upgrade Requirements

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  • To upgrade from a 01-Feb-2003 standard installation to the latest 01-Sep-2004 TWiki Production Release, follow the instructions below
  • NOTE: To upgrade from a pre-01-Feb-2003 TWiki, start with TWikiUpgradeTo01Feb2003?
  • To upgrade from a Beta of the new release, or if you made custom modifications to the application, read through all new reference documentation, then use the procedure below as a guideline
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  • Review TWiki:TWiki.TWikiUpgradeTo04x00x00 for latest information and experience notes.
  • To upgrade from a release prior to TWiki Release 01-Sep-2004, start with TWiki:TWiki.UpgradingTWiki on TWiki.org
  • To upgrade from a standard TWiki Release 01-Sep-2004 to the latest TWiki-4.0.0 Production Release, follow the instructions below
  • Once the upgrade has been applied, an existing earlier installation will still be able to read all the topics, but should not be used to write. Make sure you take a backup!
  • Not all Plugins written for TWiki Release 01-Sep-2004 are fully supported with Dakar. Make sure the Plugins you use can be upgraded as well!
 
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Major Changes Compared to TWiki 01-Feb-2003

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Major Changes Compared to TWiki Release 01-Sep-2004

 
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  • Automatic upgrade script, and easier first-time installation
  • Attractive new skins, using a standard set of CSS classes, and a TWikiSkinBrowser to help you choose
  • New easier-to-use save options
  • Many improvements to SEARCH
  • Improved support for internationalisation
  • Better topic management screens
  • More pre-installed Plugins: CommentPlugin, EditTablePlugin, RenderListPlugin, SlideShowPlugin, SmiliesPlugin, SpreadSheetPlugin, TablePlugin
  • Improved Plugins API and more Plugin callbacks
  • Better support for different authentication methods
  • Many user interface and usability improvements
  • And many more enhancements, see the complete change log at TWikiHistory
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See TWikiReleaseNotes04x00x00?.
 
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Automated Upgrade Procedure

 
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Automated Upgrade Procedure from 01-Feb-2003 to 01-Sep-2004 Release

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If you would prefer to do things manually, or if you made custom modifications to distributed files (except topics), then skip to the manual upgrade procedure below.
 
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With the 01-Sep-2004 Release, for the first time, comes a helper script for upgrading from a previous version. This feature is currently at beta stage, it has only been sanity tested under Unix. It should be worth giving it a try, it won't mess up your existing TWiki installation because it leaves that untouched.
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The upgrade script is called "UpgradeTwiki", and is found in the root of the distribution. It can be run by any user, though you will need to make sure you correct the permissions so that the webserver user can write all files in the new installation when you have finished. The upgrade script does not write to your existing installation.
 
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If you would prefer to do things manually than trust a beta script, skip to the manual upgrade procedure below.
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The upgrade script will upgrade the TWiki core only. Plugins will need to be upgraded separately.
 
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The upgrade script is called "UpgradeTwiki", and is found in the root of the distribution.
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Note: To upgrade from a Beta, do not use UpgradeTWiki. Instead follow the steps outlined in Upgrading a Beta, below.
 It will:

  • Create a new TWiki installation, placing the files from the distribution there as appropriate
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  • Where possible, merge the changes you've made in your existing topics into the new twiki
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  • Where possible, merge the changes you've made in your existing topics and attachments into the new twiki
 
  • Where not possible, it will tell you, and you can inspect those differences manually
  • Create new configuration files for the new TWiki based on your existing configuation information
  • Set the permissions in the new TWiki so that it should work straight away
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 To perform the upgrade, you need to:
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  • Create a new directory for your new installation: Let's call this distro/
  • Put the distribution zip file in distro/
  • Unzip it
  • Choose a directory for the new installation. I will call this new_twiki. This directory must not already exist.
  • Change directory to distro/ and run:
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./UpgradeTwiki <full path to new_twiki>
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./UpgradeTwiki <full path to existing_twiki's setlib.cfg> <full path to new_twiki>
  • confirm your system settings by pointing your browser to cgi-bin/configure
 Assuming all goes well, UpgradeTwiki will give you the final instructions.
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Visit TWiki:Codev.KnownIssuesOfTWiki04x00x00 and fix known issues that apply to you.
 There are a few points worth noting:

  • UpgradeTwiki may not be able to merge all the changes you made in your existing TWiki into the new installation, but it will tell you which ones it couldn't deal with
  • UpgradeTwiki creates the new installation in a new directory tree. It makes a complete copy of all your existing data, so:
    • Clearly you need to point it to a location where there is enough space
    • If you have symlinks under your data/ directory in your existing installation, these are reproduced as actual directories in the new structure. It is up to you to pull these sub-directories out again and re-symlink as needed
Changed:
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  • UpgradeTwiki doesn't deal with custom templates or Plugins, you will have to reinstall these in the new installation
  • If you have done tricky stuff with $OS in your existing TWiki.cfg file, then you will need to manually examine the new TWiki.cfg file and possibly put your tricky changes in there manually
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  • UpgradeTwiki doesn't deal with custom templates or Plugins, you will have to reinstall these in the new installation.
 
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If you use it, and would be kind enough to add your experiences to TWiki:Codev.UpgradeTwiki, it would be much appreciated. The report of your experience will help to make UpgradeTwiki more robust.
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If you use it, and would be kind enough to add your experiences to TWiki:Codev.UpgradeTWiki, it would be much appreciated. The report of your experience will help to make UpgradeTwiki more robust.
 
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Manual Upgrade Procedure from 01-Feb-2003 to 01-Sep-2004 Release

The following steps describe the upgrade assuming that $TWIKIROOT is the root of your current 01-Feb-2003 release. As written this will require some downtime. A process for switching over without downtime is described at the end of this section.

  1. Back up and prepare:
    • Back up all existing TWiki directories $TWIKIROOT/bin, $TWIKIROOT/pub, $TWIKIROOT/data, $TWIKIROOT/templates, $TWIKIROOT/lib
    • Create a temporary directory and unpack the ZIP file there
  2. Update files in TWiki root:
    • Overwrite all *.html and *.txt files in $TWIKIROOT with the new ones
  3. Update template files:
    • Overwrite all template files in $TWIKIROOT/templates with the new ones
      • If you have customized your templates, make sure to merge those changes back to the new files
    • If you have customized skins or loaded new skins, make sure to merge or apply those changes to the new files
    • Change to view templates and skins:
      • Add %BROADCASTMESSAGE% somewhere on the top of the rendered HTML page (see the new view.tmpl for reference)
    • Changes to edit templates and skins:
      • Change the form action from preview to save:
        <form name="main" action="%SCRIPTURLPATH%/save%SCRIPTSUFFIX%/%WEB%/%TOPIC%" method="post">
      • Change the topic action to the following:
        %TMPL:DEF{"topicaction"}%
        <input type="submit" class="twikiSubmit" name="action" value="Cancel" id="cancel" />
        <input type="submit" class="twikiSubmit" name="action" value="Preview" id="preview" />
        <input type="submit" class="twikiSubmit" name="action" value="Checkpoint" id="checkpoint" />
        <input type="submit" class="twikiSubmit" name="action" value="QuietSave" id="quietsave" />
        <input type="submit" class="twikiSubmit" name="action" value="Save" id="save" />%TMPL:END%
  4. Update script files:
    • Overwrite all script files in $TWIKIROOT/bin with the new ones.
      • If necessary, rename the scrips to include the required extension, e.g. .cgi
    • Edit $TWIKIROOT/bin/setlib.cfg and point $twikiLibPath to the absolute file path of $TWIKIROOT/lib
    • Edit your existing $TWIKIROOT/bin/.htaccess file to include a directive for the new rdiffauth script:
      <Files "rdiffauth">
          require valid-user
      </Files>
    • Pay attention to the file and directory permissions, the scripts need to be executable, e.g. chmod 775 $TWIKIROOT/bin/*
      • Certain hosted environments require a 755 (do so if you get a "Premature end of script headers" messages in the Apache error log)
    • For Windows hosts, make sure the correct path to the perl interpreter is changed in the first line of every script file. See also WindowsInstallCookbook?
  5. Update library files:
    • Overwrite the TWiki.cfg configuration file in $TWIKIROOT/lib with the new one
    • Restore the configuration values from the backup. You typically need to configure just the ones in the section "variables that need to be changed when installing on a new server"
    • Overwrite the TWiki.pm library in $TWIKIROOT/lib with the new one
    • Copy and overwrite all subdirectories below $TWIKIROOT/lib with the new ones. Make sure to preserve any extra Plugins you might have in $TWIKIROOT/lib/TWiki/Plugins
    • Pay attention to the file and directory permissions, the library files should not be executable but the directory files should be, e.g. chmod 664 `find -type f $TWIKIROOT/lib` (for files) and chmod 775 `find -type d $TWIKIROOT/lib` (for directories)
  6. Update data files:
    • Run the bin/testenv script from the browser (e.g. http://localhost/bin/testenv) to verify if the cgi-scripts are running as user nobody. In case not:
      • The *,v RCS repository files delivered with the installation package are locked by user nobody and need to be changed to the user of your cgi-scripts, for example www-data
      • Run the testenv script from your browser; in the Fix line you can relock all the rcs files (recommended)
      • Alternatively, execute the shell script commands described in TWikiInstallationGuide#StepTwo
    • In the temporary twiki/data/TWiki directory where you unzipped the installation package:
      • Remove the files you do not want to upgrade: InterWikis.*, TWikiRegistration.*, TWikiRegistrationPub.*, WebPreferences.*, WebStatistics.* and all WebTopic* files
    • Rename in the temporary directory the file $TWIKIROOT/data/TWiki/TWikiPreferences.* to TWikiPreferencesSave.*.
    • Move all remaining *.txt and *.txt,v files from the temporary data/TWiki directory to your $TWIKIROOT/data/TWiki directory, overwriting the existing ones
    • Merge your original TWikiPreferencesSave.txt settings into $TWIKIROOT/data/TWiki/TWikiPreferences.txt. Notable changes are:
      • New WIKIWEBMASTERNAME setting to avoid notifications being trapped by spam filters
      • New ATTACHFILESIZELIMIT setting for maximum size of FileAttachments in KB, 0 for no limit
      • New READTOPICPREFS and TOPICOVERRIDESUSER settings to allow override Preference settings in topics
      • Changed FINALPREFERENCES:
        • Set FINALPREFERENCES = PREVIEWBGIMAGE, WIKITOOLNAME, WIKIWEBMASTER, SMTPMAILHOST, SMTPSENDERHOST, ALLOWWEBMANAGE, READTOPICPREFS, TOPICOVERRIDESUSER
    • Move the data/_default directory from the temporary location to your $TWIKIROOT/data directory
    • Make sure that the directories and files below $TWIKIROOT/data are writable by your cgi-script user
  7. Adapt the other webs (all other than TWiki and _default):
    • Add WebLeftBar topic. See WebLeftBarExample for a clean example, and WebLeftBarCookbook for more information. (WebLeftBar is used by the PatternSkin skin)
    • Add WebSearchAdvanced topic, which has this one line:
      %INCLUDE{"%TWIKIWEB%.WebSearchAdvanced"}%
    • Consider changing WebPreferences settings:
      • New NOAUTOLINK setting to prevent automatic linking of WikiWords and acronyms
      • Changed FINALPREFERENCES:
        • Set FINALPREFERENCES = NOSEARCHALL, ATTACHFILESIZELIMIT, WIKIWEBMASTER, WEBCOPYRIGHT, WEBTOPICLIST, DENYWEBVIEW, ALLOWWEBVIEW, DENYWEBCHANGE, ALLOWWEBCHANGE, DENYWEBRENAME, ALLOWWEBRENAME
  8. Update pub files:
    • Move all subdirectories below pub/TWiki from your temporary directory into your $TWIKIROOT/pub/TWiki directory
    • Make sure that the directories and files below $TWIKIROOT/pub/TWiki are writable by your cgi-script user
    • Move all files in pub/icn directory from the temporary location to your $TWIKIROOT/pub/icn directory
  9. Verify installation:
    • Execute the $TWIKIROOT/bin/testenv script from your browser (e.g. http://localhost/bin/testenv) to see if it reports any issues; address any potential problems
    • Test your updated TWiki installation to see if you can view, create, edit and rename topics; upload and move attachments; register users
    • Test if the installed Plugins work as expected. You should see the list of installed Plugins in TWiki.WebHome
>
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Manual Upgrade Procedure

 
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Note: These steps assume a downtime during the time of upgrade. You could install the new version in parallel to the existing one and switch over in an instant without affecting the users. As a guideline, install the new version into $TWIKIROOT/bin1, $TWIKIROOT/lib1, $TWIKIROOT/templates1, $TWIKIROOT/data/TWiki1 (from data/TWiki), $TWIKIROOT/pub/TWiki1 (from pub/TWiki), and configure TWiki.cfg to point to the same data and pub directory like the existing installation. Once tested and ready to go, reconfigure $TWIKIROOT/bin1/setlib.cfg and $TWIKIROOT/lib1/TWiki.cfg, then rename $TWIKIROOT/bin to $TWIKIROOT/bin2, $TWIKIROOT/bin1 to $TWIKIROOT/bin. Do the same with the lib, templates and data/TWiki directories.
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The following steps are a rough guide to upgrading only. It is impossible to give detailed instructions, as what you have to do may depend on whether you can configure the webserver or not, and how much you have changed distributed files in your current TWiki release.
 
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Known Issues

-- TWiki:Main.PeterThoeny - 29 Aug 2004

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  1. Follow the installation instructions, and install the new release in a new directory.
  2. Copy your local webs over to the data and pub directories of the new install
    • You could also use softlinks to link the web directories in data and pub to the old installation area
  3. Unlock the rcs files in data and pub directories from the old installation using the following shell commands:
    • find data -name '*,v' -exec rcs -r -u -M '{}' \;
    • find pub -name '*,v' -exec rcs -r -u -M '{}' \;
  4. Examine your old TWiki.cfg, and for each local setting, set the corresponding value in the configure interface for the new install.
    • If you can't use configure, then copy the new TWiki.cfg to LocalSite.cfg, and edit LocalSite.cfg. Remove all the settings that you didn't change in your previous install, and change the remaining settings to the values from your old TWiki.cfg.
  5. Transfer any customized and local settings from TWiki.TWikiPreferences to the topic pointed at by {LocalSitePreferences} (Main.TWikiPreferences). This avoids having to write over files in the distribution.
  6. If you changed any of the topics in the original TWiki distribution, you will have to transfer your changes to the new install manually. There is no simple way to do this, though the following procedure may help:
    1. Install a copy of the original TWiki release you were using in a temporary directory
    2. Use 'diff' to find changed files, and transfer the changes into the new Dakar install.
    3. Install updated plugins into your new area.
  7. Point your webserver at the new install.
  8. Visit TWiki:Codev.KnownIssuesOfTWiki04x00x00 and fix known issues that apply to you.

You are highly recommended not to change any distributed files if you can avoid it, to simplify future upgrades!

Upgrading a Beta

If you followed the recommendations and avoided modifying any distributed files, then this is quite straightforward:
  1. Follow the installation instructions, and install the new release in a new directory.
  2. Copy your local webs over to the data and pub directories of the new install
  3. Copy over your bin/setlib.cfg and lib/LocalLib.cfg files
  4. Point your webserver at the new install.
If you changed any of the distributed files, you will have to continue from Step 5 above.
 
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Related Topics: AdminDocumentationCategory, TWiki:TWiki.UpgradingTWiki

Revision 130 Aug 2004 - Main.PeterThoeny

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TWiki Upgrade Guide

Upgrade from the previous TWiki 01-Feb-2003 production release to TWiki 01-Sep-2004

Overview

This guide describes how to upgrade from TWiki 01-Feb-2003 to TWiki 01-Sep-2004. This is a major new release. You can chose between an automated upgrade using a script or a manual update.

Upgrade Requirements

  • Please review the AdminSkillsAssumptions before you upgrade TWiki
  • To upgrade from a 01-Feb-2003 standard installation to the latest 01-Sep-2004 TWiki Production Release, follow the instructions below
  • NOTE: To upgrade from a pre-01-Feb-2003 TWiki, start with TWikiUpgradeTo01Feb2003?
  • To upgrade from a Beta of the new release, or if you made custom modifications to the application, read through all new reference documentation, then use the procedure below as a guideline

Major Changes Compared to TWiki 01-Feb-2003

  • Automatic upgrade script, and easier first-time installation
  • Attractive new skins, using a standard set of CSS classes, and a TWikiSkinBrowser to help you choose
  • New easier-to-use save options
  • Many improvements to SEARCH
  • Improved support for internationalisation
  • Better topic management screens
  • More pre-installed Plugins: CommentPlugin, EditTablePlugin, RenderListPlugin, SlideShowPlugin, SmiliesPlugin, SpreadSheetPlugin, TablePlugin
  • Improved Plugins API and more Plugin callbacks
  • Better support for different authentication methods
  • Many user interface and usability improvements
  • And many more enhancements, see the complete change log at TWikiHistory

Automated Upgrade Procedure from 01-Feb-2003 to 01-Sep-2004 Release

With the 01-Sep-2004 Release, for the first time, comes a helper script for upgrading from a previous version. This feature is currently at beta stage, it has only been sanity tested under Unix. It should be worth giving it a try, it won't mess up your existing TWiki installation because it leaves that untouched.

If you would prefer to do things manually than trust a beta script, skip to the manual upgrade procedure below.

The upgrade script is called "UpgradeTwiki", and is found in the root of the distribution.

It will:

  • Create a new TWiki installation, placing the files from the distribution there as appropriate
  • Where possible, merge the changes you've made in your existing topics into the new twiki
  • Where not possible, it will tell you, and you can inspect those differences manually
  • Create new configuration files for the new TWiki based on your existing configuation information
  • Set the permissions in the new TWiki so that it should work straight away
  • Attempt to setup authentication for your new TWiki, if you are using .htaccess in the old one
  • Tell you what else you need to do

To perform the upgrade, you need to:

  • Check first if there is a newer UpgradeTwiki script available, see TWiki:Codev.UpgradeTwiki
  • Create a new directory for your new installation: Let's call this distro/
  • Put the distribution zip file in distro/
  • Unzip it
  • Choose a directory for the new installation. I will call this new_twiki. This directory must not already exist.
  • Change directory to distro/ and run:
    ./UpgradeTwiki <full path to new_twiki>

Assuming all goes well, UpgradeTwiki will give you the final instructions.

There are a few points worth noting:

  • UpgradeTwiki may not be able to merge all the changes you made in your existing TWiki into the new installation, but it will tell you which ones it couldn't deal with
  • UpgradeTwiki creates the new installation in a new directory tree. It makes a complete copy of all your existing data, so:
    • Clearly you need to point it to a location where there is enough space
    • If you have symlinks under your data/ directory in your existing installation, these are reproduced as actual directories in the new structure. It is up to you to pull these sub-directories out again and re-symlink as needed
  • UpgradeTwiki doesn't deal with custom templates or Plugins, you will have to reinstall these in the new installation
  • If you have done tricky stuff with $OS in your existing TWiki.cfg file, then you will need to manually examine the new TWiki.cfg file and possibly put your tricky changes in there manually

If you use it, and would be kind enough to add your experiences to TWiki:Codev.UpgradeTwiki, it would be much appreciated. The report of your experience will help to make UpgradeTwiki more robust.

Manual Upgrade Procedure from 01-Feb-2003 to 01-Sep-2004 Release

The following steps describe the upgrade assuming that $TWIKIROOT is the root of your current 01-Feb-2003 release. As written this will require some downtime. A process for switching over without downtime is described at the end of this section.

  1. Back up and prepare:
    • Back up all existing TWiki directories $TWIKIROOT/bin, $TWIKIROOT/pub, $TWIKIROOT/data, $TWIKIROOT/templates, $TWIKIROOT/lib
    • Create a temporary directory and unpack the ZIP file there
  2. Update files in TWiki root:
    • Overwrite all *.html and *.txt files in $TWIKIROOT with the new ones
  3. Update template files:
    • Overwrite all template files in $TWIKIROOT/templates with the new ones
      • If you have customized your templates, make sure to merge those changes back to the new files
    • If you have customized skins or loaded new skins, make sure to merge or apply those changes to the new files
    • Change to view templates and skins:
      • Add %BROADCASTMESSAGE% somewhere on the top of the rendered HTML page (see the new view.tmpl for reference)
    • Changes to edit templates and skins:
      • Change the form action from preview to save:
        <form name="main" action="%SCRIPTURLPATH%/save%SCRIPTSUFFIX%/%WEB%/%TOPIC%" method="post">
      • Change the topic action to the following:
        %TMPL:DEF{"topicaction"}%
        <input type="submit" class="twikiSubmit" name="action" value="Cancel" id="cancel" />
        <input type="submit" class="twikiSubmit" name="action" value="Preview" id="preview" />
        <input type="submit" class="twikiSubmit" name="action" value="Checkpoint" id="checkpoint" />
        <input type="submit" class="twikiSubmit" name="action" value="QuietSave" id="quietsave" />
        <input type="submit" class="twikiSubmit" name="action" value="Save" id="save" />%TMPL:END%
  4. Update script files:
    • Overwrite all script files in $TWIKIROOT/bin with the new ones.
      • If necessary, rename the scrips to include the required extension, e.g. .cgi
    • Edit $TWIKIROOT/bin/setlib.cfg and point $twikiLibPath to the absolute file path of $TWIKIROOT/lib
    • Edit your existing $TWIKIROOT/bin/.htaccess file to include a directive for the new rdiffauth script:
      <Files "rdiffauth">
          require valid-user
      </Files>
    • Pay attention to the file and directory permissions, the scripts need to be executable, e.g. chmod 775 $TWIKIROOT/bin/*
      • Certain hosted environments require a 755 (do so if you get a "Premature end of script headers" messages in the Apache error log)
    • For Windows hosts, make sure the correct path to the perl interpreter is changed in the first line of every script file. See also WindowsInstallCookbook?
  5. Update library files:
    • Overwrite the TWiki.cfg configuration file in $TWIKIROOT/lib with the new one
    • Restore the configuration values from the backup. You typically need to configure just the ones in the section "variables that need to be changed when installing on a new server"
    • Overwrite the TWiki.pm library in $TWIKIROOT/lib with the new one
    • Copy and overwrite all subdirectories below $TWIKIROOT/lib with the new ones. Make sure to preserve any extra Plugins you might have in $TWIKIROOT/lib/TWiki/Plugins
    • Pay attention to the file and directory permissions, the library files should not be executable but the directory files should be, e.g. chmod 664 `find -type f $TWIKIROOT/lib` (for files) and chmod 775 `find -type d $TWIKIROOT/lib` (for directories)
  6. Update data files:
    • Run the bin/testenv script from the browser (e.g. http://localhost/bin/testenv) to verify if the cgi-scripts are running as user nobody. In case not:
      • The *,v RCS repository files delivered with the installation package are locked by user nobody and need to be changed to the user of your cgi-scripts, for example www-data
      • Run the testenv script from your browser; in the Fix line you can relock all the rcs files (recommended)
      • Alternatively, execute the shell script commands described in TWikiInstallationGuide#StepTwo
    • In the temporary twiki/data/TWiki directory where you unzipped the installation package:
      • Remove the files you do not want to upgrade: InterWikis.*, TWikiRegistration.*, TWikiRegistrationPub.*, WebPreferences.*, WebStatistics.* and all WebTopic* files
    • Rename in the temporary directory the file $TWIKIROOT/data/TWiki/TWikiPreferences.* to TWikiPreferencesSave.*.
    • Move all remaining *.txt and *.txt,v files from the temporary data/TWiki directory to your $TWIKIROOT/data/TWiki directory, overwriting the existing ones
    • Merge your original TWikiPreferencesSave.txt settings into $TWIKIROOT/data/TWiki/TWikiPreferences.txt. Notable changes are:
      • New WIKIWEBMASTERNAME setting to avoid notifications being trapped by spam filters
      • New ATTACHFILESIZELIMIT setting for maximum size of FileAttachments in KB, 0 for no limit
      • New READTOPICPREFS and TOPICOVERRIDESUSER settings to allow override Preference settings in topics
      • Changed FINALPREFERENCES:
        • Set FINALPREFERENCES = PREVIEWBGIMAGE, WIKITOOLNAME, WIKIWEBMASTER, SMTPMAILHOST, SMTPSENDERHOST, ALLOWWEBMANAGE, READTOPICPREFS, TOPICOVERRIDESUSER
    • Move the data/_default directory from the temporary location to your $TWIKIROOT/data directory
    • Make sure that the directories and files below $TWIKIROOT/data are writable by your cgi-script user
  7. Adapt the other webs (all other than TWiki and _default):
    • Add WebLeftBar topic. See WebLeftBarExample for a clean example, and WebLeftBarCookbook for more information. (WebLeftBar is used by the PatternSkin skin)
    • Add WebSearchAdvanced topic, which has this one line:
      %INCLUDE{"%TWIKIWEB%.WebSearchAdvanced"}%
    • Consider changing WebPreferences settings:
      • New NOAUTOLINK setting to prevent automatic linking of WikiWords and acronyms
      • Changed FINALPREFERENCES:
        • Set FINALPREFERENCES = NOSEARCHALL, ATTACHFILESIZELIMIT, WIKIWEBMASTER, WEBCOPYRIGHT, WEBTOPICLIST, DENYWEBVIEW, ALLOWWEBVIEW, DENYWEBCHANGE, ALLOWWEBCHANGE, DENYWEBRENAME, ALLOWWEBRENAME
  8. Update pub files:
    • Move all subdirectories below pub/TWiki from your temporary directory into your $TWIKIROOT/pub/TWiki directory
    • Make sure that the directories and files below $TWIKIROOT/pub/TWiki are writable by your cgi-script user
    • Move all files in pub/icn directory from the temporary location to your $TWIKIROOT/pub/icn directory
  9. Verify installation:
    • Execute the $TWIKIROOT/bin/testenv script from your browser (e.g. http://localhost/bin/testenv) to see if it reports any issues; address any potential problems
    • Test your updated TWiki installation to see if you can view, create, edit and rename topics; upload and move attachments; register users
    • Test if the installed Plugins work as expected. You should see the list of installed Plugins in TWiki.WebHome

Note: These steps assume a downtime during the time of upgrade. You could install the new version in parallel to the existing one and switch over in an instant without affecting the users. As a guideline, install the new version into $TWIKIROOT/bin1, $TWIKIROOT/lib1, $TWIKIROOT/templates1, $TWIKIROOT/data/TWiki1 (from data/TWiki), $TWIKIROOT/pub/TWiki1 (from pub/TWiki), and configure TWiki.cfg to point to the same data and pub directory like the existing installation. Once tested and ready to go, reconfigure $TWIKIROOT/bin1/setlib.cfg and $TWIKIROOT/lib1/TWiki.cfg, then rename $TWIKIROOT/bin to $TWIKIROOT/bin2, $TWIKIROOT/bin1 to $TWIKIROOT/bin. Do the same with the lib, templates and data/TWiki directories.

Known Issues

-- TWiki:Main.PeterThoeny - 29 Aug 2004

 
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