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1 | .. _upgrade: |
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1 | .. _upgrade: | |
2 |
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2 | |||
3 | =================== |
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3 | =================== | |
4 | Upgrading Kallithea |
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4 | Upgrading Kallithea | |
5 | =================== |
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5 | =================== | |
6 |
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6 | |||
7 | This describes the process for upgrading Kallithea, independently of the |
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7 | This describes the process for upgrading Kallithea, independently of the | |
8 | Kallithea installation method. |
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8 | Kallithea installation method. | |
9 |
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9 | |||
10 | .. note:: |
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10 | .. note:: | |
11 | If you are upgrading from a RhodeCode installation, you must first |
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11 | If you are upgrading from a RhodeCode installation, you must first | |
12 | install Kallithea 0.3.2 and follow the instructions in the 0.3.2 |
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12 | install Kallithea 0.3.2 and follow the instructions in the 0.3.2 | |
13 | README to perform a one-time conversion of the database from |
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13 | README to perform a one-time conversion of the database from | |
14 | RhodeCode to Kallithea, before upgrading to the latest version |
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14 | RhodeCode to Kallithea, before upgrading to the latest version | |
15 | of Kallithea. |
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15 | of Kallithea. | |
16 |
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16 | |||
17 |
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17 | |||
18 | 1. Stop the Kallithea web application |
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18 | 1. Stop the Kallithea web application | |
19 | ------------------------------------- |
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19 | ------------------------------------- | |
20 |
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20 | |||
21 | This step depends entirely on the web server software used to serve |
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21 | This step depends entirely on the web server software used to serve | |
22 | Kallithea, but in any case, Kallithea should not be running during |
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22 | Kallithea, but in any case, Kallithea should not be running during | |
23 | the upgrade. |
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23 | the upgrade. | |
24 |
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24 | |||
25 | .. note:: |
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25 | .. note:: | |
26 | If you're using Celery, make sure you stop all instances during the |
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26 | If you're using Celery, make sure you stop all instances during the | |
27 | upgrade. |
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27 | upgrade. | |
28 |
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28 | |||
29 |
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29 | |||
30 | 2. Create a backup of both database and configuration |
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30 | 2. Create a backup of both database and configuration | |
31 | ----------------------------------------------------- |
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31 | ----------------------------------------------------- | |
32 |
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32 | |||
33 | You are of course strongly recommended to make backups regularly, but it |
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33 | You are of course strongly recommended to make backups regularly, but it | |
34 | is *especially* important to make a full database and configuration |
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34 | is *especially* important to make a full database and configuration | |
35 | backup before performing a Kallithea upgrade. |
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35 | backup before performing a Kallithea upgrade. | |
36 |
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36 | |||
37 | Back up your configuration |
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37 | Back up your configuration | |
38 | ^^^^^^^^^^^^^^^^^^^^^^^^^^ |
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38 | ^^^^^^^^^^^^^^^^^^^^^^^^^^ | |
39 |
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39 | |||
40 | Make a copy of your Kallithea configuration (``.ini``) file. |
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40 | Make a copy of your Kallithea configuration (``.ini``) file. | |
41 |
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41 | |||
42 | If you are using custom :ref:`extensions <customization>`, you should also |
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42 | If you are using custom :ref:`extensions <customization>`, you should also | |
43 | make a copy of the ``extensions.py`` file. |
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43 | make a copy of the ``extensions.py`` file. | |
44 |
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44 | |||
45 | Back up your database |
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45 | Back up your database | |
46 | ^^^^^^^^^^^^^^^^^^^^^ |
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46 | ^^^^^^^^^^^^^^^^^^^^^ | |
47 |
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47 | |||
48 | If using SQLite, simply make a copy of the Kallithea database (``.db``) |
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48 | If using SQLite, simply make a copy of the Kallithea database (``.db``) | |
49 | file. |
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49 | file. | |
50 |
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50 | |||
51 | If using PostgreSQL, please consult the documentation for the ``pg_dump`` |
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51 | If using PostgreSQL, please consult the documentation for the ``pg_dump`` | |
52 | utility. |
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52 | utility. | |
53 |
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53 | |||
54 | If using MariaDB/MySQL, please consult the documentation for the ``mysqldump`` |
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54 | If using MariaDB/MySQL, please consult the documentation for the ``mysqldump`` | |
55 | utility. |
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55 | utility. | |
56 |
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56 | |||
57 | Look for ``sqlalchemy.url`` in your configuration file to determine |
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57 | Look for ``sqlalchemy.url`` in your configuration file to determine | |
58 | database type, settings, location, etc. If you were running Kallithea 0.3.x or |
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58 | database type, settings, location, etc. If you were running Kallithea 0.3.x or | |
59 | older, this was ``sqlalchemy.db1.url``. |
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59 | older, this was ``sqlalchemy.db1.url``. | |
60 |
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60 | |||
61 |
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61 | |||
62 | 3. Activate or recreate the Kallithea virtual environment (if any) |
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62 | 3. Activate or recreate the Kallithea virtual environment (if any) | |
63 | ------------------------------------------------------------------ |
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63 | ------------------------------------------------------------------ | |
64 |
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64 | |||
65 | .. note:: |
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65 | .. note:: | |
66 | If you did not install Kallithea in a virtual environment, skip this step. |
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66 | If you did not install Kallithea in a virtual environment, skip this step. | |
67 |
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67 | |||
68 | For major upgrades, e.g. from 0.3.x to 0.4.x, it is recommended to create a new |
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68 | For major upgrades, e.g. from 0.3.x to 0.4.x, it is recommended to create a new | |
69 | virtual environment, rather than reusing the old. For minor upgrades, e.g. |
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69 | virtual environment, rather than reusing the old. For minor upgrades, e.g. | |
70 | within the 0.4.x range, this is not really necessary (but equally fine). |
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70 | within the 0.4.x range, this is not really necessary (but equally fine). | |
71 |
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71 | |||
72 | To create a new virtual environment, please refer to the appropriate |
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72 | To create a new virtual environment, please refer to the appropriate | |
73 | installation page for details. After creating and activating the new virtual |
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73 | installation page for details. After creating and activating the new virtual | |
74 | environment, proceed with the rest of the upgrade process starting from the next |
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74 | environment, proceed with the rest of the upgrade process starting from the next | |
75 | section. |
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75 | section. | |
76 |
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76 | |||
77 | To reuse the same virtual environment, first activate it, then verify that you |
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77 | To reuse the same virtual environment, first activate it, then verify that you | |
78 | are using the correct environment by running:: |
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78 | are using the correct environment by running:: | |
79 |
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79 | |||
80 | pip freeze |
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80 | pip freeze | |
81 |
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81 | |||
82 | This will list all packages installed in the current environment. If |
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82 | This will list all packages installed in the current environment. If | |
83 | Kallithea isn't listed, deactivate the environment and then activate the correct |
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83 | Kallithea isn't listed, deactivate the environment and then activate the correct | |
84 | one, or recreate a new environment. See the appropriate installation page for |
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84 | one, or recreate a new environment. See the appropriate installation page for | |
85 | details. |
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85 | details. | |
86 |
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86 | |||
87 |
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87 | |||
88 | 4. Install new version of Kallithea |
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88 | 4. Install new version of Kallithea | |
89 | ----------------------------------- |
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89 | ----------------------------------- | |
90 |
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90 | |||
91 | Please refer to the instructions for the installation method you |
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91 | Please refer to the instructions for the installation method you | |
92 | originally used to install Kallithea. |
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92 | originally used to install Kallithea. | |
93 |
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93 | |||
94 | If you originally installed using pip, it is as simple as:: |
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94 | If you originally installed using pip, it is as simple as:: | |
95 |
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95 | |||
96 | pip install --upgrade kallithea |
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96 | pip install --upgrade kallithea | |
97 |
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97 | |||
98 | If you originally installed from version control, assuming you did not make |
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98 | If you originally installed from version control, assuming you did not make | |
99 | private changes (in which case you should adapt the instructions accordingly):: |
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99 | private changes (in which case you should adapt the instructions accordingly):: | |
100 |
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100 | |||
101 | cd my-kallithea-clone |
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101 | cd my-kallithea-clone | |
102 | hg parent # make a note of the original revision |
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102 | hg parent # make a note of the original revision | |
103 | hg pull |
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103 | hg pull | |
104 | hg update |
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104 | hg update | |
105 | hg parent # make a note of the new revision |
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105 | hg parent # make a note of the new revision | |
106 | pip install --upgrade -e . |
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106 | pip install --upgrade -e . | |
107 |
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107 | |||
108 | .. _upgrade_config: |
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108 | .. _upgrade_config: | |
109 |
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109 | |||
110 |
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110 | |||
111 | 5. Upgrade your configuration |
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111 | 5. Upgrade your configuration | |
112 | ----------------------------- |
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112 | ----------------------------- | |
113 |
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113 | |||
114 | Run the following command to create a new configuration (``.ini``) file:: |
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114 | Run the following command to create a new configuration (``.ini``) file:: | |
115 |
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115 | |||
116 | kallithea-cli config-create new.ini |
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116 | kallithea-cli config-create new.ini | |
117 |
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117 | |||
118 | Then compare it with your old config file and copy over the required |
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118 | Then compare it with your old config file and copy over the required | |
119 | configuration values from the old to the new file. |
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119 | configuration values from the old to the new file. | |
120 |
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120 | |||
121 | .. note:: |
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121 | .. note:: | |
122 | Please always make sure your ``.ini`` files are up to date. Errors |
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122 | Please always make sure your ``.ini`` files are up to date. Errors | |
123 | can often be caused by missing parameters added in new versions. |
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123 | can often be caused by missing parameters added in new versions. | |
124 |
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124 | |||
125 | .. _upgrade_db: |
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125 | .. _upgrade_db: | |
126 |
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126 | |||
127 |
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127 | |||
128 | 6. Upgrade your database |
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128 | 6. Upgrade your database | |
129 | ------------------------ |
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129 | ------------------------ | |
130 |
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130 | |||
131 | .. note:: |
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131 | .. note:: | |
132 | If you are *downgrading* Kallithea, you should perform the database |
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132 | If you are *downgrading* Kallithea, you should perform the database | |
133 | migration step *before* installing the older version. (That is, |
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133 | migration step *before* installing the older version. (That is, | |
134 | always perform migrations using the most recent of the two versions |
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134 | always perform migrations using the most recent of the two versions | |
135 | you're migrating between.) |
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135 | you're migrating between.) | |
136 |
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136 | |||
137 | First, run the following command to see your current database version:: |
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137 | First, run the following command to see your current database version:: | |
138 |
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138 | |||
139 | alembic -c new.ini current |
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139 | alembic -c new.ini current | |
140 |
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140 | |||
141 | Typical output will be something like "9358dc3d6828 (head)", which is |
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141 | Typical output will be something like "9358dc3d6828 (head)", which is | |
142 | the current Alembic database "revision ID". Write down the entire output |
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142 | the current Alembic database "revision ID". Write down the entire output | |
143 | for troubleshooting purposes. |
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143 | for troubleshooting purposes. | |
144 |
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144 | |||
145 | The output will be empty if you're upgrading from Kallithea 0.3.x or |
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145 | The output will be empty if you're upgrading from Kallithea 0.3.x or | |
146 | older. That's expected. If you get an error that the config file was not |
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146 | older. That's expected. If you get an error that the config file was not | |
147 | found or has no ``[alembic]`` section, see the next section. |
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147 | found or has no ``[alembic]`` section, see the next section. | |
148 |
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148 | |||
149 | Next, if you are performing an *upgrade*: Run the following command to |
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149 | Next, if you are performing an *upgrade*: Run the following command to | |
150 | upgrade your database to the current Kallithea version:: |
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150 | upgrade your database to the current Kallithea version:: | |
151 |
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151 | |||
152 | alembic -c new.ini upgrade head |
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152 | alembic -c new.ini upgrade head | |
153 |
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153 | |||
154 | If you are performing a *downgrade*: Run the following command to |
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154 | If you are performing a *downgrade*: Run the following command to | |
155 | downgrade your database to the given version:: |
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155 | downgrade your database to the given version:: | |
156 |
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156 | |||
157 | alembic -c new.ini downgrade 0.4 |
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157 | alembic -c new.ini downgrade 0.4 | |
158 |
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158 | |||
159 | Alembic will show the necessary migrations (if any) as it executes them. |
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159 | Alembic will show the necessary migrations (if any) as it executes them. | |
160 | If no "ERROR" is displayed, the command was successful. |
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160 | If no "ERROR" is displayed, the command was successful. | |
161 |
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161 | |||
162 | Should an error occur, the database may be "stranded" half-way |
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162 | Should an error occur, the database may be "stranded" half-way | |
163 | through the migration, and you should restore it from backup. |
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163 | through the migration, and you should restore it from backup. | |
164 |
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164 | |||
165 | Enabling old Kallithea config files for Alembic use |
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165 | Enabling old Kallithea config files for Alembic use | |
166 | ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ |
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166 | ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ | |
167 |
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167 | |||
168 | Kallithea configuration files created before the introduction of Alembic |
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168 | Kallithea configuration files created before the introduction of Alembic | |
169 | (i.e. predating Kallithea 0.4) need to be updated for use with Alembic. |
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169 | (i.e. predating Kallithea 0.4) need to be updated for use with Alembic. | |
170 | Without this, Alembic will fail with an error like this:: |
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170 | Without this, Alembic will fail with an error like this:: | |
171 |
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171 | |||
172 | FAILED: No config file 'my.ini' found, or file has no '[alembic]' section |
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172 | FAILED: No config file 'my.ini' found, or file has no '[alembic]' section | |
173 |
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173 | |||
174 | .. note:: |
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174 | .. note:: | |
175 | If you followed this upgrade guide correctly, you will have created a |
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175 | If you followed this upgrade guide correctly, you will have created a | |
176 | new configuration file in section :ref:`Upgrading your configuration |
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176 | new configuration file in section :ref:`Upgrading your configuration | |
177 | <upgrade_config>`. When calling Alembic, make |
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177 | <upgrade_config>`. When calling Alembic, make | |
178 | sure to use this new config file. In this case, you should not get any |
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178 | sure to use this new config file. In this case, you should not get any | |
179 | errors and the below manual steps should not be needed. |
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179 | errors and the below manual steps should not be needed. | |
180 |
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180 | |||
181 | If Alembic complains specifically about a missing ``alembic.ini``, it is |
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181 | If Alembic complains specifically about a missing ``alembic.ini``, it is | |
182 | likely because you did not specify a config file using the ``-c`` option. |
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182 | likely because you did not specify a config file using the ``-c`` option. | |
183 | On the other hand, if the mentioned config file actually exists, you |
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183 | On the other hand, if the mentioned config file actually exists, you | |
184 | need to append the following lines to it:: |
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184 | need to append the following lines to it:: | |
185 |
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185 | |||
186 | [alembic] |
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186 | [alembic] | |
187 | script_location = kallithea:alembic |
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187 | script_location = kallithea:alembic | |
188 |
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188 | |||
189 | Your config file should now work with Alembic. |
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189 | Your config file should now work with Alembic. | |
190 |
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190 | |||
191 |
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191 | |||
192 | 7. Prepare the front-end |
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192 | 7. Prepare the front-end | |
193 | ------------------------ |
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193 | ------------------------ | |
194 |
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194 | |||
195 | Starting with Kallithea 0.4, external front-end dependencies are no longer |
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195 | Starting with Kallithea 0.4, external front-end dependencies are no longer | |
196 | shipped but need to be downloaded and/or generated at installation time. Run the |
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196 | shipped but need to be downloaded and/or generated at installation time. Run the | |
197 | following command:: |
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197 | following command:: | |
198 |
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198 | |||
199 | kallithea-cli front-end-build |
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199 | kallithea-cli front-end-build | |
200 |
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200 | |||
201 |
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201 | |||
202 | 8. Rebuild the Whoosh full-text index |
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202 | 8. Rebuild the Whoosh full-text index | |
203 | ------------------------------------- |
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203 | ------------------------------------- | |
204 |
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204 | |||
205 | It is recommended that you rebuild the Whoosh index after upgrading since |
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205 | It is recommended that you rebuild the Whoosh index after upgrading since | |
206 | new Whoosh versions can introduce incompatible index changes. |
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206 | new Whoosh versions can introduce incompatible index changes. | |
207 |
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207 | |||
208 |
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208 | |||
209 | 9. Start the Kallithea web application |
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209 | 9. Start the Kallithea web application | |
210 | -------------------------------------- |
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210 | -------------------------------------- | |
211 |
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211 | |||
212 | This step once again depends entirely on the web server software used to |
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212 | This step once again depends entirely on the web server software used to | |
213 | serve Kallithea. |
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213 | serve Kallithea. | |
214 |
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214 | |||
215 | If you were running Kallithea 0.3.x or older and were using ``paster serve |
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215 | If you were running Kallithea 0.3.x or older and were using ``paster serve | |
216 | my.ini`` before, then the corresponding command in Kallithea 0.4 and later is:: |
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216 | my.ini`` before, then the corresponding command in Kallithea 0.4 and later is:: | |
217 |
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217 | |||
218 | gearbox serve -c new.ini |
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218 | gearbox serve -c new.ini | |
219 |
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219 | |||
220 | Before starting the new version of Kallithea, you may find it helpful to |
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220 | Before starting the new version of Kallithea, you may find it helpful to | |
221 | clear out your log file so that new errors are readily apparent. |
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221 | clear out your log file so that new errors are readily apparent. | |
222 |
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222 | |||
223 | .. note:: |
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223 | .. note:: | |
224 | If you're using Celery, make sure you restart all instances of it after |
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224 | If you're using Celery, make sure you restart all instances of it after | |
225 | upgrade. |
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225 | upgrade. | |
226 |
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226 | |||
227 |
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227 | |||
228 | 10. Update Git repository hooks |
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228 | 10. Update Git repository hooks | |
229 | ------------------------------- |
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229 | ------------------------------- | |
230 |
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230 | |||
231 | It is possible that an upgrade involves changes to the Git hooks installed by |
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231 | It is possible that an upgrade involves changes to the Git hooks installed by | |
232 | Kallithea. As these hooks are created inside the repositories on the server |
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232 | Kallithea. As these hooks are created inside the repositories on the server | |
233 | filesystem, they are not updated automatically when upgrading Kallithea itself. |
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233 | filesystem, they are not updated automatically when upgrading Kallithea itself. | |
234 |
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234 | |||
235 | To update the hooks of your Git repositories: |
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235 | To update the hooks of your Git repositories, run:: | |
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236 | ||||
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237 | kallithea-cli repo-scan -c my.ini --install-git-hooks | |||
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238 | ||||
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239 | Or: | |||
236 |
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240 | |||
237 | * Go to *Admin > Settings > Remap and Rescan* |
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241 | * Go to *Admin > Settings > Remap and Rescan* | |
238 | * Select the checkbox *Install Git hooks* |
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242 | * Select the checkbox *Install Git hooks* | |
239 | * Click the button *Rescan repositories* |
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243 | * Click the button *Rescan repositories* | |
240 |
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244 | |||
241 | .. note:: |
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245 | .. note:: | |
242 | Kallithea does not use hooks on Mercurial repositories. This step is thus |
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246 | Kallithea does not use hooks on Mercurial repositories. This step is thus | |
243 | not necessary if you only have Mercurial repositories. |
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247 | not necessary if you only have Mercurial repositories. |
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