.. _upgrade: =================== Upgrading Kallithea =================== This describes the process for upgrading Kallithea, independently of the Kallithea installation method. .. note:: If you are upgrading from a RhodeCode installation, you must first install Kallithea 0.3.2 and follow the instructions in the 0.3.2 README to perform a one-time conversion of the database from RhodeCode to Kallithea, before upgrading to the latest version of Kallithea. 1. Stop the Kallithea web application ------------------------------------- This step depends entirely on the web server software used to serve Kallithea, but in any case, Kallithea should not be running during the upgrade. .. note:: If you're using Celery, make sure you stop all instances during the upgrade. 2. Create a backup of both database and configuration ----------------------------------------------------- You are of course strongly recommended to make backups regularly, but it is *especially* important to make a full database and configuration backup before performing a Kallithea upgrade. Back up your configuration ^^^^^^^^^^^^^^^^^^^^^^^^^^ Make a copy of your Kallithea configuration (``.ini``) file. If you are using :ref:`rcextensions `, you should also make a copy of the entire ``rcextensions`` directory. Back up your database ^^^^^^^^^^^^^^^^^^^^^ If using SQLite, simply make a copy of the Kallithea database (``.db``) file. If using PostgreSQL, please consult the documentation for the ``pg_dump`` utility. If using MySQL, please consult the documentation for the ``mysqldump`` utility. Look for ``sqlalchemy.url`` in your configuration file to determine database type, settings, location, etc. 3. Activate the Kallithea virtual environment (if any) ------------------------------------------------------ Verify that you are using the Python environment that you originally installed Kallithea in by running:: pip freeze This will list all packages installed in the current environment. If Kallithea isn't listed, activate the correct virtual environment. See the appropriate installation page for details. 4. Install new version of Kallithea ----------------------------------- Please refer to the instructions for the installation method you originally used to install Kallithea. If you originally installed using pip, it is as simple as:: pip install --upgrade kallithea If you originally installed from version control, it is as simple as:: cd my-kallithea-clone hg pull -u pip install --upgrade -e . kallithea-cli front-end-build 5. Upgrade your configuration ----------------------------- Run the following command to create a new configuration (``.ini``) file:: kallithea-cli config-create new.ini Then compare it with your old config file and see what changed. .. note:: Please always make sure your ``.ini`` files are up to date. Errors can often be caused by missing parameters added in new versions. .. _upgrade_db: 6. Upgrade your database ------------------------ .. note:: If you are *downgrading* Kallithea, you should perform the database migration step *before* installing the older version. (That is, always perform migrations using the most recent of the two versions you're migrating between.) First, run the following command to see your current database version:: alembic -c my.ini current Typical output will be something like "9358dc3d6828 (head)", which is the current Alembic database "revision ID". Write down the entire output for troubleshooting purposes. The output will be empty if you're upgrading from Kallithea 0.3.x or older. That's expected. If you get an error that the config file was not found or has no ``[alembic]`` section, see the next section. Next, if you are performing an *upgrade*: Run the following command to upgrade your database to the current Kallithea version:: alembic -c my.ini upgrade head If you are performing a *downgrade*: Run the following command to downgrade your database to the given version:: alembic -c my.ini downgrade 0.4 Alembic will show the necessary migrations (if any) as it executes them. If no "ERROR" is displayed, the command was successful. Should an error occur, the database may be "stranded" half-way through the migration, and you should restore it from backup. Enabling old Kallithea config files for Alembic use ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Kallithea configuration files created before the introduction of Alembic (i.e. predating Kallithea 0.4) need to be updated for use with Alembic. Without this, Alembic will fail with an error like this:: FAILED: No config file 'my.ini' found, or file has no '[alembic]' section If Alembic complains specifically about a missing ``alembic.ini``, it is likely because you did not specify a config file using the ``-c`` option. On the other hand, if the mentioned config file actually exists, you need to append the following lines to it:: [alembic] script_location = kallithea:alembic Your config file should now work with Alembic. 7. Update Git repository hooks ------------------------------ It is possible that an upgrade involves changes to the Git hooks installed by Kallithea. As these hooks are created inside the repositories on the server filesystem, they are not updated automatically when upgrading Kallithea itself. To update the hooks of your Git repositories: * Go to *Admin > Settings > Remap and Rescan* * Select the checkbox *Install Git hooks* * Click the button *Rescan repositories* .. note:: Kallithea does not use hooks on Mercurial repositories. This step is thus not necessary if you only have Mercurial repositories. 8. Rebuild the Whoosh full-text index ------------------------------------- It is recommended that you rebuild the Whoosh index after upgrading since new Whoosh versions can introduce incompatible index changes. 9. Start the Kallithea web application -------------------------------------- This step once again depends entirely on the web server software used to serve Kallithea. Before starting the new version of Kallithea, you may find it helpful to clear out your log file so that new errors are readily apparent. .. note:: If you're using Celery, make sure you restart all instances of it after upgrade. .. _virtualenv: http://pypi.python.org/pypi/virtualenv