TWiki Upgrade Guide
Upgrade from TWiki 01-Dec-2001 to TWiki 01-Jan-2003 (previous to new full release)
Overview
This guide describes how to upgrade from TWiki 01-Dec-2001 to TWiki 01-Jan-2003. The new version involves several new features and numerous enhancements to the previous version.
Upgrade Requirements
- To upgrade from a 01-Dec-2001 standard installation to the latest 01-Jan-2003 TWiki Production Release, follow the instructions below.
- 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 from TWiki 01-Dec-2001
- AND Search - With regular expression enabled, use
";"
as the AND operator in FormattedSearch and WebSearch
- (to be completed)
Upgrade Procedure from 01-Dec-2001 to 01-Jan-2003 Release
The following steps describe the upgrade assuming that
$TWIKIROOT
is the root of your current 01-Dec-2001 release.
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.
- Back up and prepare:
- Back up all existing TWiki directories
$TWIKIROOT/bin
, $TWIKIROOT/pub
, $TWIKIROOT/data
, $TWIKIROOT/templates
.
- Create a temporary directory and unpack the ZIP file there.
- Update files in TWiki root:
- Overwrite all
*.html
and *.txt
files in $TWIKIROOT
with the new ones.
- Update template files:
- Overwrite all template files in
$TWIKIROOT/templates
with the new ones.
- Update script files:
- Overwrite all script files in
$TWIKIROOT/bin
with the new ones.
- If necessary, change the script names to include the required extension, ex:
.cgi
- Edit
$TWIKIROOT/bin/setlib.cfg
and point $twikiLibPath
to the absolute file path of $TWIKIROOT/lib
- Pay attention to the file and directory permissions, the scripts need to be executable, e.g. 775.
- Update library files:
- Make a backup copy of
$TWIKIROOT/lib/TWiki.cfg
to TWiki.cfg.save
- 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 set to e.g. 664.
- 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, e.g., www-data
:
- Change the lock user in the temporary
twiki/data/*
directories where you unzipped the installation package: A simple way to switch the locker of the RCS files is to use sed in the :
for f in *,v; do sed 's/nobody\:/www-data\:/' $f > x; mv x $f; done
- In the temporary
twiki/data/TWiki
directory where you unzipped the installation package:
- Remove the files you do not want to upgrade:
InterWikis.*
, TWikiRegistration.*
, WebNotify.*
, WebPreferences.*
, WebStatistics.*
and all WebTopic*
files.
- Rename
$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.
- Merge your original
TWikiPreferencesSave.txt
settings into $TWIKIROOT/data/TWiki/TWikiPreferences.txt
.
- Move all
*.txt
and *.txt,v
files from the temporary data/_default
directory to your $TWIKIROOT/data/_default
directory.
- Move the
data/Sandbox
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.
- Update pub/TWiki 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.
- Verify installation:
- Execute the
$TWIKIROOT/bin/testenv
script from your browser (e.g. http://localhost/bin/testenv
) to see if it reports any issues; fix 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 TextFormattingRules.
General Format Changes
Known Issues
--
PeterThoeny - 17 Dec 2002
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