Difference between revisions of "SUNScholar/Upgrading/Repository Software"

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{{SUNScholar}}
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'''[[SUNScholar/Upgrading|Back to Upgrading]]'''
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{{DISCLAIMER}}
  
 
==Introduction==
 
==Introduction==
{{WARNING}}
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Stellenbosch University Library tries to stay one major version behind the current DSpace version because we do not have expert java programmers to fix bugs. So we stay super stable by staying one version behind the latest version. We let those with expert programming resources fix bugs in the latest version while we enjoy the stable benefits of the previous version.
 
 
As a rule at Stellenbosch University library we only upgrade to DSpace during the Dec/Jan long holiday. We also run one version behind the latest version because we do not have expert Java and Web 2.0 skills in-house. So we stay just behind the bleeding edge.
 
 
 
Our next upgrade will be from DSpace version 1.7.2 to 1.8.2 in Dec 2012.
 
==My Upgrade Procedure ([[User:Hgibson|Hilton Gibson]])==
 
[http://www.ubuntu.sun.ac.za/wiki/index.php/Main_Page Using an Ubuntu desktop], the program "[http://meldmerge.org meld]" is installed. "meld" allows you to compare two folders for differences.
 
 
 
To do a comparison, the working version is copied to my desktop and the new version is extracted to my desktop as well.
 
 
 
Using '''meld''' I investigate all the differences and update the new version with new settings as appropriate.
 
 
 
When I am satisfied that the new version has most of my customisation from the old version, then I test on my development server.
 
 
 
I do more debugging on the development server as needed and then finally activate it on the production server and test.
 
 
 
On the production server we test for a couple of days.
 
 
 
'''[[SUNScholar/Change_Management|We let users know in advance that the production server will be offline for this period]].'''
 
 
 
<u><font color="red">'''Please note:'''</font></u>
 
#Radical changes between versions of DSpace make upgrades a very time consuming and risky process.
 
#Prepare yourself well in advance on a development server.
 
 
 
==Backup Databases==
 
<u><font color="red">'''This must done before attempting any upgrade actions.'''</font></u>
 
 
 
After logging in as the "dspace" user, type the following to backup the databases.
 
 
 
Create a backup folder.
 
mkdir /home/dspace/backup
 
 
 
chmod 0777 /home/dspace/backup
 
===PostgreSQL===
 
Become the postgres user. ''Supply the "dspace" user password after hitting "Enter".''
 
sudo -i
 
Become the "postgres" user.
 
su - postgres
 
Dump the PostgreSQL database
 
pg_dump dspace > /home/dspace/backup/pg-db-dspace.sql
 
Return to "dspace" user.
 
exit
 
 
 
exit
 
 
 
===SOLR===
 
;<font color="red">Before backing up or upgrading DSpace, make sure to run any maintenance scripts on the SOLR database.</font>
 
 
 
Stop Tomcat
 
sudo /etc/init.d/tomcat6 stop
 
Backup the database
 
cp -R /home/dspace/solr /home/dspace/backup
 
Start Tomcat
 
sudo /etc/init.d/tomcat6 start
 
 
 
====*** TAKE EXTRA CARE ***====
 
The following are mentions of problems with upgrades on the DSpace mailing lists.
 
=====1.7 to 1.8=====
 
<pre>
 
We recommend adding an extra set of instructions to the end of the wiki page:
 
https://wiki.duraspace.org/display/DSDOC18/Upgrading+From+1.7.x+to+1.8.x
 
 
 
telling folks to copy the new schema.xml files from source into their existing SOLR data directories:
 
cp [dspace-build]/dspace/solr/statistics/conf/schema.xml  [dspace-install]/solr/statistics/conf/schema.xml
 
and
 
cp [dspace-build]/dspace/solr/search/conf/schema.xml  [dspace-install]/solr/search/conf/schema.xml
 
</pre>
 
After a proper rebuild, then run the following:
 
[dspace]/bin/dspace stats-util -b
 
 
 
==Backup folders with customisations==
 
#Backup the '''config''' folder.
 
#Backup the '''module''' overlay folders.
 
 
 
==Database upgrades==
 
<u><font color="red">'''This should be the 1st step of the upgrade process.'''</font></u>
 
 
 
Each version of DSpace has changes to the database. To do database upgrades use the '''psql''' command.
 
 
 
;DSpace version 1.7.x to DSpace version 1.8.x
 
psql -U dspace -f /home/dspace/dspace-1.8.2-src-release/dspace/etc/postgres/database_schema_17-18.sql dspace
 
;DSpace version 1.8.x to DSpace version 3.x
 
psql -U dspace -f /home/dspace/dspace-3.2-src-release/dspace/etc/postgres/database_schema_18-3.sql dspace
 
;DSpace version 3.x to DSpace version 4.x
 
psql -U dspace -f /home/dspace/dspace-4.0-src-release/dspace/etc/postgres/database_schema_3-4.sql dspace
 
 
 
==Upgrade checklist==
 
===Features===
 
Merge any configs from the following folder and sub-folders.
 
[dspace-source]/dspace/config
 
Good programs for doing config file and folder comparisons are listed below.
 
*http://meldmerge.org - For Ubuntu linux computers
 
*http://winmerge.org - For Microsoft Windows computers
 
 
 
===Theme===
 
Merge any "modules" configurations from the following folder and sub-folders.
 
[dspace-source]/dspace/modules/xmlui/src/main/webapp/
 
 
 
<font color="red">'''For example: If the new DSpace version has an updated Mirage theme, then check those updates with your previously customised version of the Mirage theme.'''</font>
 
 
 
For more info about theming, see: [[SUNScholar/Theme/Modify|Theme modification]]
 
 
 
===Language===
 
Check for differences between the old "messages.xml" file and the new one.
 
 
 
For more info about language, see: [[SUNScholar/Theme/Language|Language modification]]
 
 
 
==References==
 
*https://wiki.duraspace.org/display/DSDOC3x/Upgrading+a+DSpace+Installation
 
*https://wiki.duraspace.org/display/DSDOC18/Upgrading+From+1.7.x+to+1.8.x
 
*https://wiki.duraspace.org/display/DSDOC18/Upgrading+From+1.6.x+to+1.7.x
 
*https://wiki.duraspace.org/display/DSDOC18/Upgrading+From+1.5.x+to+1.6.x
 
*http://dspace.2283337.n4.nabble.com/DSpace-3-0-Upgrade-Server-Migration-td4661611.html
 
  
'''[[SUNScholar/Upgrading|Back to Upgrading]]'''
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==Instructions==
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===Step 1 - [[SUNScholar/Upgrading/DSpace/Release Notes|Read the release notes]]===
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===Step 2 - [[SUNScholar/Upgrading/DSpace/General Notes|View the general guidelines]]===
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[[Category:System Administration]]

Latest revision as of 11:13, 28 May 2016

Back to Upgrading

WE CANNOT ACCEPT RESPONSIBILITY FOR ANY DATA LOSS OR CORRUPTION
BEFORE PROCEEDING, DO EXTENSIVE TESTING ON SPARE INFRASTRUCTURE
*** YOU PROCEED AT YOUR OWN RISK ***

Introduction

Stellenbosch University Library tries to stay one major version behind the current DSpace version because we do not have expert java programmers to fix bugs. So we stay super stable by staying one version behind the latest version. We let those with expert programming resources fix bugs in the latest version while we enjoy the stable benefits of the previous version.

Instructions

Step 1 - Read the release notes

Step 2 - View the general guidelines