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Bug 256654 : Improve/Add to the upgrade instructions 

Patch by Shane H. W. Travis <travis@sedsystems.ca>  r=colin.ogilvie
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travis%sedsystems.ca 2005-02-11 22:24:54 +00:00
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webtools/bugzilla/docs/xml/administration.xml
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@ -1436,204 +1436,333 @@ Support: ENTRY, DEFAULT/MANDATORY, CANEDIT
<section id="upgrading">
<title>Upgrading to New Releases</title>
<warning>
<para>Upgrading is a one-way process. You should backup your database
and current Bugzilla directory before attempting the upgrade. If you wish
to revert to the old Bugzilla version for any reason, you will have to
restore from these backups.
</para>
</warning>
<para>Upgrading Bugzilla is something we all want to do from time to time,
be it to get new features or pick up the latest security fix. How easy
it is to update depends on a few factors.
<para>
Upgrading Bugzilla is something we all want to do from time to time,
be it to get new features or pick up the latest security fix. How easy
it is to update depends on a few factors:
</para>
<itemizedlist>
<listitem>
<para>If the new version is a revision or a new point release</para>
<para>
If the new version is a revision or a new point release
</para>
</listitem>
<listitem>
<para>How many, if any, local changes have been made</para>
<para>
How many local changes (if any) have been made
</para>
</listitem>
</itemizedlist>
<para>There are also three different methods to upgrade your installation.
</para>
<section id="upgrading-version-defns">
<title>Version Definitions</title>
<orderedlist>
<listitem>
<para>Using CVS (<xref linkend="upgrade-cvs"/>)</para>
</listitem>
<listitem>
<para>Downloading a new tarball (<xref linkend="upgrade-tarball"/>)</para>
</listitem>
<listitem>
<para>Applying the relevant patches (<xref linkend="upgrade-patches"/>)</para>
</listitem>
</orderedlist>
<para>Which options are available to you may depend on how large a jump
you are making and/or your network configuration.
</para>
<para>Revisions are normally released to fix security vulnerabilities
and are distinguished by an increase in the third number. For example,
when 2.16.6 was released, it was a revision to 2.16.5.
</para>
<para>Point releases are normally released when the Bugzilla team feels
that there has been a significant amount of progress made between the
last point release and the current time. These are often proceeded by a
stabilization period and release candidates, however the use of
development versions or release candidates is beyond the scope of this
document. Point releases can be distinguished by an increase in the
second number, or minor version. For example, 2.18.0 is a newer point
release than 2.16.5.
</para>
<para>The examples in this section are written as if you were updating
to version 2.18.1. The procedures are the same regardless if you are
updating to a new point release or a new revision. However, the chance
of running into trouble increases when upgrading to a new point release,
escpecially if you've made local changes.
</para>
<para>These examples also assume that your Bugzilla installation is at
<filename>/var/www/html/bugzilla</filename>. If that is not the case,
simply substitute the proper paths where appropriate.
</para>
<example id="upgrade-cvs">
<title>Upgrading using CVS</title>
<para>Every release of Bugzilla, whether it is a revision or a point
release, is tagged in CVS. Also, every tarball we have distributed
since version 2.12 has been primed for using CVS. This does, however,
require that you are able to access cvs-mirror.mozilla.org on port
2401.
<tip>
<para>If you can do this, updating using CVS is probably the most
painless method, especially if you have a lot of local changes.
</para>
</tip>
<para>
Bugzilla displays the version you are using at the top of most
pages you load. It will look something like '2.16.7' or '2.18rc3'
or '2.19.1+'. The first number in this series is the Major Version.
This does not change very often (that is to say, almost never);
Bugzilla was 1.x.x when it was first created, and went to 2.x.x
when it was re-written in perl in Sept 1998. If/When the major version
is changed to 3.x.x, it will signify a significant structural change
and will be accompanied by much fanfare and many instructions on
how to upgrade, including a revision to this page. :)
</para>
<programlisting>
<para>
The second number in the version is called the 'minor number', and
a release that changes the minor number is called a 'point release'.
An even number in this position (2.14, 2.16, 2.18, 2.20, etc.)
represents a stable version, while an odd number (2.17, 2.19, etc.)
represents a development version. In the past, stable point releases
were feature-based, coming when certain enhancements had been
completed, or the Bugzilla development team felt that enough
progress had been made overall. As of version 2.18, however,
Bugzilla has moved to a time-based release schedule; current plans
are to create a stable point release every 6 months or so after
2.18 is deployed.
</para>
<para>
The third number in the Bugzilla version represents a bugfix version.
Bugfix Revisions are normally released only to address security
vulnerabilities; in the future, it is likely that the Bugzilla
development team will back-port bugfixes in a new point release to
the old point release for a limited period. Once enough of these
bugfixes have accumulated (or a new security vulnerability is
identified and closed), a bugfix release will be made. As an
example, 2.16.6 was a bugfix release, and improved on 2.16.5.
</para>
<note>
<para>
When reading version numbers, everything separated by a point ('.')
should be read as a single number. It is <emphasis>not</emphasis>
the same as decimal. 2.14 is newer than 2.8 because minor version
14 is greater than minor version 8. 2.24.11 would be newer than
2.24.9 (because bugfix 11 is greater than bugfix 9. This is
confusing to some people who aren't used to dealing with software.
</para>
</note>
</section>
<section id="upgrading-methods">
<title>Upgrading - Methods and Procedure</title>
<para>
There are three different ways to upgrade your installation.
</para>
<orderedlist>
<listitem>
<para>
Using CVS (<xref linkend="upgrade-cvs"/>)
</para>
</listitem>
<listitem>
<para>
Downloading a new tarball (<xref linkend="upgrade-tarball"/>)
</para>
</listitem>
<listitem>
<para>
Applying the relevant patches (<xref linkend="upgrade-patches"/>)
</para>
</listitem>
</orderedlist>
<para>
Each of these options has its own pros and cons; the one that's
right for you depends on how long it has been since you last
installed, the degree to which you have customized your installation,
and/or your network configuration. (Some discussion of the various
methods of updating compared with degree and methods of local
customization can be found in <xref linkend="template-method"/>.)
</para>
<para>
The larger the jump you are trying to make, the more difficult it
is going to be to upgrade if you have made local customizations.
Upgrading from 2.18 to 2.18.1 should be fairly painless even if
you are heavily customized, but going from 2.14 to 2.18 is going
to mean a fair bit of work re-writing your local changes to use
the new files, logic, templates, etc. If you have done no local
changes at all, however, then upgrading should be approximately
the same amount of work regardless of how long it has been since
your version was released.
</para>
<warning>
<para>
Upgrading is a one-way process. You should backup your database
and current Bugzilla directory before attempting the upgrade. If
you wish to revert to the old Bugzilla version for any reason, you
will have to restore from these backups.
</para>
</warning>
<para>
The examples in the following sections are written as though the
user were updating to version 2.18.1, but the procedures are the
same regardless of whether one is updating to a new point release
or simply trying to obtain a new bugfix release. Also, in the
examples the user's Bugzilla installation is found at
<filename>/var/www/html/bugzilla</filename>. If that is not the
same as the location of your Bugzilla installation, simply
substitute the proper paths where appropriate.
</para>
<section id="upgrade-cvs">
<title>Upgrading using CVS</title>
<para>
Every release of Bugzilla, whether it is a point release or a bugfix,
is tagged in CVS. Also, every tarball that has been distributed since
version 2.12 has been created in such a way that it can be used with
CVS once it is unpacked. Doing so, however, requires that you are able
to access cvs-mirror.mozilla.org on port 2401, which may not be an
option or a possibility for some users, especially those behind a
highly restrictive firewall.
</para>
<tip>
<para>
If you can, updating using CVS is probably the most painless
method, especially if you have a lot of local changes.
</para>
</tip>
<para>
The following shows the sequence of commands needed to update a
Bugzilla installation via CVS, and a typical series of results.
</para>
<programlisting>
bash$ <command>cd /var/www/html/bugzilla</command>
bash$ <command>cvs login</command>
Logging in to :pserver:anonymous@cvs-mirror.mozilla.org:2401/cvsroot
CVS password: <command>anonymous</command>
CVS password: <emphasis>('anonymous', or just leave it blank)</emphasis>
bash$ <command>cvs -q update -r BUGZILLA-2_18_1 -dP</command>
P checksetup.pl
P collectstats.pl
P globals.pl
P docs/rel_notes.txt
P template/en/default/list/quips.html.tmpl
</programlisting>
<emphasis>(etc.)</emphasis>
</programlisting>
<para>
<caution>
<para>If a line in the output from <command>cvs update</command>
begins with a <computeroutput>C</computeroutput> that represents a
file with local changes that CVS was unable to properly merge. You
need to resolve these conflicts manually before Bugzilla (or at
least the portion using that file) will be usable.
<para>
If a line in the output from <command>cvs update</command> begins
with a <computeroutput>C</computeroutput>, then that represents a
file with local changes that CVS was unable to properly merge. You
need to resolve these conflicts manually before Bugzilla (or at
least the portion using that file) will be usable.
</para>
</caution>
</section>
<note>
<para>You also need to run <command>./checksetup.pl</command>
before your Bugzilla upgrade will be complete.
</para>
</note>
</para>
</example>
<section id="upgrade-tarball">
<title>Upgrading using the tarball</title>
<example id="upgrade-tarball">
<title>Upgrading using the tarball</title>
<para>
If you are unable (or unwilling) to use CVS, another option that's
always available is to obtain the latest tarball from the <ulink
href="http://www.bugzilla.org/download/">Download Page</ulink> and
create a new Bugzilla installation from that.
</para>
<para>If you are unable or unwilling to use CVS, another option that's
always available is to download the latest tarball. This is the most
difficult option to use, especially if you have local changes.
</para>
<para>
This sequence of commands shows how to get the tarball from the
command-line; it is also possible to download it from the site
directly in a web browser. If you go that route, save the file
to the <filename class="directory">/var/www/html</filename>
directory (or its equivalent, if you use something else) and
omit the first three lines of the example.
</para>
<programlisting>
<programlisting>
bash$ <command>cd /var/www/html</command>
bash$ <command>wget ftp://ftp.mozilla.org/pub/mozilla.org/webtools/bugzilla-2.18.1.tar.gz</command>
<emphasis>Output omitted</emphasis>
<emphasis>(Output omitted)</emphasis>
bash$ <command>tar xzvf bugzilla-2.18.1.tar.gz</command>
bugzilla-2.18.1/
bugzilla-2.18.1/.cvsignore
bugzilla-2.18.1/1x1.gif
<emphasis>Output truncated</emphasis>
<emphasis>(Output truncated)</emphasis>
bash$ <command>cd bugzilla-2.18.1</command>
bash$ <command>cp ../bugzilla/localconfig* .</command>
bash$ <command>cp -r ../bugzilla/data .</command>
bash$ <command>cd ..</command>
bash$ <command>mv bugzilla bugzilla.old</command>
bash$ <command>mv bugzilla-2.18.1 bugzilla</command>
bash$ <command>cd bugzilla</command>
bash$ <command>./checksetup.pl</command>
<emphasis>Output omitted</emphasis>
</programlisting>
</programlisting>
<para>
<warning>
<para>The <command>cp</command> commands both end with periods which
is a very important detail, it tells the shell that the destination
directory is the current working directory. Also, the period at the
beginning of the <command>./checksetup.pl</command> is important and
can not be omitted.
<para>
The <command>cp</command> commands both end with periods which
is a very important detail, it tells the shell that the destination
directory is the current working directory.
</para>
</warning>
<note>
<para>You will now have to reapply any changes you have made to your
local installation manually.
</para>
</note>
</para>
</example>
<para>
This upgrade method will give you a clean install of Bugzilla with the
same version as the tarball. That's fine if you don't have any local
customizations that you want to maintain, but if you do then you will
need to reapply them by hand to the appropriate files.
</para>
<example id="upgrade-patches">
<title>Upgrading using patches</title>
<para>
It's worth noting that since 2.12, the Bugzilla tarballs come
CVS-ready, so if you decide at a later date that you'd rather use
CVS as an upgrade method, your code will already be set up for it.
</para>
</section>
<para>The Bugzilla team will normally make a patch file available for
revisions to go from the most recent revision to the new one. You could
also read the release notes and grab the patches attached to the
mentioned bug, but it is safer to use the released patch file as
sometimes patches get changed before they get checked in.
It is also theoretically possible to
scour the fixed bug list and pick and choose which patches to apply
from a point release, but this is not recommended either as what you'll
end up with is a hodge podge Bugzilla that isn't really any version.
This would also make it more difficult to upgrade in the future.
</para>
<section id="upgrade-patches">
<title>Upgrading using patches</title>
<programlisting>
<para>
If you are doing a bugfix upgrade -- that is, one where only the
last number of the revision changes, such as from 2.16.6 to 2.16.7
-- then you have the option of obtaining and applying a patch file
from the <ulink
href="http://www.bugzilla.org/download/">Download Page</ulink>.
This file is made available by the <ulink
href="http://www.bugzilla.org/developers/profiles.html">Bugzilla
Development Team</ulink>, and is a collection of all the bug fixes
and security patches that have been made since the last bugfix
release. If you are planning to upgrade via patches, it is safer
to grab this developer-made patch file than to read the patch
notes and apply all (or even just some of) the patches oneself,
as sometimes patches on bugs get changed before they get checked in.
</para>
<para>
As above, this example starts with obtaining the file via the
command line. If you have already downloaded it, you can omit the
first two commands.
</para>
<programlisting>
bash$ <command>cd /var/www/html/bugzilla</command>
bash$ <command>wget ftp://ftp.mozilla.org/pub/mozilla.org/webtools/bugzilla-2.18.0-to-2.18.1.diff.gz</command>
<emphasis>Output omitted</emphasis>
<emphasis>(Output omitted)</emphasis>
bash$ <command>gunzip bugzilla-2.18.0-to-2.18.1.diff.gz</command>
bash$ <command>patch -p1 &lt; bugzilla-2.18.0-to-2.18.1.diff</command>
patching file checksetup.pl
patching file collectstats.pl
patching file globals.pl
</programlisting>
<emphasis>(etc.)</emphasis>
</programlisting>
<warning>
<para>
Be aware that upgrading from a patch file does not change the
entries in your <filename class="directory">CVS</filename> directory.
This could make it more difficult to upgrade using CVS
(<xref linkend="upgrade-cvs"/>) in the future.
</para>
</warning>
</section>
</section>
<section id="upgrading-completion">
<title>Completing Your Upgrade</title>
<para>
<caution>
<para>If you do this, beware that this doesn't change the entires in
your <filename id="dir">CVS</filename> directory so it may make
updates using CVS (<xref linkend="upgrade-cvs"/>) more difficult in the
future.
</para>
</caution>
Regardless of which upgrade method you choose, you will need to
run <command>./checksetup.pl</command> before your Bugzilla
upgrade will be complete.
</para>
</example>
<programlisting>
bash$ <command>cd bugzilla</command>
bash$ <command>./checksetup.pl</command>
</programlisting>
<warning>
<para>
The period at the beginning of the command
<command>./checksetup.pl</command> is important and can not
be omitted.
</para>
</warning>
<para>
If you have done a lot of local modifications, it wouldn't hurt
to run the Bugzilla Testing suite. This is not a required step,
but it isn't going to hurt anything, and might help point out
some areas that could be improved. (More information on the
test suite can be had by following this link to the appropriate
section in the <ulink
url="http://www.bugzilla.org/docs/developer.html#testsuite">Developers'
Guide</ulink>.)
</para>
</section>
</section>
</chapter>