Upgrade Instructions
====================

A Trac environment sometimes needs to be upgraded before it can be
used with a new version of Trac. This document describes the steps
necessary to upgrade an environment.

Note that you should also read the trac/wiki/default-pages/TracUpgrade
documentation file present in the source distribution.

Note that Environment upgrades are not necessary for minor version
releases unless otherwise noted. For example, there's no need to
upgrade a Trac environment created with (or upgraded) 0.8.0 when
installing 0.8.4 (or any other 0.8.x release).

General Instructions
--------------------

Typically, there are four steps involved in upgrading to a newer
version of Trac:

1. Update the Trac Code

Get the new version of Trac, either by downloading an offical release
package or by checking it out from the Subversion repository.

If you have a source distribution, you need to run::

   python setup.py install

to install the new version. If you've downloaded the Windows
installer, you execute it, and so on.

In any case, if you're doing a major version upgrade (such as from 0.8
to 0.9), it is highly recommended that you first remove the existing
Trac code.  To do this, you need to delete the `trac` directory from
the Python `lib/site-packages` directory. You may also want to remove
the Trac `cgi-bin`, `htdocs` and `templates` directories that are
commonly found in a directory called `share/trac` (the exact location
depends on your platform).

2. Upgrade the Trac Environment

Unless noted otherwise, upgrading between major versions (such as 0.8
and 0.9) involves changes to the database schema, and possibly the
layout of the environment. Fortunately, Trac provides automated
upgrade scripts to ease the pain. These scripts are run via
`trac-admin`::

   trac-admin /path/to/projenv upgrade

This command will do nothing if the environment is already up-to-date.

3. Update the Trac Documentation

Every Trac environment includes a copy of the Trac documentation for
the installed version. As you probably want to keep the included
documentation in sync with the installed version of Trac, `trac-admin`
provides a command to upgrade the documentation::

   trac-admin /path/to/projenv wiki upgrade

Note that this procedure will of course leave your `WikiStart` page
intact.

4. Restart the Web Server

In order to reload the new Trac code you will need to restart your web
server (note this is not necessary for CGI).


The following sections discuss any extra actions that may need to be
taken to upgrade to specific versions of Trac.

From 0.12.x to 0.13.x
---------------------

Note that Clearsilver based plugin are now no longer supported.

From 0.11.x to 0.12.x
---------------------

For this upgrade, the detailed information can be found either online
at http://trac.edgewall.org/wiki/TracUpgrade or within the set of
default wiki pages, part of this source distribution in
trac/wiki/default-pages/TracUpgrade.

From 0.10.x to 0.11.x
---------------------

There should not be any serious problems...

However, take a look at the following documented caveats::

 http://trac.edgewall.org/wiki/TracDev/ReleaseNotes/0.11#Caveats

Also, you should be careful to check that the plugins you depend on
have been ported to 0.11, as they most probably won't work without
adaptation due to the numerous internal changes that occurred during
0.11 development.

See: http://trac.edgewall.org/wiki/TracDev/ApiChanges/0.11


From 0.9.x to 0.10.x
--------------------

Due to some changes in the Wiki syntax, you may notice that certain
parts of your pages no longer work as expected:

 * Previously, links to images would result in that image being
   embedded into the page. Since 0.10, links to images remain plain
   links. If you want to embed an image in the page, use the [[Image]]
   macro.
 * You can no longer use %20 in wiki links to encode spaces. Instead,
   you should quote the name containing spaces (for example, use
   wiki:"My page" instead of wiki:My%20page.)

Several enhancements have been made to the version control subsystem,
in particular for the support of scoped repositories has been
improved. It is recommended that you perform a "trac-admin resync"
operation to take advantage of these improvements.

Also note that the argument list of the "trac-admin initenv" command
has changed: there's a new argument for determining the type of
version control system. The old usage was::

   initenv <projectname> <db> <repospath> <templatepath>

The new usage is::

   initenv <projectname> <db> <repostype> <repospath> <templatepath>

If you're using any scripts that automate the creation of Trac
environments, you will need to update them. If you're using
Subversion, specify "svn" for the <repostype> argument.


From 0.9.3 to 0.9.4
-------------------

There is a bug in Pysqlite 1.x that causes reports using the "%"
character for LIKE clauses or date formatting to fail. You will need
to use escape the percent characters with another: "%%".


From 0.9.x to 0.9.3
-------------------

If you are using plugins you might need to upgrade them. See
http://trac.edgewall.org/milestone/0.9.3 for further details.


From 0.9-beta to 0.9
--------------------

If inclusion of the static resources (style sheets, javascript,
images) is not working, check the value of the `htdocs_location` in
trac.ini. For mod_python, Tracd and FastCGI, you can simply remove the
option altogether. For CGI, you should fix it to point to the URL you
mapped the Trac `htdocs` directory to.

If you've been using plugins with a beta release of Trac 0.9, or have
disabled some of the built-in components, you might have to update the
rules for disabling/enabling components in trac.ini. In particular,
globally installed plugins now need to be enabled explicitly. See the
TracPlugins and TracIni wiki pages for more information.

If you want to enable the display of all ticket changes in the
timeline (the Ticket Details option), you now have to explicitly
enable that in trac.ini, too::

   [timeline]
   ticket_show_details = true


From 0.8.x to 0.9
-----------------

mod_python users will need to change the name of the mod_python
handler in the Apache HTTPD configuration::

   from: PythonHandler trac.ModPythonHandler
   to:   PythonHandler trac.web.modpython_frontend

If you have PySQLite 2.x installed, Trac will now try to open your
SQLite database using the SQLite 3.x file format. The database formats
used by SQLite 2.8.x and SQLite 3.x are incompatible. If you get an
error like "file is encrypted or is not a database" after upgrading,
then you must convert your database file.

To do this, you need to have both SQLite 2.8.x and SQLite 3.x
installed (they have different filenames so can coexist on the same
system). Then use the following commands::

   mv trac.db trac2.db
   sqlite trac2.db .dump | sqlite3 trac.db

After testing that the conversion was successful, the `trac2.db` file
can be deleted. For more information on the SQLite upgrade see
http://www.sqlite.org/version3.html.

From 0.7.x to 0.8
-----------------

0.8 adds a new roadmap feature which requires additional
permissions. While a fresh installation will by default grant
`ROADMAP_VIEW` and `MILESTONE_VIEW` permissions to anonymous, these
permissions have to be granted manually when upgrading::

   trac-admin /path/to/projectenv permission add anonymous MILESTONE_VIEW
   trac-admin /path/to/projectenv permission add anonymous ROADMAP_VIEW


From 0.6.x to 0.7
-----------------

Trac 0.7 introduced a new database format, requiring manual upgrade.

Previous versions of Trac stored wiki pages, ticket, reports,
settings, etc. in a single SQLite database file. Trac 0.7 replaces
this file with a new backend storage format; the 'Trac Environment',
which is a directory containing an SQLite database, a human-readable
configuration file, log-files and attachments.

Fear not though, old-style Trac databases can easily be converted to
Environments using the included `tracdb2env` program as follows::

   tracdb2env /path/to/old/project.db /path/to/new/projectenv

`tracdb2env` will create a new environment and copy the information
from the old database to the new environment. The existing database
will not be modified.

You also need to update your apache configuration:

Change the line::

   SetEnv TRAC_DB "/path/to/old/project.db"

to::

   SetEnv TRAC_ENV "/path/to/new/projectenv"


----

If you have trouble upgrading Trac, please ask questions on the
mailing list:

  <http://trac.edgewall.org/wiki/MailingList>

Or for other support options, see:

  <http://trac.edgewall.org/wiki/TracSupport>
