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---# TWiki Upgrade Guide

_Upgrade from the previous TWiki 01-Dec-2001 production release to TWiki 01-Feb-2003_

---++ Overview

This guide describes how to upgrade from TWiki 01-Dec-2001 to TWiki 01-Feb-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-Feb-2003 TWiki Production Release, follow the instructions below.

   * __NOTE:__ To upgrade from a *pre-01-Dec-2001* TWiki, start with   %TWIKIWEB%.TWikiUpgradeTo01Dec2001.

   * 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

   * Form and script to [[ManagingWebs][create new webs]]
   * Enhanced Plugin API to manipulate topic data with new functions in TWikiFuncModule: =readTopicText=, =saveTopicText=, =setTopicEditLock=, =checkTopicEditLock=
   * New Plugin hooks =registrationHandler=, =beforeEditHandler=, =afterEditHandler=, =beforeSaveHandler=, =writeHeaderHandler=, =redirectCgiQueryHandler=, =getSessionValueHandler=, =setSessionValueHandler=
   * Internationalization ('I18N') support 8-bit character sets in WikiWords, such as ISO-8859-15, KOI8-R
   * Possible to omit e-mail address in %NOTIFYTOPIC%, in which case the e-mail is taken from the user's home page; if the WikiName is a group name, a notification is sent to all members of the group
   * New data storage framework that lets you use external RCS commands for revision control, or a new native Perl implementation that does not depend on the external RCS commands
   * New AND search; with regular expression enabled, use the semicolon ";" as the AND operator in =%<nop>SEARCH{}%= variable, FormattedSearch and WebSearch
   * Many more enhancements, see the complete change log at TWikiHistory

---++ Upgrade Procedure from 01-Dec-2001 to 01-Feb-2003 Release

The following steps describe the upgrade assuming that =$TWIKIROOT= is the root of your current 01-Dec-2001 release.  As written this will require some downtime.  A process for switching over without downtime is described at the end of this section.

   1. *Back up and prepare*:
      * Back up all existing TWiki directories =$TWIKIROOT/bin=, =$TWIKIROOT/pub=, =$TWIKIROOT/data=, =$TWIKIROOT/templates=, =$TWIKIROOT/lib=.
      * Create a temporary directory and unpack the ZIP file there.
   1. *Update files in TWiki root*:
      * Overwrite all =*.html= and =*.txt= files in =$TWIKIROOT= with the new ones.
   1. *Update template files*:
      * Overwrite all template files in =$TWIKIROOT/templates= with the new ones.
         * If you have customized your templates, make sure to merge those changes to the new files.
         * If you have customized skins or loaded new skins, make sure to merge or apply those changes to the new files.
   1. *Update script files*:
      * Overwrite all script files in =$TWIKIROOT/bin= with the new ones.
         * If necessary, change the script names to include the required extension, e.g. =.cgi=
      * Edit =$TWIKIROOT/bin/setlib.cfg= and point =$twikiLibPath= to the absolute file path of =$TWIKIROOT/lib= 
      * Edit =$TWIKIROOT/bin/.htaccess= to include a directive for the new =manage= script:%BR%
        =&lt;Files "manage"&gt;= %BR%
        =&nbsp; &nbsp; require valid-user= %BR%
        =&lt;/Files&gt;=
      * Pay attention to the file and directory permissions, the scripts need to be executable, e.g. =chmod 775 $TWIKIROOT/bin/*=
      * If on Non-Unix host, make sure the correct path to the perl interpreter is changed in the first line of every script file. See also [[WindowsInstallCookbook#Editing_the_CGI_scripts][WindowsInstallCookbook]].
   1. *Update library files*:
      * Overwrite the =TWiki.cfg= configuration file in =$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, e.g. =chmod -R 664 $TWIKIROOT/lib/*=
   1. *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 :
           <br /> =for f in *,v; do sed 's/nobody\:/www-data\:/' $f &gt; x; mv x $f; done=
      * In the temporary =twiki/data/TWiki= directory where you unzipped the installation package:
         * Remove the files you do *not* want to upgrade: =InterWikis.*=, =TWikiRegistration.*=, =TWikiRegistrationPub.*=, =WebNotify.*=, =WebPreferences.*=, =WebStatistics.*= and all =WebTopic*= files.
      * Rename in the temporary directory the file =$TWIKIROOT/data/TWiki/TWikiPreferences.*= to =TWikiPreferencesSave.*=.
      * Move all remaining =*.txt= and =*.txt,v= files from the temporary =data/TWiki= directory to your =$TWIKIROOT/data/TWiki= directory, overwriting the existing ones.
      * Merge your original =TWikiPreferencesSave.txt= settings into =$TWIKIROOT/data/TWiki/TWikiPreferences.txt=.
      * Move the =data/_default= directory from the temporary location to your =$TWIKIROOT/data= directory.
      * Move the =data/Sandbox= directory from the temporary location to your =$TWIKIROOT/data= directory %BR% (The *Test* web has been renamed to *Sandbox* in this release.)
         * There are now *two webs in parallel* (Test and Sandbox) for the purpose of testing (experimenting) TWiki. %BR% Move all relevant topics from Test web to Sandbox web, or motivate the users to do.
      * Make sure that the directories and files below =$TWIKIROOT/data= are writable by your cgi-script user.
   1. *Adapt the other webs (all other than =TWiki= and =_default=)*:
      * Merge the new files =WebHome.txt= and =WebPreferences.txt= of your other webs to make sure, you have the improvements applied also in your other webs.
   1. *Update pub/TWiki files*:
      * Move all subdirectories below =pub/TWiki= from your temporary directory into your =$TWIKIROOT/pub/TWiki= directory.
      * Make sure that the directories and files below =$TWIKIROOT/pub/TWiki= are writable by your cgi-script user.
   1. *Update TWiki.TWikiPreferences to authorize users to create webs*:
      * Add =ALLOWWEBMANAGE= to the =FINALPREFERENCES= list so that nobody can overwrite the setting:
         *  Set FINALPREFERENCES = WIKIWEBMASTER, PREVIEWBGIMAGE, SMTPMAILHOST, SMTPSENDERHOST, ALLOWWEBMANAGE
      * Set users or groups allowed to [[TWiki.ManagingWebs][create new webs]]: 
         * Set ALLOWWEBMANAGE = Main.TWikiAdminGroup
   1. *Verify installation*:
      * Execute the =$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.

*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.

---++ Known Issues

   * Check TWiki:Codev/KnownIssuesOfTWiki01Feb2003 for known issues of TWiki 01-Feb-2003 production release

-- Main.PeterThoeny - 01 Feb 2002 %BR%
-- Main.MartinRaabe - 15 Jan 2003
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