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authortravis%sedsystems.ca <>2008-04-04 13:47:37 +0200
committertravis%sedsystems.ca <>2008-04-04 13:47:37 +0200
commite4a5f712f24f73990626139f03a7abe465c9d23e (patch)
treebbcf79c2437c830f45f60cb69b336e1dbf229098
parentc65c2bf8805abcfe98b819550f7f7af55aeb7b22 (diff)
downloadbugzilla-e4a5f712f24f73990626139f03a7abe465c9d23e.tar.gz
bugzilla-e4a5f712f24f73990626139f03a7abe465c9d23e.tar.xz
Bug 256654 : Improve/Add to the upgrade instructions
Patch by Shane H. W. Travis <travis@sedsystems.ca> r=colin.ogilvie
-rw-r--r--docs/en/xml/administration.xml385
1 files changed, 257 insertions, 128 deletions
diff --git a/docs/en/xml/administration.xml b/docs/en/xml/administration.xml
index 3b84f40c8..772e4abf0 100644
--- a/docs/en/xml/administration.xml
+++ b/docs/en/xml/administration.xml
@@ -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>
+ 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>
- <para>Which options are available to you may depend on how large a jump
- you are making and/or your network configuration.
- </para>
+ <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>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>
+ 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>
- <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>
+ <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>
- <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>
+ <section id="upgrading-methods">
+ <title>Upgrading - Methods and Procedure</title>
+ <para>
+ There are three different ways to upgrade your installation.
+ </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>
+ <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>
- <example id="upgrade-cvs">
+ <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 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.
+ <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 do this, updating using CVS is probably the most
- painless method, especially if you have a lot of local changes.
+ <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>
- <programlisting>
+ <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>
-
- <example id="upgrade-patches">
- <title>Upgrading using patches</title>
-
- <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>
+ <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>
- <programlisting>
+ <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>
+
+ <section id="upgrade-patches">
+ <title>Upgrading using patches</title>
+
+ <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
+<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>
+ Regardless of which upgrade method you choose, you will need to
+ run <command>./checksetup.pl</command> before your Bugzilla
+ upgrade will be complete.
+ </para>
+
+ <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>
- <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>
+ 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>
- </example>
+ </section>
</section>
</chapter>