1 Upgrading the Evergreen Server
2 ------------------------------
3 Before upgrading, it is important to carefully plan an upgrade strategy to minimize system downtime and service interruptions.
4 All of the steps in this chapter are to be completed from the command line.
9 * **PostgreSQL**: Version 9.1 is recommended. The minimum supported version
11 * **Linux**: Evergreen 2.5 has been tested on Debian Wheezy (7.0), Debian Squeeze (6.0),
12 Ubuntu Precise Pangolin (12.04) and Ubuntu Lucid Lynx (10.04). If you are
13 running an older version of these distributions, you may want to upgrade
14 before upgrading Evergreen. For instructions on upgrading these
15 distributions, visit the Debian or Ubuntu websites.
16 * **OpenSRF**: The minimum supported version of OpenSRF is 2.3.0.
18 In the following instructions, you are asked to perform certain steps as either the root or opensrf user.
20 * **Debian**: To become the root user, issue the `su` command and enter the password of the root user.
21 * **Ubuntu**: To become the root user, issue the `sudo su` command and enter the password of your current user.
23 To switch from the root user to a different user, issue the `su - [user]`
24 command; for example, `su - opensrf`. Once you have become a non-root user, to
25 become the root user again simply issue the `exit` command.
27 Upgrade the Evergreen code
28 ~~~~~~~~~~~~~~~~~~~~~~~~~~
29 The following steps guide you through a simplistic upgrade of a production
30 server. You must adjust these steps to accommodate your customizations such
33 . Stop Evergreen and back up your data:
34 .. As root, stop the Apache web server.
35 .. As the opensrf user, stop all Evergreen and OpenSRF services:
38 -----------------------------
39 osrf_control --localhost --stop-all
40 -----------------------------
42 .. Back up the /openils directory.
43 . Upgrade OpenSRF. Download and install the latest version of OpenSRF from
44 the http://evergreen-ils.org/opensrf-downloads/[OpenSRF download page].
45 . As the opensrf user, download and extract Evergreen 2.5:
48 -----------------------------------------------
49 wget http://evergreen-ils.org/downloads/previews/Evergreen-ILS-2.5.0.tar.gz
50 tar xzf Evergreen-ILS-2.5.0.tar.gz
51 -----------------------------------------------
54 For the latest edition of Evergreen, check the http://evergreen-ils.org/downloads.php[Evergreen download page] and adjust upgrading instructions accordingly.
56 . As the root user, install the prerequisites:
59 ---------------------------------------------
60 cd /home/opensrf/Evergreen-ILS-2.5.0
61 ---------------------------------------------
63 On the next command, replace `[distribution]` with one of these values for your
64 distribution of Debian or Ubuntu:
66 indexterm:[Linux, Debian]
67 indexterm:[Linux, Ubuntu]
69 * `debian-wheezy` for Debian Wheezy (7.0)
70 * `debian-squeeze` for Debian Squeeze (6.0)
71 * `ubuntu-precise` for Ubuntu Precise Pangolin (12.04)
72 * `ubuntu-lucid` for Ubuntu Lucid Lynx (10.04)
75 ------------------------------------------------------------
76 make -f Open-ILS/src/extras/Makefile.install [distribution]
77 ------------------------------------------------------------
79 . As the opensrf user, configure and compile Evergreen:
82 ------------------------------------------------------------
83 cd /home/opensrf/Evergreen-ILS-2.5.0
84 ./configure --prefix=/openils --sysconfdir=/openils/conf
86 ------------------------------------------------------------
88 . As the root user, install Evergreen:
91 ------------------------------------------------------------
92 cd /home/opensrf/Evergreen-ILS-2.5.0
93 make STAFF_CLIENT_STAMP_ID=rel_2_5_0 install
94 ------------------------------------------------------------
96 . As the root user, change all files to be owned by the opensrf user and group:
99 ------------------------------------------------------------
100 chown -R opensrf:opensrf /openils
101 ------------------------------------------------------------
103 . As the opensrf user, update the server symlink in /openils/var/web/xul/:
106 -----------------------------------------------------------
107 cd /openils/var/web/xul/
109 ln -sf rel_2_5_0/server server
110 ----------------------------------------------------------
112 . As the opensrf user, update opensrf_core.xml and opensrf.xml by copying the
113 new example files (/openils/conf/opensrf_core.xml.example and
114 /openils/conf/opensrf.xml). The _-b_ option creates a backup copy of the old file.
117 ----------------------------------------------------------
118 cp -b /openils/conf/opensrf_core.xml.example /openils/conf/opensrf_core.xml
119 cp -b /openils/conf/opensrf.xml.example /openils/conf/opensrf.xml
120 ----------------------------------------------------------
123 Copying these configuration files will remove any customizations you have made to them. Remember to redo your customizations after copying them.
125 . As the opensrf user, update the configuration files:
128 -------------------------------------------------------------------------
129 cd /home/opensrf/Evergreen-ILS-2.5.0
130 perl Open-ILS/src/support-scripts/eg_db_config --update-config --service all \
131 --create-offline --database evergreen --host localhost --user evergreen --password evergreen
132 -------------------------------------------------------------------------
134 . As the _root_ user, update the Apache files:
139 Copying these Apache configuration files will remove any customizations you have made to them. Remember to redo your customizations after copying them.
140 For example, if you purchased an SSL certificate, you will need to edit eg.conf to point to the appropriate SSL certificate files.
142 .. Update _/etc/apache2/eg_startup_ by copying the example from _Open-ILS/examples/apache/eg_startup_.
145 ----------------------------------------------------------
146 cp /home/opensrf/Evergreen-ILS-2.5.0/Open-ILS/examples/apache/eg_startup /etc/apache2/eg_startup
147 ----------------------------------------------------------
149 .. Update /etc/apache2/eg_vhost.conf by copying the example from Open-ILS/examples/apache/eg_vhost.conf.
152 ----------------------------------------------------------
153 cp /home/opensrf/Evergreen-ILS-2.5.0/Open-ILS/examples/apache/eg_vhost.conf /etc/apache2/eg_vhost.conf
154 ----------------------------------------------------------
156 .. Update /etc/apache2/sites-available/eg.conf by copying the example from Open-ILS/examples/apache/eg.conf.
159 ----------------------------------------------------------
160 cp /home/opensrf/Evergreen-ILS-2.5.0/Open-ILS/examples/apache/eg.conf /etc/apache2/sites-available/eg.conf
161 ----------------------------------------------------------
163 Upgrade the Evergreen database schema
164 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
166 indexterm:[database schema]
168 The upgrade of the Evergreen database schema is the lengthiest part of the
169 upgrade process for sites with a significant amount of production data.
171 Before running the upgrade script against your production Evergreen database,
172 back up your database, restore it to a test server, and run the upgrade script
173 against the test server. This enables you to determine how long the upgrade
174 will take and whether any local customizations present problems for the
175 stock upgrade script that require further tailoring of the upgrade script.
176 The backup also enables you to cleanly restore your production data if
177 anything goes wrong during the upgrade.
180 Pay attention to error output as you run the upgrade scripts. If you encounter errors
181 that you cannot resolve yourself through additional troubleshooting, please
182 report the errors to the http://evergreen-ils.org/communicate/mailing-lists/[Evergreen
183 Technical Discussion List].
185 Run the following steps as a user with the ability to connect to the
189 ----------------------------------------------------------
190 cd /home/opensrf/Evergreen-ILS-2.5.0/Open-ILS/src/sql/Pg
191 psql -U evergreen -h localhost -f version-upgrade/2.4.3-2.5.0-upgrade-db.sql evergreen
192 ----------------------------------------------------------
194 Restart Evergreen and Test
195 ~~~~~~~~~~~~~~~~~~~~~~~~~~
196 . As the opensrf user, start all Evergreen and OpenSRF services:
199 --------------------------------------------------------------
200 osrf_control --localhost --start-all
201 --------------------------------------------------------------
203 . As the opensrf user, run autogen to refresh the static organizational data files:
206 --------------------------------------------------------------
209 --------------------------------------------------------------
211 . Start srfsh and try logging in using your Evergreen username and password:
214 --------------------------------------------------------------
216 srfsh% login username password
217 --------------------------------------------------------------
219 You should see a result like:
222 ------------------------------------------------------
223 Received Data: "250bf1518c7527a03249858687714376"
224 ------------------------------------
225 Request Completed Successfully
226 Request Time in seconds: 0.045286
227 ------------------------------------
231 "textcode":"SUCCESS",
234 "stacktrace":"oils_auth.c:304",
236 "authtoken":"e5f9827cc0f93b503a1cc66bee6bdd1a",
242 ------------------------------------
243 Request Completed Successfully
244 Request Time in seconds: 1.336568
245 ------------------------------------
246 ----------------------------------------------------------
248 If this does not work, it's time to do some troubleshooting.
250 . As the root user, start the Apache web server.
252 If you encounter errors, refer to the troubleshooting section of this documentation for tips on finding solutions and seeking further assistance
253 from the Evergreen community.