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1
2 Instructions for updating OpenCms 6.x/7.x to OpenCms 7.0.5
3
4
5 WARNING:
6
7 UPDATE AT YOUR OWN RISK
8
9 The OpenCms update wizard and these instructions are distributed in the hope
10 that they will be useful, but WITHOUT ANY WARRANTY; without even the implied
11 warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.
12
13 Alkacon Software does not guarantee that there will be no damage to your
14 existing OpenCms installation when using this upgrade wizard.
15
16 IMPORTANT: Before using this upgrade wizard, make sure you have a full backup
17 of your OpenCms installation and database.
18
19
20 Follow the following steps to update from OpenCms 6.x/7.x to OpenCms 7.0.5:
21
22
23 1. Shutdown your OpenCms servlet container
24
25 The OpenCms upgrade requires that you shut down OpenCms first. You can use the
26 Broadcast message tool in the 'Administration' view to inform users before the
27 server is shut down.
28
29
30 2. Extract the OpenCms upgrade file 'opencms_upgrade_to_7.0.5.zip' to
31 your web application directory
32
33 If you extracted the file to an external directory, copy the folders 'update'
34 and 'WEB-INF' to the OpenCms webapp directory. Be sure that the files 'opencms.tld'
35 and 'lib/opencms.jar' are replaced with the new version from the archive before you
36 continue. Be also sure that after unpacking the tomcat user has write permissions on
37 the whole web application directory.
38 Be also aware that the 'web.xml' might be overwritten.
39
40
41 3. Enable the upgrade wizard
42
43 To do so, set the property
44 wizard.enabled=true
45 in the config file WEB-INF/config/opencms.properties.
46
47 3.a. Disable search index update
48
49 By default, during the update before installing the new modules, all your search
50 indexes will be rebuild, this is needed because we updated to the latest Lucene
51 search engine version which has a different index format.
52 Depending on your system, this may take too long. So you can disable it and, then
53 later after the Update, you can rebuild your indexes one by one from the
54 Administration view. To disable it, edit the /update/cmsupdate.ori file, find
55 lines 10-11:
56 ---
57 # Rebuild search indexes
58 rebuildAllIndexes
59 ---
60 and delete them or comment them out.
61
62 4. Restart your OpenCms servlet container
63
64 OpenCms will not start because the wizard in enabled.
65
66
67 5. Execute the OpenCms update wizard
68
69 Open the URL $SERVER_NAME/$CONTEXT_NAME/update/ in your Browser, e.g.
70
71 http://yourserver:8080/opencms/update/
72
73 The update wizard should appear, which looks very similar to the OpenCms setup
74 wizard. Make sure to read the instructions and the disclaimer on the start
75 page. Then execute the wizard which guides you through the update process.
76
77 You will need the Admin password to continue with the upgrade.
78
79 When asked to select the modules to update you should definitely select all
80 org.opencms.editors.* and org.opencms.workplace.* modules. You only require
81 the org.opencms.frontend.* modules if you have installed them before on your
82 OpenCms server.
83
84 Here the site selection is only important for the org.opencms.frontend.* modules,
85 so it should be the site where you have installed these modules. This is by default:
86 /sites/default/
87
88 After you confirmed the module selection, you should see the status report of the
89 module import. This report is also written to WEB-INF/logs/update.log. Check this
90 file for errors and exceptions after installation. There should be no exceptions
91 caused by the upgrade if everything went as expected. Some exceptions may occur
92 in case you have an advanced OpenCms installation with many customized classes.
93
94 The update wizard will also do a full rebuild of all your search indices, and
95 purge the JSP repository.
96
97 The wizard will finish similar to the setup wizard. After the final confirmation,
98 the wizard will be locked again (in the opencms.properties file).
99
100
101 6. Shutdown and restart your OpenCms servlet container
102
103 Note: to be sure all jsp files work correctly please delete the servlet containers
104 work directory (ie. ${TOMCAT_HOME}/work/Catalina/localhost/opencms/) and the
105 OpenCms' jsp repository (ie. ${OPENCMS_HOME}/WEB-INF/jsp/)
106
107 You should now be able to log into the OpenCms workplace as before.
108
109
110 7. After restarting
111
112 You might need to uninstall no longer supported legacy (OpenCms version 5 and 6)
113 modules, like:
114 - org.opencms.legacy (which includes the old workflow engine)
115 - org.opencms.editors.htmlarea (discontinued HtmlArea WYSIWYG editor)
116 - org.opencms.editors.ledit (discontinued text editor for Internet Explorer)
117 - org.opencms.editor.msdhtml (discontinued Microsoft ActiveX WYSIWYG editor)
118
119
120 IMPORTANT: PLEASE READ THIS
121
122 * The upgrade wizard will replace all VFS resources of the updated modules
123 * If you made modifications to the modules, these changes will be lost
124 * In this case export the changed module resources before starting the update
125 * Hint: You can use the "Resource changed since" feature in the the Database
126 Administration to export all the changes you have done after installing
127 OpenCms
128
129 --------------------------------------
130 Important Notes for 6.x Updates only:
131
132 The first step is a database update, please notice that until now this is working
133 and has been tested only for MySQL versions 4.1 and 5.0, and for Oracle versions
134 9i and 10g. And it should also work for PostgreSQL, but it is not implemented for
135 MsSQL.
136
137 This process is very time and space consuming, for instance, for a system with
138 3,128 resources it takes about 5 minutes, but an update of a system with 120,000+
139 resources takes about 2 hours (without historical data).
140
141 By default, this process deletes all historical data. But you can decide to keep
142 them, but this is not recommended since it is not really possible to convert the
143 data to the new schema, so that the converted data might be unusable any how,
144 and second, the process might be more than 10 times slower if this option is
145 activated.
146
147 The database update process writes report which is very technical, it is just to
148 give you an idea of what is going on and if there is a problem, logging almost
149 any SQL statement send to the database, this report is also written to a log file
150 under /WEB-INF/logs/db-update.log.
151
152 You should expect some exceptions while converting user data, so some user
153 settings may get lost, but this is unfortunately inevitable.
154
155 Additionally the automatic configuration files update from OpenCms 6.x to OpenCms
156 7.0.x is working, for all configuration files, except the opencms-workplace.xml file,
157 since it has been completely restructured.
158 Before continuing you need to get an OpenCms 7.0.x opencms-workplace.xml configuration
159 file. One is provided under update/config, but you will need to manually copy it to
160 your WEB-INF/config/ folder. This procedure is to prevent that your changes get lost,
161 but you are the responsible for customizing this configuration file again.
162
163 If you decide not to update this configuration file, the update will NOT work.