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5a90aa1 @dbuytaert - Created separate upgrade instructions. Will hopefully make it easie…
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1 // $Id$
2
3 UPGRADING
4 ---------
5
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6 Prior to upgrading, you should ensure that:
5a90aa1 @dbuytaert - Created separate upgrade instructions. Will hopefully make it easie…
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23778cc @goba #152967 by keith.smith, webchick, Morbus Iff and KentByte: update the…
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8 * You have a backup of all your relevant data (#1).
9 * Custom and contributed modules have been checked for compatibility (#11).
10 * Custom and contributed themes have been checked for compatibility (#11).
11 * You have read through this entire document.
12
13 Let's begin!
14
15 1. Backup your database and Drupal directory - especially your "sites"
16 directory which contains your configuration file and added modules and
17 themes, any contributed or custom modules in your "modules" directory,
18 and your "files" directory which contains uploaded files. If other files
19 have modifications, such as .htaccess or robots.txt, those should be
20 backed up as well.
21
22 Note: for a single site setup, the configuration file is the "settings.php"
23 file located at sites/default/settings.php. The default.settings.php file
24 contains a clean copy for restoration purposes, if required.
25
26 For multisite configurations, the configuration file is located in a
27 structure like the following:
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29 sites/default/settings.php
30 sites/example.com/settings.php
31 sites/sub.example.com/settings.php
32 sites/sub.example.com.path/settings.php
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33
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34 More information on multisite configuration is located in INSTALL.txt.
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36 2. If possible, log on as the user with user ID 1, which is the first account
37 created and the main administrator account. User ID 1 will be able to
38 automatically access update.php in step #10. There are special instructions
39 in step #10 if you are unable to log on as user ID 1. Do not close your
40 browser until the final step is complete.
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41
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42 3. Place the site in "Off-line" mode, to let the database updates run without
43 interruption and avoid displaying errors to end users of the site. This
44 option is at http://www.example.com/?q=admin/settings/site-maintenance
45 (replace www.example.com with your installation's domain name and path).
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46
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47 4. If using a custom or contributed theme, switch
48 to a core theme, such as Garland or Bluemarine.
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49
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50 5. Disable all custom and contributed modules.
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51
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52 6. Remove all old files and directories from the Drupal installation directory.
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54 7. Unpack the new files and directories into the Drupal installation directory.
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56 8. Copy your backed up "files" and "sites" directories to the Drupal
57 installation directory. If other system files such as .htaccess or
58 robots.txt were customized, re-create the modifications in the new
59 versions of the files using the backups taken in step #1.
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60
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61 9. Verify the new configuration file to make sure it has correct information.
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62
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63 10. Run update.php by visiting http://www.example.com/update.php (replace
64 www.example.com with your Drupal installation's domain name and path). This
65 step will update the core database tables to the new Drupal installation.
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66
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67 Note: if you are unable to access update.php do the following:
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68
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69 - Open your settings.php with a text editor.
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70
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71 - There is a line that says $update_free_access = FALSE;
72 Change it to $update_free_access = TRUE;
73
74 - Once update.php is done, you must change the settings.php file
75 back to its original form with $update_free_access = FALSE;
76
77 11. Ensure that the versions of all custom and contributed modules match the
78 new Drupal version to which you have updated. For a major update, such as
79 from 5.x to 6.x, modules from previous versions will not be compatible
80 and updated versions will be required.
81
82 - For contributed modules, check http://drupal.org/project/Modules
83 for the version of a module matching your version of Drupal.
84
85 - For custom modules, review http://drupal.org/update/modules to
86 ensure that a custom module is compatible with the current version.
87
88 12. Re-enable custom and contributed modules and re-run update.php
89 to update custom and contributed database tables.
90
91 13. Return the site to its original theme (if you switched to a core
92 theme like Garland or Bluemarine in step #4). If your site uses a
93 custom or contributed theme, make sure it is compatible with your
94 version of Drupal.
95
96 - For contributed themes, check http://drupal.org/project/Themes
97 for the version of a theme matching your version of Drupal.
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98
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99 - For custom themes, review http://drupal.org/update/theme to ensure
100 that a custom theme is compatible with the current version.
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101
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102 14. Finally, return your site to "Online" mode so your visitors may resume
103 browsing. As in step #3, this option is available in your administration
104 screens at http://www.example.com/?q=admin/settings/site-maintenance
105 (replace www.example.com with your installation's domain name and path).
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106
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107 For more information on upgrading visit
108 the Drupal handbook at http://drupal.org/upgrade
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