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UPGRADING.md

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Upgrading instructions for docker-compose

You can upgrade your Zulip installation to any newer version of Zulip with the following instructions. At a high level, the strategy is to download a new image, stop the zulip container, and then boot it back up with the new image. When the upgraded zulip container boots the first time, it will run the necessary database migrations with manage.py migrate.

If you ever find you need to downgrade your Zulip server, you'll need to use manage.py migrate to downgrade the database schema manually.

All of the instructions below assume you are using the provided docker-compose.yml.

Upgrading to a release

  1. (Optional) Upgrading does not delete your data, but it's generally good practice to back up your Zulip data before upgrading to make switching back to the old version simple. You can find your docker data volumes by looking at the volumes lines in docker-compose.yml e.g. /opt/docker/zulip/postgresql/data/.

    Note that docker-zulip did not support for Zulip's built-in restore-backup tool before Zulip 3.0.

  2. Pull the new image version, e.g. for 2.0.8 run:

    docker pull zulip/docker-zulip:2.0.8-0

    We recommend always upgrading to the latest minor release within a major release series.

  3. Update this project to the corresponding docker-zulip version and resolve any merge conflicts in docker-compose.yml. This is important as new Zulip releases may require additional settings to be specified in docker-compose.yml (E.g. authentication settings for memcached became mandatory in the 2.1.2 release).

    Note: Do not make any changes to the database version or volume. If there is a difference in database version, leave those unchanged for now, and complete that upgrade separately after the Zulip upgrade; see the section below.

  4. Verify that your updated docker-compose.yml points to the desired image version, e.g.:

    zulip:
      image: "zulip/docker-zulip:2.0.1-0"
  5. You can execute the upgrade by running:

    # Stops the old zulip container; this begins your downtime
    docker-compose stop
    # Boots the new zulip container; this ends your downtime
    docker-compose up
    # Deletes the old container images
    docker-compose rm

That's it! Zulip is now running the updated version. You can confirm you're running the latest version by running:

docker-compose exec -u zulip zulip cat /home/zulip/deployments/current/version.py

Upgrading from a Git repository

  1. Edit docker-compose.yml to comment out the image line, and specify the Git commit you'd like to build the zulip container from. E.g.:

    zulip:
      # image: "zulip/docker-zulip:2.0.1-0"
      build:
        context: .
        args:
          # Change these if you want to build zulip from a different repo/branch
          ZULIP_GIT_URL: https://github.com/zulip/zulip.git
          ZULIP_GIT_REF: master

    You can set ZULIP_GIT_URL to any clone of the zulip/zulip git repository, and ZULIP_GIT_REF to be any ref name in that repository (e.g. master or 1.9.0 or 445932cc8613c77ced023125248c8b966b3b7528).

  2. Run docker-compose build zulip to build a Zulip Docker image from the specified Git version.

Then stop and restart the container as described in the previous section.

Upgrading to use Docker volumes (version 6.0-0 and above)

As of Docker Zulip 6.0-0, we have switched the volume storage from being in directories under /opt/docker/zulip/ on the Docker host system, to using named Docker managed volumes. In your docker-compose.yml, you should either preserve the previous /opt/docker/zulip/ paths for your volumes, or migrate the contents to individual Docker volumes.

If you elect to switch to managed Docker volumes, you can copy the data out of /opt/docker/zulip and onto managed volumes using the following:

# Stop the containers
docker-compose stop

# Copy the data into new managed volumes:
zulip_volume_sync() { docker run -it --rm -v "/opt/docker/zulip/$1:/src" -v "$(basename "$(pwd)")_${2:$1}":/dst ubuntu:20.04 sh -c 'cd /src; cp -a . /dst' ; }
zulip_volume_sync postgresql postgresql-10
zulip_volume_sync zulip
zulip_volume_sync rabbitmq
zulip_volume_sync redis

# Edit your `docker-compose.yml` to use, e.g. `postgresql-10:/var/lib/postgresql/data:rw`
# rather than `/opt/docker/zulip/postgresql/data:/var/lib/postgresql/data:rw` as a volume.
$EDITOR docker-compose.yml

# Start the containers again
docker-compose start

Upgrading zulip/zulip-postgresql to 14 (version 6.0-0 and above)

As of Docker Zulip 6.0-0, we have upgraded the version of PostgreSQL which our docker-compose configuration uses, from PostgreSQL 10 (which is no longer supported) to PostgreSQL 14. Because the on-disk storage is not compatible between PostgreSQL versions, this requires more than simply switching which PostgreSQL docker image is used — the data must be dumped from PostgreSQL 10, and imported into a running PostgreSQL 14.

You should not adjust the image of the database when upgrading to Zulip Server 6.0.

After upgrading the zulip service, using the usual steps, to the zulip/docker-zulip:6.0-0 tag, you can upgrade the PostgreSQL image version by running the included ./upgrade-postgresql tool. This will create a Docker-managed volume named postgresql-14 to store its data, and will adjust the docker-compose.yml file to use that.

You can perform this step either before or after updating to use Docker volumes (above). In either case, the updated docker-compose.yml will use a new Docker volume for the upgraded PostgreSQL 14 data.

The upgrade-postgresql tool requires docker-compose 2.1.1 or higher.

If the tool does not work, you have too old a docker-compose, or you would prefer to perform the steps manually, see the steps below. These instructions assume that you have not changed the default Postgres data path (/opt/docker/zulip/postgresql/data) in your docker-compose.yml. If you have changed it, please replace all occurrences of /opt/docker/zulip/postgresql/data with your path, or volume.

  1. Make a backup of your Zulip Postgres data directory.

  2. Stop the Zulip container:

    docker-compose stop zulip
  3. Create a new (upgraded) Postgres container using a different data directory:

    docker run -d \
          --name postgresnew \
          -e POSTGRES_DB=zulip \
          -e POSTGRES_USER=zulip \
          -e POSTGRES_PASSWORD=zulip \
          -v "$(basename "$(pwd)")_postgresql-14:/var/lib/postgresql/data:rw" \
          zulip/zulip-postgresql:14
  4. Use pg_dumpall to dump all data from the existing Postgres container to the new Postgres container, and reset the password (for SCRAM-SHA-256 auth upgrade):

    docker-compose exec database pg_dumpall -U zulip | \
        docker exec -i postgresnew psql -U zulip
    
    echo "ALTER USER zulip WITH PASSWORD 'REPLACE_WITH_SECURE_POSTGRES_PASSWORD';" |
        docker exec -i postgresnew psql -U zulip
  5. Stop and remove both Postgres containers:

    docker-compose rm --stop database
    docker stop postgresnew
    docker rm postgresnew
  6. Edit your docker-compose.yml to use the zulip/zulip-postgresql:14 image for the database container.

  7. Edit your docker-compose.yml to provide postgresql-14:/var/lib/postgresql/data:rw as the volume for the database service.

  8. Start Zulip up again:

    docker-compose up

Upgrading from the old galexrt/docker-zulip

If you are using an earlier version of galexrt/docker-zulip which used the quay.io/galexrt/postgres-zulip-tsearchextras:latest PostgreSQL image, you need to run a few manual steps to upgrade to the zulip/zulip-postgresql PostgreSQL image (because we've significantly upgraded the major postgres version).

These instructions assume that you have not changed the default PostgreSQL data path (/opt/docker/zulip/postgresql/data) in your docker-compose.yml. If you have changed it, please replace all occurences of /opt/docker/zulip/postgresql/data with your path.

  1. Make a backup of your Zulip PostgreSQL data directory.

  2. Stop all Zulip containers, except the postgres one (e.g. use docker stop and not docker-compose stop).

  3. Create a new (upgraded) PostgreSQL container using a different data directory:

    docker run -d \
          --name postgresnew \
          -e POSTGRES_DB=zulip \
          -e POSTGRES_USER=zulip \
          -e POSTGRES_PASSWORD=zulip \
          -v /opt/docker/zulip/postgresql/new:/var/lib/postgresql/data:rw \
          zulip/zulip-postgresql:latest
  4. Use pg_dumpall to dump all data from the existing PostgreSQL container to the new PostgreSQL container:

    docker-compose exec database pg_dumpall -U postgres | \
        docker exec -i postgresnew psql -U postgres
  5. Stop and remove both PostgreSQL containers:

    docker-compose rm --stop database
    docker rm --stop postgresnew
  6. Edit your docker-compose.yml to use the zulip/zulip-postgresql:latest image for the database container (this is the default in zulip/docker-zulip).

  7. Replace the old PostgreSQL data directory with upgraded data directory:

    mv /opt/docker/zulip/postgresql/data /opt/docker/zulip/postgresql/old
    mv /opt/docker/zulip/postgresql/new /opt/docker/zulip/postgresql/data
  8. Delete the old existing containers:

    docker-compose rm
  9. Start Zulip up again:

    docker-compose up