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= Upgrade Instructions
[[TracGuideToc]]
[[PageOutline(2-4,,inline,unnumbered)]]

== Instructions

There are seven recommended steps for upgrading to a newer version of Trac:

=== 1. Check your plugins

Check whether your plugins are compatible with the version of Trac that you are upgrading to. Obsolete plugins listed in the [#VersionSpecificSteps version specific steps] below should be uninstalled or disabled.

If you are upgrading to a minor release, plugin compatibility is usually not a concern because the Trac API is normally unchanged.

If your plugins are installed from [https://trac-hacks.org trac-hacks.org] you can check compatibility by looking for a tag on the project page corresponding to a major release (e.g. `1.4`). If you are unsure, you'll want to contact the plugin author or ask on the [trac:MailingList MailingList].

If you are running several Trac plugins it is good to test the upgrade and plugin functionality in a staging instance of your site before upgrading your production instance. Remember, plugin authors are responsible for Trac version compatibility and plugins can interact in unexpected ways. Your Trac instance may have a unique combination of plugins and therefore it's advised that you do some verification testing when making any changes to your site.

=== 2. Bring your server off-line

It is not a good idea to update a running server: the server processes may have parts of the current packages cached in memory, and updating the code will likely trigger [#ZipImportError internal errors].

Although a database backup will be implicitly created by default when upgrading the environment, it is always a good idea to perform a full backup of the environment using the [TracBackup hotcopy] command before beginning. You may also wish to create a full backup of your server.

=== 3. Update Trac and dependencies #UpdatetheTracCode

The packages are available through several channels, as described in [trac:TracDownload]. If your Trac instance was installed through an operating system package manager, proceed with the standard steps that are appropriate for your operating system package manager. If it was installed through a Windows installer, uninstall the old Trac package before installing new Trac package.

If you are managing your Trac installation using command line tools, `pip` is the preferred tool to upgrade a Trac instance because it will uninstall the old version. The following command will upgrade your Trac installation using the package published to [https://pypi.python.org/pypi/Trac PyPI].

{{{#!sh
$ pip install --upgrade Trac
}}}

The upgrade command will give you the latest release of Trac. If instead you wish to upgrade to a different version, such as a minor release of Trac when there is a newer major release available, then specify the Trac version in the `pip` command.

{{{#!sh
$ pip install --upgrade Trac==1.4.1
}}}

You should also upgrade dependencies so they are compliant with the [TracInstall#Dependencies required versions].

=== 4. Upgrade the Trac Environment #UpgradetheTracEnvironment

Environment upgrades are not necessary for minor version releases unless otherwise noted.

On starting your web server after upgrading Trac, a message will be displayed for projects that need to be upgraded and the projects will not be accessible until the upgrade is run.

The upgrade is run using a [TracAdmin trac-admin] command:
{{{#!sh
$ trac-admin /path/to/projenv upgrade
}}}

This command will not have any effect if the environment is already up-to-date.

It is recommended that you set the [[TracIni#logging-log_level-option|log_level]] to `INFO` before running the upgrade. The additional information in the logs can be helpful in case something unexpected occurs during the upgrade.

Note that a backup of your database will be performed automatically prior to the upgrade. The backup is saved in the location specified by [[TracIni#trac-backup_dir-option|backup_dir]].

=== 5. Update the Trac Documentation === #UpdatetheTracDocumentation

By default, every [TracEnvironment Trac environment] includes a copy of the Trac documentation for the installed version. To keep the documentation in sync with the installed version of Trac, upgrade the documentation:
{{{#!sh
$ trac-admin /path/to/projenv wiki upgrade
}}}

Note that this procedure will leave your `WikiStart`, `InterMapTxt` and `SandBox` pages unaltered. Local changes to other pages that are distributed with Trac will be overwritten, however these pages are read-only by default for Environments created in Trac 1.3.3 and later.

=== 6. Refresh static resources

If you have configured your web server to serve static resources directly (accessed using the `/chrome/` URL) then you will need to refresh them using the [TracInstall#MappingStaticResources deploy command]. The `deploy` command will extract static resources and CGI scripts (`trac.wsgi`, etc) from the new Trac version and plugins into `/deploy/path`.
{{{#!sh
$ trac-admin /path/to/env deploy /deploy/path
}}}

Before refreshing, it is recommended that you remove the directory in which your static resources are deployed. The directory location depends on the choice you made during installation. This cleanup is not mandatory, but makes it easier to troubleshoot issues as your installation is uncluttered by unused assets from a previous release. As usual, make a backup before deleting the directory.

{{{#!div style="border: 1pt dotted; margin: 1em"
**Note:** Some web browsers (IE, Opera) cache CSS and !JavaScript files, so you should instruct your users to manually erase the contents of their browser's cache. A forced refreshed (SHIFT + <F5>) should be sufficient.
{{{#!comment
Remove above note once #9936 is fixed.
}}}
}}}

=== 7. Steps specific to a given Trac version #VersionSpecificSteps

==== Upgrading from Trac 1.4 to 1.5 #to1.5

===== Python 2.7 no longer supported

Upgrade Python to 3.5 or later.

==== Upgrading from Trac 1.2 to 1.4 #to1.4

===== Python 2.6 no longer supported

Upgrade Python to 2.7, but not 3.0 or greater.

===== MySQL-python no longer supported

[https://pypi.python.org/pypi/PyMySQL PyMySQL] is the supported MySQL database library, support for [https://pypi.python.org/pypi/MySQL-python MySQL-python] has been removed.

===== Obsolete Plugins

Trac has added functionality equivalent to the following plugins:

* [https://trac-hacks.org/wiki/DynamicVariablesPlugin DynamicVariablesPlugin]: dynamic variables are autocompleted
* [https://trac-hacks.org/wiki/NavAddPlugin NavAddPlugin]: see TracNavigation
* [https://trac-hacks.org/wiki/FlexibleAssignToPlugin FlexibleAssignToPlugin]: subclass `ConfigurableTicketWorkflow` and override `get_allowed_owners`
* [https://trac-hacks.org/wiki/TracMigratePlugin TracMigratePlugin]: Use the `trac-admin` [TracAdmin#ChangingDatabaseBackend convert_db command]

The plugins should be removed when upgrading Trac to 1.4.

===== Jinja2 is the new template engine

Content is now generated by using the Jinja2 template
engine. You should verify that your plugins are
compatible with this change.

If you customized the Trac templates, or the `site.html`
template, you'll need to adapt that as well.
(TODO: expand...) See [#CustomizedTemplates]. Email [TracNotification#CustomizingContent notification templates] also need to
be adapted.

===== New permission policies for Wiki and Ticket realms

Since 1.3.2 there are new permission policies for the ticket and wiki systems. `DefaultTicketPolicy` allows an authenticated user with `TICKET_APPEND` or `TICKET_CHPROP` to modify the description of a ticket they reported. It also implements the pre-1.3.2 behavior of allowing users to edit their own ticket comments. [#Newpermissionspolicyforread-onlywikipages ReadonlyWikiPolicy], added in 1.1.2, is renamed to `DefaultWikiPolicy`. The new permission policies can be easily replaced with alternate implementations if the default behavior is not desired.

If `[trac] permission_policy` has the default value `ReadonlyWikiPolicy, DefaultPermissionPolicy, LegacyAttachmentPolicy`, then `DefaultWikiPolicy, DefaultTicketPolicy` should be automatically appended to the list when upgrading the environment:
{{{#!ini
[trac]
permission_policies = DefaultWikiPolicy,
 DefaultTicketPolicy,
 DefaultPermissionPolicy,
 LegacyAttachmentPolicy
}}}

If other permission policies are enabled, `trac.ini` will need to be edited to add `DefaultWikiPolicy, DefaultTicketPolicy` to `permission_policies`. See [wiki:TracFineGrainedPermissions#DefaultWikiPolicyandDefaultTicketPolicy] for additional details on the proper ordering.

===== Description field added to ticket enums #enum-description-field

The ticket enums now have a //description// field. An //ambiguous column name// error may be seen for reports that reference the `description` column of another table and join the `enum` table with that table (e.g. `ticket`, `component`). The reports {1}, {2}, {3}, {4}, {5}, {7}, and {8} are modified by an upgrade step to fix the issue, but the modification may not succeed if the default reports have been modified, in which case `upgrade` will output a message to the terminal instructing the user to modify the reports. User-created reports may also need to be modified.

Reports that display the error need to be modified to prefix the `description` column with the appropriate table name or alias. For example, if the `ticket` table is aliased as `t` (`ticket t` or `ticket AS t`), replace `description` with `t.description` if the report should use the ticket's `description` column.

===== Removed `<repostype>` and `<repospath>` arguments from `trac-admin` `initenv` command

The TracAdmin `initenv` command allowed the default repository to be specified using the third and fourth positional arguments of `initenv`:
{{{#!sh
initenv [<projectname> <db> [<repostype> <repospath>]]
}}}

The arguments were an artifact of Trac < 0.12, which only supported a single repository. Trac 0.12 and later supports multiple repositories, which can be specified at the time of environment creation using the `--inherit` and `--config` arguments. See the [TracEnvironment#SourceCodeRepository initenv documentation] for details on specifying source code repositories.

==== Upgrading from Trac 1.0 to 1.2 #to1.2

===== Python 2.5 no longer supported

Upgrade Python to at least 2.6 or 2.7, but not 3.0 or greater.

===== Obsolete Plugins

Trac has added functionality equivalent to the following plugins:
* [https://trac-hacks.org/wiki/AdminEnumListPlugin AdminEnumListPlugin]
* [https://trac-hacks.org/wiki/AttachmentNotifyPlugin AttachmentNotifyPlugin]: attachment notifications are sent in Trac 1.0.3 and later
* [https://trac-hacks.org/wiki/DateFieldPlugin DateFieldPlugin]: see the **time** [TracTicketsCustomFields#AvailableFieldTypesandOptions custom field type]
* [https://trac-hacks.org/wiki/FlexibleReporterNotificationPlugin FlexibleReporterNotificationPlugin]: [trac:CookBook/Notification/Subscriptions custom subscribers] can be implemented in the new extensible notification system
* [https://trac-hacks.org/wiki/GroupBasedRedirectionPlugin GroupBasedRedirectionPlugin]: the default handler can set as a user preference
* [https://trac-hacks.org/wiki/GroupingAssignToPlugin GroupingAssignToPlugin]: groups and permissions can be used in the [TracWorkflow#BasicTicketWorkflowCustomization set_owner] workflow attribute
* [https://trac-hacks.org/wiki/LinenoMacro LinenoMacro]: see WikiProcessors#AvailableProcessors
* [https://trac-hacks.org/wiki/NeverNotifyUpdaterPlugin NeverNotifyUpdaterPlugin]: see [TracNotification#notification-subscriber-section notification subscribers]
* [https://trac-hacks.org/wiki/QueryUiAssistPlugin QueryUiAssistPlugin]: see TracQuery#Filters.
* [https://trac-hacks.org/wiki/TicketCreationStatusPlugin TicketCreationStatusPlugin]: see [#NewWorkflowActions]

The plugins should be removed when upgrading Trac to 1.2.

===== New workflow actions #NewWorkflowActions

The ticket creation step is controlled with a workflow action. The default workflow has `create` and `create_and_assign` actions. The `create` action will always be added when upgrading the database. The `create_and_assign` action will be added if the workflow has an //assigned// state. You may want to edit your workflow after upgrading the database to customize the actions available on the //New Ticket// page.

===== New permissions policy for read-only wiki pages

Since 1.1.2 the read-only attribute of wiki pages is enabled and enforced only when `ReadonlyWikiPolicy` is in the list of active permission policies. If `[trac] permission_policy` has the default value `DefaultPermissionPolicy, LegacyAttachmentPolicy`, then `ReadonlyWikiPolicy` should be automatically appended to the list when upgrading the environment:
{{{#!ini
[trac]
permission_policies = ReadonlyWikiPolicy,
 DefaultPermissionPolicy,
 LegacyAttachmentPolicy
}}}

If other permission policies are enabled, `trac.ini` will need to have `ReadonlyWikiPolicy` appended to the list of active `permission_policies`. See TracFineGrainedPermissions#ReadonlyWikiPolicy for additional details on the proper ordering.

===== Navigation Ordering Moved

The mainnav and metanav configuration ordering have
been moved from `[trac]` `mainnav` and `[trac]` `metanav` to the `[mainnav]` and `[metanav]` sections. The ordering is now specified using the `order` attribute as described in [TracNavigation#nav-order TracNavigation].

The new configuration values will be written to trac.ini on upgrade, preserving the navigation order for the environment. You may need to edit trac.ini
if you use a shared [TracIni#GlobalConfiguration global configuration].
For example, if you wish to specify the navigation ordering for several environments in `global.ini`, you'll
need to add the `[mainnav]` and `[metanav]` sections
in that file and delete those sections from each
environment's trac.ini.

==== Upgrading from Trac 0.12 to Trac 1.0 #to1.0

===== Python 2.4 no longer supported

Upgrade Python to at least 2.5, but not 3.0.

===== Obsolete Plugins

Trac has added functionality equivalent to the following plugins:

* [https://trac-hacks.org/wiki/AnchorMacro AnchorMacro]
* [https://trac-hacks.org/wiki/BatchModifyPlugin BatchModifyPlugin]
* [https://trac-hacks.org/wiki/GitPlugin GitPlugin]
* [https://trac-hacks.org/wiki/OverrideEditPlugin OverrideEditPlugin]
* [https://trac-hacks.org/wiki/ProgressMeterMacro ProgressMeterMacro]

The plugins should be removed when upgrading Trac to 1.0.

===== Subversion components not enabled by default for new installations

The Trac components for Subversion support are no longer enabled by default. To enable the svn support, you need to make sure the `tracopt.versioncontrol.svn` components are enabled, for example by setting the following in the TracIni:
{{{#!ini
[components]
tracopt.versioncontrol.svn.* = enabled
}}}

The upgrade procedure should take care of this and change the TracIni appropriately, unless you already had the svn components explicitly disabled.

===== Attachments migrated to new location #AttachmentsMigrated

Another step in the automatic upgrade will change the way the attachments are stored. There have been reports that the attachment migration [#AttachmentsNotMigrated sometimes fails], so it's extra important that you [TracBackup backup your environment].

In case the `attachments` directory contains some files which are //not// attachments, the last step of the migration to the new layout will not be completed: the deletion of the now unused `attachments` directory can't be done if there are still files and folders in it. You may ignore this error, but better to move them elsewhere and remove the `attachments` directory manually. The attachments themselves are now all located in your environment below the `files/attachments` directory.

===== Behavior of `[ticket] default_owner` changed

Prior to 1.0, the owner field of new tickets always defaulted to `[ticket] default_owner` when the value was not empty. If the value was empty, the owner field defaulted to to the Component's owner. In 1.0 and later, the `default_owner` must be set to `< default >` to make new tickets default to the Component's owner. This change allows the `default_owner` to be set to an empty value if no default owner is desired.

===== Behavior of `* -> *` workflow transition

The workflow transition `* -> *` must have the operation
`leave_status`. Due to a defect in Trac < 1.0.18
`leave_status` was not required, so it may be necessary
to add the operation when upgrading. The action will not
display for a `* -> *` transition if the action does
not have the `leave_status` operation.

==== Upgrading from older versions of Trac #OlderVersions

For upgrades from versions older than Trac 0.12, refer first to [trac:wiki:0.12/TracUpgrade#SpecificVersions TracUpgrade for 0.12].

For upgrades from versions older than Trac 0.10, refer first to [trac:wiki:0.10/TracUpgrade#SpecificVersions TracUpgrade for 0.10].

== Known Issues

=== Customized Templates

Trac supports customization of its templates by placing copies of the templates in the `<env>/templates` folder of your [TracEnvironment environment] or in a common location specified in the [TracIni#GlobalConfiguration  inherit.templates_dir] configuration setting. If you choose to customize the templates, be aware that you will need to repeat your changes on a copy of the new templates when you upgrade to a new release of Trac (even a minor one), as the templates will evolve. So keep a diff around.

The preferred way to perform TracInterfaceCustomization is a custom plugin doing client-side !JavaScript transformation of the generated output, as this is more robust in case of changes: we usually won't modify an element `id` or change its CSS `class`, and if we have to do so, this will be documented in the [trac:TracDev/ApiChanges] pages.

=== !ZipImportError

Due to internal caching of zipped packages, whenever the content of the packages change on disk, the in-memory zip index will no longer match and you'll get irrecoverable !ZipImportError errors. Better to anticipate and bring your server down for maintenance before upgrading.
See [trac:#7014] for details.

=== Wiki Upgrade

`trac-admin` will not delete or remove default wiki pages that were present in a previous version but are no longer in the new version.

=== Parent dir

If you use a Trac parent env configuration and one of the plugins in one child does not work, none of the children will work.

=== Attachments not migrated #AttachmentsNotMigrated

There have been reports that attachments are not [#AttachmentsMigrated migrated] when upgrading to Trac 1.0 or later. The cause of the issue has not yet been found. If you encounter this issue, see [https://trac.edgewall.org/wiki/TracFaq#Q:Attachmentsaremissingafterupgrade the FAQ] for a workaround and please report your findings to [trac:#11370].

== Related topics

=== Upgrading Python

Upgrading Python to a newer version will require reinstallation of Python packages: Trac itself of course, but also [TracInstall#Dependencies dependencies]. If you are using Subversion, you'll need to upgrade the [trac:TracSubversion Python bindings for SVN].

-----
See also: TracGuide, TracInstall

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