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/docs/ -> upgrade.txt (source)

   1  Preliminary Upgrade-Instructions
   2  ================================
   3  
   4  This document describes the Phorum upgrading process. Please keep in mind, 
   5  that these instructions are neither complete, nor final. If you find
   6  problems in upgrading which are not described here or if you have 
   7  useful additions, please let us know.
   8  
   9  Table of contents:
  10  
  11  1. Upgrading from a Phorum5 version to another Phorum5 version
  12     1.1 Upgrading the database
  13     1.1.1 Preparations
  14     1.1.2 From a webbrowser
  15     1.1.3 From a system console
  16     1.2 Upgrading templates and hacks
  17  2. Upgrading from Phorum 3.4.x to Phorum5
  18  
  19  
  20  1. Upgrading from a Phorum5 version to another Phorum5 version
  21  -------------------------------------------------------------------------------
  22  
  23  
  24   1.1 Upgrading the database
  25   --------------------------
  26  
  27  
  28    1.1.1 Preparations
  29    -----------------------
  30  
  31     The upgrading process will preserve all of your active settings and
  32     modules, but will overwrite hacks and any changes made to the default
  33     template (in the directory {phorum dir}/templates/default). Other
  34     templates will be kept intact.
  35  
  36     Here are the steps for upgrading:
  37  
  38     - Backup your existing Phorum5 installation.
  39       Before doing an upgrade, it is always wise to make a good backup
  40       of your running system. Make a backup your Phorum install directory 
  41       and the database in which your Phorum tables are stored;
  42  
  43     - Download a newer Phorum5 package;
  44     
  45     - Extract the files and put them on top of the current installation;
  46     
  47     - Keep the database settings from {phorum dir}/include/db/config.php 
  48       the same;
  49  
  50     Now you can choose whether you want to upgrade from a webbrowser or 
  51     from a console. 
  52  
  53  
  54    1.1.2 From a webbrowser
  55    -----------------------
  56     
  57    Open your forum using your webbrowser. In case a database upgrade 
  58    is needed, you will be prompted to go to the admin page. In that case 
  59    open the {phorum url}/admin.php page, which will guide you through 
  60    the upgrade.
  61  
  62  
  63    1.1.3 From a system console
  64    ---------------------------
  65  
  66    In the scripts directory of your Phorum installation, you will find
  67    the script "console_upgrade.php". Go to the scripts directory and
  68    execute the script from there. On most systems, you can do this using
  69    the following command:
  70  
  71       # php console_upgrade.php
  72  
  73    If you want to run this script from a different locations, then edit
  74    the script and update the $PHORUM_DIRECTORY variable to match the
  75    location of your Phorum installation.
  76  
  77  
  78   1.2 Upgrading templates and hacks
  79   ---------------------------------
  80     
  81     For minor upgrades, the Phorum team has the policy that templates
  82     should not change. For example, if you are upgrading version 5.1.1
  83     to 5.1.2, you can simply keep the old templates.
  84  
  85     Template functionality might change between major Phorum releases.
  86     For example, templates that were made for Phorum 5.0.x are not
  87     compatible with the templates for Phorum 5.1.x. So to upgrade these,
  88     you'll have to build new templates, based on the new default template
  89     that is included in the distribution. Simply copying the old template
  90     will most probably result in errors and missing functionality.
  91     
  92     If you are doing a minor upgrade and you have to preserve changes that
  93     were made to the default template (which is not the recommended way
  94     of customizing Phorum, see creating_templates.txt), you can follow one
  95     of the following options:
  96     
  97     - Extract the new Phorum distribution to its own directory and reapply 
  98       your changes before putting it over the existing installation;
  99       
 100     - Create a backup of your existing installation. Install the new
 101       distribution on top of the old one and reapply the changes to 
 102       the new version while it is "live".
 103     
 104  
 105  2. Upgrading from Phorum 3.4.x to Phorum5
 106  -------------------------------------------------------------------------------
 107  
 108     - Download and unpack the Phorum5 package;
 109     
 110     - Follow the installation instructions in docs/install.txt. Install 
 111       Phorum5 is a new directory. 
 112     
 113     - Convert the old forum data:
 114     
 115       In the scripts directory of your Phorum5 distribution, you will find
 116       a script named phorum3to5convert.php. Instructions for using this
 117       script can be found at the top of this script itself. The script will
 118       convert your old forum to Phorum5. Everything, but permission levels,
 119       is converted.
 120     
 121     - Update the posted message counters for the users:
 122     
 123       In the scripts directory, you will also find a script named
 124       "update_postcount.php". This script can be used to update the number
 125       of posts for users to the right value. So if you want correct numbers
 126       to show up in the user profiles, just run this script once AFTER the
 127       conversion has been completed. To run it, you will have to copy it
 128       over to the main Phorum5 directory. After that you can either run
 129       it from the command line or by opening it from your webbrowser. See
 130       also the instructions in the script itself.
 131  


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