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en:upgradecb5402cb550 [2014/06/30 16:33] joebordes [Apply patch file with changes upgrade] |
en:upgradecb5402cb550 [2015/10/24 18:49] (current) |
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| ====== Upgrade from coreBOS 5.4.0 to coreBOS 5.5.0 ====== | ====== Upgrade from coreBOS 5.4.0 to coreBOS 5.5.0 ====== | ||
| - | This first set of changes is basically paperwork; apply all the patches and enhancements we have developed along the way and that have been shared in the developer's list and trac. | + | This release is about updating and stabilizing our code base along with enhancements in two directions: |
| + | * open the application to third party projects through a much more powerful REST interface, so we can grow upon the **core** system creating incredible applications on top of it | ||
| + | * change the package distribution system, so it is much easier to distribute new modules and new changes without having to go through a traumatic process of patching and manually executing code | ||
| - | [[en:devel:upgradecb542cb55changes|You can find the full details of the changes made on this page]]. | + | But we still slipped in a few interesting features on reporting and importing among others :-) |
| - | Many of those changes will be useful by themselves if you have a vtiger CRM 5.4. You can apply only those you need individually but I encourage you to upgrade to coreBOS 5.4 because after this upgrade it is just going to get better and we will be adding a lot of interesting things. | + | [[en:devel:upgradecb542cb55changes|You can find the full details of the changes made on this page]]. |
| - | Upgrading is work better suited for a developer who is comfortable playing with the code, but I will try to explain the process in detail to make it easier. | + | Upgrading is //still// a work better suited for a developer who is comfortable playing with the code, but I will try to explain the process in detail to make it easier. |
| <WRAP center round alert 70%> | <WRAP center round alert 70%> | ||
| Line 13: | Line 15: | ||
| </WRAP> | </WRAP> | ||
| - | FIXME Document this: | ||
| - | **IMPORTANT**: [[http://corebos.tsolucio.com/development/view.php?id=120]] | ||
| ===== You have a clean coreBOS 5.4 ===== | ===== You have a clean coreBOS 5.4 ===== | ||
| Line 21: | Line 21: | ||
| ==== Fully patched zip upgrade ==== | ==== Fully patched zip upgrade ==== | ||
| - backup your files and database, there should be no problem, all the code is tested, if there is a problem we will help, this is just a precautionary step and another good reason to make a backup of your information | - backup your files and database, there should be no problem, all the code is tested, if there is a problem we will help, this is just a precautionary step and another good reason to make a backup of your information | ||
| - | - {{:devel:vtigercrm54_to_corebos54.zip|download the upgrade package from here}} | + | - {{:devel:corebos54_to_corebos55.zip|download the upgrade package from here}} |
| - | - copy it to the root of your current vtiger CRM 5.4 | + | - copy it to the root of your current coreBOS 5.4 |
| - | - unzip it overwriting all files | + | - unzip it overwriting all files<code>unzip -o corebos54_to_corebos55.zip</code> |
| - | - you can also uncompress the files locally and upload them to your server via FTP | + | - you can also uncompress the files locally and upload them to your server via FTP<WRAP center round info 70%> |
| - | - execute the database changes, there are only two changes and some files that aren't used anymore are eliminated. | + | **PLEASE**, make sure your code base is totally clean, this step will overwrite your files and any change they may contain. Although you may not have done any changes to the files you know of, some extensions in the market do this and require those changes. If you have any code change at all, or some extension already installed that modify base files, use the patch upgrade procedure detailed below. If you are in doubt, [[http://discussions.corebos.org/|ask in the forum.]] |
| + | </WRAP> | ||
| + | - **execute the database changes**, this is done using the **[[en:devel:corebosupdater|coreBOS Updater]]**, which is a module that will take care of managing all the updates from now on. It will read the set of changes that need to be done and will permit you to apply them and undo some of them. In this first release of the module we must install it. | ||
| - Go to your browser | - Go to your browser | ||
| - login to your coreBOS 5.4 | - login to your coreBOS 5.4 | ||
| - edit the URL box and eliminate all the text starting from index.php | - edit the URL box and eliminate all the text starting from index.php | ||
| - | - add upgrade2coreBOS.php<WRAP center round info 60%> | + | - add installupdater.php<WRAP center round info 60%> |
| - | It should look like this:<code>http://your_server/your_crm/upgrade2coreBOS.php</code> | + | It should look like this:<code>http://your_server/your_crm/installupdater.php</code> |
| </WRAP> | </WRAP> | ||
| - | - execute the script and you should get a green screen with some messages about the actions executed, at the end of the screen you should have none of the steps in red | + | - execute the script and you should get a green screen with some messages about the actions executed |
| + | - edit the URL box again and go to your coreBOS:<code>http://your_server/your_crm/index.php</code> | ||
| + | - open the menu and go to **coreBOS Updater** | ||
| + | - click on the **Get Updates** button | ||
| + | - go back to the list view and click on the **Apply All** button | ||
| + | - **manually change your config.inc.php**, ~~issue:120~~ for speed optimization we have require adding a line to your config.inc.php, **THIS IS VERY IMPORTANT** or some parts of the application may not work correctly. | ||
| + | - edit config.inc.php and look for the lines<code>// default charset default value = 'UTF-8' or 'ISO-8859-1' | ||
| + | $default_charset = 'UTF-8';</code> note that your value may be different from UTF-8, now add this line after the assignment<code>$default_charset = strtoupper($default_charset); // DO NOT MODIFY THIS LINE, IT IS IMPORTANT</code> so it all ends up looking like this:<code>// default charset default value = 'UTF-8' or 'ISO-8859-1' | ||
| + | $default_charset = 'UTF-8'; | ||
| + | $default_charset = strtoupper($default_charset); // DO NOT MODIFY THIS LINE, IT IS IMPORTANT</code> | ||
| + | - save the file | ||
| + | |||
| Your done. Enjoy! | Your done. Enjoy! | ||
| + | |||
| ==== Apply patch file with changes upgrade ==== | ==== Apply patch file with changes upgrade ==== | ||
| Line 41: | Line 56: | ||
| - copy it to the root of your current coreBOS 5.4 | - copy it to the root of your current coreBOS 5.4 | ||
| - apply the patch with the //git apply// command <code>git apply --reject corebos54_to_corebos55.patch</code> | - apply the patch with the //git apply// command <code>git apply --reject corebos54_to_corebos55.patch</code> | ||
| - | - you can also do this locally on your file system and then upload the files to your server via FTP | + | - you can also do this locally on your file system and then upload the files to your server via FTP<WRAP center round info 70%> |
| - | - execute the database changes, there are only two changes and some files that aren't used anymore are eliminated. | + | The //git apply// command will give some errors and warnings. This is normal because in this release we are changing the distribution method of modules and extensions, now we have them all laid out in the code instead of packed in .zip files. This requires us to put all the files in place and we do this for all files, many of which you already have in place and those do not get overwritten, thus the error/warnings. What you do have to pay attention to is any message of **REJECT**, those are indicating a problem you need to attend. |
| + | </WRAP> | ||
| + | - **execute the database changes**, this is done using the **[[en:devel:corebosupdater|coreBOS Updater]]**, which is a module that will take care of managing all the updates from now on. It will read the set of changes that need to be done and will permit you to apply them and undo some of them. In this first release of the module we must install it. | ||
| - Go to your browser | - Go to your browser | ||
| - login to your coreBOS 5.4 | - login to your coreBOS 5.4 | ||
| - edit the URL box and eliminate all the text starting from index.php | - edit the URL box and eliminate all the text starting from index.php | ||
| - | - add upgrade2coreBOS.php<WRAP center round info 60%> | + | - add installupdater.php<WRAP center round info 60%> |
| - | It should look like this:<code>http://your_server/your_crm/upgrade2coreBOS.php</code> | + | It should look like this:<code>http://your_server/your_crm/installupdater.php</code> |
| </WRAP> | </WRAP> | ||
| - | - execute the script and you should get a green screen with some messages about the actions executed, at the end of the screen you should have none of the steps in red | + | - execute the script and you should get a green screen with some messages about the actions executed |
| + | - edit the URL box again and go to your coreBOS:<code>http://your_server/your_crm/index.php</code> | ||
| + | - open the menu and go to **coreBOS Updater** | ||
| + | - click on the **Get Updates** button | ||
| + | - go back to the list view and click on the **Apply All** button | ||
| + | - **manually change your config.inc.php**, ~~issue:120~~ for speed optimization we have require adding a line to your config.inc.php, **THIS IS VERY IMPORTANT** or some parts of the application may not work correctly. | ||
| + | - edit config.inc.php and look for the lines<code>// default charset default value = 'UTF-8' or 'ISO-8859-1' | ||
| + | $default_charset = 'UTF-8';</code> note that your value may be different from UTF-8, now add this line after the assignment<code>$default_charset = strtoupper($default_charset); // DO NOT MODIFY THIS LINE, IT IS IMPORTANT</code> so it all ends up looking like this:<code>// default charset default value = 'UTF-8' or 'ISO-8859-1' | ||
| + | $default_charset = 'UTF-8'; | ||
| + | $default_charset = strtoupper($default_charset); // DO NOT MODIFY THIS LINE, IT IS IMPORTANT</code> | ||
| + | - save the file | ||
| Your done. Enjoy! | Your done. Enjoy! | ||
| Line 75: | Line 102: | ||
| * click on **Get Updates** | * click on **Get Updates** | ||
| * click on **Apply All** | * click on **Apply All** | ||
| + | |||
| + | |||
| + | <WRAP center round important 85%>Remember to apply the database changes using **coreBOS Updater** and to manually change your config.inc.php ~~issue:120~~, for speed optimization we require adding a line to your config.inc.php, **THIS IS VERY IMPORTANT** or some parts of the application may not work correctly. | ||
| + | - edit config.inc.php and look for the lines<code>// default charset default value = 'UTF-8' or 'ISO-8859-1' | ||
| + | $default_charset = 'UTF-8';</code> note that your value may be different from UTF-8, now add this line after the assignment<code>$default_charset = strtoupper($default_charset); // DO NOT MODIFY THIS LINE, IT IS IMPORTANT</code> so it all ends up looking like this:<code>// default charset default value = 'UTF-8' or 'ISO-8859-1' | ||
| + | $default_charset = 'UTF-8'; | ||
| + | $default_charset = strtoupper($default_charset); // DO NOT MODIFY THIS LINE, IT IS IMPORTANT</code> | ||
| + | - save the file | ||
| + | </WRAP> | ||
| + | |||
