cms/drupal/UPGRADE.txt
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     1 INTRODUCTION
       
     2 ------------
       
     3 This document describes how to:
       
     4 
       
     5   * Update your Drupal site from one minor 7.x version to another minor 7.x
       
     6     version; for example, from 7.8 to 7.9, or from 7.6 to 7.10.
       
     7 
       
     8   * Upgrade your Drupal site's major version from 6.x to 7.x.
       
     9 
       
    10 First steps and definitions:
       
    11 
       
    12   * If you are upgrading to Drupal version x.y, then x is known as the major
       
    13     version number, and y is known as the minor version number. The download
       
    14     file will be named drupal-x.y.tar.gz (or drupal-x.y.zip).
       
    15 
       
    16   * All directories mentioned in this document are relative to the directory of
       
    17     your Drupal installation.
       
    18 
       
    19   * Make a full backup of all files, directories, and your database(s) before
       
    20     starting, and save it outside your Drupal installation directory.
       
    21     Instructions may be found at http://drupal.org/upgrade/backing-up-the-db
       
    22 
       
    23   * It is wise to try an update or upgrade on a test copy of your site before
       
    24     applying it to your live site. Even minor updates can cause your site's
       
    25     behavior to change.
       
    26 
       
    27   * Each new release of Drupal has release notes, which explain the changes made
       
    28     since the previous version and any special instructions needed to update or
       
    29     upgrade to the new version. You can find a link to the release notes for the
       
    30     version you are upgrading or updating to on the Drupal project page
       
    31     (http://drupal.org/project/drupal).
       
    32 
       
    33 UPGRADE PROBLEMS
       
    34 ----------------
       
    35 If you encounter errors during this process,
       
    36 
       
    37   * Note any error messages you see.
       
    38 
       
    39   * Restore your site to its previous state, using the file and database backups
       
    40     you created before you started the upgrade process. Do not attempt to do
       
    41     further upgrades on a site that had update problems.
       
    42 
       
    43   * Consult one of the support options listed on http://drupal.org/support
       
    44 
       
    45 More in-depth information on upgrading can be found at http://drupal.org/upgrade
       
    46 
       
    47 MINOR VERSION UPDATES
       
    48 ---------------------
       
    49 To update from one minor 7.x version of Drupal to any later 7.x version, after
       
    50 following the instructions in the INTRODUCTION section at the top of this file:
       
    51 
       
    52 1. Log in as a user with the permission "Administer software updates".
       
    53 
       
    54 2. Go to Administration > Configuration > Development > Maintenance mode.
       
    55    Enable the "Put site into maintenance mode" checkbox and save the
       
    56    configuration.
       
    57 
       
    58 3. Remove all old core files and directories, except for the 'sites' directory
       
    59    and any custom files you added elsewhere.
       
    60 
       
    61    If you made modifications to files like .htaccess or robots.txt, you will
       
    62    need to re-apply them from your backup, after the new files are in place.
       
    63 
       
    64    Sometimes an update includes changes to default.settings.php (this will be
       
    65    noted in the release notes). If that's the case, follow these steps:
       
    66 
       
    67    - Locate your settings.php file in the /sites/* directory. (Typically
       
    68      sites/default.)
       
    69 
       
    70    - Make a backup copy of your settings.php file, with a different file name.
       
    71 
       
    72    - Make a copy of the new default.settings.php file, and name the copy
       
    73      settings.php (overwriting your previous settings.php file).
       
    74 
       
    75    - Copy the custom and site-specific entries from the backup you made into the
       
    76      new settings.php file. You will definitely need the lines giving the
       
    77      database information, and you will also want to copy in any other
       
    78      customizations you have added.
       
    79 
       
    80    You can find the release notes for your version at
       
    81    https://www.drupal.org/project/drupal. At bottom of the project page under
       
    82    "Downloads" use the link for your version of Drupal to view the release
       
    83    notes. If your version is not listed, use the 'View all releases' link. From
       
    84    this page you can scroll down or use the filter to find your version and its
       
    85    release notes.
       
    86 
       
    87 4. Download the latest Drupal 7.x release from http://drupal.org to a
       
    88    directory outside of your web root. Extract the archive and copy the files
       
    89    into your Drupal directory.
       
    90 
       
    91    On a typical Unix/Linux command line, use the following commands to download
       
    92    and extract:
       
    93 
       
    94      wget http://drupal.org/files/projects/drupal-x.y.tar.gz
       
    95      tar -zxvf drupal-x.y.tar.gz
       
    96 
       
    97    This creates a new directory drupal-x.y/ containing all Drupal files and
       
    98    directories. Copy the files into your Drupal installation directory:
       
    99 
       
   100      cp -R drupal-x.y/* drupal-x.y/.htaccess /path/to/your/installation
       
   101 
       
   102    If you do not have command line access to your server, download the archive
       
   103    from http://drupal.org using your web browser, extract it, and then use an
       
   104    FTP client to upload the files to your web root.
       
   105 
       
   106 5. Re-apply any modifications to files such as .htaccess or robots.txt.
       
   107 
       
   108 6. Run update.php by visiting http://www.example.com/update.php (replace
       
   109    www.example.com with your domain name). This will update the core database
       
   110    tables.
       
   111 
       
   112    If you are unable to access update.php do the following:
       
   113 
       
   114    - Open settings.php with a text editor.
       
   115 
       
   116    - Find the line that says:
       
   117      $update_free_access = FALSE;
       
   118 
       
   119    - Change it into:
       
   120      $update_free_access = TRUE;
       
   121 
       
   122    - Once the upgrade is done, $update_free_access must be reverted to FALSE.
       
   123 
       
   124 7. Go to Administration > Reports > Status report. Verify that everything is
       
   125    working as expected.
       
   126 
       
   127 8. Ensure that $update_free_access is FALSE in settings.php.
       
   128 
       
   129 9. Go to Administration > Configuration > Development > Maintenance mode.
       
   130    Disable the "Put site into maintenance mode" checkbox and save the
       
   131    configuration.
       
   132 
       
   133 MAJOR VERSION UPGRADE
       
   134 ---------------------
       
   135 To upgrade from a previous major version of Drupal to Drupal 7.x, after
       
   136 following the instructions in the INTRODUCTION section at the top of this file:
       
   137 
       
   138 1. Check on the Drupal 7 status of your contributed and custom modules and
       
   139    themes. See http://drupal.org/node/948216 for information on upgrading
       
   140    contributed modules and themes. See http://drupal.org/node/895314 for a list
       
   141    of modules that have been moved into core for Drupal 7, and instructions on
       
   142    how to update them. See http://drupal.org/update/modules for information on
       
   143    how to update your custom modules, and http://drupal.org/update/theme for
       
   144    custom themes.
       
   145 
       
   146    You may decide at this point that you cannot upgrade your site, because
       
   147    needed modules or themes are not ready for Drupal 7.
       
   148 
       
   149 2. Update to the latest available version of Drupal 6.x (if your current version
       
   150    is Drupal 5.x, you have to upgrade to 6.x first). If you need to update,
       
   151    download Drupal 6.x and follow the instructions in its UPGRADE.txt. This
       
   152    document only applies for upgrades from 6.x to 7.x.
       
   153 
       
   154 3. In addition to updating to the latest available version of Drupal 6.x core,
       
   155    you must also upgrade all of your contributed modules for Drupal to their
       
   156    latest Drupal 6.x versions.
       
   157 
       
   158 4. Log in as user ID 1 (the site maintenance user).
       
   159 
       
   160 5. Go to Administer > Site configuration > Site maintenance. Select
       
   161    "Off-line" and save the configuration.
       
   162 
       
   163 6. Go to Administer > Site building > Themes. Enable "Garland" and select it as
       
   164    the default theme.
       
   165 
       
   166 7. Go to Administer > Site building > Modules. Disable all modules that are not
       
   167    listed under "Core - required" or "Core - optional". It is possible that some
       
   168    modules cannot be disabled, because others depend on them. Repeat this step
       
   169    until all non-core modules are disabled.
       
   170 
       
   171    If you know that you will not re-enable some modules for Drupal 7.x and you
       
   172    no longer need their data, then you can uninstall them under the Uninstall
       
   173    tab after disabling them.
       
   174 
       
   175 8. On the command line or in your FTP client, remove the file
       
   176 
       
   177      sites/default/default.settings.php
       
   178 
       
   179 9. Remove all old core files and directories, except for the 'sites' directory
       
   180    and any custom files you added elsewhere.
       
   181 
       
   182    If you made modifications to files like .htaccess or robots.txt, you will
       
   183    need to re-apply them from your backup, after the new files are in place.
       
   184 
       
   185 10. If you uninstalled any modules, remove them from the sites/all/modules and
       
   186    other sites/*/modules directories. Leave other modules in place, even though
       
   187    they are incompatible with Drupal 7.x.
       
   188 
       
   189 11. Download the latest Drupal 7.x release from http://drupal.org to a
       
   190    directory outside of your web root. Extract the archive and copy the files
       
   191    into your Drupal directory.
       
   192 
       
   193    On a typical Unix/Linux command line, use the following commands to download
       
   194    and extract:
       
   195 
       
   196      wget http://drupal.org/files/projects/drupal-x.y.tar.gz
       
   197      tar -zxvf drupal-x.y.tar.gz
       
   198 
       
   199    This creates a new directory drupal-x.y/ containing all Drupal files and
       
   200    directories. Copy the files into your Drupal installation directory:
       
   201 
       
   202      cp -R drupal-x.y/* drupal-x.y/.htaccess /path/to/your/installation
       
   203 
       
   204    If you do not have command line access to your server, download the archive
       
   205    from http://drupal.org using your web browser, extract it, and then use an
       
   206    FTP client to upload the files to your web root.
       
   207 
       
   208 12. Re-apply any modifications to files such as .htaccess or robots.txt.
       
   209 
       
   210 13. Make your settings.php file writeable, so that the update process can
       
   211    convert it to the format of Drupal 7.x. settings.php is usually located in
       
   212 
       
   213      sites/default/settings.php
       
   214 
       
   215 14. Run update.php by visiting http://www.example.com/update.php (replace
       
   216    www.example.com with your domain name). This will update the core database
       
   217    tables.
       
   218 
       
   219    If you are unable to access update.php do the following:
       
   220 
       
   221    - Open settings.php with a text editor.
       
   222 
       
   223    - Find the line that says:
       
   224      $update_free_access = FALSE;
       
   225 
       
   226    - Change it into:
       
   227      $update_free_access = TRUE;
       
   228 
       
   229    - Once the upgrade is done, $update_free_access must be reverted to FALSE.
       
   230 
       
   231 15. Backup your database after the core upgrade has run.
       
   232 
       
   233 16. Replace and update your non-core modules and themes, following the
       
   234    procedures at http://drupal.org/node/948216
       
   235 
       
   236 17. Go to Administration > Reports > Status report. Verify that everything is
       
   237    working as expected.
       
   238 
       
   239 18. Ensure that $update_free_access is FALSE in settings.php.
       
   240 
       
   241 19. Go to Administration > Configuration > Development > Maintenance mode.
       
   242    Disable the "Put site into maintenance mode" checkbox and save the
       
   243    configuration.
       
   244 
       
   245 To get started with Drupal 7 administration, visit
       
   246 http://drupal.org/getting-started/7/admin