Minor cleanups

[mediawiki.git] / UPGRADE

This file provides an overview of the MediaWiki upgrade process. For help with
specific problems, check

* the documentation at http://www.mediawiki.org
* the mediawiki-l mailing list archive at
  http://lists.wikimedia.org/pipermail/mediawiki-l/
* the bug tracker at https://bugzilla.wikimedia.org

for information and workarounds to common issues.

== Overview ==

Comprehensive documentation on upgrading to the latest version of the software
is available at http://www.mediawiki.org/wiki/Manual:Upgrading.

=== Consult the release notes ===

Before doing anything, stop and consult the release notes supplied with the new
version of the software. These detail bug fixes, new features and functionality,
and any particular points that may need to be noted during the upgrade
procedure.

=== Backup first ===

It is imperative that, prior to attempting an upgrade of the database schema,
you take a complete backup of your wiki database and files and verify it. While
the upgrade scripts are somewhat robust, there is no guarantee that things will
not fail, leaving the database in an inconsistent state.

http://www.mediawiki.org/wiki/Manual:Backing_up_a_wiki provides an overview of
the upgrade process. You should also refer to the documentation for your
database management system for information on backing up a database, and to
your operating system documentation for information on making copies of files.

=== Perform the file upgrade ===

Download the files for the new version of the software. These are available
as a compressed "tar" archive from the Wikimedia Download Service
(http://download.wikimedia.org/mediawiki).

You can also obtain the new files directly from our Subversion source code
repository, via a checkout or export operation.

Replace the existing MediaWiki files with the new. You should preserve the
LocalSettings.php file and the "extensions" and "images" directories.

Depending upon your configuration, you may also need to preserve additional
directories, including a custom upload directory ($wgUploadDirectory),
deleted file archives, and any custom skins.

=== Perform the database upgrade ===

You will need to have $wgDBadminuser and $wgDBadminpassword set in your
LocalSettings.php, see there for more info.

==== From the web ====

You will need to set $wgUpgradeKey in your LocalSettings.php in order to use
the updater.

If you browse to the web-based installation script (usually at /config/index.php)
from your wiki installation you can follow the script and upgrade your database
in place.

You may change some settings during the install, but be very careful!
Changing the encoding in particular will generally leave you with a
lot of corrupt pages, particularly if your wiki is not in English.

==== From the command line ====

From the command line, browse to the "maintenance" directory and run the
update.php script to check and update the schema. This will insert missing
tables, update existing tables, and move data around as needed. In most cases,
this is successful and nothing further needs to be done.

If you have a Chinese or Japanese wiki ($wgLanguageCode is set to one
of "zh", "ja", or "yue") and you are using MySQL fulltext search, you
will probably want to update the search index.

In the "maintenance" directory, run the updateDoubleWidthSearch.php
script.  This will update the searchindex table for those pages that
contain double-byte latin characters.

=== Check configuration settings ===

The names of configuration variables, and their default values and purposes,
can change between release branches, e.g. $wgDisableUploads in 1.4 is replaced
with $wgEnableUploads in later versions. When upgrading, consult the release
notes to check for configuration changes which would alter the expected
behaviour of MediaWiki.

=== Check installed extensions ===

In MediaWiki 1.14 some extensions are migrated into the core. Please see the
HISTORY section "Migrated extensions" and disable these extensions in your
LocalSettings.php

=== Test ===

It makes sense to test your wiki immediately following any kind of maintenance
procedure, and especially after upgrading; check that page views and edits work
normally and that special pages continue to function, etc. and correct errors
and quirks which reveal themselves.

You should also test any extensions, and upgrade these if necessary.

== Upgrading from 1.8 wikis ==

MediaWiki 1.9 and later no longer keep default localized message text
in the database; 'MediaWiki:'-namespace pages that do not exist in the
database are simply transparently filled-in on demand.

The upgrade process will delete any 'MediaWiki:' pages which are left
in the default state (last edited by 'MediaWiki default'). This may
take a few moments, similar to the old initial setup.

Note that the large number of deletions may cause older edits to expire
from the list on Special:Recentchanges, although the deletions themselves
will be hidden by default. (Click "show bot edits" to list them.)


See RELEASE-NOTES for more details about new and changed options.


== Upgrading from 1.7 wikis ==

$wgDefaultUserOptions now contains all the defaults, not only overrides.
If you're setting this as a complete array(), you may need to change it
to set only specific items as recommended in DefaultSettings.php.

== Upgrading from 1.6 wikis ==

$wgLocalTZoffset was in hours, it is now using minutes.
Link autonumbering got fixed (#5918) for protocols other than http.
 - 'irc://irc.server.tld/' render as a link with a chat icon
 - '[irc://irc.server.tld]' render as an autonumbered link: [1]

== Upgrading from pre-1.5 wikis ==

Major changes have been made to the schema from 1.4.x. The updater
has not been fully tested for all conditions, and might well break.

On a large site, the schema update might take a long time. It might
explode, or leave your database half-done or otherwise badly hurting.

Among other changes, note that Latin-1 encoding (ISO-8859-1) is
no longer supported. Latin-1 wikis will need to be upgraded to
UTF-8; an experimental command-line upgrade helper script,
'upgrade1_5.php', can do this -- run it prior to 'update.php' or
the web upgrader.

If you absolutely cannot make the UTF-8 upgrade work, you can try
doing it by hand: dump your old database, convert the dump file
using iconv as described here: 
http://portal.suse.com/sdb/en/2004/05/jbartsh_utf-8.html
and then reimport it. You can also convert filenames using convmv,
but note that the old directory hashes will no longer be valid,
so you will also have to move them to new destinations.

Message changes:
* A number of additional UI messages have been changed from HTML to
  wikitext, and will need to be manually fixed if customized.

=== Configuration changes from 1.4.x: ===

$wgDisableUploads has been replaced with $wgEnableUploads.

$wgWhitelistAccount has been replaced by the 'createaccount' permission
key in $wgGroupPermissions. To emulate the old effect of setting:
  $wgWhitelistAccount['user'] = 0;
set:
  $wgGroupPermissions['*']['createaccount'] = false;

$wgWhitelistEdit has been replaced by the 'edit' permission key.
To emulate the old effect of setting:
  $wgWhitelistEdit = true;
set:
  $wgGroupPermissions['*']['edit'] = false;

If $wgWhitelistRead is set, you must also disable the 'read' permission
for it to take affect on anonymous users:
  $wgWhitelistRead = array( "Main Page", "Special:Userlogin" );
  $wgGroupPermissions['*']['read'] = false;

Note that you can disable/enable several other permissions by modifying
this configuration array in your LocalSettings.php; see DefaultSettings.php
for the complete default permission set.

If using Memcached, you must enabled it differently now:
  $wgUseMemCached = true;
should be replaced with:
  $wgMainCacheType = CACHE_MEMCACHED;

== Backups! ==

To upgrade an existing MediaWiki installation, first BACK UP YOUR WIKI!
If something goes wrong, you want to be able to start again.

Your image files, configuration, etc can simply be copied or archived as
you would any other files. (Make sure that the contents of your
LocalSettings.php are not accidentally made public, as this contains
a database password.)

To back up the database, use the tools provided by your service provider
(if applicable) or the standard mysqldump or pg_dump programs.

For general help on mysqldump:
http://dev.mysql.com/doc/mysql/en/mysqldump.html

WARNING: If using MySQL 4.1.x, mysqldump's charset conversion may in
some cases damage data in your wiki. If necessary, set the charset
option to 'latin1' to avoid the conversion.

For general help on pg_dump:
http://www.postgresql.org/docs/current/static/app-pgdump.html

== Caveats ==

=== Upgrading from 1.4.2 or earlier ===

1.4.3 has added new fields to the sitestats table. These fields are
optional and help to speed Special:Statistics on large sites. If you
choose not to run the database upgrades, everything will continue to
work in 1.4.3.

You can apply the update by running maintenance/update.php, or
manually run the SQL commands from this file:
  maintenance/archives/patch-ss_total_articles.sql


=== Upgrading from 1.4rc1 or earlier betas ===

The logging table has been altered from 1.4beta4 to 1.4beta5
and again in 1.4.0 final. Copy in the new files and use the web
installer to upgrade, or the command-line maintenance/update.php.

If you cannot use the automated installers/updaters, you may
update the table by manually running the SQL commands in these
files:
   maintenance/archives/patch-log_params.sql
   maintenance/archives/patch-logging-title.sql


=== Upgrading from 1.3.x ===

This should generally go smoothly.

If you keep your LocalSettings.php, you may need to change the style paths
to match the newly rearranged skin modules. Change these lines:
  $wgStylePath        = "$wgScriptPath/stylesheets";
  $wgStyleDirectory   = "$IP/stylesheets";
  $wgLogo             = "$wgStylePath/images/wiki.png";

to this:
  $wgStylePath        = "$wgScriptPath/skins";
  $wgStyleDirectory   = "$IP/skins";
  $wgLogo             = "$wgStylePath/common/images/wiki.png";

As well as new messages, the processing of some messages has changed.
If you have customized them, please compare the new format using
Special:Allmessages or the relevant LanguageXX.php files:
  copyrightwarning
  dberrortext
  editingcomment  (was named commentedit)
  editingsection  (was named sectionedit)
  numauthors
  numedits
  numtalkauthors
  numtalkedits
  numwatchers
  protectedarticle
  searchresulttext
  showhideminor
  unprotectedarticle

Note that the 1.3 beta releases included a potential vulnerability if PHP
is configured with register_globals on and the includes directory is
served to the web. For general safety, turn register_globals *off* if you
don't _really_ need it for another package.

If your hosting provider turns it on and you can't turn it off yourself,
send them a kind note explaining that it can expose their servers and their
customers to attacks.


=== Upgrading from 1.2.x ===

If you've been using the MediaWiki: namespace for custom page templates,
note that things are a little different. The Template: namespace has been
added which is more powerful -- templates can include parameters for
instance.

If you were using custom MediaWiki: entries for text inclusions, they
will *not* automatically be moved to Template: entries at upgrade time.
Be sure to go through and check that everything is working properly;
you can move them manually or you can try using moveCustomMessages.php
in maintenance/archives to do it automatically, but this might break things.

Also, be sure to pick the correct character encoding -- some languages were
only available in Latin-1 on 1.2.x and are now available for Unicode as well.
If you want to upgrade an existing wiki from Latin-1 to Unicode you'll have
to dump the database to SQL, run it through iconv or another conversion tool,
and restore it. Sorry.


=== Upgrading from 1.1.x or earlier ===

This is less thoroughly tested, but should work.

You need to specify the *admin* database username and password to the
installer in order for it to successfully upgrade the database structure.
You may wish to manually change the GRANTs later.

If you have a very old database (earlier than organized MediaWiki releases
in late August 2003) you may need to manually run some of the update SQL
scripts in maintenance/archives before the installer is able to pick up
with remaining updates.


=== Upgrading from UseModWiki or old "phase 2" Wikipedia code ===

There is a semi-maintained UseModWiki to MediaWiki conversion script at
maintenance/importUseModWiki.php; it may require tweaking and customization
to work for you.

Install a new MediaWiki first, then use the conversion script which will
output SQL statements; direct these to a file and then run that into your
database.

You will have to rebuild the links tables etc after importing.