TWikiUpgradeGuide (r1.2)

TWiki Upgrade Notes

Upgrading to TWiki 01-Sep-2001

Upgrade from your 01-Dec-2000 edition to the new, next generation 01-Sep-2001 TWiki Production Release in a few straightforward steps.

• BUT FIRST! Check these to make sure you're on the right page:
  • If you've updated, replaced, or even added files from any of this year's Beta test releases of the new TWiki, head here: TWikiBetaUpgradeNotes^?.
  • To upgrade from a pre-01-Dec-2000 TWiki, make this your first stop: TWikiUpgradeTo01Dec2000.

Major Changes from Dec 2000

The 01 Sep 2001 release has these changes that affect the upgrade of the 01 Dec 2000 version:

• Everything's been rewritten - you won't recognize a thing! (not)

Upgrading the Site

Follow this step-by-step guide to upgrade the 01 Dec 2000 version to the 01 Sep 2001 release, and transfer all of your original data: [ We assume export TWIKIROOT=/some/dir/ ]

Step 1: Backup & Unpack

1. Backup all existing TWiki directories ( bin, pub, data, templates )

• Unpack the zip file into some working directory:
  mkdir -p ~/tmp/
cd ~/tmp
unzip ~/TWiki20001201.zip

Step 2: Upgrade TWiki document files

• • Move the document files to your TWiki root: ( twiki )
    mv ~/tmp/TWiki*.html $TWIKIROOT
mv ~/tmp/readme.txt $TWIKIROOT

Step 3: Upgrade cgi-bin scripts

• • Rename your original twiki/bin directory: ( twiki/bin )
    mv $TWIKIROOT/bin $TWIKIROOT/bin.old
  • Move the new scripts to your original twiki/bin location, i.e.
    mv ~/tmp/bin $TWIKIROOT/bin
  • Merge the changes in your current wikicfg.pm into the new wikicfg.pm. We suggest using diff -c to compare the two files if you have made heavy changes to the file, i.e.
    diff -c $TWIKIROOT/bin.old/wikicfg.pm $TWIKIROOT/bin/wikicfg.pm | less
  • Restore any additional scripts you might have from the old directory, i.e.
    mv $TWIKIROOT/bin.old/somescript $TWIKIROOT/bin/
    (Note that the changes script is obsolete.)
  • In case you have basic authentication:
    • The TWikiRegistration topic moved from the TWiki.Main web to the TWiki.TWiki web. Change .htaccess to reflect the new location, i.e.
      ErrorDocument 401 /cgi-bin/view/TWiki/TWikiRegistration
  • Pay attention to the file and directory permissions (security issue)
  • Test your TWiki installation if you can view topics. (Ignore the %HTTP_EQUIV_ON_VIEW% you see on top of the topic; this will disappear after upgrading the template files.

Step 4: Upgrade template files

• • Rename your original twiki/templates directory: ( twiki/templates )
    mv $TWIKIROOT/templates $TWIKIROOT/templates.old
  • Move the new templates to your original twiki/templates location, i.e.
    mv ~/tmp/templates $TWIKIROOT/templates
  • Merge the changes in your current template files into the new template files. To compare two files use
    diff -c $TWIKIROOT/templates.old/view.tmpl $TWIKIROOT/templates/view.tmpl | less
  • Restore any additional template subdirectories of your TWiki webs you might have and merge the changes.
  • Test your TWiki installation if you can view topics.

Step 5: Upgrade public files

• • Move the new twiki/pub/TWiki directory to your installation: ( twiki/pub )
    mv ~/tmp/pub/TWiki $TWIKIROOT/pub/
  • Pay attention to the file permissions of the TWiki directory and its subdirectory and files. The files must be writable by the cgi-scripts (usually user "nobody")
  • Move the new twiki/pub/twikilogo* image files to your installation, i.e.
    mv ~/tmp/pub/twikilogo* $TWIKIROOT/pub/

Step 6: Upgrade data files

• • Move the new twiki/data/TWiki directory to your installation: ( twiki/data )
    mv ~/tmp/data/TWiki $TWIKIROOT/data/
    Pay attention to the file permissions of the TWiki directory and its files. The files must be writable by the cgi-scripts (usually user "nobody")
  • Optionally move the new twiki/data/Test directory to your installation, i.e.
    mv ~/tmp/data/Test $TWIKIROOT/data/
    (Pay attention to the file permissions)
  • Move these new TWiki.Main web topics to your TWiki.Main web: TWikiGroups, TWikiAdminGroup, and if needed also OfficeLocations , i.e.
    mv ~/tmp/data/Main/TWikiGroups.* $TWIKIROOT/data/Main
    (Pay attention to the file permissions)
  • The following topics in the TWiki.Main web are obsolete and can be deleted: BillClinton, GoodStyle, RegularExpression, TextFormattingFAQ, TextFormattingRules, TWikiAdministration, TWikiCategoryTable, TWikiEnhancementRequests, TWikiImplementationNotes, TWikiInstallationNotes, TWikiNotificationOfChanges, TWikiPlannedFeatures, TWikiUpgradeTo01May2000, TWikiUsernameVsLoginUsername, TWikiWeb, WelcomeGuest, WelcomeVisitor, WikiName, WikiNotation, WikiTopic, WikiWikiClones. Sample delete command:
    rm -f $TWIKIROOT/data/Main/BillClinton.*
  • The following topics are new and most be copied to all of your TWiki webs: WebChanges, WebIndex.
    cp -p $TWIKIROOT/data/TWiki/WebChanges.txt* $TWIKIROOT/data/Main
cp -p $TWIKIROOT/data/TWiki/WebIndex.txt* $TWIKIROOT/data/Main
    Repeat this for all your webs. Pay attention to the file permissions.
  • TWikiRegistration moved from TWiki.Main to TWiki.TWiki. In case you customized TWikiRegistration , merge your changes back into TWiki.TWikiRegistration , then delete $TWIKIROOT/data/Main/TWikiRegistration*.
  • TWikiPreferences moved from TWiki.Main to TWiki.TWiki. Merge your changes to TWikiPreferences into TWiki.TWikiPreferences.
  • Modify the WebPreferences topics in all your webs to reflect the following:
    • WEBTOPICLIST should use WebChanges for "Changes", and WebIndex for "Index", i.e.
      | <a href="WebChanges">Changes</a>
| <a href="WebIndex">Index</a>
    • In case you want to exclude a web from a web="all" search: Set this new preference
      Set NOSEARCHALL = on
  • The WebSearch topic has considerable changes. Copy the one from TWiki.TWiki into all webs, or merge them if you made changes. To copy, do an edit-copy-edit-paste operation.
  • Change the WebHome topics in all your webs to reflect these changes:
    1. The "Changes" link should point to WebChanges.
    2. The "Topic index" link should point to WebIndex.
    3. Change the include of the web table to %INCLUDE{"%TWIKIWEB%.TWikiWebsTable"}%
  • Merge your TWikiWebsTable topic in TWiki.Main with the TWikiWebsTable topic in TWiki.TWiki. Note the new variable to query the color of a web. Delete the old TWikiWebsTable topic in TWiki.Main after merge is complete.
  • The following topics in the TWiki.Main web are deprecated (because they moved to TWiki.TWiki), but still need to be present in TWiki.Main because of existing links to them: FileAttachment, TWikiDocumentation, TWikiHistory, TWikiPreferences, TWikiVariables.
    It is recommended that you edit these topics in TWiki.Main and replace the content with this line:
    This topic moved to %TWIKIWEB%.%TOPIC% in the %WIKITOOLNAME%.%TWIKIWEB% web.
  • In all your webs, change references to topics that moved to the TWiki.TWiki web:
    • Change topics: TWikiUsers , WebNotify , WebHome
    • With links to: TWikiPreferences , TWikiVariables , TWikiUsers , TWikiWebsTable and WelcomeGuest

TWiki Access Control

• • Read TWikiAccessControl, in case you want to use the new authorization feature based on groups.

Known Issues

• • Check http://TWiki.org/cgi-bin/view/Codev/KnownIssuesOfTWiki01Sep2001 for known issues of TWiki 01 Sep 2001 (production release)