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Upgrade-and-migration.md

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#Upgrade and migration

Preparation

Backup your data

Shaarli stores all user data under the data directory:

  • data/config.php - main configuration file
  • data/datastore.php - bookmarked links
  • data/ipbans.php - banned IP addresses

See Shaarli configuration for more information about Shaarli resources.

It is recommended to backup this repository before starting updating/upgrading Shaarli:

  • users with SSH access: copy or archive the directory to a temporary location
  • users with FTP access: download a local copy of your Shaarli installation using your favourite client

Migrating data from a previous installation

As all user data is kept under data, this is the only directory you need to worry about when migrating to a new installation, which corresponds to the following steps:

  • backup the data directory
  • install or update Shaarli:
  • check or restore the data directory

Upgrading from release archives

All tagged revisions can be downloaded as tarballs or ZIP archives from the releases page.[](.html)

We recommend using the releases from the stable branch, which are available as:

Once downloaded, extract the archive locally and update your remote installation (e.g. via FTP) -be sure you keep the contents of the data directory!

After upgrading, access your fresh Shaarli installation from a web browser; the configuration will then be automatically updated, and new settings added to data/config.php (see Shaarli configuration for more details).

Upgrading with Git

Updating a community Shaarli

If you have installed Shaarli from the community Git repository, simply pull new changes from your local clone:[](.html)

$ cd /path/to/shaarli
$ git pull

From github.com:shaarli/Shaarli
 * branch            master     -> FETCH_HEAD
Updating ebd67c6..521f0e6
Fast-forward
 application/Url.php   | 1 +
 shaarli_version.php   | 2 +-
 tests/Url/UrlTest.php | 1 +
 3 files changed, 3 insertions(+), 1 deletion(-)

Shaarli >= v0.8.x: install/update third-party PHP dependencies using Composer:[](.html)

$ composer update --no-dev

Loading composer repositories with package information
Updating dependencies
  - Installing shaarli/netscape-bookmark-parser (v1.0.1)
    Downloading: 100%

Migrating and upgrading from Sebsauvage's repository

If you have installed Shaarli from Sebsauvage's original Git repository, you can use Git remotes to update your working copy.[](.html)

The following guide assumes that:

  • you have a basic knowledge of Git branching and remote repositories[](.html)
  • the default remote is named origin and points to Sebsauvage's repository
  • the current branch is master
    • if you have personal branches containing customizations, you will need to rebase them after the upgrade; beware though, a lot of changes have been made since the community fork has been created, so things are very likely to break
  • the working copy is clean:
    • no versioned file has been locally modified
    • no untracked files are present

Step 0: show repository information

$ cd /path/to/shaarli

$ git remote -v
origin	https://github.com/sebsauvage/Shaarli (fetch)
origin	https://github.com/sebsauvage/Shaarli (push)

$ git branch -vv
* master 029f75f [origin/master] Update README.md[](.html)

$ git status
On branch master
Your branch is up-to-date with 'origin/master'.
nothing to commit, working directory clean

Step 1: update Git remotes

$ git remote rename origin sebsauvage
$ git remote -v
sebsauvage	https://github.com/sebsauvage/Shaarli (fetch)
sebsauvage	https://github.com/sebsauvage/Shaarli (push)

$ git remote add origin https://github.com/shaarli/Shaarli
$ git fetch origin

remote: Counting objects: 3015, done.
remote: Compressing objects: 100% (19/19), done.
remote: Total 3015 (delta 446), reused 457 (delta 446), pack-reused 2550
Receiving objects: 100% (3015/3015), 2.59 MiB | 918.00 KiB/s, done.
Resolving deltas: 100% (1899/1899), completed with 48 local objects.
From https://github.com/shaarli/Shaarli
 * [new branch]      master     -> origin/master[](.html)
 * [new branch]      stable     -> origin/stable[](.html)
[...][](.html)
 * [new tag]         v0.6.4     -> v0.6.4[](.html)
 * [new tag]         v0.7.0     -> v0.7.0[](.html)

Step 2: use the stable community branch

$ git checkout origin/stable -b stable
Branch stable set up to track remote branch stable from origin.
Switched to a new branch 'stable'

$ git branch -vv
  master 029f75f [sebsauvage/master] Update README.md[](.html)
* stable 890afc3 [origin/stable] Merge pull request #509 from ArthurHoaro/v0.6.5[](.html)

Shaarli >= v0.8.x: install/update third-party PHP dependencies using Composer:[](.html)

$ composer update --no-dev

Loading composer repositories with package information
Updating dependencies
  - Installing shaarli/netscape-bookmark-parser (v1.0.1)
    Downloading: 100%

Optionally, you can delete information related to the legacy version:

$ git branch -D master
Deleted branch master (was 029f75f).

$ git remote remove sebsauvage

$ git remote -v
origin	https://github.com/shaarli/Shaarli (fetch)
origin	https://github.com/shaarli/Shaarli (push)

$ git gc
Counting objects: 3317, done.
Delta compression using up to 8 threads.
Compressing objects: 100% (1237/1237), done.
Writing objects: 100% (3317/3317), done.
Total 3317 (delta 2050), reused 3301 (delta 2034)to

Step 3: configuration

After migrating, access your fresh Shaarli installation from a web browser; the configuration will then be automatically updated, and new settings added to data/config.php (see Shaarli configuration for more details).