I really think we need to improve the upgrade documentation and ant targets for 1.5.2....

Begin forwarded message:

On Mar 8, 2009, at 12:02 AM, Zico wrote:



On Sun, Mar 8, 2009 at 6:01 AM, Diggory Mark <[email protected]> wrote:
ZIco,

DSpace is generally upgraded in place, there are important things that need to happen to your postgres database and search indexes. I recommend reviewing the details here for the appropriate version you are using.

http://www.dspace.org/1_5_1Documentation/ch04.html

Thanks Mark for your quick reply. I went through the doc, there.. just one confusion. They didn`t talk about my archived files, that means, those assetstore.tar.gz , config.tar.gz. Where will i put those and also when? Before building postgresql or after postgresql?

Yes, this is because the instructions for upgrading have you leave your data "in place" as configured in your [dspace]/config/ dspace.cfg and run the installation on top of it. Its assumed they are in

[dspace]/assetstore
[dspace]/bin
[dspace]/config
[dspace]/logs
[dspace]/lib
[dspace]/search

where [dspace] is the location of your running installation of dspace (by default usually /dspace or C:\dspace)


The documentation doesn't do a great job of talking about resolving the changes to your dspace.cfg which you may have made. And the documented example of copying changes from the [dspace-source]/cdspace/ config/dspace.cfg into your [dspace]/config/dspace.cfg is not the best way to merge or manage your customizations to this file in relation to the new dspace.cfg reorganization that Tim Donohue did in 1.5.1.

And I do not recommend using the approach outlined in step 5 for "Updating dspace.cfg". I approach the upgrade process differently in this case. I actually work before hand to take my own [dspace]/ config/... and copy any modifications I have made there in my dspace.cfg, inputforms, customized emails and submission workflow configuration, migrating them into the [dspace-source]/dspace/config because they are usually smaller changes than migrating all the new [dspace-source]/dspace/config/.. fiel by hand into [dspace]/config. Likewise, I prefer to use the newer dspace.cfg because its been reorganized into sections and when you go to upgrade to the new maintence release (1.5.2) your going to have to deal with merging the difference yet again. This makes the documentation instead look like...

Change 1 (remove steps 5-10) because we are not going to copy in this direction. Instead we will be doing the following:

#

5. Update dspace.cfg in [dspace-source/dspace/dspace.cfg to contain any customization you've made in [dspace]/config/dspace.cfg Copy these important properties that youu may have changed in your original config...

dspace.dir = /dspace
dspace.url = http://localhost:8080/jspui
dspace.hostname = localhost
dspace.name = DSpace at My University
db.name = postgres
db.url = jdbc:postgresql://localhost:5432/dspace
db.username = dspace
db.password = dspace
mail.server=smtp.myu.edu
mail.server.username = myusername
mail.server.password = mypassword
mail.server.port = 25
mail.from.address = [email protected]
feedback.recipient = [email protected]
mail.admin = [email protected]
alert.recipient = email-address-here
assetstore.dir = ${dspace.dir}/assetstore
# Specify extra asset stores like this, counting from 1 upwards:
# assetstore.dir.1 = /second/assetstore
# assetstore.dir.2 = /third/assetstore
# Specify the number of the store to use for new bitstreams with this property # The default is 0 (zero) which corresponds to the 'assetstore.dir' above
# assetstore.incoming = 1

5b.) pay attention to important package name changes when copying customizations in the authentication stack and search configuration.

plugin.sequence.org.dspace.eperson.AuthenticationMethod changes to plugin.sequence.org.dspace.authenticate.AuthenticationMethod

and review any changes to your browse or search configuration.


5c.) and review any changes to your browse or search configurations. (We can go into more detail here about these changes).


8. Merge any changes you have made in input-forms.xml. You'll need to merge in your changes to both files or hand copy them into place.

I would recommend we start talking about using tools like sdiff or Eclipse to manage merging the differences in these files...
http://www.gnu.org/software/diffutils/manual/html_mono/diff.html

10. Merge all your changed email files into the new [dspace-source]/ config/emails and adjust the new "registration_notify" email template if you have boilerplate text you want to include.


13. Update DSpace Update the DSpace installed directory with new code and libraries. Inside the [dspace-source]/dspace/target/ dspace-1.5-build.dir/ directory run:

cd [dspace-source]/dspace/target/dspace-1.5-build.dir/;
ant init-configs update


This approach allows us to treat the "[dspace-source]/dspace" directory as the "Configuration" for our dspace instance, this includes "config", "modules/**" UI customizations, and any addons we may be maintaining. By placing this dspace project under SCM, we have an immediate mechanism for users to begin managing and tracking the changes they make to their configuration and it is a natural stepping stone in the process they will use for doing more adventurous customizations to there dspace installation, this means we are not maintaining two different strategies for users to manage their configuration.


-Mark


p.s. I hope that in the future we have a better solutions for managing such configuration files: In 2.0 we need to stop maintaing site/ community/collection specific configuration in [dspace.cfg] and instead store it in the repository with the community/collection, this should include:

a.) submission forms
b.) email templates
c.) search/browse UI configuration
d.) controlled vocabularies
e.) news feeds
f.) almost all the properties identified above.

~~~~~~~~~~~~~
Mark R. Diggory
http://purl.org/net/mdiggory/homepage



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