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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 - Make a backup copy of your settings.php file, with a different file name. 68 69 - Make a copy of the new default.settings.php file, and name the copy 70 settings.php (overwriting your previous settings.php file). 71 72 - Copy the custom and site-specific entries from the backup you made into the 73 new settings.php file. You will definitely need the lines giving the 74 database information, and you will also want to copy in any other 75 customizations you have added. 76 77 4. Download the latest Drupal 7.x release from http://drupal.org to a 78 directory outside of your web root. Extract the archive and copy the files 79 into your Drupal directory. 80 81 On a typical Unix/Linux command line, use the following commands to download 82 and extract: 83 84 wget http://drupal.org/files/projects/drupal-x.y.tar.gz 85 tar -zxvf drupal-x.y.tar.gz 86 87 This creates a new directory drupal-x.y/ containing all Drupal files and 88 directories. Copy the files into your Drupal installation directory: 89 90 cp -R drupal-x.y/* drupal-x.y/.htaccess /path/to/your/installation 91 92 If you do not have command line access to your server, download the archive 93 from http://drupal.org using your web browser, extract it, and then use an 94 FTP client to upload the files to your web root. 95 96 5. Re-apply any modifications to files such as .htaccess or robots.txt. 97 98 6. Run update.php by visiting http://www.example.com/update.php (replace 99 www.example.com with your domain name). This will update the core database 100 tables. 101 102 If you are unable to access update.php do the following: 103 104 - Open settings.php with a text editor. 105 106 - Find the line that says: 107 $update_free_access = FALSE; 108 109 - Change it into: 110 $update_free_access = TRUE; 111 112 - Once the upgrade is done, $update_free_access must be reverted to FALSE. 113 114 7. Go to Administration > Reports > Status report. Verify that everything is 115 working as expected. 116 117 8. Ensure that $update_free_access is FALSE in settings.php. 118 119 9. Go to Administration > Configuration > Development > Maintenance mode. 120 Disable the "Put site into maintenance mode" checkbox and save the 121 configuration. 122 123 MAJOR VERSION UPGRADE 124 --------------------- 125 To upgrade from a previous major version of Drupal to Drupal 7.x, after 126 following the instructions in the INTRODUCTION section at the top of this file: 127 128 1. Check on the Drupal 7 status of your contributed and custom modules and 129 themes. See http://drupal.org/node/948216 for information on upgrading 130 contributed modules and themes. See http://drupal.org/node/895314 for a list 131 of modules that have been moved into core for Drupal 7, and instructions on 132 how to update them. See http://drupal.org/update/modules for information on 133 how to update your custom modules, and http://drupal.org/update/theme for 134 custom themes. 135 136 You may decide at this point that you cannot upgrade your site, because 137 needed modules or themes are not ready for Drupal 7. 138 139 2. Update to the latest available version of Drupal 6.x (if your current version 140 is Drupal 5.x, you have to upgrade to 6.x first). If you need to update, 141 download Drupal 6.x and follow the instructions in its UPGRADE.txt. This 142 document only applies for upgrades from 6.x to 7.x. 143 144 3. In addition to updating to the latest available version of Drupal 6.x core, 145 you must also upgrade all of your contributed modules for Drupal to their 146 latest Drupal 6.x versions. 147 148 4. Log in as user ID 1 (the site maintenance user). 149 150 5. Go to Administer > Site configuration > Site maintenance. Select 151 "Off-line" and save the configuration. 152 153 6. Go to Administer > Site building > Themes. Enable "Garland" and select it as 154 the default theme. 155 156 7. Go to Administer > Site building > Modules. Disable all modules that are not 157 listed under "Core - required" or "Core - optional". It is possible that some 158 modules cannot be disabled, because others depend on them. Repeat this step 159 until all non-core modules are disabled. 160 161 If you know that you will not re-enable some modules for Drupal 7.x and you 162 no longer need their data, then you can uninstall them under the Uninstall 163 tab after disabling them. 164 165 8. On the command line or in your FTP client, remove the file 166 167 sites/default/default.settings.php 168 169 9. Remove all old core files and directories, except for the 'sites' directory 170 and any custom files you added elsewhere. 171 172 If you made modifications to files like .htaccess or robots.txt, you will 173 need to re-apply them from your backup, after the new files are in place. 174 175 10. If you uninstalled any modules, remove them from the sites/all/modules and 176 other sites/*/modules directories. Leave other modules in place, even though 177 they are incompatible with Drupal 7.x. 178 179 11. Download the latest Drupal 7.x release from http://drupal.org to a 180 directory outside of your web root. Extract the archive and copy the files 181 into your Drupal directory. 182 183 On a typical Unix/Linux command line, use the following commands to download 184 and extract: 185 186 wget http://drupal.org/files/projects/drupal-x.y.tar.gz 187 tar -zxvf drupal-x.y.tar.gz 188 189 This creates a new directory drupal-x.y/ containing all Drupal files and 190 directories. Copy the files into your Drupal installation directory: 191 192 cp -R drupal-x.y/* drupal-x.y/.htaccess /path/to/your/installation 193 194 If you do not have command line access to your server, download the archive 195 from http://drupal.org using your web browser, extract it, and then use an 196 FTP client to upload the files to your web root. 197 198 12. Re-apply any modifications to files such as .htaccess or robots.txt. 199 200 13. Make your settings.php file writeable, so that the update process can 201 convert it to the format of Drupal 7.x. settings.php is usually located in 202 203 sites/default/settings.php 204 205 14. Run update.php by visiting http://www.example.com/update.php (replace 206 www.example.com with your domain name). This will update the core database 207 tables. 208 209 If you are unable to access update.php do the following: 210 211 - Open settings.php with a text editor. 212 213 - Find the line that says: 214 $update_free_access = FALSE; 215 216 - Change it into: 217 $update_free_access = TRUE; 218 219 - Once the upgrade is done, $update_free_access must be reverted to FALSE. 220 221 15. Backup your database after the core upgrade has run. 222 223 16. Replace and update your non-core modules and themes, following the 224 procedures at http://drupal.org/node/948216 225 226 17. Go to Administration > Reports > Status report. Verify that everything is 227 working as expected. 228 229 18. Ensure that $update_free_access is FALSE in settings.php. 230 231 19. Go to Administration > Configuration > Development > Maintenance mode. 232 Disable the "Put site into maintenance mode" checkbox and save the 233 configuration. 234 235 To get started with Drupal 7 administration, visit 236 http://drupal.org/getting-started/7/admin
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