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• Database: Make a snapshot/dump of the database. For the PostgreSQL database use Postgres' pg_dump command. For example: unmigrated-wiki-markup

  Code Block
  pg_dump -U [database-user] -f [backup-file-location] [database-name]

• Assetstore: Backup the directory ({{\[dspace\]/assetstore}} by  by default, and any other assetstores configured in the {{\[dspace\]/config/dspace.cfg}} "assetstore.dir" and "assetstore.dir.#" settings)unmigrated-wiki-markup
• Configuration: Backup the entire directory content of {{\[dspace\]/config}}.
• Customizations: If you have custom code, such as themes, modifications, or custom scripts, you will want to back them up to a safe location.

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1. Download DSpace 1.8 Either download DSpace 1.8 from DSpace.org or check it out directly from the SVN code repository. If you downloaded DSpace do not unpack it on top of your existing installation. Refer to Installation Instructions, Step 3 for unpacking directives.
2. Merge any customizations. If you have made any local customizations to your DSpace installation they will need to be migrated over to the new DSpace. Customizations are typically housed in one of the following places:
   unmigrated-wiki-markup
   • JSPUI modifications: {{\[dspace-source\]/dspace/modules/jspui/src/main/webapp/}}unmigrated-wiki-markup
   • XMLUI modifications: {{\[dspace-source\]/dspace/modules/xmlui/src/main/webapp/}}
   • Wiki MarkupConfig modifications: {{\[dspace\]/config}}
3. Build DSpace. Run the following commands to compile DSpace:

   No Format
   cd [dspace-source]/dspace/ mvn -U clean package
   Wiki Markup

   You will find the result in {{\[dspace-source\]/dspace/target/dspace-\[version\]-build.dir}} . Inside this directory is the compiled binary distribution of DSpace. Before rebuilding DSpace ('package'), the above command will clean out any previously compiled code ('clean') and ensure that your local DSpace JAR files are updated from the remote maven repository.
4. Stop Tomcat. Take down your servlet container. For Tomcat, use the $CATALINA_HOME/shutdown.sh script. (Many Unix-based installations will have a startup/shutdown script in the /etc/init.d or /etc/rc.d directories.)
5. Update DSpace.
   1. Update the DSpace installed directory with the new code and libraries. Issue the following commands:

      Code Block
      cd [dspace-source]/dspace/target/dspace-[version]-build.dir ant -Dconfig=[dspace]/config/dspace.cfg update

      Note
      title Changes to the behavior of the 'ant update' script
      The ant update script has changed slightly as of DSpace 1.8.0. It now defaults to replacing your existing configuration files (after backing them up first). See the Changes to the DSpace 1.8 Upgrade / Configuration Process note at the top of this page for more details.

   2. Apply database changes to your database by running one of the following database schema upgrade scripts.

      Warning
      title Backup Your Database First
      Applying a database change will alter your database! The database upgrade scripts have been tested, however, there is always a chance something could go wrong. So, do yourself a favor and create a backup of your database before you run a script that will alter your database.

      unmigrated-wiki-markup
      1. PostgreSQL: \ [dspace-source\]/dspace/etc/postgres/database_schema_17-18.sqlunmigrated-wiki-markup
      2. Oracle: \ [dspace-source\]/dspace/etc/oracle/database_schema_17-18.sql
6. Update your DSpace Configurations.
   1. Wiki MarkupMerge existing configurations: After updating DSpace, you may notice a series of {{\*.old}} files in your newly updated {{\[dspace\]/config/}} directory (and all sub-directories). During the update process, if there is a difference between your old 1.7-compatible configuration file and the new 1.8-compatible configuration file, your previous settings will be moved to a {{\*.old}} file. You may want to review the differences between the {{\*.old}} file and the new version of that file, and ensure your previous configurations/settings are merged into the new configuration file. One way to compare these files is by using a comparison-utility like {{diff}} or a text editor that supports file comparison.
   2. Set New Configurations: There are new configuration settings in the new release that add or change functionality. You should review these new settings and ensure that they are set according to your needs.
      1. New settings for Creative Commons licensing in dspace.cfg
      2. New settings for RSS feeds (see "webui.feed.podcast.*") in dspace.cfg which now support richer features, such as iTunes podcast and publishing to iTunesU
      3. Several major configuration sections have now been removed from the dspace.cfg and separated into their own config files. Configuration sections which have been moved include Authentication settings, Batch Metadata Editing settings, Discovery settings, OAI-PMH/OAI-ORE settings, Statistics settings and SWORD settings. So, any configurations from these sections should be removed from your existing dspace.cfg file, as they will be ignored. For more information, see the Changes to the DSpace 1.8 Upgrade / Configuration Process note at the top of this page.unmigrated-wiki-markup
      4. Several new configurations files have been created in the {{\[dspace\]/config/modules/}} directory. Each of these corresponds to a new feature in 1.8.0 (or a configuration section which has now been moved out of the dspace.cfg file):
         • authentication-*.cfg files : new location for Authentication Configurations.
         • bulkedit.cfg : new location for Batch Metadata Editing Configurations.
         • discovery.cfg : new location for Discovery Configurations.
         • fetchccdata.cfg : configuration for new "Fetch CC Data" Curation Task.
         • oai.cfg : new location for OAI-PMH / OAI-ORE Configurations.
         • solr-statistics.cfg : new location for Solr Statistics Configurations.
         • spring.cfg : configuration file for DSpace Service Manager (should not need modification).
         • submission-curation.cfg - configuration file for new Virus Scanning on Submission feature.
         • sword-client.cfg : configuration file for new SWORDv1 Client feature.
         • sword-server.cfg : new location for SWORDv1 Server Configurations.
         • swordv2-server.cfg : configuration file for new SWORDv2 Server feature.
         • translator.cfg : configuration for new "Microsoft Translator" Curation Task.
         • workflow.cfg : configuration for new Configurable Workflow feature.
      5. Wiki MarkupFinally, there is a new {{\[dspace\]/config/spring/}} directory which holds [Spring Framework|http://www.springsource.org/] configuration files. _The vast majority of users should never need to modify these settings, but they are available for hardcore developers who wish to add new features via the [DSpace Services Framework] (based on Spring Framework)._
7. Generate Browse and Search Indexes. The search mechanism has been updated in 1.8, so you must perform a full reindex of your site for searching and browsing to work. To do this, run the following command from your DSpace install directory (as the dspace user): unmigrated-wiki-markup

   Code Block
   [dspace]/bin/dspace index-init
   *

8. Deploy Web Applications*. If necessary, copy the web applications files from your {{\[dspace\]/webapps}} directory to the subdirectory of your servlet container (e.g. tomcat):

   Code Block
   cp -R [dspace]/webapps/* [tomcat]/webapps/

   See the installation guide for full details.
9. Restart servlet container. Now restart your Tomcat/Jetty/Resin server program and test out the upgrade.

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When a backup has been made, start the Tomcat/Jetty/Resin server program.
The update script has one option (-r) which will, if given, not only update the broken file statistics but also delete statistics for files that were removed from the system. If this option isn't active, these statistics will receive the "BITSTREAM_DELETED" bundle name.

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