We've heard a few questions from folks who are confused about upgradingto RT 4. You can upgrade to RT 4 and keep all of your data that you
created with your current RT. There are no restrictions on bringing
that data forward. If you've made local customizations to RT, you'll
need to review those and see if we've added your favorite
feature.
If you're using extensions, you should check to see if those extensions
are available for RT 4.
To learn more about what's new in RT 4, consider joining us at one of our
training sessions.
Preparing for your upgrade
While preparing for your upgrade, you should start by reviewing the
README file we
ship to see if anything has changed since the last time you installed or
upgraded RT. You should also review our upgrading docs; there is one
such file per major version of RT. You will want to be sure that you
read the file for your current version, as well as each following
version. If you're upgrading from RT 3.6 to RT 4.0, this means reviewing
UPGRADING-3.6
UPGRADING-3.8
and UPGRADING-4.0.
These documents are all included in the tarball you downloaded, as well
as on github from the links above.
If you're using MySQL and upgrading from RT 3.6 or older, you'll notice
that the documentation points you to
UPGRADING.mysql.
This is a standalone step for MySQL, and you must complete all of the
other upgrading steps in addition to the MySQL specific steps. There
are no extra steps for PostgreSQL or Oracle which is why we have not
included UPGRADING.pg or UPGRADING.oracle files.
Testing your upgrade
We highly recommend that you do a test upgrade. If you're using VMs,
you can just snapshot your current RT server and test on that. This
will give you a sense of how long your downtime window will be, as well
as giving you an opportunity to build a checklist of exact steps for
upgrading your specific install of RT. If you're not in a VM, you'll
need to find some spare hardware. If you must upgrade on the same
hardware, please test your backups.
Now that you have a test system and have extracted the relevant steps
from our documentation, you're ready to start migrating. First review
the output of ./configure --help
and see if you need to change any of
the defaults (such as your database name or local users or web
handlers). You'll note that we strongly recommend installing into
/opt/rt4
, not installing over the top of /opt/rt3
, since we've
removed a number of files and renamed others; things will break if you
install over the top of an existing RT with all of its files intact.
Running your upgrade
We recommend that you turn off access to RT during your upgrade. This
means taking down your webserver. You may also want to configure your
mail transport agent to queue mail rather than trying to deliver while
RT is down. Make sure you have a final known-good backup and you're
ready to begin the final cutover.
Once you've installed into /opt/rt4
and checked
/opt/rt4/etc/RT_SiteConfig.pm
to port over your local changes and add
any new features you
want to take advantage of, you can start on your database migration.
You'll use the rt-setup-database
command from step 6 of the
README. You
may be stopping halfway through to follow the
UPGRADING.mysql
steps, and then you'll run rt-setup-database
again to finish all the
steps. The rt-setup-database
command takes care of upgrading core
data inside RT, as well as adding new columns and indexes that RT 4
relies on.
After rt-setup-database
, you'll run any of the standalone upgrade
steps (such as the articles importer if you previously used RTFM, the
transactions shrinker or the password upgrader if you haven't installed
the previous security updates).
Final upgrade steps
After that, you're ready to review the
web deployment
documentation and update your current Apache configuration or switch to one of
the other systems we support.
After you've completed your upgrade, you may need to reroute your mail
(if you've changed server names or actual servers) and ensure that any
cron jobs are running successfully.
If you're having any trouble, please post to the
mailing list with
details of the errors you're encountering. If you need professional
support, don't
hesitate to drop us a line at sales@bestpractical.com.