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latest upgrade doc from 14 branch

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stellamit 2011-12-12 18:25:10 +00:00
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@ -31,15 +31,11 @@
or software requirements for V1.4).
</p>
<p>
For a description of the release contents see the <a href="TODOaddLinkToAnnouncement">Release announcement for V1.4</a>.
For a description of the release contents see the <a href="./release.html">Release announcement for V1.4</a>.
</p>
<hr/>
<!-- Upgrade process for V1.4 --><h3 id="tableofcontents">Table of Contents</h3>
<toc>
<ol class="roman1">
<li>
<a>Upgrade process for V1.4</a>
<br>
<ol class="roman2">
<li>
<a href="#preparation">Before Performing the Upgrade</a>
@ -49,18 +45,15 @@
<br>
<ol class="roman2">
<li>
<a href="#template_changes">Template changes</a>
<a href="#newproperty">New Property in deploy.properties</a>
</li>
<li>
<a href="#proxy_editing">Profile editing by Proxies</a>
</li>
<li>
<a href="#tomcat_setup">Change to Tomcat configuration</a>
<a href="#changetoconfig">Change to tomcat configuration</a>
</li>
</ol>
</li>
<li>
<a href="#upgrade_process">The Upgrade Process</a>
<a href="#upgrade_process">Upgrade Instructions</a>
</li>
<li>
<a href="#kbm">Knowledge Base Migration</a>
@ -73,7 +66,6 @@
</li>
</ol>
</li>
</ol>
<li>
<a href="#termsofuse">Review the VIVO Terms of Use</a>
</li>
@ -85,16 +77,19 @@
<hr/>
<h3 id="preparation">I. Before Performing the Upgrade</h3>
<br/>
Create backups of the:
Create backups of:
<ul style="list-style-type: square;">
<li>
Tomcat webapps directory
The VIVO distribution directory (which contains the source for VIVO 1.3)
</li>
<li>
Original source directory (TODO: I think we should specifically name the directory (I don't know what's intended) sjm)
The VIVO home directory (pointed to by your deploy.properties file)
</li>
<li>
MySQL database (mysqldump)
The webapps directory in Tomcat
</li>
<li>
MySQL database (most people use mysqldump to create the backup)
</li>
</ul>
<p>
@ -116,45 +111,45 @@
<li>
The first time Apache Tomcat starts up after the upgrade, an automated
process will modify the knowledge base to align the
data with any ontology updates made for the new release. See the section on the <a href="#ontology">Ontology Upgrade</a>
below for more information. Note that
data with any ontology updates made for the new release. See the section on the <a href="#kbm">Knowledge Base Migration</a>
below for more information.
</li>
</ul>
<h3 id="changes">II. Noteworthy Changes</h3>
<ul>
<li>
<h4 id="newproperty">New property in deploy.properties</h4>
<p>
<code>proxy.eligibleTypeList</code> describes which classes of Individuals are
eligible for "self-editing" by proxy.
See the table in <a href="#upgrade_process">Section III</a> for more details.
</p>
</li>
<li>
<h4 id="changetoconfig">Change to Tomcat configuration</h4>
<p>
In order for VIVO to correctly handle international characters,
you must configure Tomcat to conform to the URI standard by
accepting percent-encoded UTF-8.
</p>
<p>
Edit Tomcat's conf/server.xml and add the following attribute to each of the
Connector elements: URIEncoding="UTF-8".
</p>
<pre>
&lt;Server ...&gt;
&lt;Service ...&gt;
&lt;Connector ... URIEncoding="UTF-8"/&gt;
...
&lt;/Connector&gt;
&lt;/Service&gt;
&lt;/Server&gt;
</pre>
</li>
</ul>
<p>(TOTO: I think this should contain only changes to the upgrade process itself. Changes to the source code that are too detailed for the release announcement could go in
an appendix (final section) to this document until such time as there is an granual release changes document.</p>
<h4 id="template_changes">i. Template changes
</h4>
<ul>
<li><code>${stylesheets.list}</code>, <code>${scripts.list}</code>, and <code>${headscripts.list}</code> have changed to
<code>${stylesheets.list()}</code>, <code>${scripts.list()}</code>, and <code>${headscripts.list()}</code>, respectively.
</li>
(ryounes)
</ul>
<h4 id="proxy_editing">ii. Profile editing by Proxies
</h4>
<ul>
<li>addition to deploy.properties</li>
<li> What types of individuals may have proxy editors?
<pre>proxy.eligibleTypeList = http://xmlns.com/foaf/0.1/Person, http://xmlns.com/foaf/0.1/Organization</pre>
</li>
(jblake)
</ul>
<h4 id="tomcat_setup">iii. Change to Tomcat configuration
</h4>
<ul>
<li>Tomcat configuration</hli>
<li>Specify URI encoding
</li>
</ul>
(jblake)
<h3 id="upgrade_process">III. The Upgrade Process</h3>
<h3 id="upgrade_process">III. Upgrade Instructions</h3>
<p>
1. Download the new distribution file and unpack it into a new
source directory.
@ -588,6 +583,20 @@
/usr/local/vivo/harvester/
</td>
</tr>
<tr>
<td colspan="2">
Types of individual for which we can create proxy editors.
If this is omitted, defaults to http://www.w3.org/2002/07/owl#Thing
</td>
</tr>
<tr class="odd_row blue">
<td>
proxy.eligibleTypeList
</td>
<td>
http://xmlns.com/foaf/0.1/Person, http://xmlns.com/foaf/0.1/Organization
</td>
</tr>
</tbody>
</table>