vivo/doc/upgrade.txt

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Upgrading NIH VIVO
Steps to Upgrade from Release 1 Version 0.9 to Release 1 Version 1.0
This file provides a short description of the steps involved in upgrading your
installation of NIH VIVO from Release 1 Version 0.9 to Release 1 Version 1.0.
This and other documentation can be found at:
http://vivoweb.org/support
Installation:
If you need to do a fresh install, please consult the install.txt in this
directory.
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I. Before Performing the Upgrade
II. The Upgrade Process
III. Ontology Changes
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I. Before Performing the Upgrade
Please read the bullet points below BEFORE beginning the upgrade.
The upgrade process is similar to the original install process with the following
exceptions:
* DO NOT reinstall MySQL or recreate the MySQL database. Please ensure that
you back-up the MySQL database.
* It is not necessary to add RDF data or reconfigure the Apache HTTP Server.
* First-time login of the administrator account will use the password
previously set, NOT the password in deploy.properties.
* Any image files that have been uploaded into the system will not be disturbed
by the upgrade.
* The first time Apache Tomcat starts up after the upgrade, it will
initiate a process that modifies the knowledge base to align the data
with the revised ontology. See the section on "Ontology Changes"
below for more information.
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II. The Upgrade Process
1. Ensure that backups are created of the Tomcat webapps directory, the
original source directory, and the MySQL database.
2. Download the new distribution file and unpack it into a new source directory.
3. Create deploy.properties, using the same values as in your original
installation. Be aware that deploy.properties now requires an additional
property:
vitro.core.dir = ./vitro-core
The file example.deploy.properties has been modified to show this.
4. Apply any changes you have made to the new source directory.
Note: In many cases, simply copying the modified files from your original
source directory will not work since the files on which they are based
have changed. It will be necessary to inspect the new source files and
add any changes to them at that time.
Note: At a minimum it will be necessary to apply the Google Analytics Tracking
code to footer.jsp in the theme:
[new_source_directory]/themes/[theme_dir]/jsp/footer.jsp
For additional information and a copy your institution's tracking code,
see the Google Analytics wiki page.
https://confluence.cornell.edu/display/ennsrd/Google+Analytics+for+UI
Note: Version 1 Release 0.9 contained two directories called "modifications"
and "ontology". These directories have been combined into a directory
called "productMods". If your site has made changes to the ontology
ensure that those changes are moved into the appropriate subdirectory of
"productMods".
Note: This process assumes any changes made to the application were made in
the source directory and deployed, and were not made directly within
Apache Tomcat webapp.
5. If you had modified web.xml to configure the Pellet Reasoner (as described
in the installation instructions), repeat that modification.
6. Stop "Apache Tomcat" and run ant deploy by typing: ant deploy
7. If you have setup the Apache Tomcat Connector using mod_jk and modified your
tomcat/conf/server.xml file, you will need to add 4 lines to your context
section, see examples below.
Context section before:
<Context path=""
docBase="/usr/local/tomcat/webapps/vivo"
reloadable="true"
cookies="true" >
</Context>
Context section after:
<Context path=""
docBase="/usr/local/tomcat/webapps/vivo"
reloadable="true"
cookies="true" >
<Environment type="java.lang.String" override="false"
name="path.configuration"
value="deploy.properties"
/>
</Context>
Also, if you have these 3 lines in your Apache virtual host configuration,
please remove them!
<Location "/edit/forms">
deny from all
<Location>
8. Start "Apache Tomcat" and login to VIVO.
9. Rebuild the Lucene search index as described in step IX of
the install process. This step will ensure that changes in the RDF
data to align with the latest version of the core ontology
will be reflected in the search index.
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III. Ontology Changes
Changes to the VIVO core ontology may require corresponding
modifications of the knowledge base instance data and local ontology
extensions.
When Apache Tomcat starts up following the upgrade, it will initiate
a process to examine the knowledge base and apply necessary changes.
Not all of the modifications that may be required can be automated,
so manual review of the knowledge base is recommended after the
automated upgrade process. The automated process will make only
the following types of changes:
Class or Property renaming
All references to the class (in the subject or object position) will
be updated to the new name. References to the property will be
updated to the new name.
Class or Property deletion
All individuals in a deleted class will be changed to
belong to the nearest available superclass (which may be owl:Thing).
All statements using a deleted property will be changed
to use the nearest available superproperty. If there is no available
superproperty then the statement will be deleted from the
knowledge base. Note that all removed and added data
is recorded in the files in the changedData directory.
Class or Property addition
If a newly added class has a superclass and there are
individuals in that superclass, then a note will be
added to the log file suggesting review of those individuals to
see if they should be reasserted in the newly added class.
If a newly added property has a superproperty and there are
statements using the superproperty, then a note will be added to
the log file suggesting review of those statements to see if they
should be reasserted using the newly added property.
Annotation property default values
It a site has modified the value of a vitro annotation (such as
displayRankAnnot or displayLimitAnnot) so that it is
no longer using the default, then that setting will be left unchanged.
If a site is using the default value of a vitro annotation, and the
default has been changed in the new version of the ontology, then
the new default value will be propagated to the knowledge base.
The ontology alignment process will create the following files in the
Tomcat webapps/vivo/WEB-INF directory:
ontologies/update/logs/knowledgeBaseUpdate.log
a log of a summary of updates that were made to the knowledge base and notes
about some recommended manual reviews. This file should end with
"Successfully finished processing ontology changes".
ontologies/update/logs/knowledgeBaseUpdate.error.log
a log of errors that were encountered during the upgrade process. This file
should be empty if the upgrade was successful.
ontologies/update/changedData/removedData.n3
an N3 file containing all the statements that were removed from the knowledge base.
ontologies/update/changedData/addedData.n3
an N3 file containing all the statements that were added to the knowledge base.
After Apache Tomcat is started, these files should be reviewed to verify that
the automated upgrade process was executed successfully.