vivo/doc/upgrade-1.2.txt
2011-01-04 15:15:49 +00:00

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Upgrading VIVO
Steps to Upgrade from Release 1 Version 1.1.1 to Release 1 Version 1.2
This file provides a short description of the steps involved in upgrading your
installation of VIVO from Release 1 Version 1.1.1 to Release 1 Version 1.2.
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 Upgrade
A. Verify Ontology upgrade process
B. Ontology knowledge base manual review
IV. Theme 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.
* First-time login of the administrator account after the upgrade process is
complete will use the password previously set, NOT the default password used
on the first login after the initial installation.
* 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 Upgrade"
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, the MySQL database, and the uploaded files
directory (images).
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 previous
installation.
4. Apply any previous changes you have made to the new source directory.
************* Special notes regarding source files ********************
This process assumes any changes made to the application were made in
the source directory and deployed, and were not made directly within
the Tomcat webapps directory.
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.
At a minimum it will be necessary to apply the Google Analytics Tracking
Code (GATC) to googleAnalytics.ftl in the theme:
[new_source_directory]/themes/[theme_dir]/templates/googleAnalytics.ftl
A sample googleAnalytics.ftl is included in the built-in theme. This file
serves only as an example, and you must replace the tracking code shown
with your institution's own tracking code.
For additional information about the GATC for the NIH-funded VIVO
implementation sites and a copy your institution's tracking code, see the
VIVO Google Analytics wiki page:
https://confluence.cornell.edu/display/ennsrd/Google+Analytics+for+UI
If you had used the vivo/contrib/FLShibboleth code in your previous release,
you should stop using it. Consult install.txt for instructions on
"Using an External Authentication System with VIVO".
************************************************************************
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 by typing: ant all
7. Start "Apache Tomcat" and log in to VIVO.
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III. Ontology Changes
A. Verify Ontology upgrade process
After Apache Tomcat is started, these files should be reviewed to verify that
the automated upgrade process was executed successfully. 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.
B. Ontology knowledge base manual review
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 removed.
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.
Property addition
If a newly added property is the inverse of a previously
existing property, the inverse of any statements using the
pre-existing property will be asserted.
Annotation property default values
If 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.
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IV. Theme Changes
VIVO 1.1 introduces the first step in a transition from JavaServer Pages (JSPs)
to the FreeMarker template engine for generating web pages. As part of this
process, the JSP files that were used for theme customization in earlier
versions of VIVO have been replaced by a set of FreeMarker templates.
In the 1.1 install package, these files are located in
/vivo/themes/vivo-basic/templates and have an ftl (for FreeMarker Template
Language) extension.
Follow step A or B below, whichever is applicable to your site:
A. If you did not create a customized theme for your site in VIVO 1.0, but used
the 1.0 vivo-basic theme in its original directory, you need not take any
action in order to convert your site to the VIVO 1.1 theme.
B. If you created your own theme directory in VIVO 1.0, follow the steps below
under sections "Templates," "Stylesheets," and "Site Icons" to upgrade your
theme to VIVO 1.1.
1. Templates
a. Copy the directory /vivo/themes/vivo-basic/templates into your theme
directory /vivo/themes/<your-theme-name>.
b. Follow step i or ii below, whichever is applicable to your theme.
i. If you did not apply any customizations to the JSPs in your VIVO
1.0 theme, then you do not need to apply any additional changes
to the VIVO 1.1 theme templates during the upgrade process.
ii. If you did apply customizations to the JSPs in your VIVO 1.0
theme,you will need to hand-replicate those modifications in the
new theme template files.
The theme template content that was previously contained in
three JSP files is now contained in five FTL files. The
correspondence between the 1.0 JSPs and the 1.1 FTLs is as
follows:
identity.jsp => identity.ftl
menu.jsp => menu.ftl and search.ftl
footer.jsp => footer.ftl and googleAnalytics.ftl
googleAnalytics.ftl is a new file to which you will add
your site's Google Analytics Tracking Code (see section II).
Because the FreeMarker Template Language uses many syntactic
conventions that will be familiar to template authors from JSP
or other common templating systems, the translation of your JSP
changes into the new FTLs should be relatively straightforward.
Consult the FreeMarker Template Author's Guide at
http://freemarker.org/docs/dgui.html and the Reference at
http://freemarker.org/docs/ref.html for complete documentation
of the syntax and available built-in constructs. Template
authors need not be concerned with the Programmer's Guide or
Java API documentation.
c. Remove the jsp directory from your themes directory.
2. Stylesheets
VIVO 1.1 includes changes to vivo-basic stylesheets. If you modified
styles in your VIVO 1.0 theme, you will not be able to simply copy the
1.0 stylesheets into your 1.1 theme, because you will then lose 1.1
style upgrades that your theme should pick up. Instead, you should
use the vivo-basic 1.1 stylesheets as a starting point, and manually
merge your 1.0 style modifications in as needed.
3. Site Icons
Copy the site icons from your 1.0 theme into the site_icons folder in
your 1.1 theme.