Before beginning the actual upgrade

1. Backup the db to darkmatter (this is a lot faster than doing a pg_dump / restore).
   • start a screen session
   • Set up a tunneled connection from darkmatter to kochab via polaris replication user connection info is in /etc/postgresql/9.1/main/recovery.conf on the replica (polaris).

     ssh -f -N -L 6432:kochab.cs.uoguelph.ca:5432 lauadmin@polaris.cs.uoguelph.ca 
     

   • Stop osrf on comet

     osrf_ctl.sh -l -a stop_all
     

   • Drop the cluster on the target (as postgres user on darkmatter)

     pg_dropcluster --stop 9.1 evergreen
     

   • Bring in the db from kochab via the tunnel

     pg_basebackup -D /data/postgresql/9.1/evergreen -x -P -h localhost -p 6432 -U replicant
     

   • Fire up opensrf on comet

     osrf_ctl.sh -l -a start_all
     

2. Get config files in order
   • Check to see if opensrf.xml and opensrf_core.xml are different on the new install. If the new version of the conf files outline new services that we don't have, go ahead and edit them so we can just drop them into /openils/conf when the time comes and we don't need to fool around too much with vim.
   • Check to see if the apache configuration is the same. If not make the necessary changes to the files in advance.
3. Install the database prerequisites on both kohab and polaris. From the README, run the following commands as the root user:

   aptitude install gcc libxml-libxml-perl libxml-libxslt-perl
   cpan Business::ISBN
   cpan JSON::XS
   cpan Library::CallNumber::LC
   cpan MARC::Record
   cpan MARC::File::XML
   cpan UUID::Tiny
   cpan Rose::URI
   

The upgrade

Shutdown

1. Shutdown opensrf on protostar and carbon in order:

   # On carbon
   osrf_ctl.sh -a stop_router
   # On carbon
   osrf_ctl.sh -a stop_perl
   # On protostar
   osrf_ctl.sh -a stop_perl
   # On carbon
   osrf_ctl.sh -a stop_c
   # On protostar
   osrf_ctl.sh -a stop_c
   

2. Shutdown clark-kent

   ps wax | grep Clark; kill <PID>; rm /tmp/reporter-LOCK
   

3. Shutdown cron on both protostar and carbon

   su - opensrf
   crontab -e #comment out cronjobs
   

4. Shutdown z39.50 on protostar:

   su - lauadmin
   killall simple2zoom
   

Backup /openils and clone repos

1. backup /openils on protostar to your home directory (make sure you have enough space first)

   sudo tar -czf /home/risard/openils.tar.gz /openils
   

2. Update our sources

   # First, update OpenSRF
   cd /openils/sources/OpenSRF
   git fetch --all
   git checkout -b install_2013_06 origin/master
   # Next, update Conifer
   cd /openils/sources/Conifer
   git fetch --all
   git checkout -b install_2013_06 origin/rel_2_4_mergery_tpac
   

Upgrade Schema

1. Upgrade the DB schema. From the git repository directory, run the database upgrade, directing STDOUT and STDERR into a log file:

   cd /openils/sources/Conifer
   # Switch to the upgrade_db_2_4 branch
   git checkout origin/feature/upgrade_db_2_4
   cd Open-ILS/src/sql/Pg/version-upgrade
   psql -U evergreen -h kochab -d conifer -f conifer-2_4_step1-single-updates.sql > ~/upgrade_2_4_step1.out 2>&1
   psql -U evergreen -h kochab -d conifer -f conifer-2_4_step2-2.3.4-2.3.5.sql > ~/upgrade_2_4_step2.out 2>&1
   psql -U evergreen -h kochab -d conifer -f 2.3.5-2.3.6-upgrade-db.sql > ~/upgrade_2_4_upgrade-db.out 2>&1
   psql -U evergreen -h kochab -d conifer -f conifer-2_4_step4a.sql > ~/upgrade_2_4_step4a.out 2>&1 
   psql -U evergreen -h kochab -d conifer -f conifer-2_4_step4b.sql > ~/upgrade_2_4_step4b.out 2>&1 
   psql -U evergreen -h kochab -d conifer -f conifer-2_4_step4c.sql > ~/upgrade_2_4_step4c.out 2>&1 
   

2. run the supplemental script

   psql -U evergreen -h kochab -d conifer -v eg_version=null -f ./2.3-2.4-supplemental.sh > ~/upgrade_2_4_sup.out 2>&1 
   

Install OpenSRF

1. install pre-reqs on both carbon and protostar. You need to run this on each machine, so run through the steps on protostar first, and then /openils will have updated sources so that you can run the same command from /openils/sources/Conifer on carbon.

   sudo su -
   cd /openils/sources/OpenSRF
   make -f src/extras/Makefile.install debian-squeeze
   

2. configure (as the linux user)

   ./configure --prefix=/openils --sysconfdir=/openils/conf --enable-python
   make
   

3. On protostar, install OpenSRF, set the permissions, and update the dynamic library cache:

   sudo su -
   cd /openils/sources/OpenSRF
   make install
   chown -R opensrf:opensrf /openils
   ldconfig
   

4. On carbon, as the linux user, install just the Perl modules:

   cd /openils/sources/OpenSRF
   cd src/perl
   sudo ./Build install
   # refresh the dynamic library cache to reflect the new Evergreen libraries on /openils
   sudo ldconfig
   

Upgrade the evergreen code

1. Install pre-reqs on both carbon and protostar. You need to run this step on each machine, so run through the steps on protostar first, and then /openils will have updated sources so that you can run the same command from /openils/sources/Conifer on carbon.

   cd /openils/sources/Conifer
   git checkout install_2013_06
   make -f Open-ILS/src/extras/Makefile.install debian-squeeze
   

2. On protostar, build and install evergreen

   cd build/i18n
   make LOCALE=en-CA install 
   make LOCALE=fr-CA install
   cd ../..
   ./autogen.sh
   ./configure --prefix=/openils --sysconf=/openils/conf --enable-python --with-updateshost=clients.concat.ca --localstatedir=/var/local
   make
   sudo make install
   

3. On protostar, install all of the TPAC skin templates and ensure no old templates are hanging around

   cd /openils/sources/Conifer
   # ensure we're on the install branch, just in case
   git checkout install_2013_06
   # become root, because most of the following steps require it
   sudo su -
   cd /openils/sources/Conifer
   rm -fr /openils/var/templates_*
   cp -r Open-ILS/src/templates_* /openils/var/
   

4. Build the staff client. This automatically creates the partial updates and generates the page that users see at ​http://clients.concat.ca so that they can download the full client if necessary:

   cd Open-ILS/xul/staff_client 
   STAFF_CLIENT_BUILD_ID=conifer_2_4_0 AUTOUPDATE_HOST=clients.concat.ca make rigrelease rebuild clients updates-client
   # set permissions again
   sudo chown -R opensrf:opensrf /openils
   # refresh the dynamic library cache to reflect the new Evergreen libraries on /openils
   sudo ldconfig
   

4. On carbon, install just the Perl modules:

   cd /openils/sources/Conifer
   cd Open-ILS/src/perlmods/lib
   sudo ./Build install
   # refresh the dynamic library cache to reflect the new Evergreen libraries on /openils
   sudo ldconfig
   

Start up Evergreen

1.As the opensrf user, start up the OpenSRF processes on carbon and protostar in order, then generate the required JavaScript? files, etc, via autogen.sh

# On carbon
osrf_ctl.sh -a start_router
# On carbon
osrf_ctl.sh -a start_perl
# On protostar
osrf_ctl.sh -a start_perl
# On carbon
osrf_ctl.sh -a start_c
# On protostar
osrf_ctl.sh -a start_c
# On protostar
autogen.sh -u

2. On protostar, as the root user, start the Apache server:

   /etc/init.d/apache2 restart
   

3. Restart the cron jobs for opensrf on carbon and protostar

   /openils/bin/clark-kent.pl --daemon --concurrency 2
   

4. On protostar, as the lauadmin user , restart the Z39.50 server:

   sudo su - lauadmin
   cd /home/lauadmin/z3950_server
   sh run-server