Upgrading

The documentation below is based on upgrading to Redmine 2.x and higher. You can view a previous version for upgrading to Redmine 1.x here.

Step 1 - Check requirements

The first step to upgrading Redmine is to check that you meet the requirements for the version you're about to install.

Step 2 - Backup

It is recommended that you backup your database and file uploads. Most upgrades are safe but it never hurts to have a backup just in case.

Backing up the files

All file uploads are stored to the files/ directory. You can copy the contents of this directory to another location to easily back it up.

MySQL database

The mysqldump command can be used to backup the contents of your MySQL database to a text file. For example:

/usr/bin/mysqldump -u <username> -p<password> <redmine_database> | gzip > /path/to/backup/db/redmine_`date +%y_%m_%d`.gz

SQLite database

SQLite databases are all contained in a single file, so you can back them up by copying the file to another location.

PostgreSQL

The pg_dump command can be used to backup the contents of a PostgreSQL database to a text file. Here is an example:

/usr/bin/pg_dump -U <username> -Fc --file=redmine.sqlc <redmine_database>

Step 3 - Perform the upgrade

Now it's time to perform the actual upgrade. This process is different depending on how you downloaded Redmine. You only need to perform one of the following options.

Option 1 - Download a stable release

1. Download the release in either tar.gz or zip format and uncompress the new program archive in a new directory.

2. Copy your database settings-file config/database.yml into the new config directory. If you're running Redmine >= 1.4 with mysql and ruby1.9, change the database adapter to `mysql2`.

3a. Copy your base configuration settings-file config/configuration.yml into the new config directory.

3b. Or, if upgrading from version older than 1.2.0, copy your email settings from your config/email.yml into the new config/configuration.yml file that can be created by copying the available configuration.yml.example file.

4. Copy the files directory content into your new installation (this directory contains all your uploaded files).

5. Copy the folders of your custom plugins from your plugins directory (or vendor/plugins directory if upgrading from a 1.x version) into new installation plugins directory. Make sure that you copy only plugins that are were not initially bundled with your previous Redmine setup.

6. Install the required gems by running:

bundle install --without development test

If ImageMagick is not installed on your system, you should skip the installation of the rmagick gem using:

bundle install --without development test rmagick

Only the gems that are needed by the adapters you've specified in your database configuration file are actually installed (eg. if your config/database.yml uses the 'mysql2' adapter, then only the mysql2 gem will be installed). Don't forget to re-run `bundle install` when you change config/database.yml for using other database adapters.

If you need to load some gems that are not required by Redmine core (eg. fcgi), you can create a file named Gemfile.local at the root of your redmine directory. It will be loaded automatically when running `bundle install`.

7. Run the following command from your new Redmine root directory:

bundle exec rake generate_secret_token

This will generate a file (config/initializers/secret_token.rb) with a random secret used to secure session data.

8. Check for any themes that you may have installed in the public/themes directory. You can copy them over but checking for updated version is ideal.

VERY IMPORTANT: do NOT overwrite config/settings.yml with the old one.

Option 2 - Upgrading from a SVN checkout

1. Go to the Redmine root directory and run the following command:

svn update

2. Install the required gems by running the following command:

bundle update

Step 4 - Update the database

This step is the one that could change the contents of your database. Go to your new redmine directory, then migrate your database:

bundle exec rake db:migrate RAILS_ENV=production

If you have installed any plugins, you should also run their database migrations:

bundle exec rake redmine:plugins:migrate RAILS_ENV=production

Step 5 - Clean up

1. Clear the cache and the existing sessions:

bundle exec rake tmp:cache:clear tmp:sessions:clear

2. Restart the application server (e.g. puma, thin, passenger)

3. Finally go to "Admin -> Roles & permissions" to check/set permissions for the new features, if any.

Common issues

Errors with repository management

There were several new features added to the reposman.rb file, make sure you have a group specified if you're having issues ( --group=groupnamehere). Also, make sure you follow the instructions here again if you only copied your Redmine.pm, and update your Apache configuration as the recommended configuration has changed.

Generating a new secret_token.rb

Before 2.0.0, a session_store.rb file needed to be generated in Redmine's config directory for the cookie based sessions to work.

Starting from 2.0.0, the session_store.rb file should not exist. Instead, the following command will generate the secret_token.rb file:

bundle exec rake generate_secret_token

Note: The code repository for Redmine does not contain the config/initializers/secret_token.rb file, it is created by the above rake command.

Related Resources

These resources may help you with your Redmine upgrade: