Upgrading

The documentation below is based on upgrading to Redmine 2.x.
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 - Downloaded release (tar.gz or zip file)

1. 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 installed plugins from your vendor/plugins directory (if upgrading from a version prior to 2.0.0) or plugins directory (else, upgrading from a version >= 2.0.0) 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:

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. Updating gems

run the following command:

bundle update

3. If you are upgrading from an older version to 0.8.7+ or from the trunk version of Redmine to r2493 or above, you must generate a secret for cookie store. See the note at the bottom about generating a session_store.

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:

rake db:migrate RAILS_ENV=production 

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

rake redmine:plugins:migrate RAILS_ENV=production 

Step 5 - Clean up

1. You should clear the cache and the existing sessions:

rake tmp:cache:clear
rake 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:

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.

Error about member_roles

If you have had a failed upgrade/migration in the past then you may have a member_roles and/or group_users table already created. The db migration noted above will fail. Simply rename the tables by logging into MySQL command line and executing the rename table command:

mysql> rename table member_roles to member_roles_saved
mysql> rename table groups_users to groups_users_saved

Error about "undefined method `add_frozen_gem_path'"

If you see this error, check if the directory vendor/rails exists and remove or rename it if it does, it might have an old RoR version.

Related Resources

These resources may help you with your Redmine upgrade: