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- Created by Dominika Kurek, last modified by André Rømcke on Dec 15, 2016
Beta
Instructions and scripts provided here are open for testing and feedback, and for eZ Enterprise users eZ will take care about bugs over support, however until 2017 when features like custom tags are in place, and community provides feedback on how this works "in the wild", this will continue to be labeled as beta.
Topics you should be aware of when planning an upgrade:
- Field Types reference for overview of Field Types that exists and not on eZ Platform
- RichText Field Type capabilities, currently not covering:
- Symfony 2.8, this is also the case on later 5.4.x versions, but not the first once including 2014.11
- API changes, while we have a strict Backwards Compatibility focus, some deprecated API features where removed, some changes where done to internal parts of the system, and as planned eZ Publish legacy and legacy bridge was removed. See ezpublish-kernel:doc/bc/changes-6.0.md
Instructions for upgrading from eZ Publish to eZ Platform and eZ Studio is in preview starting release 16.02. The status of the upgrade is:
- eZ Platform: XmlText to RichText migration: In Beta, and described below.
- eZ Studio : Flow to Landing Page migration: Scheduled for beta version with 16.04.
If you are migrating from a legacy eZ Publish version, this page contains the information you need. However, first have a look at an overview of the process in Migration from eZ Publish.
This section describes how to upgrade your existing eZ Publish Platform 5.4/2014.11 installation to eZ Platform and eZ Studio. Make sure that you have a working backup of the site before you do the actual upgrade, and that the installation you are performing the upgrade on is offline.
Note on Paths
- <old-ez-root>/: The root directory where the 5.4/2014.11 installation is located in, for example: "/home/myuser/old_www/" or "/var/sites/ezp/"
- <new-ez-root>/: The root directory where the installation is located in, for example: "/home/myuser/new_www/" or "/var/sites/[ezplatform|ezstudio]/"
Check for requirements
- Information regarding system requirements can be found on the Requirements documentation page; notable changes include:
- PHP 5.5.9 or higher
- MySQL or MariaDB 5.5 or higher
- Browser from 2015 or newer for use with backend UI
- This page assumes you have composer installed on the machine and that it is a somewhat recent version. See Using Composer.
Upgrade steps
Step 1: Extract latest eZ Platform/Studio 16.02.x installation
The easiest way to upgrade the distribution files is to extract a clean installation of eZ Platform / eZ Studio to a separate directory.
Step 2: Move over code and config
2.1. Code
If you have code in src folder, move that over:
<old-ez-root>/src => <new-ez-root>/src
2.2. Composer
2.2.1 Move over own packages
Assuming you have own composer packages (libraries and bundles, but not eZ Publish legacy packages), execute commands like below to add them to new install in <new-ez-root>:
composer require --no-update "vendor/package:~1.3.0"
Adapt the command with your vendor, package, version number, and add "–dev" if a given package is for dev use. Also check if there are other changes in composer.json you should move over.
2.2.2 Temporarily install XmlText Field Type
While no longer bundled, the XmlText Field Type exists and is needed to perform migration from eZ Publish's XmlText to the new docbook-based format used by RichText Field Type. From <new-ez-root> execute:
composer require --no-update --dev "ezsystems/ezplatform-xmltext-fieldtype:^1.1.0"
2.3. Config
To move over your own custom configurations, follow the conventions below and manually move the settings over:
<old-ez-root>/ezpublish/config/parameters.yml => <new-ez-root>/app/config/parameters.yml- For parameters like before, for new parameters you'll be prompted on later step.
<old-ez-root>/ezpublish/config/config.yml => <new-ez-root>/app/config/config.yml- For system/framework config, and for defining global db, cache, search settings.
<old-ez-root>/ezpublish/config/ezpublish.yml => <new-ez-root>/app/config/ezplatform.yml- For site access, site groups and repository settings.
Changes to repository configuration
When moving configuration over, be aware that as of 5.4.5 and higher, repository configuration has been enhanced to allow configuring storage engine and search engine independently.
Make sure to adapt siteaccess names
In the default configurations in ezplatform.yml you'll find existing siteaccesses like site, and depending on installation perhaps a few others, all under site group site_group. Make sure to change those to what you had in ezpublish.yml to avoid issues with having to login to your website, given user/login policy rules will need to be updated if you change names of siteaccess as part of the upgrade.
2.4. Bundles
Move over registration of bundles you have from src and from composer packages, from old to new kernel:
<old-ez-root>/ezpublish/EzPublishKernel.php => <new-ez-root>/app/AppKernel.php
2.5 Binary files
Binary files can simply be copied from the old to the new installation:
<old-ez-root>/web/var[/<site_name>]/storage => <new-ez-root>/web/var[/<site_name>]/storage
In the eZ Publish Platform 5.x install web/var is a symlink to ezpublish_legacy/var, so if you can't find it in path above you can instead copy the storage files from the similar ezpublish_legacy path.
2.6 Re-apply permissions and update composer
Since writable directories and files have been replaced / copied, their permissions might have changed. Re-apply permissions as explained in the installation instructions. TODO: LINK
When that is done, execute the following to update and install all packages from within <new-ez-root>*:
composer update --prefer-dist
2.7 Register EzSystemsEzPlatformXmlTextFieldTypeBundle
Add the following new bundle to your new kernel file, <new-ez-root>/app/AppKernel.php:
new EzSystems\EzPlatformXmlTextFieldTypeBundle\EzSystemsEzPlatformXmlTextFieldTypeBundle(),
Step 3: Upgrade the database
3.1. Execute update SQL
Import to your database the changes provided in one of the following files, optionally read inline comments as you might not need to run some cleanup queries:
MySQL: <new-ez-root>/vendor/ezsystems/ezpublish-kernel/data/update/mysql/dbupdate-6.1.0-to-6.2.0.sql
Postgres: <new-ez-root>/vendor/ezsystems/ezpublish-kernel/data/update/postgres/dbupdate-6.1.0-to-6.2.0.sql
Instructions on purpose does not use dbupdate-5.4.0-to-6.2.0.sql as it contains issues with the sql, and the sql update file above contains all relevant schema updates.
3.2. Execute XmlText Migration script
For migrating content from the XmlText format to the new RichText format, a migration script exists, execute the following from <new-ez-root>:
php app/console ezxmltext:convert-to-richtext -v
The migration script is currently in beta, which is why command example is suggested with verbose flag. Feedback on how it works and on how we can improve it is welcome on the repository.
3.3. Migrate Page field to Landing Page (eZ Studio only)
If you have Page field (ezflow) content and an eZ Enterprise subscription, you can use a script to migrate your Page content to eZ Studio Landing Page. See Migrating legacy Page field (ezflow) to Landing Page (Enterprise) for more information.
Step 4: Re-configure web server & proxy
Varnish (optional)
If you use Varnish, the recommended Varnish (3 and 4) VCL configuration can be found in the doc/varnish folder. See also the Using Varnish page.
Web server configuration
The officially recommended virtual configuration is now shipped in the doc folder, for both apache2 (doc/apache2) and nginx (doc/nginx). Both are built to be easy to understand and use, but aren't meant as drop-in replacements for your existing configuration.
As was the case starting 5.4, one notable change is that SetEnvIf is now used to dynamically change rewrite rules depending on the Symfony environment. It is currently used for the assetic production rewrite rules.
Step 5: Link assets
Assets from the various bundles need to be made available for the webserver through the web/ document root, execute the following commands from <new-ez-root>: