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How to upgrade Tiki (Cached)

Upgrade your Tiki site

Upgrading Tiki is very similar to its installation. Upgrading is a one-way process. There is no way to downgrade, although you may revert to a previous version by restoring a backup?. Before undertaking a major upgrade (e.g. from 6.x to 8.x) perform a test upgrade on a non-production site before proceeding with the real upgrade.

Do I need to upgrade?
It is recommended that you always upgrade to minor versions (e.g. from 7.3 to 7.4) of your current release to remove security vulnerabilities. Some versions of Tiki are listed as Long Term Support which means developers are continuing with security patches and bug fixes on that version for an extended period of time. Minor version upgrades are unlikely to cause problems.

Major upgrades introduce new features, but existing features, themes, plugins and modules may not function as they did before. A test upgrade is strongly recommended.

Overview: How an upgrade works

  1. Backup all the files and database from your current installation.

  2. Unpack the new version, preferrably into a empty folder.

  3. Copy any custom files (css, uploaded files and images, custom templates) from your backup.

  4. Run the installer (tiki-install.php) which upgrades the database



Do I really need to download and then upload the whole thing using FTP? - For some upgrades a "patch version" is available, if only a few files have been modified. Alternatively there are some automated scripts which can take care of the upgrade process for you.

Other alternatives to FTP: Rather than downloading and re-uploading the whole package, use commands svn or wget (ask your hosting provider) to move the files directly from SourceForge to your server.


1. Determine the version of your current Tiki

You can check by visiting tiki-admin.php?page=general

If you have 3.x or later

You can upgrade directly. Tiki 4.x/5.x/6.x/7x./8.x/9.x/10.x/11.x/12.x include all the database migration scripts to that version. You may wish to manually re-run the installer script for the version you are on, and watch for unexpected errors.

If you have 1.9.x or 2.x

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If you have 1.8.x

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If you have 1.7.x

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If you have 1.6.x or older

[+]

2. About custom themes

Deactivate custom themes: custom themes and custom .tpl files from older versions are unlikely to work and may cause an upgrade failure. Deactivate custom themes by on your new install by changing the name of the active css file, so it will not be found by tiki - which causes it to revert to the default theme.

3. Determine to which version you want to upgrade to

Keep in mind that Tiki6 and Tiki9 are versions kept as Long Term Support (LTS) and that it's always safer to upgrade to the latest release in that branch. And it's always safer to use current stable branch in version x.1 (i.e. 7.1 instead of 7.0) if you are running production sites with extensive usage of many features.


In some cases of new releases (such as 6.3, for instance), you have the option to download and install only the files that have changed (from a compressed file, like: "tikiwiki-inc-6.2-to-6.3.tar.gz"), or to download the full new version (eg. "tikiwiki-6.3.tar.gz").

4. Upgrade through fresh install or Install over existing?

You will need to manually move and/or re-integrate any data that is not stored in the MySQL database, for example images and attachments saved as files. This is the recommended process, specially if you have a custom theme style, or one theme style not supported by the new tiki version you are going to use.
This will not delete any Tiki file which was used in previous versions, but are not longer needed. These files shouldn't do anything except waste a bit of disk space, except for the case of template files (.tpl files under ./templates or subfolders). You can use Security Admin to detect leftover PHP files.

This is not recommended because you are keeping all files from previous tiki versions, which may include old-fashioned tpl files, might conflict with the new version specially in theme styles which have changed or which are not supported any more in the new version of Tiki. That's why the best option to avoid any potential conflict is to install a new tiki on a new directory, and replace the old one with the new one, plus re-insert the custom files that you need (img/wiki_up, modified tpl files once you now that they are updated to the new Tiki version, etc). See below at "Fresh Install".

If it's a minor release (7.1 to 7.2), it's unlikely to cause any issues because templates don't change much and there are just bug fixes.

5. Create a Backup


You need to backup
  1. Your entire folder where Tiki is installed (and all subfolders)
  2. Your MySQL database
See: Backup for details

6. Update your files

Tiki files are distributed in a compressed archive (ex.: .zip). You need to unpack (unzip) the files and upload them to your web server.

Fresh install

Instead of copying over your old files, you can make a fresh install. If you are upgrading to a version previous than Tiki 5.1, you can indicate the database information of your previous Tiki install (info in db/local.php).

Note for Tiki versions after 5.1 (5.3, 6.0, 9.x, 12.x ...):
You are encouraged NOT to manually copy or edit your old local.php into the new site, but let the Tiki installer script (tiki-install.php) create that local.php file when needed in a later step, since it will handle properly the former encoding issue for you.


Things that you may need to copy from your old site to your new site:
  • img/wiki_up folder content (uploaded wiki images)
  • img/trackers folder content (uploaded images to tracker items)
  • any customized *.tpl files
  • any customized styles ( *.css )
  • any file gallery directories if using the file system to store the files
  • any image gallery directory if using the file system to save the images
  • Any customized code
    • If you make changes which can be useful to others, please consider joining the Tiki community and sharing your enhancements. Beyond helping others, you no longer will need to re-instate and maintain your enhancements at each upgrade. Please see How to get commit access. biggrin

Database Collation

In case you are upgrading but in a new server, and thus, you need to create a new database first, please ensure that you create your new database with utf8 collation.
  • Note: By default, Tiki uses UTF-8 for your database encoding. We strongly encourage you to select "utf8" in the "collation" drop-down box in phpmyadmin (or similar), in the field shown in the following image:
    Image

During the upgrade to Tiki 5.1 (or later) through tiki-install.php, Tiki will attempt to do this for you if needed, but in some rare cases Tiki fails to set the collation to utf8, and therefore, you have to do that manually. If the database is already created with latin1 collation, and you want to change that afterwards, you can change the collation through phpmyadmin in the "Operations" tabs once you have selected your database.

Install over existing

To upgrade, copy or upload all the files of the newer version onto the files of the older version so any older ones are replaced (FTP with "overwrite if source is newer").

Before overwriting the files, remove the non-customized style-specific templates (templates/styles/*, and templates/yoursite/* if any). Previous versions often contained per-style modifications. Those files have since been removed from standard distribution, leaving the old files intact and not taking advantage of enhancements.

Updating via SVN

If you install using SVN, you can easily update via SVN -> Get Code

7. Check permissions

1. File and Folder permissions

If your server is unhappy with Tiki file and folder permissions (this is dependent on server configuration), you may get an error message or blank pages. These failed attempts are typically in the error log (ask your web host to know where they are as it's different depending of your setup)

Too few permissions
If a message appears indicating that specific directories are not writable, you will need to change the permissions on the indicated directories. Tiki will attempt to verify that it can read (and write) to all necessary directories. This error message will include instructions about how to resolve the issue.

Too many permissions
If you are getting Internal Server Error 500, blank pages or similar, it could be that the permissions on the files are not appropriate for your webhost.

If your permissions are currently at "777", use your FTP client to change the files to "755". If Tiki is installed in a directory, make sure to also change the permission of the folder which contains the tiki files.

If you have shell access, you can run:
sh setup.sh

and answer any questions. If you don't know what to answer, just click "enter" to keep the defaults.

If "sh setup.sh" doesn't work for you, you may try, in your ./tiki/ directory
chmod -R 777 ./db ./dump ./img/wiki ./img/wiki_up ./img/trackers ./modules/cache ./temp ./temp/cache ./templates_c ./templates ./styles ./whelp/

Another way is to set permissions for all directories and then set permissions for all files. For example, to set the permissions for all directories to 777 and the permissions for all files to 644, use the following separate commands through shell access:
find [YOURDIR] -type d -exec chmod 777 {} \;

find [YOURDIR] -type f -exec chmod 644 {} \;

After correcting any directory or file permission problems, visit tiki-install.php to continue.

2. SuPHP Problems

Systems with SuPHP need permissions 755 at maximum. Group must not be allowed to write. This includes the complete path in the filesystem, not only document root of the webserver. Wrong permissions may lead to 500 Internal Server Error here. On the other hand less permissions (namely 750 without x/execute/subdir entry for webserver) may lead to 403 Forbidden Error.

3. Permission Matrix

Several usecases and minimum to maximum permissions you may try if something doesn't work properly. Permissions refer to data directly accessed by the webserver (files included by Tiki itself may and should have less permissions):
Ownership
username:groupname
no SuPHP
files / subdirectories
with SuPHP
files / subdirectories
webserver:webserver
600 - 666 / 700 - 777
?
user:user
604 - 666 / 705 - 777
600 - 644 / 701 - 755
user:webserver
660 - 666 / 770 - 777
?
webserver:user
660 - 666 / 770 - 777
?

3.1. Option

For your consideration
find . -type d -exec chmod 755 {} \; ; chmod 755 . ; find . -type f -exec chmod 755 {} \; ; chmod 751 db/local.php

3.2. Option

The following commands might be useful. In particular, it might help you use an IDE (PhpStorm), etc:
For your consideration
$ export PathToTiki="/var/www/tiki"
$ export WebServerOwner="www-data"
$ sudo usermod -aG ${WebServerOwner} $(whoami)
$ sudo chown -R ${WebServerOwner}: ${PathToTiki}
$ sudo chmod -R g+rw ${PathToTiki}

In English, the above code adds you to the web-server group; forces the tiki tree to be owned by the web-server user and group; and then makes sure the tiki tree is readable and writable by the web-server group (you). Suggestions welcome!




After correcting any directory or file permission problems, visit tiki-install.php to continue.

8. tiki-install.php to update your database

(A) Fresh install

On the tiki-install.php page of this new site, connect to the same database as your old site (you can find this info in the file db/local.php of your old site) and follow the instructions to upgrade your site. Make sure to click upgrade and not install, else you wipe out your database.

Note:
For upgrades to versions equal or later than 5.1 (5.3, 6.0, ...), you are encouraged to re-set the connection settings, while keeping the "Force utf-8 connection" option checked, and follow the on-screen instructions.


For upgrades to earlier branches and versions (like any of the Tiki3 LTS branch), you can alternatively just copy db/local.php from your old site to your new site, to avoid entering the information, if you wish.

(B) Install over existing

Then, go to tiki-install.php and click the "upgrade" button, which will update the database. Tiki can read your previous db/local.php file and use this information.

Note:
However, for upgrades to versions equal or newer than 5.1 (5.3, 6.0, ...), you are encouraged to re-set the connection settings, while keeping the "Force utf-8 connection" option checked, and follow the on-screen instructions.


If the installer was previously locked (which it should be), you will need to unlock it by deleting db/lock

Security choices during upgrade

There are a couple of important security choices during upgrade/installation as follows:

Secure login

When configuring general settings during installation, there is an option to "Require secure (https) login". It is recommended to select this option so that data sent between the browser and the site server is kept private.

In order to implement secure logins, in addition to selecting this option, you will need a security certificate and a dedicated IP address for yuor domain. These can be obtained or purchased from your web hosting company or, in the case of the security certificate, from third parties.

Locking in the installer

In the last step of the installer, the installer is locked by default once you click the button to enter your Tiki. There is an option to elect to not lock the installer in that last step of the installation. It is highly recommneded that you lock the installer for any production site. The option is provided for concenience for development sites only. The installer allows a user to change or destroy the site's database through the browser so it is very important to keep it locked once the installation or up

If the installer fails . . .

[+]

If you need to fix the encoding issue

 Upgrade from previous to 5.1 to 5.1 or newer


Either (A) or (B): fix the encoding issue (5.0 or before -> 5.1 or later)


Previously to Tiki 5.1, some users might have had a double encoding issue in the database of their Tiki. To ensure that this potential problem is fixed for all, if you are upgrading from a Tiki version equal or earlier than 5.0, into some newer Tiki version (5.1, ...5.x; 6.0, 6.x...), you are encouraged to follow once the three steps to fix the issue by means of the tiki-install.php script.

1. Export existing database from earlier releases (< 6.0)

When dumping mysql databases from earlier versions of Tikiwik you should specify "--default-character-set=latin1 " to ensure that your mysql client does not double encode any existing latin1 data.

2. Force connection to utf-8 in db/local.php

Briefly explained above. For the sake of clearness, covered here in detail.

  • Go to tiki-install.php, and follow steps until step 4: "Set the Database Connection".
  • Even if you have a local.php file already there, click on "Modify database connection" instead of "Use Existing Connection". This will open a form in the lower part of the window for you
    Click to enlarge
    Click to enlarge
    • At the bottom, there will be a section called "Character set", with a checkbox called "Always force connection to use UTF-8", that needs to be kept as checked.
      Click to enlarge
      Click to enlarge

    Fill in your db/local.php details through that form, and click on the "Continue" bottom at the bottom when ready.
  • Continue to step 5 in the installation process, where you'll have the opportunity to "Convert database and tables to UTF-8" (see below).

3. Convert database and tables to UTF-8

In step 5 of the installation process, you will be offered the option to "Convert database and tables to UTF-8", and you will be also shown the current encoding of your database.

  • Write down the name of the current encoding of your database, because you will need it in the next step below.
    Click to enlarge
    Click to enlarge
  • You can now click on the button "Convert database and tables to UTF-8".
  • Once successfully performed, you will not see this option anymore, but just the usual question of whether you want to Re-install the database, or "Automatically upgrade your existing database to" your new Tiki version. Choose this later option, since you are upgrading.
    Click to enlarge
    Click to enlarge

(Note: This step is converting you db collation to utf-8, and your db tables to use the utf-8 charset also.)

4. Convert content from your previous encoding to utf-8

Finally, you need to convert the content from your existing database (content from wiki pages, etc., but also preferences, which include paths to file and image attachments, like in image galleries, etc.) to utf-8.

  • To do so, you have an option in the final step under the section "Upgrading and running into encoding issues?"
    Click to enlarge
    Click to enlarge
  • In the dropdown called "Previous table encoding", choose the one which applies to your case (you wrote it down in the previous step), and click on the button: "Dangerous: Fix double encoding"

Given the nature of this fix, it's best to do some quick verification of the changes.

Congratulations! You are done.

You can now enter Tiki locking the installer (recommended) or without locking it, and continue using Tiki as normally.

If you have any issues, provide feedback through the usual Support channels.

Alternative: Upgrading your database through shell

[+]

8.1. Review the Upgrade


Hopefully you see the Upgrade Complete message and there may be a list of operations that failed (common for older versions). If these all say something about a column, row or table that doesn't exist, you can try ignoring it. Copy and paste the list of errors for future reference, check the ignore boxes and cross your fingers. When in doubt, refer your questions about upgrade errors to the friendly folk on the tiki-develop list.

9. Post tiki-install.php

At the end, proceed as usual to the Tiki site while disabling the tiki-install.php script.

10. Update the .htaccess file

Tiki ships with a _htaccess file. It needs to be renamed to .htaccess and replace the one from the previous version. If you made any customizations, you should redo them in the new file. See: Apache Clean URLs

11. Test

What to expect as problems

  • Changes of behavior
    • A feature was activated but no longer is (ex. default behavior has changed). You need to go to the admin panel and activate it.
  • Bugs
    • Each Tiki version brings loads of new features. However, sometimes, enhancements can bring new bugs as well smile
  • If you customized your themes, they may come out weird
    • You should plan a bit of time to re-integrate your customizations in the new theme.
  • If you've upgraded your MySQL server from 4 to 5, when you login for the first time, you may get an "Account disabled" error. To repair this:
    mysql -u user_dbuser -p user_dbname -B -e "update users_users set waiting=NULL where waiting is not NULL and valid is NULL;"

Where to look

Look in the release notes of your version for any specific things to look for, and to the documentation pages of each new release (i.e. Tiki2, Tiki3, Tiki4, Tiki5, Tiki6 ...)

What to do

11.1. Check your content

Check if your new web site contains everything from the old website.

11.2. Check that the features you used to use are still turned on.

More specifically, structures, search, individual plugins, and some other features may have to be activated in the admin panel.

11.3. Revise potentially unsafe plugin calls and approve or reject them.

As of tiki 4 a new system of managing tiki plugins was added to require authorization of some plugins. Potentially unsafe wiki plugins then had to be validated by users with the new permissions related to approve plugins. If you were using such plugins they will now not function until someone with sufficient permissions approves them.

Now, any user that attempts to use a plugin, including iframe, dbreport, tag, sql, snarf, regex... which would need to be validated by some trusted users/editors/admins later on in order to approve or reject them.

A list of plugin calls pending revision can be found at any time here: tiki-plugins.php

12. Upgrade your Theme



If your site uses a custom theme, you will need to copy all the appropriate css files and the image folder from the /styles folder, the custom templates from the templates/styles folder, and upgrade your css to include any new classes. Between releases, CSS? classes are often added to accommodate new features. You will find the list of the changes in the directory styles/transitions/ in the downloaded install package. These are named something like version_to_version.css. To update your css file, add the new classes and update the line at the top of your file that gives the version of your current Tiki's CSS. For instance
@version:1.9



For a more detailed description, read Styles and Themes

Further help?

If you need further instructions, ask in IRC or in the forums, and please, come back here and upgrade the documentation with what you learned. This is a way for you to help and make it easier for new users .

Related pages


Alias


Notes for advanced users

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doc.tiki.org
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Keywords

Keywords serve as "hubs" for navigation within the Tiki documentation. They correspond to development keywords (bug reports and feature requests):

Accessibility (WAI and 508)
Accounting (7.x)
Articles and Submissions
Backlinks
Banners
Batch (6.x)
BigBlueButton audio/video/chat/screensharing (5.x)
Blog
Bookmark
Browser Compatibility
Link Cache
Calendar
Category
Chat
Clean URLs
Comments
Communication Center
Compression (gzip)
Contacts (Address Book)
Contact us
Content Templates
Contribution (2.x)
Cookie
Copyright
Credit (6.x)
Custom Home and Group Home Page
Date and Time
Debugger Console
Directory of hyperlinks
Documentation link from Tiki to doc.tiki.org (Help System)
Docs 8.x
Draw 7.x
Dynamic Content
Dynamic Variable
External Authentication
FAQ
Featured links
File Gallery
Forum
Friendship Network (Community)
Gmap Google maps
Groups
Hotword
HTML Page
i18n (Multilingual, l10n, Babelfish)
Image Gallery
Import-Export
Install
Integrator
Interoperability
Inter-User Messages
InterTiki
Kaltura video management (4.x)
Karma
Live Support
Login
Logs (system & action)
Look and Feel
Lost edit protection
Mail-in
Map with Mapserver
Menu
Meta Tags
Mobile Tiki and Voice Tiki
Mods
Module
MultiTiki
MyTiki
Newsletter
Notepad
Payment
Performance Speed / Load
Permissions
Platform independence (Linux-Apache, Windows/IIS, Mac, BSD)
Polls
Profiles
Profile Manager
Report
Toolbar
Quiz
Rating
Feeds
Score
Search engine optimization
Search
Search and Replace
Security
Semantic links (3.x)
Shadowbox
Shadow Layers
Share
Shopping cart
Shoutbox
Slideshow
Smiley
Social Networks
Spam protection (Anti-bot CATPCHA)
Spellcheck
Spreadsheet
Stats
Surveys
Tags (2.x)
Task
Tell a Friend, alert + Social Bookmarking
TikiTests (2.x)
Theme CSS & Smarty
Trackers
Transitions (5.x)
TRIM
User Administration including registration and banning
User Files
User Menu
Watch
WebHelp
WebDAV (5.x)
Webmail
Web Services
Wiki 3D
Wiki History, page rename, etc
Wiki Page Staging and Approval (2.x)
Wiki Plugin extends basic syntax
Wiki Syntax
Wiki structure (book and table of content)
Workspace
WSOD
WYSIWYCA
WYSIWYG (2.x)
XMLRPC


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