gitlab-org--gitlab-foss/doc/update/8.17-to-9.0.md

# From 8.17 to 9.0

Make sure you view this update guide from the tag (version) of GitLab you would
like to install. In most cases this should be the highest numbered production
tag (without rc in it). You can select the tag in the version dropdown at the
top left corner of GitLab (below the menu bar).

If the highest number stable branch is unclear please check the
[GitLab Blog](https://about.gitlab.com/blog/archives.html) for installation
guide links by version.

### 1. Stop server

```bash
sudo service gitlab stop
```

### 2. Backup

```bash
cd /home/git/gitlab

sudo -u git -H bundle exec rake gitlab:backup:create RAILS_ENV=production
```

### 3. Update Ruby

NOTE: GitLab 9.0 only supports Ruby 2.3.x and dropped support for Ruby 2.1.x. Be
sure to upgrade your interpreter if necessary.

You can check which version you are running with `ruby -v`.

Download and compile Ruby:

```bash
mkdir /tmp/ruby && cd /tmp/ruby
curl --remote-name --progress https://cache.ruby-lang.org/pub/ruby/2.3/ruby-2.3.3.tar.gz
echo '1014ee699071aa2ddd501907d18cbe15399c997d ruby-2.3.3.tar.gz' | shasum -c - && tar xzf ruby-2.3.3.tar.gz
cd ruby-2.3.3
./configure --disable-install-rdoc
make
sudo make install
```

Install Bundler:

```bash
sudo gem install bundler --no-ri --no-rdoc
```

### 4. Update Node

GitLab now runs [webpack](http://webpack.js.org) to compile frontend assets and
it has a minimum requirement of node v4.3.0.

You can check which version you are running with `node -v`. If you are running
a version older than `v4.3.0` you will need to update to a newer version.  You
can find instructions to install from community maintained packages or compile
from source at the nodejs.org website.

<https://nodejs.org/en/download/>


Since 8.17, GitLab requires the use of yarn `>= v0.17.0` to manage
JavaScript dependencies.

```bash
curl --location https://yarnpkg.com/install.sh | bash -
```

More information can be found on the [yarn website](https://yarnpkg.com/en/docs/install).

### 5. Get latest code

```bash
cd /home/git/gitlab

sudo -u git -H git fetch --all
sudo -u git -H git checkout -- db/schema.rb # local changes will be restored automatically
```

For GitLab Community Edition:

```bash
cd /home/git/gitlab

sudo -u git -H git checkout 9-0-stable
```

OR

For GitLab Enterprise Edition:

```bash
cd /home/git/gitlab

sudo -u git -H git checkout 9-0-stable-ee
```

### 6. Update gitlab-shell

```bash
cd /home/git/gitlab-shell

sudo -u git -H git fetch --all --tags
sudo -u git -H git checkout v$(</home/git/gitlab/GITLAB_SHELL_VERSION)
```

### 7. Update gitlab-workhorse

Install and compile gitlab-workhorse. This requires
[Go 1.5](https://golang.org/dl) which should already be on your system from
GitLab 8.1. GitLab-Workhorse uses [GNU Make](https://www.gnu.org/software/make/).
If you are not using Linux you may have to run `gmake` instead of
`make` below.

```bash
cd /home/git/gitlab-workhorse

sudo -u git -H git fetch --all --tags
sudo -u git -H git checkout v$(</home/git/gitlab/GITLAB_WORKHORSE_VERSION)
sudo -u git -H make
```

### 8. Update configuration files

#### New configuration options for `gitlab.yml`

There might be configuration options available for [`gitlab.yml`][yaml]. View them with the command below and apply them manually to your current `gitlab.yml`:

```sh
cd /home/git/gitlab

git diff origin/8-17-stable:config/gitlab.yml.example origin/9-0-stable:config/gitlab.yml.example
```

#### Configuration changes for repository storages

This version introduces a new configuration structure for repository storages.
Update your current configuration as follows, replacing with your storages names and paths:

**For installations from source**

1. Update your `gitlab.yml`, from

  ```yaml
  repositories:
    storages: # You must have at least a 'default' storage path.
      default: /home/git/repositories
      nfs: /mnt/nfs/repositories
      cephfs: /mnt/cephfs/repositories
  ```

  to

  ```yaml
  repositories:
    storages: # You must have at least a 'default' storage path.
      default:
        path: /home/git/repositories
      nfs:
        path: /mnt/nfs/repositories
      cephfs:
        path: /mnt/cephfs/repositories
  ```

**For Omnibus installations**

1. Update your `/etc/gitlab/gitlab.rb`, from

  ```ruby
  git_data_dirs({
    "default" => "/var/opt/gitlab/git-data",
    "nfs" => "/mnt/nfs/git-data",
    "cephfs" => "/mnt/cephfs/git-data"
  })
  ```

  to

  ```ruby
  git_data_dirs({
    "default" => { "path" => "/var/opt/gitlab/git-data" },
    "nfs" => { "path" => "/mnt/nfs/git-data" },
    "cephfs" => { "path" => "/mnt/cephfs/git-data" }
  })
  ```

#### Git configuration

Configure Git to generate packfile bitmaps (introduced in Git 2.0) on
the GitLab server during `git gc`.

```sh
cd /home/git/gitlab

sudo -u git -H git config --global repack.writeBitmaps true
```

#### Nginx configuration

Ensure you're still up-to-date with the latest NGINX configuration changes:

```sh
cd /home/git/gitlab

# For HTTPS configurations
git diff origin/8-17-stable:lib/support/nginx/gitlab-ssl origin/9-0-stable:lib/support/nginx/gitlab-ssl

# For HTTP configurations
git diff origin/8-17-stable:lib/support/nginx/gitlab origin/9-0-stable:lib/support/nginx/gitlab
```

If you are using Strict-Transport-Security in your installation to continue using it you must enable it in your Nginx
configuration as GitLab application no longer handles setting it.

If you are using Apache instead of NGINX please see the updated [Apache templates].
Also note that because Apache does not support upstreams behind Unix sockets you
will need to let gitlab-workhorse listen on a TCP port. You can do this
via [/etc/default/gitlab].

[Apache templates]: https://gitlab.com/gitlab-org/gitlab-recipes/tree/master/web-server/apache
[/etc/default/gitlab]: https://gitlab.com/gitlab-org/gitlab-ce/blob/9-0-stable/lib/support/init.d/gitlab.default.example#L38

#### SMTP configuration

If you're installing from source and use SMTP to deliver mail, you will need to add the following line
to config/initializers/smtp_settings.rb:

```ruby
ActionMailer::Base.delivery_method = :smtp
```

See [smtp_settings.rb.sample] as an example.

[smtp_settings.rb.sample]: https://gitlab.com/gitlab-org/gitlab-ce/blob/8-17-stable/config/initializers/smtp_settings.rb.sample#L13

#### Init script

There might be new configuration options available for [`gitlab.default.example`][gl-example]. View them with the command below and apply them manually to your current `/etc/default/gitlab`:

```sh
cd /home/git/gitlab

git diff origin/8-17-stable:lib/support/init.d/gitlab.default.example origin/9-0-stable:lib/support/init.d/gitlab.default.example
```

Ensure you're still up-to-date with the latest init script changes:

```bash
cd /home/git/gitlab

sudo cp lib/support/init.d/gitlab /etc/init.d/gitlab
```

For Ubuntu 16.04.1 LTS:

```bash
sudo systemctl daemon-reload
```

### 9. Install libs, migrations, etc.

```bash
cd /home/git/gitlab

# MySQL installations (note: the line below states '--without postgres')
sudo -u git -H bundle install --without postgres development test --deployment

# PostgreSQL installations (note: the line below states '--without mysql')
sudo -u git -H bundle install --without mysql development test --deployment

# Optional: clean up old gems
sudo -u git -H bundle clean

# Run database migrations
sudo -u git -H bundle exec rake db:migrate RAILS_ENV=production

# Update node dependencies and recompile assets
sudo -u git -H bundle exec rake yarn:install gitlab:assets:clean gitlab:assets:compile RAILS_ENV=production NODE_ENV=production

# Clean up cache
sudo -u git -H bundle exec rake cache:clear RAILS_ENV=production
```

**MySQL installations**: Run through the `MySQL strings limits` and `Tables and data conversion to utf8mb4` [tasks](../install/database_mysql.md).

### 10. Optional: install Gitaly

Gitaly is still an optional component of GitLab. If you want to save time
during your 9.0 upgrade **you can skip this step**.

If you do want to set up Gitaly in GitLab 9.0 then follow [Gitaly section of the installation
guide](../install/installation.md#install-gitaly).

### 11. Start application

```bash
sudo service gitlab start
sudo service nginx restart
```

### 12. Check application status

Check if GitLab and its environment are configured correctly:

```bash
cd /home/git/gitlab

sudo -u git -H bundle exec rake gitlab:env:info RAILS_ENV=production
```

To make sure you didn't miss anything run a more thorough check:

```bash
cd /home/git/gitlab

sudo -u git -H bundle exec rake gitlab:check RAILS_ENV=production
```

If all items are green, then congratulations, the upgrade is complete!

## Things went south? Revert to previous version (8.17)

### 1. Revert the code to the previous version

Follow the [upgrade guide from 8.16 to 8.17](8.16-to-8.17.md), except for the
database migration (the backup is already migrated to the previous version).

### 2. Restore from the backup

```bash
cd /home/git/gitlab

sudo -u git -H bundle exec rake gitlab:backup:restore RAILS_ENV=production
```

If you have more than one backup `*.tar` file(s) please add `BACKUP=timestamp_of_backup` to the command above.

[yaml]: https://gitlab.com/gitlab-org/gitlab-ce/blob/9-0-stable/config/gitlab.yml.example
[gl-example]: https://gitlab.com/gitlab-org/gitlab-ce/blob/9-0-stable/lib/support/init.d/gitlab.default.example