gitlab-org--gitlab-foss/doc/update/8.15-to-8.16.md
Rémy Coutable 8115c67fd2 Merge branch 'mysql-sources-utf8mb4-fix' into 'master'
Gitlab from sources : proper utf8mb4 support for MySQL 5.5 to 5.7

See merge request !8508
2017-01-26 14:54:52 +00:00

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# From 8.15 to 8.16
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
We will continue supporting Ruby < 2.3 for the time being but we recommend you
upgrade to Ruby 2.3 if you're running a source installation, as this is the same
version that ships with our Omnibus package.
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. 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 8-16-stable
```
OR
For GitLab Enterprise Edition:
```bash
cd /home/git/gitlab
sudo -u git -H git checkout 8-16-stable-ee
```
### 5. 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
# Clean up assets and cache
sudo -u git -H bundle exec rake assets:clean assets:precompile 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).
### 6. 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.
```bash
cd /home/git/gitlab
sudo -u git -H bundle exec rake "gitlab:workhorse:install[/home/git/gitlab-workhorse]" RAILS_ENV=production
```
### 7. Update gitlab-shell
```bash
cd /home/git/gitlab-shell
sudo -u git -H git fetch --all --tags
sudo -u git -H git checkout v4.1.1
```
### 8. Update configuration files
#### New configuration options for `gitlab.yml`
There are new configuration options available for [`gitlab.yml`](config/gitlab.yml.example). View them with the command below and apply them manually to your current `gitlab.yml`:
```sh
cd /home/git/gitlab
git diff origin/8-15-stable:config/gitlab.yml.example origin/8-16-stable:config/gitlab.yml.example
```
#### 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/8-15-stable:lib/support/nginx/gitlab-ssl origin/8-16-stable:lib/support/nginx/gitlab-ssl
# For HTTP configurations
git diff origin/8-15-stable:lib/support/nginx/gitlab origin/8-16-stable:lib/support/nginx/gitlab
```
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/8-16-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/8-16-stable/config/initializers/smtp_settings.rb.sample#L13
#### Init script
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. Start application
```bash
sudo service gitlab start
sudo service nginx restart
```
### 10. 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 (8.15)
### 1. Revert the code to the previous version
Follow the [upgrade guide from 8.14 to 8.15](8.14-to-8.15.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.