OMERO.server upgrade ==================== The OME team is committed to providing frequent, project-wide upgrades both with bug fixes and new functionality. We try to make the schedule for these releases as public as possible. You may want to take a look at the `Trello boards `_ for exactly what will go into a release. See also :doc:`omeroweb-upgrade`. See the full details of OMERO |release| features in the :doc:`/users/history`. This guide aims to be as definitive as possible so please do not be put off by the level of detail; upgrading should be a straightforward process. .. warning:: If you are upgrading from a version *prior to* OMERO |previousversion| then you *must* also study the upgrade instructions for those prior versions because they may describe important steps that these instructions assume to already have been done by OMERO |previousversion| users. Before proceeding with these instructions you may first need to read the `instructions `_ for upgrading *to* OMERO |previousversion| because some extra steps may be required beyond simply running the SQL upgrade scripts described below. Upgrade checklist ----------------- .. contents:: :local: :depth: 1 Check prerequisites ^^^^^^^^^^^^^^^^^^^ Before starting the upgrade, please ensure that you have reviewed and satisfied all the :doc:`system requirements ` with :doc:`correct versions ` for installation. In particular, ensure that you are running a suitable version of PostgreSQL to enable successful upgrading of the database, otherwise the upgrade script aborts with a message saying that your database server version is less than the OMERO prerequisite. File limits ^^^^^^^^^^^ You may wish to review the open file limits. Please consult the :ref:`limitations-openfiles` section for further details. Password usage ^^^^^^^^^^^^^^ The passwords and logins used here are examples. Please consult the :ref:`troubleshooting-password` section for explanation. In particular, be sure to replace the values of **db_user** and **omero_database** with the actual database user and database name for your installation. Memoization files invalidation ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ All cached Bio-Formats memoization files created at import time will be invalidated by the server upgrade. This means the very first loading of each image after upgrade will be slower. After re-initialization, a new memoization file will be automatically generated and OMERO will be able to load images in a performant manner again. These files are stored under :file:`BioFormatsCache` in the OMERO data directory, e.g. :file:`/OMERO/BioFormatsCache`. You may see error messages in your log files when an old memoization file is found; to avoid these messages delete everything under this directory before starting the upgraded server. Troubleshooting ^^^^^^^^^^^^^^^ If you encounter errors during an OMERO upgrade, database upgrade, etc., you should retain as much log information as possible and notify the OMERO.server team via the mailing lists available on the :community:`support <>` page. Upgrade check ^^^^^^^^^^^^^ All OMERO products check themselves with the OmeroRegistry for update notifications on startup. If you wish to disable this functionality you should do so now as outlined on the :doc:`UpgradeCheck` page. Upgrade steps ------------- For all users, the basic workflow for upgrading your OMERO.server is listed below. Please refer to each section for additional details. .. contents:: :local: :depth: 1 Check ahead for upgrade issues ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ There is a ``precheck`` SQL script provided that performs various database checks to verify readiness for upgrade. The precheck script works even with the OMERO server running so it may be used before downtime for the actual upgrade is scheduled. Issues that the script reports will need to be resolved before the upgrade may proceed. The precheck script will **not** make any changes to the database: it merely performs various precautionary checks also done by the actual upgrade script. .. parsed-literal:: $ cd OMERO.server $ psql -h localhost -U **db_user** **omero_database** < sql/psql/|current_dbver|/|previous_dbver|-precheck.sql Password for user **db_user**: ... ... status --------------------------------------------------------------------- + + + YOUR DATABASE IS READY FOR UPGRADE TO VERSION |current_dbver| + + + (1 row) .. warning:: The :file:`sql/psql/OMERO5.4__0/OMERO5.3__1-precheck.sql` script referenced by the above :program:`psql` command assumes a planned upgrade from OMERO 5.3.4. If you are instead currently running OMERO 5.3.3 or an earlier 5.3.x version then you perform the precheck by using the above command with :file:`sql/psql/OMERO5.4__0/OMERO5.3__0-precheck.sql`. That script verifies that the database contains no trace of :secvuln:`2017-SV5-filename-2` having been exploited; this vulnerability was fixed in OMERO 5.3.4. .. _back-up-the-db: Perform a database backup ^^^^^^^^^^^^^^^^^^^^^^^^^ The first thing to do before **any** upgrade activity is to backup your database. .. parsed-literal:: $ pg_dump -h localhost -U **db_user** -Fc -f before_upgrade.db.dump **omero_database** Copy new binaries ^^^^^^^^^^^^^^^^^ Before copying the new binaries, stop the existing server:: $ cd OMERO.server $ omero admin stop Your OMERO configuration is stored using :file:`config.xml` in the :file:`etc/grid` directory under your OMERO.server directory. Assuming you have not made any file changes within your OMERO.server distribution directory, you are safe to follow the following upgrade procedure: .. parsed-literal:: $ cd .. $ mv OMERO.server OMERO.server-old $ unzip OMERO.server-|release|-ice36-byy.zip $ ln -s OMERO.server-|release|-ice36-byy OMERO.server $ cp OMERO.server-old/etc/grid/config.xml OMERO.server/etc/grid .. note:: ``byy`` **needs to be replaced** by the appropriate build number of OMERO.server. .. _upgradedb: Upgrade your database ^^^^^^^^^^^^^^^^^^^^^ .. warning:: This section only concerns users upgrading from a 5.3 or earlier server. If upgrading from a 5.4 or 5.5 server, you do not need to upgrade the database. Ensure Unicode character encoding """"""""""""""""""""""""""""""""" OMERO requires a Unicode-encoded database; without it, the upgrade script aborts with a message warning how the ``OMERO database character encoding must be UTF8``. From :command:`psql`:: # SELECT datname, pg_encoding_to_char(encoding) FROM pg_database; datname | pg_encoding_to_char ------------+--------------------- template1 | UTF8 template0 | UTF8 postgres | UTF8 omero | UTF8 (4 rows) Alternatively, simply run :command:`psql -l` and check the output. If your OMERO database is not Unicode-encoded with ``UTF8`` then it must be re-encoded. If you have the :command:`pg_upgradecluster` command available then its ``--locale`` option can effect the change in encoding. Otherwise, create a Unicode-encoded dump of your database: dump it :ref:`as before ` but to a different dump file and with an additional ``-E UTF8`` option. Then, create a Unicode-encoded database for OMERO and restore that dump into it with :command:`pg_restore`, similarly to :ref:`effecting a rollback `. If required to achieve this, the ``-E UTF8`` option is accepted by both :command:`initdb` and :command:`createdb`. Run the upgrade script """""""""""""""""""""" You **must** use the same username and password you have defined during :doc:`unix/server-installation`. For a large production system you should plan for the fact that the upgrade script may take several hours to run. .. parsed-literal:: $ cd OMERO.server $ psql -h localhost -U **db_user** **omero_database** < sql/psql/|current_dbver|/|previous_dbver|.sql Password for user **db_user**: ... ... status --------------------------------------------------------------------- + + + YOU HAVE SUCCESSFULLY UPGRADED YOUR DATABASE TO VERSION |current_dbver| + + + (1 row) If you are upgrading from a server earlier than 5.3, then you must run the earlier upgrade scripts in sequence before the one above. There is no need to download and run the server from an intermediate major release but you must still study the upgrade instructions for earlier versions in case there are additional steps. For example, any optional SQL scripts that affect the database probably run only on the specific version before the next upgrade script. .. note:: If you perform the database upgrade using *SQL shell*, make sure you are connected to the database using **db_user** before running the script. See :forum:`this forum thread ` for more information. .. warning:: The :file:`sql/psql/OMERO5.4__0/OMERO5.3__1.sql` script referenced by the above :program:`psql` command assumes upgrade from OMERO 5.3.4. If you are instead currently running OMERO 5.3.3 or an earlier 5.3.x version then you upgrade the database directly to OMERO 5.4.0 by using the above command with :file:`sql/psql/OMERO5.4__0/OMERO5.3__0.sql`. Optimize an upgraded database (optional) """""""""""""""""""""""""""""""""""""""" After you have run the upgrade script, you may want to optimize your database which can both save disk space and speed up access times. .. parsed-literal:: $ psql -h localhost -U **db_user** **omero_database** -c 'VACUUM FULL VERBOSE ANALYZE;' Merge script changes ^^^^^^^^^^^^^^^^^^^^ If any new official scripts have been added under ``lib/scripts`` or if you have modified any of the existing ones, then you will need to backup your modifications. Doing this, however, is not as simple as copying the directory over since the core developers will have also improved these scripts. For further information on managing your scripts, refer to :doc:`installing-scripts`. If you require help, please contact the OME developers. Update your environment variables and memory settings ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Environment variables """"""""""""""""""""" If you changed the directory name where the |release| server code resides, make sure to update any system environment variables. Before restarting the server, make sure your :envvar:`PATH` system environment variable is pointing to the new location. JVM memory settings """"""""""""""""""" Your memory settings should be copied along with :file:`etc/grid/config.xml`, but you can check the current settings by running :program:`omero admin jvmcfg`. See :ref:`jvm_memory_settings` for more information. Dependencies ^^^^^^^^^^^^ While upgrading the server you should keep OMERO.py dependencies up to date to ensure that security updates are applied: .. parsed-literal:: $ # first, activate virtualenv where omero-py is installed. Then upgrade: $ pip install --upgrade 'omero-py>=\ |version_py|' Restart your server ^^^^^^^^^^^^^^^^^^^ - Following a successful database upgrade, you can start the server. .. parsed-literal:: $ omero admin start - If anything goes wrong, please send the output of :program:`omero admin diagnostics` to ome-users@lists.openmicroscopy.org.uk. .. _restore-the-db: Restore a database backup ^^^^^^^^^^^^^^^^^^^^^^^^^ If the upgraded database or the new server version do not work for you, or you otherwise need to rollback to a previous database backup, you may want to restore a database backup. To do so, create a new database, .. parsed-literal:: $ createdb -h localhost -U postgres -E UTF8 -O **db_user** omero_from_backup restore the previous archive into this new database, :: $ pg_restore -Fc -d omero_from_backup before_upgrade.db.dump and configure your server to use it. :: $ omero config set omero.db.name omero_from_backup