Chris@0: INTRODUCTION
Chris@0: ------------
Chris@0: This document describes how to update your Drupal site between 8.x.x minor and
Chris@0: patch versions; for example, from 8.1.2 to 8.1.3, or from 8.3.5 to 8.4.0.
Chris@0: 
Chris@0: To upgrade from a previous major version (for example, Drupal 6 or 7), the
Chris@0: process involves importing site configuration and content from your old site
Chris@0: into a new Drupal 8 site. The tools and process are currently experimental,
Chris@0: rather than being fully supported, so be sure to test in a development
Chris@0: environment. You will need to use the core Migrate Drupal UI module which
Chris@0: provides a user interface for the Migrate and Migrate Drupal modules included
Chris@0: in core. See https://www.drupal.org/upgrade/migrate for details, and
Chris@0: https://www.drupal.org/node/2167633 for known issues.
Chris@0: 
Chris@0: First steps and definitions:
Chris@0: 
Chris@0:   * If you are upgrading to Drupal version x.y.z, then x is known as the major
Chris@0:     version number, y is known as the minor version number, and z is known as
Chris@0:     the patch version number. The download file will be named
Chris@0:     drupal-x.y.z.tar.gz (or drupal-x.y.z.zip). Previous Drupal versions used
Chris@0:     only x.y (MAJOR.MINOR) to designate their versions.
Chris@0: 
Chris@0:   * All directories mentioned in this document are relative to the directory of
Chris@0:     your Drupal installation.
Chris@0: 
Chris@0:   * Make a full backup of all files, directories, and your database(s) before
Chris@0:     starting, and save it outside your Drupal installation directory.
Chris@0:     Instructions may be found at
Chris@0:     https://www.drupal.org/upgrade/backing-up-the-db
Chris@0: 
Chris@0:   * It is wise to try an update or upgrade on a test copy of your site before
Chris@0:     applying it to your live site. Even minor updates can cause your site's
Chris@0:     behavior to change.
Chris@0: 
Chris@0:   * Each new release of Drupal has release notes, which explain the changes made
Chris@0:     since the previous version and any special instructions needed to update or
Chris@0:     upgrade to the new version. You can find a link to the release notes for the
Chris@0:     version you are upgrading or updating to on the Drupal project page
Chris@0:     (https://www.drupal.org/project/drupal).
Chris@0: 
Chris@0: UPDATE PROBLEMS
Chris@0: ----------------
Chris@0: If you encounter errors during this process,
Chris@0: 
Chris@0:   * Note any error messages you see.
Chris@0: 
Chris@0:   * Restore your site to its previous state, using the file and database backups
Chris@0:     you created before you started the update process. Do not attempt to do
Chris@0:     further updates on a site that had update problems.
Chris@0: 
Chris@0:   * Consult one of the support options listed on https://www.drupal.org/support
Chris@0: 
Chris@0: More in-depth information on updating and upgrading can be found at
Chris@0: https://www.drupal.org/upgrade
Chris@0: 
Chris@0: MINOR AND PATCH VERSION UPDATES
Chris@0: -------------------------------
Chris@0: To update from one 8.x.x version of Drupal to any later 8.x.x version, after
Chris@0: following the instructions in the INTRODUCTION section at the top of this file:
Chris@0: 
Chris@0: 1. Log in as a user with the permission "Administer software updates".
Chris@0: 
Chris@0: 2. Go to Administration > Configuration > Development > Maintenance mode.
Chris@0:    Enable the "Put site into maintenance mode" checkbox and save the
Chris@0:    configuration.
Chris@0: 
Chris@0: 3. Remove the 'core' and 'vendor' directories. Also remove all of the files
Chris@0:    in the top-level directory, except any that you added manually.
Chris@0: 
Chris@0:    If you made modifications to files like .htaccess, composer.json, or
Chris@0:    robots.txt you will need to re-apply them from your backup, after the new
Chris@0:    files are in place.
Chris@0: 
Chris@0:    Sometimes an update includes changes to default.settings.php (this will be
Chris@0:    noted in the release notes). If that's the case, follow these steps:
Chris@0: 
Chris@0:    - Locate your settings.php file in the /sites/* directory. (Typically
Chris@0:      sites/default.)
Chris@0: 
Chris@0:    - Make a backup copy of your settings.php file, with a different file name.
Chris@0: 
Chris@0:    - Make a copy of the new default.settings.php file, and name the copy
Chris@0:      settings.php (overwriting your previous settings.php file).
Chris@0: 
Chris@0:    - Copy the custom and site-specific entries from the backup you made into the
Chris@0:      new settings.php file. You will definitely need the lines giving the
Chris@0:      database information, and you will also want to copy in any other
Chris@0:      customizations you have added.
Chris@0: 
Chris@0:    You can find the release notes for your version at
Chris@0:    https://www.drupal.org/project/drupal. At bottom of the project page under
Chris@0:    "Downloads" use the link for your version of Drupal to view the release
Chris@0:    notes. If your version is not listed, use the 'View all releases' link. From
Chris@0:    this page you can scroll down or use the filter to find your version and its
Chris@0:    release notes.
Chris@0: 
Chris@0: 4. Download the latest Drupal 8.x.x release from https://www.drupal.org to a
Chris@0:    directory outside of your web root. Extract the archive and copy the files
Chris@0:    into your Drupal directory.
Chris@0: 
Chris@0:    On a typical Unix/Linux command line, use the following commands to download
Chris@0:    and extract:
Chris@0: 
Chris@0:      wget https://www.drupal.org/files/projects/drupal-x.y.z.tar.gz
Chris@0:      tar -zxvf drupal-x.y.z.tar.gz
Chris@0: 
Chris@0:    This creates a new directory drupal-x.y.z/ containing all Drupal files and
Chris@0:    directories. Copy the files into your Drupal installation directory:
Chris@0: 
Chris@0:      cp -R drupal-x.y.z/* drupal-x.y.z/.htaccess /path/to/your/installation
Chris@0: 
Chris@0:    If you do not have command line access to your server, download the archive
Chris@0:    from https://www.drupal.org using your web browser, extract it, and then use
Chris@0:    an FTP client to upload the files to your web root.
Chris@0: 
Chris@0: 5. Re-apply any modifications to files such as .htaccess, composer.json, or
Chris@0:    robots.txt.
Chris@0: 
Chris@0: 6. Run update.php by visiting http://www.example.com/update.php (replace
Chris@0:    www.example.com with your domain name). This will update the core database
Chris@0:    tables.
Chris@0: 
Chris@0:    If you are unable to access update.php do the following:
Chris@0: 
Chris@0:    - Open settings.php with a text editor.
Chris@0: 
Chris@0:    - Find the line that says:
Chris@0:      $settings['update_free_access'] = FALSE;
Chris@0: 
Chris@0:    - Change it into:
Chris@0:      $settings['update_free_access'] = TRUE;
Chris@0: 
Chris@0:    - Once the update is done, $settings['update_free_access'] must be reverted
Chris@0:      to FALSE.
Chris@0: 
Chris@0: 7. Go to Administration > Reports > Status report. Verify that everything is
Chris@0:    working as expected.
Chris@0: 
Chris@0: 8. Ensure that $settings['update_free_access'] is FALSE in settings.php.
Chris@0: 
Chris@0: 9. Go to Administration > Configuration > Development > Maintenance mode.
Chris@0:    Disable the "Put site into maintenance mode" checkbox and save the
Chris@0:    configuration.
Chris@0: