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@@ -2,37 +2,37 @@
# <a name="TWiki_Upgrade_Guide"> TWiki Upgrade Guide </a>
-_Upgrading from the 01-Dec-2000 release to the new TWiki 01-Sep-2001_
+_Upgrade from TWiki 01-Dec-2000 to TWiki 01-Sep-2001 (previous to new full release)_
## <a name="Overview"> Overview </a>
-The latest version of TWiki (01-Sep-2001) involves several major new features and numerous enhancements of the last full version (01-Dec-2001). The file system set-up is almost identical, but much of the underlying data structure and processes are new. With all the changes, the upgrade procedure is straightforward, and your existing page data is imported directly.
+The latest version of TWiki (01-Sep-2001) involves several major new features and numerous enhancements to the last full version (01-Dec-2001). The file system set-up is almost identical, but much of the underlying data structure and processes are new. With all the changes, the upgrade procedure is straightforward, and your existing page data is imported directly.
## <a name="Upgrade_Requirements"> Upgrade Requirements </a>
* To upgrade from a 01-Dec-2000 standard installation to the new, next generation 01-Sep-2001 TWiki Production Release, follow the instructions below.
-* **_NOTE:_** To upgrade from a _pre-01-Dec-2000_ TWiki, start with %TWIKIWEB%.TWikiUpgradeTo01Dec2000.
+* **_NOTE:_** To upgrade from a **pre-01-Dec-2000** TWiki, start with %TWIKIWEB%.TWikiUpgradeTo01Dec2000.
-* To upgrade from a Beta of the new release, or if you've made custom modifications, read through the documentation and use the procedure below as a guideline.
+* To upgrade from a Beta of the new release, or if you made custom modifications to the application, read through all new reference documentation, then use the procedure below as a guideline.
## <a name="Major_Changes_from_TWiki_01_Dec_"> Major Changes from TWiki 01-Dec-2000 </a>
The 01 Sep 2001 release includes the following new features and enhancements:
-* **[[TWikiPlugins]]** - Easily install program enhancements using external plug-in modules. Developers can create plug-ins in Perl, with the [[TWikiPlugins]].
- * **[[InterwikiPlugin]]** (preinstalled) - Link to external sites with text aliases, `SiteAlias:Page`; rules are defined in [[InterWikis]]. (Get more Plugins from the TWiki:Plugins web.)
-* **[[TWikiTemplateSystem]]** - New, more flexible template system.
-* **[[TWikiSkins]]** - Overwrite template headers and footers; page content is unaffected.
-* **[[TWikiMetaData]]** - New data format
-* **[[TWikiFormTemplate]]** - Create multiple input forms per web; data is rendered in HTML tables.
-* **[[ManagingTopics]]** Individual pages can be managed through the browser. Deleted topics are stored in a common Trash web.
-* **[[TWikiUserAuthentication]]** Change and reset passwords using forms
+* **[[TWikiDocumentation]]** - Easily install program enhancements using external plug-in modules. Developers can create plug-ins in Perl, with the [[TWikiPlugins]].
+ * **[[TWikiDocumentation]]** (preinstalled) - Link to external sites with text aliases, `SiteAlias:Page`; rules are defined in [[InterWikis]]. (Get more Plugins from the TWiki:Plugins web.)
+* **[[TWikiDocumentation]]** - New, more flexible template system.
+* **[[TWikiDocumentation]]** - Overwrite template headers and footers; page content is unaffected.
+* **[[TWikiDocumentation]]** - New data format
+* **[[TWikiDocumentation]]** - Create multiple input forms per web; data is rendered in HTML tables.
+* **[[TWikiDocumentation]]** Individual pages can be managed through the browser. Deleted topics are stored in a common Trash web.
+* **[[TWikiDocumentation]]** Change and reset passwords using forms.
* **TOC (Table of Contents)** - <code>%TOC%</code> variable generates a hierarchical table of contents from topic headings: &lt;HI&gt;...&lt;H6&gt;. Set depth.
-* **ArbitraryTextForWikiWordLinks** - Text formatting rules to form links from any combination of words and spaces.
-* **AttachmentsUnderRevisionControl** Changes to files attached to topics - [[FileAttachments]] - are now tracked under revision control (RCS).
+* **[[TWIKIWEBTWikiVariables]]** - Text formatting rules to generate automatic links from any combination of words and spaces.
+* **\[[%TWIKIWEB%.FileAttachments]\[Attachments Under Revision Control]** Changes to files attached to topics - - are now tracked under revision control (RCS).
* **ConvertToXHTML10** - Templates and HTML page rendering are in XHTML 1.0 as far as possible without breaking HTML 3.2 compliance.
-* **HierarchicalNavigation**
+* **HierarchicalNavigation** uses new Meta Data variables to link hierarchically, for example, as in Yahoo! and other search sites.
The TWiki directory structure remains the same, with one exception, the new `lib/TWiki/Plugins` directory tree to for the main configuration file, library, internal modules and the new Plugin modules. Pre-existing files were formerly in `bin`.
@@ -64,9 +64,17 @@ Follow this step-by-step guide to upgrade the 01 Dec 2000 version to the 01 Sep
1. 1. Rename your original `twiki/templates` directory: ( `twiki/templates` ) <br />`mv $TWIKIROOT/templates $TWIKIROOT/templates.old`
2. Move the new templates to your original `twiki/templates` location: <br />`mv ~/tmp/templates $TWIKIROOT/templates`
- 3. \_\_Merge the changes in your current template files into the new template files. To compare two files use <br /> =diff -c $TWIKIROOT/templates.old/view.tmpl $TWIKIROOT/templates/view.tmpl | less=\_\_
- 4. Restore any additional template subdirectories of your TWiki webs you might have and merge the changes.
- 5. Test your TWiki installation to see if you can view topics.
+ 3. Customized templates and skins need to be upgraded to the [[TWikiDocumentation]]. The safest way is to use the new templates as a base and to merge your changes back. Changes in new templates:
+ * Changed format from HTML to XHTML.
+ * Templates are now rendered by TWiki. You can use all [[TWikiDocumentation]], but you have to escape unwanted ones. Also, remove empty lines unless you want a `=<p />` tag added.
+ * Added [[TWikiDocumentation]].
+ 4. The Form Templates replace the TWikiCategoryTable:
+ * [[TWikiDocumentation]] based on `twikicatitems.tmpl` in each web that used a Category Table.
+ * Searches need to be adjusted to deal with format change - if all topics are upgrades, a more specific search can be done.
+ 5. \_\_Merge the changes in your current template files into the new template files. To compare two files use <br /> =diff -c $TWIKIROOT/templates.old/view.tmpl $TWIKIROOT/templates/view.tmpl | less=\_\_
+ 6. For each web that has a custom <code>**notedited.tmpl**</code> template, create a [[WebTopicEditTemplate]] to conform with the new [[TWikiDocumentation]] feature. Retired `notedited.tmpl`, `notext.tmpl` and `notwiki.tmpl` templates.
+ 7. Restore any additional template subdirectories of your TWiki webs you might have and merge the changes.
+ 8. Test your TWiki installation to see if you can view topics.
### <a name="Step_5_Upgrade_public_files"> Step 5: Upgrade public files </a>
@@ -87,7 +95,32 @@ Follow this step-by-step guide to upgrade the 01 Dec 2000 version to the 01 Sep
* In case you want to exclude a web from a `web="all"` search: Set this new preference <br />`Set NOSEARCHALL = on`
7. The `WebSearch` topic has considerable changes. Copy the one from `TWiki.TWiki` into all webs, or merge them if you made changes. To copy, do an edit-copy-edit-paste operation.
8. **_Change the `WebHome` topics in all your webs to reflect these changes:_**
+ 9. If you are using <code>**.htaccess**</code>, add the `rename` script \* You may want to add `[ALLOW|DENY][WEB|TOPIC]RENAME` in some places, like %TWIKIWEB%TWikiPreferences, [[WebPreferences]] and %MAINWEB%.TWikiUsers
+
+### <a name="General_Format_Changes"> General Format Changes </a>
+
+* Format changed of <code>**%GMTIME\{"..."\}%**</code> and <code>**%SERVERTIME\{"..."\}%**</code> variables. Format is now <code>**"$hour:$min"**</code> instead of <code>**"hour:min"**</code>. More in %TWIKIWEB%.TWikiVariables.
+
+* [[ExtendingTableSyntax]]: Enhanced table syntax might have unwanted side effect: <code>**| \*bold\* |**</code> cells, <code>**|  center aligned  |**</code> and <code>**|   right aligned |**</code> cells, span multiple columns using <code>**| empty cells |||**</code>. More in %TWIKIWEB%.TextFormattingRules.
+
+* Use <code>**Net::SMTP**</code> module instead of <code>**sendmail**</code> if installed.
+
+* Use <code>**&lt;verbatim&gt; ... &lt;/verbatim&gt;**</code> tags instead of <code>**&lt;pre&gt; ... &lt;/pre&gt;**</code> tags where appropriate. More in %TWIKIWEB%.TextFormattingRules.
+
+* New variable <code>**%STARTINCLUDE%**</code> and <code>**%STOPINCLUDE%**</code> variables to control what gets included of a topic. More in %TWIKIWEB%.TWikiVariables.
+
+* [[FileAttachment]] info is now stored as [[TWikiDocumentation]].
+ * Upgrading of imported pagess is done automatically after first edit, on save. "In memory" upgrade is done on topic view.
+ * Attachments are now under revision control: `$attachAsciiPath` in `TWiki.cfg` defines which file types are stored in ASCII, otherwise, binary format is used. This means that the RCS version used should support binary files.
+
+* Handling for topic-specific templates like `edit.new.tmpl` has been removed and replaced by template topics in the new [[TWikiDocumentation]] )
+
+* A new file `warning.txt` file can appear in the `data` directory. It may contain diagnostic info identifying problems that need fixing. This file could get fairly large if you have a lot of problems your site - you can delete it at any time.
## <a name="Known_Upgrade_Issues"> Known Upgrade Issues </a>
* * Check <http://TWiki.org/cgi-bin/view/Codev/KnownIssuesOfTWiki01Sep2001> for known issues of TWiki 01 Sep 2001 (production release)
+
+* * **_Upgrading requires extensive changes be made to topics in the TWiki web._**
+
+-- [[Main/JohnTalintyre]] - 18 Jul 2001 <br />