Version 4.0.13

Released: August 2, 2021

Status: Stable

Changes

Cabinets

The document cabinet list link was updated to require the same permission scheme as the view it references.

Documents

The document creation date time was enabled as a search field. The format of the date and time search field follows the scheme year-month-day hour:minute:seconds.

Indexing

The document index instance list link was updated to require the same permission scheme as the view it references.

OCR

The OCR submit GUI and API views now track correctly the user initiating the action when committing the event.

The text of the OCR events was fixed.

Organizations

The organization URL and host settings were improved. Django’s HttpRequest is now patched to make it easier to override the scheme and host of the installation.

The organization setting used to set the REST API URL base path was fixed. API endpoints that generate an URL now take into account the setting.

Other

  • Checkout test updates.

    • Silence debug output of tests.

    • Speed up tests using document stubs.

Removals

  • None

Upgrade process

Upgrading from Mayan EDMS 3.5.x

Direct deployment

  1. Stop supervisord:

    sudo systemctl stop supervisor
    
  2. Make a backup of your supervisord file:

    sudo cp /etc/supervisor/conf.d/mayan-edms.conf /etc/supervisor/conf.d/mayan-edms.conf.bck
    
  3. Make a backup of your database:

    Use the respective backup command for the database:

  4. Upgrade to the latest pip version:

    sudo -u mayan /opt/mayan-edms/bin/pip install -U pip
    
  5. Remove deprecated requirements:

    sudo -u mayan curl https://gitlab.com/mayan-edms/mayan-edms/raw/master/removals.txt -o /tmp/removals.txt \
    && sudo -u mayan /opt/mayan-edms/bin/pip uninstall -y -r /tmp/removals.txt
    
  6. Update the Mayan EDMS Python package:

    sudo -u mayan /opt/mayan-edms/bin/pip install mayan-edms==4.0.15
    

    the requirements will also be updated automatically.

  7. Create the user_settings/ folder inside the media folder and convert it into a Python module. This folder is used for custom setting modules. Adjust the path of the media folder for your installation:

    sudo -u mayan mkdir --parents /opt/mayan-edms/media/user_settings/
    sudo -u mayan touch /opt/mayan-edms/media/user_settings/__init__.py
    
  8. Update the Redis configuration to serve at least 3 databases:

    Replace:

    databases ...
    

    with:

    databases 3
    
  9. Edit the config file at /opt/mayan-edms/media/config.yml:

    Replace:

    LOCK_MANAGER_BACKEND: ...
    LOCK_MANAGER_BACKEND_ARGUMENTS: ...
    

    with:

    LOCK_MANAGER_BACKEND: mayan.apps.lock_manager.backends.redis_lock.RedisLock
    LOCK_MANAGER_BACKEND_ARGUMENTS: {'redis_url':'redis://:mayanredispassword@<IP address of Redis server>:6379/2'}
    
  10. Update the supervisord configuration file. Replace the environment variables values shown here with your respective settings. This step will refresh the supervisord configuration file with the new queues and the latest recommended layout:

    sudo -u mayan MAYAN_MEDIA_ROOT=/opt/mayan-edms/media/ \
    /opt/mayan-edms/bin/mayan-edms.py platformtemplate supervisord | sudo sh -c "cat > /etc/supervisor/conf.d/mayan-edms.conf"
    
  11. Edit the supervisord configuration file and update any setting specific to your installation:

    sudo vi /etc/supervisor/conf.d/mayan-edms.conf
    
  12. Migrate existing database schema and static media files with:

    sudo -u mayan MAYAN_MEDIA_ROOT=/opt/mayan-edms/media/ \
    /opt/mayan-edms/bin/mayan-edms.py performupgrade
    
  13. Start supervisord:

    sudo systemctl start supervisor
    
  14. Clear the browser cache to avoid loading old web assets.

The upgrade procedure is now complete.

Docker Compose

Check the Docker upgrading chapter for the complete upgrade process.

Troubleshooting

If you observe the errors:

  • mayan.apps.file_caching.models.CachePartitionFile.DoesNotExist: CachePartitionFile matching query does not exist.

or:

  • FileNotFoundError: [Errno 2] No such file or directory: '/var/lib/mayan/document_file_storage/...

follow the solution outlined in the troubleshooting section: After upgrade to version 4.0

Backward incompatible changes

  • None

Issues closed