Upgrading from Mayan EDMS 3.5.xΒΆ

  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==4.0.7
    

    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.