[documentation] [Documentation bug] Suggest clarifications of update.txt for Drupal 5.0

[bart]

Issue status update for 
http://drupal.org/node/82488
Post a follow up: 
http://drupal.org/project/comments/add/82488

 Project:      Documentation
 Version:      <none>
 Component:    Installation
 Category:     bug reports
 Priority:     normal
 Assigned to:  Anonymous
 Reported by:  bart at drupal.energybulletin.org
 Updated by:   bart at drupal.energybulletin.org
 Status:       active

After consulting the Drupal books by Mercer and Douglass, I created the
following suggested revision to upgrade.txt. - Bart 



* Disable contributed modules in your Drupal site and revert to a
default theme.  Make a list of contributed modules and themes.
* Back up your database and the directory containing the Drupal files.
Important information for the upgrade resides in the configuration
files(s), such as <drupal_directory>/sites/default/settings.php.
* Access your Drupal site, and log on as the user with user ID 1 (the
first user you added during the installation - the administrator).
* Remove all the old Drupal files that came with the original
installation. Do not remove added files, such as any user-uploaded
files.
* Unpack the new Drupal files into the directory from which you run
Drupal.
* Edit the new configuration file(s), such as
<drupal_directory>/sites/default/settings.php, to make sure it has the
latest and correct information. For example, you will probably re-set
the values for $db_url and $base_url. Check the old configuration file
in the backup you made for the proper settings.
* Run update.php by accessing http://<your_site_url>/update.php.
* Download and add contributed modules and themes for your site, once
they have been upgraded for the new release of Drupal.


bart at drupal.energybulletin.org



Previous comments:
------------------------------------------------------------------------

Tue, 05 Sep 2006 10:16:18 +0000 : bart at drupal.energybulletin.org

I'm a newbie trying out the process for upgrading to Drupal 5.0.  The
upgrade.txt file is concise but it is confusing for people who haven't
gone through the process. Below I reproduce the existing version of the
update.txt file, then I give a suggested re-write of the steps to make
them clearer. I've also included questions that arose in my mind as I
tried the process.  I may have misunderstood how the process is supposed
to work. -Bart 


--------------- EXISTING VERSION  -----------


// $Id: UPGRADE.txt,v 1.3 2006/07/10 19:27:52 dries Exp $


UPGRADING
---------


1. Backup your database and Drupal directory - especially your
   sites-directory which contains your configuration file and
   any added modules and themes.


2. Log on as the user with user ID 1.


3. Remove all the old Drupal files then unpack the new Drupal
   files into the directory that you run Drupal from.


4. Modify the new configuration file to make sure
   it has the latest and correct information.


5. Run update.php by visiting http://www.example.com/update.php.


---------------  SUGGESTED RE-WRITE and QUESTIONS -------------


1. Back up your database and the directory containing the existing
Drupal files.  Particularly important to back up is the configuration
file (DRUPAL_DIRECTORY/sites/default/settings.php). It's also important
to have any added themes and modules backed up; these are located in the
themes and modules sub-directories.


QUESTION: Why is it important to back up the added themes and modules? 
I don't see that they are used in the upgrade process. Is it just for
insurance in case the upgrade fails?


2. Access your Drupal site, and log on as the user with user ID 1 (the
first user you added during the installation - the administrator).


QUESTION: Do you mean the user should log on to Drupal -- even though
he or she is going to be deleting all the Drupal files? 


3. Remove all the old Drupal files, and then unpack the new Drupal
   files into the directory from which you run Drupal.


QUESTION: Do you mean delete EVERYTHING in the Drupal directory?  All
files and sub-directories? Including the modules and themes directories?
 If so, maybe add a sentence explaining it: "The added modules and
themes will be re-added during the update process."


4. Edit the new configuration file
(DRUPAL_DIRECTORY/sites/default/settings.php) to make sure it has the
latest and correct information.  For example, you will probably re-set
the values for $db_url and $base_url.  Check the old configuration file
in the backup you made for the proper settings.


5. Run update.php by visiting http://YOUR_SITE_URL/update.php.