DSpace Upgrade and Platform Migration

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Eric Schewe

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Jul 14, 2016, 7:23:47 PM7/14/16
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We currently have DSpace 1.8.2 sitting on a CentOS 5 server.

 

The application owner has requested an upgrade to the latest version. I see that DSpace 5.x has requirements that cannot be met by a CentOS 5 server so my plan is to build a new CentOS 7 server and to migrate DSpace to it.

 

Am I correct in assuming the best way for me to accomplish this would be:

 

1.       Build new CentOS 7 server

2.       Setup DSpace 1.8.2 on it

3.       Migrate existing installation from CentOS 5 to the new CentOS 7 server

4.       Verify functionality and data integrity

5.       Upgrade DSpace 1.8.2 to 5.x on the CentOS 7 server

 

Or is there a better way?

 

Is there a documented or recommended process for migrating DSpace from one server to another?

 

Stuart A. Yeates

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Jul 14, 2016, 7:38:14 PM7/14/16
to Eric Schewe, DSpace Technical Support
An alternative would be to migrate using METS-based SIPs, as per https://wiki.duraspace.org/display/DSDOC18/AIP+Backup+and+Restore

This is a data-centric approach and some dspace-specific settings and customisations may be lost.

cheers
stuart

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Tim Donohue

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Jul 15, 2016, 10:22:48 AM7/15/16
to Eric Schewe, DSpace Technical Support

Hi Eric,

To me, your upgrade route may be the safest, as it would allow you to first verify the 1.8.x content/settings are moved to CentOS7 properly before performing the upgrade to 5.x.

However, that said, it is possible to do this without installing DSpace 1.8.2 on CentOS 7.

1. Build new CentOS 7 server

2. Install an empty version of DSpace 5 on it (with all its new prerequisites). Make sure it looks to be working, then stop Tomcat.
3. Migrate [dspace.dir]/assetstore/ folder from DSpace 1.8.2 over to CentOS 7 server (This migrates all files/bitstreams stored in DSpace)
4. Drop the empty DSpace 5.x database that was created in step #2.  Migrate the 1.8.2 database over in its place (using the same DB name/user). (This migrates over your metadata / relationships)
5. Start up Tomcat. At this point, your 1.8.x database will automatically be upgraded to the 5.x database schema (i.e. all metadata/relationships/tables should updated automatically).  You can also manually trigger this without starting Tomcat, by running [dspace.dir]/bin/dspace migrate on the CentOS 7 server (see Step #10 in the 5.x upgrade procedure linked below)
6. At this point in time, you should have a "default" themed DSpace 5 site, with all your data (files and metadata) from your 1.8.2 site.  You'll then need to migrate any configuration or theme changes you've made into 5.x.  In some scenarios it might be easier to simply re-do them, though many configs may be easy to just copy over.

Much more info about this process is in the 5.x upgrade steps: https://wiki.duraspace.org/display/DSDOC5x/Upgrading+DSpace

Which route you choose may be dependent on your local setup.  Skipping installing DSpace 1.8.2 on CentOS 7 may be easier in some ways, but it also can be a bit more risky if things went wrong (as it may be harder to determine if the problem occurred during moving data from one server to the other, or during the actual upgrade of 1.8.2 to 5.x.   However, if you have a test server available, you might be able to run a test of the migration initially to see if there are any issues. If not, then skipping the re-install of 1.8.2 may be the way to go. But, if there are issues you encounter in a test upgrade, then your list of steps may be the safer one.

Good luck!  Let us know on the list if you run into any issues along the way.

Tim

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manindra gunnam

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Aug 1, 2016, 6:19:48 AM8/1/16
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Hi everyone,

Can i have a clear installation steps of dspace 5.2 on centos 6.x and migrating data from old server which was working on redhat 5 with dspace version 1.5.0 something.

Please help me.
I need to do this as early as possible.

Thank you,
Manindra Gunnam
+91 8008498797
+91 9951573141

manindra gunnam

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Aug 1, 2016, 6:23:28 AM8/1/16
to DSpace Technical Support, sch...@gmail.com


On Monday, August 1, 2016 at 3:49:48 PM UTC+5:30, manindra gunnam wrote:
Hi everyone,

Can i have a clear installation steps of dspace 5.2 on centos 6.x and migrating data from old server which was working on redhat 5 with dspace version 1.5.0 something.

Please help me.
I need to do this as early as possible.

Adding to the above postgresql was been used...still using the same but of higher version 9.0.
Instruct me how to take backup and restore the data by posgresql.... i tried it but am getting so many errors while restoring.

 

dhe...@jhu.edu

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Aug 1, 2016, 1:30:42 PM8/1/16
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Manindra-

You (and perhaps the OP) may find this useful: https://github.com/dheles/dspace-vagrant

It's a bit of a work-in-progress*, but it will install DSpace 5.5 on a VM using Vagrant, and then, provided a backup of your DSpace database, restore and upgrade it. It basically automates the process Tim described above. Even if you don't want to use it directly, the scripts therein may serve as a pretty good roadmap for you to follow.

* As in it works, but I'm still tweaking it as I make refinements to the process.

HTH,
-drew

Drew Heles
Software Engineer
Library Applications Group
Sheridan Libraries
Johns Hopkins University


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