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Updating the Core Software

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Updating the Core Software with Joe Shindelar This tutorial covers how to update the core software using the administrative interface or with Drush. By the end of this tutorial, you'll know how to update the core software, either through the administrative interface, or by using Drush commands. If you want to use Drush to perform the update, you'll need to make sure that Drush is installed first. It’s also a good idea to test this process on a development version of your site. If you haven’t already, now would be a good time to create a development version of your site. See the written version of this tutorial for links to each of the prerequisites. At a high level, the steps involved are as follows: 1. Make a backup, just in case anything goes wrong. 2. Put your site into maintenance mode 3. Update the core software’s code to the latest version 4. Run the database update script 5. Take the site out of maintenance mode, and, 6. Clear the cache for good measure Let’s walk through an example. First, make a complete backup of your site. In this case, I've made a backup using the mysqldump command, and created this sql.gz file, which is all of the database content for my site, as well as a .zip of the directory that contains all of the code that I’m going to be updating and replacing. In order for these updates to work, you'll need to be either logged in as a user with the Administer software updates permission or you can open the settings.php file under sites > default > settings.php. In the settings.php file, scroll down until you find the line, $settings [ ‘update_free_access’ ] like so, which, for security reasons, is set to FALSE by default. As needed, you can temporarily change the setting to TRUE, which overrides the need to be logged in when performing updates. I can change that here. The next thing that you’ll want to consider is temporarily disabling any caching technique your application might be using, like Varnish or Memcache, just to ensure that they don’t get in the way while performing an update. Then, put your site in maintenance mode. That can be done by clicking on Configuration, and then under Development > Maintenance mode, and checking the box for Put site into maintenance mode, and clicking Save configuration. The next step is to download the updated code. At this point, you’ve got to make a decision. If you're managing your site’s files with Composer, you'll want to use Composer to get the updated files. This is covered in another tutorial. Otherwise, you can download the code from Drupal.org and place it manually, or you can download it using Drush. To download it from Drupal.org, navigate to Drupal.org, and then click Download & Extend, select the current version of Drupal core, and then click to download either the tar.gz or the .zip file for the latest version. Once you’ve done that, you can extract it into a temporary directory, and then you need to copy all of the appropriate files from this new code that you just downloaded over the code that currently makes up your site. Let’s go ahead and do that. Be aware of hidden files. Things like the .htaccess file that comes with Drupal core are important to update as well. I’ll start by first removing the code from my existing site that I no longer need, which is everything that I haven’t customized. In this case, that’s all the files and folders excluding the modules, sites, and themes directory. I’ll leave those as is because they contain my customizations. I can come over here and grab all of the updated code, except for the modules, sites, and themes directory. And then I can come over here, in the code that I just downloaded, and grab all the updated files, except the ones that I don’t need modules, sites, and themes, and place those into my directory here of my existing site. Basically, just updating all of the code with the latest version. Alternatively, you can use Drush to download the archive and extract it in one step. You can do so by navigating to a temporary directory and then running the drush dl drupal command. Once Drush has completed downloading the files, the process is the same. You locate all of the files that you have not customized, and move those over to your site’s code, replacing the existing files. Either way, whether you download the files manually and extract the .zip file, or download them with Drush, once you’ve completed that step of updating the code, you need to run the database update script. Note that if you use Composer to manage your files, you'll pick back up here in the update process. You can run the updates in 1 of 2 ways, either by vising the update.php script in your browser. Once there, you can click the Continue button. It’ll list any pending database updates that you could review if you would like, and then click Apply pending updates. Once completed, you'll get a list of all of the successful updates. If you get any errors or warnings, you can re-run the update script again, until all of the updates have been completed successfully. Alternatively, if you're using Drush, you could run the drush updb command, which will do the same thing, run the database update scripts. Once that’s complete, if you changed the settings.php file earlier, you'll need to revert that now. Open settings.php in your editor and change the update_free_access line back from TRUE to FALSE. Then, back on your site, you can take your site out of maintenance mode Click on Administration pages, it takes you back to your site. You'll see the message here that you're operating in maintenance mode. You can click Go online, take the site out of maintenance mode. And finally, to verify that it worked, you can navigate to Reports, and then Status Report, and confirm that you're running the latest version of the core software. In this tutorial, we learned how to upgrade the core code after a security update, either manually or via Drush, as well as how to run the database update script in order to keep our site up-to-date and secure.

Video Details

Duration: 6 minutes and 23 seconds
Country: United States
Language: English
License: All rights reserved
Genre: None
Views: 3
Posted by: drupalizeme on Dec 1, 2017

Updating the Core Software

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