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Upgrade from v9 to v10 - Turn-key research data management repository
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class="md-nav__link"> <span class="md-ellipsis"> Add fields to communities </span> </a> </li> </ul> </nav> </li> </ul> </nav> </li> <li class="md-nav__item"> <a href="../../../customize/record_landing_page/" class="md-nav__link"> <span class="md-ellipsis"> Record landing page </span> </a> </li> <li class="md-nav__item"> <a href="../../../customize/static_pages/" class="md-nav__link"> <span class="md-ellipsis"> Static pages </span> </a> </li> <li class="md-nav__item"> <a href="../../../customize/dois/" class="md-nav__link"> <span class="md-ellipsis"> DOI registration </span> </a> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_4_11" > <label class="md-nav__link" for="__nav_4_11" id="__nav_4_11_label" tabindex="0"> <span class="md-ellipsis"> Other PIDs integrations </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_4_11_label" 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href="../../../customize/i18n-and-l10n/" class="md-nav__link"> <span class="md-ellipsis"> Internationalisation (i18n) and Localisation (l10n) </span> </a> </li> <li class="md-nav__item"> <a href="../../../customize/notifications/" class="md-nav__link"> <span class="md-ellipsis"> Notifications </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_5" > <label class="md-nav__link" for="__nav_5" id="__nav_5_label" tabindex="0"> <span class="md-ellipsis"> Develop </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_5_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_5"> <span class="md-nav__icon md-icon"></span> Develop </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../develop/" class="md-nav__link"> <span class="md-ellipsis"> Overview </span> </a> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_5_2" > <label class="md-nav__link" for="__nav_5_2" id="__nav_5_2_label" tabindex="0"> <span class="md-ellipsis"> Getting started </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_5_2_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_5_2"> <span class="md-nav__icon md-icon"></span> Getting started </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../develop/getting-started/source-code/" class="md-nav__link"> <span class="md-ellipsis"> Source code </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/getting-started/package-development/" class="md-nav__link"> <span class="md-ellipsis"> Package development </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/getting-started/instance-development/" class="md-nav__link"> <span class="md-ellipsis"> Instance development </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/getting-started/debugging/" class="md-nav__link"> <span class="md-ellipsis"> Debugging </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/getting-started/code-style/" class="md-nav__link"> <span class="md-ellipsis"> Coding style </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/getting-started/virtualenvs/" class="md-nav__link"> <span class="md-ellipsis"> Virtual environments </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/getting-started/help/" class="md-nav__link"> <span class="md-ellipsis"> Getting help </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/process/" class="md-nav__link"> <span class="md-ellipsis"> Development process </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_5_3" > <label class="md-nav__link" for="__nav_5_3" id="__nav_5_3_label" tabindex="0"> <span class="md-ellipsis"> Best practices </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_5_3_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_5_3"> <span class="md-nav__icon md-icon"></span> Best practices </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../develop/best-practices/accessibility/" class="md-nav__link"> <span class="md-ellipsis"> Accessibility (a11y) </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/best-practices/commits/" class="md-nav__link"> <span class="md-ellipsis"> Commits, PRs & reviews </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/best-practices/css-js/" class="md-nav__link"> <span class="md-ellipsis"> CSS/JavaScript </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/best-practices/react/" class="md-nav__link"> <span class="md-ellipsis"> React </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/best-practices/ui/" class="md-nav__link"> <span class="md-ellipsis"> User interface </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_5_4" > <label class="md-nav__link" for="__nav_5_4" id="__nav_5_4_label" tabindex="0"> <span class="md-ellipsis"> Topic guides </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_5_4_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_5_4"> <span class="md-nav__icon md-icon"></span> Topic guides </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../develop/topics/resource/" class="md-nav__link"> <span class="md-ellipsis"> Building resources </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/topics/service/" class="md-nav__link"> <span class="md-ellipsis"> Building services </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/topics/serializers/" class="md-nav__link"> <span class="md-ellipsis"> Building serializers </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/topics/uow/" class="md-nav__link"> <span class="md-ellipsis"> Grouping atomic operations </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/topics/validation/" class="md-nav__link"> <span class="md-ellipsis"> Sanitize input data </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/topics/theming/" class="md-nav__link"> <span class="md-ellipsis"> Theming </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/topics/administration_panel/" class="md-nav__link"> <span class="md-ellipsis"> Administration panel </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_5_5" > <label class="md-nav__link" for="__nav_5_5" id="__nav_5_5_label" tabindex="0"> <span class="md-ellipsis"> How-to guides </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_5_5_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_5_5"> <span class="md-nav__icon md-icon"></span> How-to guides </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../develop/howtos/i18n/" class="md-nav__link"> <span class="md-ellipsis"> Translation (i18n) </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/howtos/custom_fields/" class="md-nav__link"> <span class="md-ellipsis"> Create a new custom field </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/howtos/custom_code/" class="md-nav__link"> <span class="md-ellipsis"> Create custom code and views </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/howtos/add_javascript/" class="md-nav__link"> <span class="md-ellipsis"> Add JavaScript </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/howtos/override_components/" class="md-nav__link"> <span class="md-ellipsis"> Override UI React components </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/howtos/search_terms_migration/" class="md-nav__link"> <span class="md-ellipsis"> Create search terms mappings </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/howtos/alembic/" class="md-nav__link"> <span class="md-ellipsis"> Create a database migration </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/howtos/security-fix/" class="md-nav__link"> <span class="md-ellipsis"> Fix a vulnerability </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/howtos/dev_email/" class="md-nav__link"> <span class="md-ellipsis"> Test emails locally </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/howtos/route_migration/" class="md-nav__link"> <span class="md-ellipsis"> Migrate legacy routes </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/howtos/backup_search_indices/" class="md-nav__link"> <span class="md-ellipsis"> Back up search indices </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/howtos/restrict_access/" class="md-nav__link"> <span class="md-ellipsis"> Restrict access to pages </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/howtos/notifications/" class="md-nav__link"> <span class="md-ellipsis"> Create and configure notifications </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_5_6" > <label class="md-nav__link" for="__nav_5_6" id="__nav_5_6_label" tabindex="0"> <span class="md-ellipsis"> Architecture </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_5_6_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_5_6"> <span class="md-nav__icon md-icon"></span> Architecture </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../develop/architecture/" class="md-nav__link"> <span class="md-ellipsis"> Introduction </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/architecture/infrastructure/" class="md-nav__link"> <span class="md-ellipsis"> Infrastructure </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/architecture/software/" class="md-nav__link"> <span class="md-ellipsis"> Software </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/architecture/runtime/" class="md-nav__link"> <span class="md-ellipsis"> Runtime </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/architecture/requests/" class="md-nav__link"> <span class="md-ellipsis"> Requests </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/architecture/communities/" class="md-nav__link"> <span class="md-ellipsis"> Communities </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/architecture/records/" class="md-nav__link"> <span class="md-ellipsis"> Records </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/architecture/event_handling/" class="md-nav__link"> <span class="md-ellipsis"> Event handling </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/architecture/notifications/" class="md-nav__link"> <span class="md-ellipsis"> Notifications </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/architecture/reading/" class="md-nav__link"> <span class="md-ellipsis"> Recommended reading </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_5_7" > <label class="md-nav__link" for="__nav_5_7" id="__nav_5_7_label" tabindex="0"> <span class="md-ellipsis"> Concepts </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_5_7_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_5_7"> <span class="md-nav__icon md-icon"></span> Concepts </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../develop/concepts/concurrency-control/" class="md-nav__link"> <span class="md-ellipsis"> Optimistic concurrency control </span> </a> </li> <li class="md-nav__item"> <a href="../../../develop/concepts/transactions/" class="md-nav__link"> <span class="md-ellipsis"> Database transaction management </span> </a> </li> </ul> </nav> </li> </ul> </nav> </li> <li class="md-nav__item"> <a href="../../../deploy/" class="md-nav__link"> <span class="md-ellipsis"> Deploy </span> </a> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_7" > <label class="md-nav__link" for="__nav_7" id="__nav_7_label" tabindex="0"> <span class="md-ellipsis"> Reference </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_7_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_7"> <span class="md-nav__icon md-icon"></span> Reference </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../reference/" class="md-nav__link"> <span class="md-ellipsis"> Overview </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/cli/" class="md-nav__link"> <span class="md-ellipsis"> CLI </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/configuration/" class="md-nav__link"> <span class="md-ellipsis"> Configuration </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/metadata/" class="md-nav__link"> <span class="md-ellipsis"> Metadata </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/metadata/optional_metadata/" class="md-nav__link"> <span class="md-ellipsis"> Optional metadata </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/oai_pmh/" class="md-nav__link"> <span class="md-ellipsis"> OAI-PMH </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/export_formats/" class="md-nav__link"> <span class="md-ellipsis"> Export formats </span> </a> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_7_8" > <label class="md-nav__link" for="__nav_7_8" id="__nav_7_8_label" tabindex="0"> <span class="md-ellipsis"> REST API </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_7_8_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_7_8"> <span class="md-nav__icon md-icon"></span> REST API </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../reference/rest_api_index/" class="md-nav__link"> <span class="md-ellipsis"> Overview </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_quickstart/" class="md-nav__link"> <span class="md-ellipsis"> Quickstart </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_communities/" class="md-nav__link"> <span class="md-ellipsis"> Communities </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_drafts_records/" class="md-nav__link"> <span class="md-ellipsis"> Drafts and Records </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_groups/" class="md-nav__link"> <span class="md-ellipsis"> Groups </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_members/" class="md-nav__link"> <span class="md-ellipsis"> Members </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_requests/" class="md-nav__link"> <span class="md-ellipsis"> Requests </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_users/" class="md-nav__link"> <span class="md-ellipsis"> Users </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_reviews/" class="md-nav__link"> <span class="md-ellipsis"> Reviews </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_vocabularies/" class="md-nav__link"> <span class="md-ellipsis"> Vocabularies </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_names/" class="md-nav__link"> <span class="md-ellipsis"> Names </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_funders/" class="md-nav__link"> <span class="md-ellipsis"> Funders </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_awards/" class="md-nav__link"> <span class="md-ellipsis"> Awards </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_oaipmh_sets/" class="md-nav__link"> <span class="md-ellipsis"> OAI-PMH Sets </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/rest_api_statistics/" class="md-nav__link"> <span class="md-ellipsis"> Statistics </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_7_9" > <label class="md-nav__link" for="__nav_7_9" id="__nav_7_9_label" tabindex="0"> <span class="md-ellipsis"> Custom fields </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_7_9_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_7_9"> <span class="md-nav__icon md-icon"></span> Custom fields </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../reference/custom_fields/widgets/" class="md-nav__link"> <span class="md-ellipsis"> UI widgets </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_7_10" > <label class="md-nav__link" for="__nav_7_10" id="__nav_7_10_label" tabindex="0"> <span class="md-ellipsis"> Administration </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_7_10_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_7_10"> <span class="md-nav__icon md-icon"></span> Administration </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../reference/administration_reference/" class="md-nav__link"> <span class="md-ellipsis"> Reference </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item"> <a href="../../../reference/file_storage/" class="md-nav__link"> <span class="md-ellipsis"> File storage </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/statistics/" class="md-nav__link"> <span class="md-ellipsis"> Usage statistics </span> </a> </li> <li class="md-nav__item"> <a href="../../../reference/notifications/" class="md-nav__link"> <span class="md-ellipsis"> Notifications </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--active md-nav__item--section md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_8" checked> <label class="md-nav__link" for="__nav_8" id="__nav_8_label" tabindex=""> <span class="md-ellipsis"> Releases </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_8_label" aria-expanded="true"> <label class="md-nav__title" for="__nav_8"> <span class="md-nav__icon md-icon"></span> Releases </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../" 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v7 to v8 </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_8_8_3" > <label class="md-nav__link" for="__nav_8_8_3" id="__nav_8_8_3_label" tabindex="0"> <span class="md-ellipsis"> Version v7.0 </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="3" aria-labelledby="__nav_8_8_3_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_8_8_3"> <span class="md-nav__icon md-icon"></span> Version v7.0 </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../v7/version-v7.0.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v7.0 </span> </a> </li> <li class="md-nav__item"> <a href="../../v7/upgrade-v7.0/" class="md-nav__link"> <span class="md-ellipsis"> Upgrade from v6 to v7 </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle 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aria-labelledby="__nav_8_8_8_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_8_8_8"> <span class="md-nav__icon md-icon"></span> Version v2.0 </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../v2/version-v2.0.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v2.0 </span> </a> </li> <li class="md-nav__item"> <a href="../../v2/upgrade-v2.0/" class="md-nav__link"> <span class="md-ellipsis"> Upgrade from v1 to v2 </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_8_8_9" > <label class="md-nav__link" for="__nav_8_8_9" id="__nav_8_8_9_label" tabindex="0"> <span class="md-ellipsis"> Version v1.0 </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="3" aria-labelledby="__nav_8_8_9_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_8_8_9"> <span 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class="md-nav__title" for="__nav_10"> <span class="md-nav__icon md-icon"></span> Onboard & Contribute </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../contribute/" class="md-nav__link"> <span class="md-ellipsis"> Overview </span> </a> </li> <li class="md-nav__item"> <a href="../../../contribute/onboarding/" class="md-nav__link"> <span class="md-ellipsis"> Onboarding </span> </a> </li> <li class="md-nav__item"> <a href="../../../contribute/code-of-conduct/" class="md-nav__link"> <span class="md-ellipsis"> Code of conduct </span> </a> </li> <li class="md-nav__item"> <a href="../../../contribute/copyright-policy/" class="md-nav__link"> <span class="md-ellipsis"> Copyright policy </span> </a> </li> <li class="md-nav__item"> <a href="../../../contribute/roadmap/" class="md-nav__link"> <span class="md-ellipsis"> Roadmap </span> </a> </li> <li class="md-nav__item"> <a href="../../../contribute/translators-guide/" class="md-nav__link"> <span class="md-ellipsis"> Translators guide </span> </a> </li> </ul> </nav> </li> </ul> </nav> </div> </div> </div> <div class="md-sidebar md-sidebar--secondary" data-md-component="sidebar" data-md-type="toc" > <div class="md-sidebar__scrollwrap"> <div class="md-sidebar__inner"> <nav class="md-nav md-nav--secondary" aria-label="Table of contents"> <label class="md-nav__title" for="__toc"> <span class="md-nav__icon md-icon"></span> Table of contents </label> <ul class="md-nav__list" data-md-component="toc" data-md-scrollfix> <li class="md-nav__item"> <a href="#prerequisites" class="md-nav__link"> <span class="md-ellipsis"> Prerequisites </span> </a> </li> <li class="md-nav__item"> <a href="#upgrade-steps" class="md-nav__link"> <span class="md-ellipsis"> Upgrade Steps </span> </a> <nav class="md-nav" aria-label="Upgrade Steps"> <ul class="md-nav__list"> <li class="md-nav__item"> <a href="#elasticsearch-check" class="md-nav__link"> <span class="md-ellipsis"> Elasticsearch check </span> </a> </li> <li class="md-nav__item"> <a href="#installing-the-latest-versions" class="md-nav__link"> <span class="md-ellipsis"> Installing the Latest Versions </span> </a> <nav class="md-nav" aria-label="Installing the Latest Versions"> <ul class="md-nav__list"> <li class="md-nav__item"> <a href="#migrate-to-opensearch" class="md-nav__link"> <span class="md-ellipsis"> Migrate to OpenSearch </span> </a> </li> <li class="md-nav__item"> <a href="#upgrade-inveniordm" class="md-nav__link"> <span class="md-ellipsis"> Upgrade InvenioRDM </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item"> <a href="#re-index-data" class="md-nav__link"> <span class="md-ellipsis"> Re-index data </span> </a> </li> <li class="md-nav__item"> <a href="#re-build-assets" class="md-nav__link"> <span class="md-ellipsis"> Re-build assets </span> </a> </li> <li class="md-nav__item"> <a href="#data-migration" class="md-nav__link"> <span class="md-ellipsis"> Data Migration </span> </a> </li> <li class="md-nav__item"> <a href="#complete-re-indexing" class="md-nav__link"> <span class="md-ellipsis"> Complete re-indexing </span> </a> </li> <li class="md-nav__item"> <a href="#accessing-the-administration-panel" class="md-nav__link"> <span class="md-ellipsis"> Accessing the Administration panel </span> </a> <nav class="md-nav" aria-label="Accessing the Administration panel"> <ul class="md-nav__list"> <li class="md-nav__item"> <a href="#allow-specific-users" class="md-nav__link"> <span class="md-ellipsis"> Allow specific users </span> </a> </li> <li class="md-nav__item"> <a href="#allow-by-role" class="md-nav__link"> <span class="md-ellipsis"> Allow by role </span> </a> </li> </ul> </nav> </li> </ul> </nav> </li> </ul> </nav> </div> </div> </div> <div class="md-content" data-md-component="content"> <article class="md-content__inner md-typeset"> <h1 id="upgrading-from-v9-to-v10">Upgrading from v9 to v10<a class="headerlink" href="#upgrading-from-v9-to-v10" title="Permanent link">¶</a></h1> <h2 id="prerequisites">Prerequisites<a class="headerlink" href="#prerequisites" title="Permanent link">¶</a></h2> <p>The steps listed in this article require an existing local installation of InvenioRDM v9, please make sure that this is given!</p> <p>If unsure, run <code>invenio-cli install</code> from inside the instance directory before executing the listed steps.</p> <div class="admonition warning"> <p class="admonition-title">Backup</p> <p>Always backup your database and files before you try to perform an upgrade.</p> </div> <div class="admonition info"> <p class="admonition-title">Older versions</p> <p>In case you have an InvenioRDM installation older than v9, you can gradually upgrade using the existing instructions to v9 and afterwards continue from here.</p> </div> <h2 id="upgrade-steps">Upgrade Steps<a class="headerlink" href="#upgrade-steps" title="Permanent link">¶</a></h2> <div class="admonition warning"> <p class="admonition-title">Upgrade your invenio-cli</p> <p>Make sure you have the latest <code>invenio-cli</code>, for InvenioRDM v10 the release is v1.0.8.</p> <div class="highlight"><pre><span></span><code>$<span class="w"> </span>invenio-cli<span class="w"> </span>--version invenio-cli,<span class="w"> </span>version<span class="w"> </span><span class="m">1</span>.0.8 </code></pre></div> </div> <p>For local installations, make sure that you prefix each <code>invenio</code> command with <code>pipenv run</code>.</p> <h3 id="elasticsearch-check">Elasticsearch check<a class="headerlink" href="#elasticsearch-check" title="Permanent link">¶</a></h3> <p>InvenioRDM v10.0 removes support for Elasticsearch v6. If you are using it, you will need <strong>first</strong> to migrate to Elasticsearch v7 or directly to OpenSearch, before upgrading.</p> <div class="admonition warning"> <p class="admonition-title">Elasticsearch v7 change of license</p> <p>Do not upgrade to Elasticsearch v7.11 or newer, due to the <a href="https://www.elastic.co/pricing/faq/licensing">change of license</a>. The last version with <code>Apache 2.0</code> license is 7.10.2.</p> </div> <h3 id="installing-the-latest-versions">Installing the Latest Versions<a class="headerlink" href="#installing-the-latest-versions" title="Permanent link">¶</a></h3> <p>If you are planning to migrate from Elasticsearch v7 to OpenSearch, follow the step below. Otherwise, skip to the next section <a href="#upgrade-inveniordm">Upgrade InvenioRDM</a>.</p> <p>We strongly recommend migrating or planning to migrate to OpenSearch. Elasticsearch support will be removed in a future version of InvenioRDM.</p> <h4 id="migrate-to-opensearch">Migrate to OpenSearch<a class="headerlink" href="#migrate-to-opensearch" title="Permanent link">¶</a></h4> <p>Elasticsearch v7 and OpenSearch v1 are very similar and the migration is rather simple (see the official OpenSearch documentation <a href="https://opensearch.org/docs/2.0/upgrade-to/upgrade-to/">here</a>). For OpenSearch v2, the only breaking change affecting InvenioRDM, is the removal of <code>doc_type</code> (you can read more <a href="https://github.com/opensearch-project/OpenSearch/issues/2480">here</a>). With this release, you can safely migrate to OpenSearch v2, skipping OpenSearch v1.</p> <div class="admonition warning"> <p class="admonition-title">OpenSearch v1 Log4Shell security vulnerability</p> <p>If you have decided to use OpenSearch v1, make sure you install a version greater or equal to <code>v1.2.1</code>: previous versions are affected by the <a href="https://opensearch.org/blog/releases/2021/12/update-to-1-2-1/">Log4Shell</a> security vulnerability.</p> </div> <ol> <li> <p>Prepare your new OpenSearch v2/v1 cluster.</p> <p>You can read more on how to setup an OpenSearch cluster in the <a href="https://opensearch.org/docs/latest/opensearch/install/index/">official documentation</a>. <a href="https://github.com/inveniosoftware/helm-invenio/">Invenio Helm Charts</a> have been updated adding support for OpenSearch, but the configuration will setup a demo cluster and it should <strong>not be used in production</strong>. OpenSearch provides <a href="https://opensearch.org/docs/latest/opensearch/install/helm/">official Helm charts</a> suitable for production environments.</p> <p>For local development, make sure that you have migrated to OpenSearch in your Docker files in your instance:</p> <ul> <li>In <code>docker-services.yml</code>, replace the <code>es</code> and <code>kibana</code> sections with <code>opensearch</code> and <code>opensearch-dashboards</code> sections, as in <a href="https://github.com/inveniosoftware/cookiecutter-invenio-rdm/blob/e8082e71453ca867e503149538c67c66eb182360/%7B%7Bcookiecutter.project_shortname%7D%7D/docker-services.yml#L86">here</a>.</li> <li>In <code>docker-compose.yml</code>, replace the <code>es</code> and <code>kibana</code> keywords with <code>opensearch</code> and <code>opensearch-dashboards</code> keywords, as in <a href="https://github.com/inveniosoftware/cookiecutter-invenio-rdm/blob/e8082e71453ca867e503149538c67c66eb182360/%7B%7Bcookiecutter.project_shortname%7D%7D/docker-compose.yml#L41">here</a>.</li> <li>In <code>docker-compose.full.yml</code>, replace the <code>es</code> and <code>kibana</code> keywords with <code>opensearch</code> and <code>opensearch-dashboards</code> keywords, as in <a href="https://github.com/inveniosoftware/cookiecutter-invenio-rdm/blob/e8082e71453ca867e503149538c67c66eb182360/%7B%7Bcookiecutter.project_shortname%7D%7D/docker-compose.full.yml#L45">here</a>.</li> </ul> </li> <li> <p>In your instance, edit the <code>Pipfile</code> and replace <code>invenio-app-rdm = {extras = [... "elasticsearch7"]...</code> with <code>opensearch2</code> (or <code>opensearch1</code>). For example, in the <code>Pipfile</code>: <div class="highlight"><pre><span></span><code>[packages] <span class="gd">-invenio-app-rdm = {extras = ["postgresql", "elasticsearch7"], version = "~=9.1.0"}</span> <span class="gi">+invenio-app-rdm = {extras = ["postgresql", "opensearch2"], version = "~=9.1.0"}</span> </code></pre></div></p> </li> <li> <p>In your instance, edit the <code>.invenio</code> file: <div class="highlight"><pre><span></span><code><span class="gd">-elasticsearch = 7</span> <span class="gi">+search = opensearch2</span> </code></pre></div></p> </li> <li> <p>Do you have any customisation or custom module that contains Elasticsearch v7 mappings?</p> <p>If not, go to the next step, step 5.</p> <p>If yes, make sure that you copy the <code>v7</code> folder and paste it in the same location, with the new name <code>os-v2</code> (or <code>os-v1</code>). The final folder structure should look like this (do <strong>not</strong> forget the <code>__init__.py</code> files, they are required!):</p> <div class="highlight"><pre><span></span><code>my-custom-module |-- mappings <span class="w"> </span> |-- __init__.py <span class="gi">+ |-- os-v2</span> <span class="gi">+ |-- __init__.py</span> <span class="gi">+ |-- <record></span> <span class="gi">+ |-- <record>-v1.0.0.json</span> <span class="w"> </span> |-- v7 <span class="w"> </span> |-- __init__.py <span class="w"> </span> |-- <record> <span class="w"> </span> |-- <record>-v1.0.0.json </code></pre></div> <div class="admonition warning"> <p class="admonition-title">OpenSearch v2 breaking change</p> <p>Make sure that you have removed the <code>_type</code> field everywhere. OpenSearch v2 will fail if still present!</p> </div> </li> <li> <p>In your <code>invenio.cfg</code>, if you have declared your Elasticsearch configuration:</p> <ul> <li>Rename the <code>INVENIO_SEARCH_ELASTIC_HOSTS</code> configuration variable to <code>INVENIO_SEARCH_HOSTS</code>.</li> <li>Change its value to connect to the new cluster (for local development, the default is <code>localhost:9200</code>).</li> </ul> </li> <li> <p>Uninstall the Elasticsearch Python libraries: <div class="highlight"><pre><span></span><code><span class="nb">cd</span><span class="w"> </span><my-site> pip<span class="w"> </span>uninstall<span class="w"> </span>-y<span class="w"> </span>elasticsearch<span class="w"> </span>elasticsearch-dsl </code></pre></div></p> </li> </ol> <h4 id="upgrade-inveniordm">Upgrade InvenioRDM<a class="headerlink" href="#upgrade-inveniordm" title="Permanent link">¶</a></h4> <p>Upgrade the RDM version:</p> <div class="highlight"><pre><span></span><code><span class="nb">cd</span><span class="w"> </span><my-site> <span class="c1"># Upgrade to InvenioRDM v10</span> invenio-cli<span class="w"> </span>packages<span class="w"> </span>update<span class="w"> </span><span class="m">10</span>.0.0 </code></pre></div> <p>Optionally, update the file <code><my-site>/Pipfile</code>. This step is not necessary, but suggested for local development.</p> <div class="highlight"><pre><span></span><code>[packages] <span class="gd">---invenio-app-rdm = {extras = [...], version = "~=9.0.0"}</span> <span class="gi">+++invenio-app-rdm = {extras = [...], version = "~=10.0.0"}</span> </code></pre></div> <p>From now on, make sure that the services (database, search, etc.) are up and running. For a local development, run <code>invenio-cli services start</code>.</p> <h3 id="re-index-data">Re-index data<a class="headerlink" href="#re-index-data" title="Permanent link">¶</a></h3> <p>Re-index data in the cluster:</p> <div class="highlight"><pre><span></span><code><span class="c1"># recreate indices</span> invenio<span class="w"> </span>index<span class="w"> </span>destroy<span class="w"> </span>--yes-i-know invenio<span class="w"> </span>index<span class="w"> </span>init <span class="c1"># reindex records</span> invenio<span class="w"> </span>rdm-records<span class="w"> </span>rebuild-index invenio<span class="w"> </span>communities<span class="w"> </span>rebuild-index </code></pre></div> <h3 id="re-build-assets">Re-build assets<a class="headerlink" href="#re-build-assets" title="Permanent link">¶</a></h3> <p>Create the required folder for custom fields (even if empty) and rebuild the assets:</p> <div class="highlight"><pre><span></span><code><span class="c1"># Create custom fields folder</span> mkdir<span class="w"> </span>assets/templates/custom_fields <span class="c1"># Re-build the instance assets</span> invenio-cli<span class="w"> </span>assets<span class="w"> </span>build </code></pre></div> <h3 id="data-migration">Data Migration<a class="headerlink" href="#data-migration" title="Permanent link">¶</a></h3> <p>Finally, you can run the database schema upgrade, and perform the records data migration:</p> <div class="highlight"><pre><span></span><code><span class="c1"># Perform the database migration</span> invenio<span class="w"> </span>alembic<span class="w"> </span>upgrade <span class="c1"># Run data migration script</span> invenio<span class="w"> </span>shell<span class="w"> </span><span class="k">$(</span>find<span class="w"> </span><span class="k">$(</span>pipenv<span class="w"> </span>--venv<span class="k">)</span>/lib/*/site-packages/invenio_app_rdm<span class="w"> </span>-name<span class="w"> </span>migrate_9_0_to_10_0.py<span class="k">)</span> </code></pre></div> <h3 id="complete-re-indexing">Complete re-indexing<a class="headerlink" href="#complete-re-indexing" title="Permanent link">¶</a></h3> <p>Complete the re-indexing of the data in the search cluster. In a python shell (<code>invenio-cli pyshell</code>), run:</p> <div class="highlight"><pre><span></span><code><span class="kn">from</span> <span class="nn">invenio_access.permissions</span> <span class="kn">import</span> <span class="n">system_identity</span> <span class="kn">from</span> <span class="nn">invenio_communities.proxies</span> <span class="kn">import</span> <span class="n">current_communities</span> <span class="kn">from</span> <span class="nn">invenio_records_resources.proxies</span> <span class="kn">import</span> <span class="n">current_service_registry</span> <span class="kn">from</span> <span class="nn">invenio_requests.proxies</span> <span class="kn">import</span> <span class="n">current_events_service</span><span class="p">,</span> <span class="n">current_requests_service</span> <span class="c1"># reindex users</span> <span class="n">users_service</span> <span class="o">=</span> <span class="n">current_service_registry</span><span class="o">.</span><span class="n">get</span><span class="p">(</span><span class="s2">"users"</span><span class="p">)</span> <span class="n">users_service</span><span class="o">.</span><span class="n">rebuild_index</span><span class="p">(</span><span class="n">system_identity</span><span class="p">)</span> <span class="c1"># reindex groups</span> <span class="n">groups_service</span> <span class="o">=</span> <span class="n">current_service_registry</span><span class="o">.</span><span class="n">get</span><span class="p">(</span><span class="s2">"groups"</span><span class="p">)</span> <span class="n">groups_service</span><span class="o">.</span><span class="n">rebuild_index</span><span class="p">(</span><span class="n">system_identity</span><span class="p">)</span> <span class="c1"># reindex members and archived invitations</span> <span class="n">members_service</span> <span class="o">=</span> <span class="n">current_communities</span><span class="o">.</span><span class="n">service</span><span class="o">.</span><span class="n">members</span> <span class="n">members_service</span><span class="o">.</span><span class="n">rebuild_index</span><span class="p">(</span><span class="n">system_identity</span><span class="p">)</span> <span class="c1"># reindex requests</span> <span class="k">for</span> <span class="n">req_meta</span> <span class="ow">in</span> <span class="n">current_requests_service</span><span class="o">.</span><span class="n">record_cls</span><span class="o">.</span><span class="n">model_cls</span><span class="o">.</span><span class="n">query</span><span class="o">.</span><span class="n">all</span><span class="p">():</span> <span class="n">request</span> <span class="o">=</span> <span class="n">current_requests_service</span><span class="o">.</span><span class="n">record_cls</span><span class="p">(</span><span class="n">req_meta</span><span class="o">.</span><span class="n">data</span><span class="p">,</span> <span class="n">model</span><span class="o">=</span><span class="n">req_meta</span><span class="p">)</span> <span class="k">if</span> <span class="ow">not</span> <span class="n">request</span><span class="o">.</span><span class="n">is_deleted</span><span class="p">:</span> <span class="n">current_requests_service</span><span class="o">.</span><span class="n">indexer</span><span class="o">.</span><span class="n">index</span><span class="p">(</span><span class="n">request</span><span class="p">)</span> <span class="c1"># reindex requests events</span> <span class="k">for</span> <span class="n">event_meta</span> <span class="ow">in</span> <span class="n">current_events_service</span><span class="o">.</span><span class="n">record_cls</span><span class="o">.</span><span class="n">model_cls</span><span class="o">.</span><span class="n">query</span><span class="o">.</span><span class="n">all</span><span class="p">():</span> <span class="n">event</span> <span class="o">=</span> <span class="n">current_events_service</span><span class="o">.</span><span class="n">record_cls</span><span class="p">(</span><span class="n">event_meta</span><span class="o">.</span><span class="n">data</span><span class="p">,</span> <span class="n">model</span><span class="o">=</span><span class="n">event_meta</span><span class="p">)</span> <span class="n">current_events_service</span><span class="o">.</span><span class="n">indexer</span><span class="o">.</span><span class="n">index</span><span class="p">(</span><span class="n">event</span><span class="p">)</span> </code></pre></div> <div class="admonition info"> <p class="admonition-title">Info</p> <p>These commands are needed to make sure all record types are re-indexed. However, in future releases, a new simple command will include all of them.</p> </div> <h3 id="accessing-the-administration-panel">Accessing the Administration panel<a class="headerlink" href="#accessing-the-administration-panel" title="Permanent link">¶</a></h3> <p>The new permission action <code>administration-access</code> is needed to access the administration panel. There are two ways to allow users to access the new administration panel.</p> <h5 id="allow-specific-users">Allow specific users<a class="headerlink" href="#allow-specific-users" title="Permanent link">¶</a></h5> <div class="highlight"><pre><span></span><code><span class="c1"># Add access to administration to an user by its email</span> invenio<span class="w"> </span>access<span class="w"> </span>allow<span class="w"> </span>administration-access<span class="w"> </span>user<span class="w"> </span><user_email> </code></pre></div> <h5 id="allow-by-role">Allow by role<a class="headerlink" href="#allow-by-role" title="Permanent link">¶</a></h5> <div class="highlight"><pre><span></span><code><span class="c1"># Create a role</span> invenio<span class="w"> </span>roles<span class="w"> </span>create<span class="w"> </span>administrator <span class="c1"># Allow access to administration to the administrator role</span> invenio<span class="w"> </span>access<span class="w"> </span>allow<span class="w"> </span>administration-access<span class="w"> </span>role<span class="w"> </span>administrator <span class="c1"># Add administrator role to an user, by its emails</span> invenio<span class="w"> </span>roles<span class="w"> </span>add<span class="w"> </span><user_email><span class="w"> </span>administrator </code></pre></div> </article> </div> <script>var target=document.getElementById(location.hash.slice(1));target&&target.name&&(target.checked=target.name.startsWith("__tabbed_"))</script> </div> </main> <footer class="md-footer"> <nav class="md-footer__inner md-grid" aria-label="Footer" > <a href="../version-v10.0.0/" class="md-footer__link md-footer__link--prev" aria-label="Previous: Release Notes v10.0"> <div class="md-footer__button md-icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M20 11v2H8l5.5 5.5-1.42 1.42L4.16 12l7.92-7.92L13.5 5.5 8 11z"/></svg> </div> <div class="md-footer__title"> <span class="md-footer__direction"> Previous </span> <div class="md-ellipsis"> Release Notes v10.0 </div> </div> </a> <a href="../../migrate-docker-images/" class="md-footer__link md-footer__link--next" aria-label="Next: Migrate Docker images"> <div class="md-footer__title"> <span class="md-footer__direction"> Next </span> <div class="md-ellipsis"> Migrate Docker images </div> </div> <div class="md-footer__button md-icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M4 11v2h12l-5.5 5.5 1.42 1.42L19.84 12l-7.92-7.92L10.5 5.5 16 11z"/></svg> </div> </a> </nav> <div class="md-footer-meta md-typeset"> <div class="md-footer-meta__inner md-grid"> <div class="md-copyright"> <div class="md-copyright__highlight"> Copyright © 2019-2024 CERN, Northwestern University and contributors. </div> Made with <a href="https://squidfunk.github.io/mkdocs-material/" target="_blank" rel="noopener"> Material for MkDocs </a> </div> <div class="md-social"> <a href="https://github.com/inveniosoftware" target="_blank" rel="noopener" title="github.com" class="md-social__link"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 496 512"><!--! 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