Upgrade from v2 to v3 - Turn-key research data management repository

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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" aria-expanded="false"> <label class="md-nav__title" for="__nav_4_11"> <span class="md-nav__icon md-icon"></span> Other PIDs integrations </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../customize/other-pids/urns/" class="md-nav__link"> <span class="md-ellipsis"> DNB URNs </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item"> <a href="../../../customize/s3/" class="md-nav__link"> <span class="md-ellipsis"> Storage </span> </a> </li> <li class="md-nav__item"> <a href="../../../customize/upload_limits/" class="md-nav__link"> <span class="md-ellipsis"> Upload Limits </span> </a> </li> <li class="md-nav__item"> <a href="../../../customize/metadata_only/" class="md-nav__link"> <span class="md-ellipsis"> Metadata-only records </span> </a> </li> <li class="md-nav__item"> <a href="../../../customize/Logging/" class="md-nav__link"> <span class="md-ellipsis"> Logging </span> </a> </li> <li class="md-nav__item"> <a 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="../../" class="md-nav__link"> <span class="md-ellipsis"> Overview </span> </a> </li> <li class="md-nav__item"> <a href="../../maintenance-policy/" class="md-nav__link"> <span class="md-ellipsis"> Maintenance policy </span> </a> </li> <li class="md-nav__item"> <a href="../../upgrade-policy/" class="md-nav__link"> <span class="md-ellipsis"> Upgrade policy </span> </a> </li> <li class="md-nav__item"> <a href="../../security-policy/" class="md-nav__link"> <span class="md-ellipsis"> Security policy </span> </a> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_8_5" > <label class="md-nav__link" for="__nav_8_5" id="__nav_8_5_label" tabindex="0"> <span class="md-ellipsis"> Version v12.0 LTS </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_8_5_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_8_5"> <span class="md-nav__icon md-icon"></span> Version v12.0 LTS </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../v12/version-v12.0.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v12.0 </span> </a> </li> <li class="md-nav__item"> <a href="../../v12/upgrade-v12.0/" class="md-nav__link"> <span class="md-ellipsis"> Upgrade from v11 to v12 </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_6" > <label class="md-nav__link" for="__nav_8_6" id="__nav_8_6_label" tabindex="0"> <span class="md-ellipsis"> Version v11.0 STS </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_8_6_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_8_6"> <span class="md-nav__icon md-icon"></span> Version v11.0 STS </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../v11/version-v11.0.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v11.0 </span> </a> </li> <li class="md-nav__item"> <a href="../../v11/upgrade-v11.0/" class="md-nav__link"> <span class="md-ellipsis"> Upgrade from v10 to v11 </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_7" > <label class="md-nav__link" for="__nav_8_7" id="__nav_8_7_label" tabindex="0"> <span class="md-ellipsis"> Version v9.1 LTS </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_8_7_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_8_7"> <span class="md-nav__icon md-icon"></span> Version v9.1 LTS </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../v9/version-v9.1.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v9.1 </span> </a> </li> <li class="md-nav__item"> <a href="../../v9/version-v9.0.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v9.0 </span> </a> </li> <li class="md-nav__item"> <a href="../../migrate-docker-images/" class="md-nav__link"> <span class="md-ellipsis"> Migrate Docker images </span> </a> </li> <li class="md-nav__item"> <a href="../../v9/migrate-opensearch-v9/" class="md-nav__link"> <span class="md-ellipsis"> Migrate v9 to OpenSearch </span> </a> </li> <li class="md-nav__item"> <a href="../../v9/upgrade-v9.0/" class="md-nav__link"> <span class="md-ellipsis"> Upgrade from v8 to v9 </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--active md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_8_8" checked> <label class="md-nav__link" for="__nav_8_8" id="__nav_8_8_label" tabindex="0"> <span class="md-ellipsis"> Legacy Versions </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="2" aria-labelledby="__nav_8_8_label" aria-expanded="true"> <label class="md-nav__title" for="__nav_8_8"> <span class="md-nav__icon md-icon"></span> Legacy Versions </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_8_8_1" > <label class="md-nav__link" for="__nav_8_8_1" id="__nav_8_8_1_label" tabindex="0"> <span class="md-ellipsis"> Version v10.1 </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="3" aria-labelledby="__nav_8_8_1_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_8_8_1"> <span class="md-nav__icon md-icon"></span> Version v10.1 </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../v10/version-v10.1.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v10.1 </span> </a> </li> <li class="md-nav__item"> <a href="../../v10/version-v10.0.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v10.0 </span> </a> </li> <li class="md-nav__item"> <a href="../../v10/upgrade-v10.0/" class="md-nav__link"> <span class="md-ellipsis"> Upgrade from v9 to v10 </span> </a> </li> <li class="md-nav__item"> <a href="../../migrate-docker-images/" class="md-nav__link"> <span class="md-ellipsis"> Migrate Docker images </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_2" > <label class="md-nav__link" for="__nav_8_8_2" id="__nav_8_8_2_label" tabindex="0"> <span class="md-ellipsis"> Version v8.0 </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="3" aria-labelledby="__nav_8_8_2_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_8_8_2"> <span class="md-nav__icon md-icon"></span> Version v8.0 </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../v8/version-v8.0.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v8.0 </span> </a> </li> <li class="md-nav__item"> <a href="../../v8/upgrade-v8.0/" class="md-nav__link"> <span class="md-ellipsis"> Upgrade from 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 md-toggle " type="checkbox" id="__nav_8_8_4" > <label class="md-nav__link" for="__nav_8_8_4" id="__nav_8_8_4_label" tabindex="0"> <span class="md-ellipsis"> Version v6.0.5 </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="3" aria-labelledby="__nav_8_8_4_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_8_8_4"> <span class="md-nav__icon md-icon"></span> Version v6.0.5 </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../v6/version-v6.0.5/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v6.0.5 </span> </a> </li> <li class="md-nav__item"> <a href="../../v6/upgrade-v6.0.5/" class="md-nav__link"> <span class="md-ellipsis"> Upgrade from v6.0.x to v6.0.5 </span> </a> </li> <li class="md-nav__item"> <a href="../../v6/version-v6.0.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v6.0.0 </span> </a> </li> <li class="md-nav__item"> <a href="../../v6/upgrade-v6.0/" class="md-nav__link"> <span class="md-ellipsis"> Upgrade from v4 to v6 </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_5" > <label class="md-nav__link" for="__nav_8_8_5" id="__nav_8_8_5_label" tabindex="0"> <span class="md-ellipsis"> Version v5.0 </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="3" aria-labelledby="__nav_8_8_5_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_8_8_5"> <span class="md-nav__icon md-icon"></span> Version v5.0 </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../v5/version-v5.0.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v5.0 </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_6" > <label class="md-nav__link" for="__nav_8_8_6" id="__nav_8_8_6_label" tabindex="0"> <span class="md-ellipsis"> Version v4.0 </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="3" aria-labelledby="__nav_8_8_6_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_8_8_6"> <span class="md-nav__icon md-icon"></span> Version v4.0 </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../v4/version-v4.0.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v4.0 </span> </a> </li> <li class="md-nav__item"> <a href="../../v4/upgrade-v4.0/" class="md-nav__link"> <span class="md-ellipsis"> Upgrade from v3 to v4 </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--active md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_8_8_7" checked> <label class="md-nav__link" for="__nav_8_8_7" id="__nav_8_8_7_label" tabindex="0"> <span class="md-ellipsis"> Version v3.0 </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="3" aria-labelledby="__nav_8_8_7_label" aria-expanded="true"> <label class="md-nav__title" for="__nav_8_8_7"> <span class="md-nav__icon md-icon"></span> Version v3.0 </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../version-v3.0.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v3.0 </span> </a> </li> <li class="md-nav__item md-nav__item--active"> <input class="md-nav__toggle md-toggle" type="checkbox" id="__toc"> <label class="md-nav__link md-nav__link--active" for="__toc"> <span class="md-ellipsis"> Upgrade from v2 to v3 </span> <span class="md-nav__icon md-icon"></span> </label> <a href="./" class="md-nav__link md-nav__link--active"> <span class="md-ellipsis"> Upgrade from v2 to v3 </span> </a> <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> </li> </ul> </nav> </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_8" > <label class="md-nav__link" for="__nav_8_8_8" id="__nav_8_8_8_label" tabindex="0"> <span class="md-ellipsis"> Version v2.0 </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="3" 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 class="md-nav__icon md-icon"></span> Version v1.0 </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../v1/version-v1.0.0/" class="md-nav__link"> <span class="md-ellipsis"> Release Notes v1.0 </span> </a> </li> </ul> </nav> </li> </ul> </nav> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_9" > <label class="md-nav__link" for="__nav_9" id="__nav_9_label" tabindex="0"> <span class="md-ellipsis"> Maintainers </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_9_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_9"> <span class="md-nav__icon md-icon"></span> Maintainers </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../../maintenance/" class="md-nav__link"> <span class="md-ellipsis"> Overview </span> </a> </li> <li class="md-nav__item"> <a href="../../../maintenance/newcomers/" class="md-nav__link"> <span class="md-ellipsis"> Newcomers </span> </a> </li> <li class="md-nav__item"> <a href="../../../maintenance/board-workflow/" class="md-nav__link"> <span class="md-ellipsis"> Sprintboard workflow </span> </a> </li> <li class="md-nav__item"> <a href="../../../maintenance/pr-community-board/" class="md-nav__link"> <span class="md-ellipsis"> Community PR board </span> </a> </li> <li class="md-nav__item"> <a href="../../../maintenance/release-management/" class="md-nav__link"> <span class="md-ellipsis"> Release management </span> </a> </li> <li class="md-nav__item"> <a href="../../../maintenance/modules/" class="md-nav__link"> <span class="md-ellipsis"> Modules on GitHub </span> </a> </li> <li class="md-nav__item"> <a href="../../../maintenance/branch-management/" class="md-nav__link"> <span class="md-ellipsis"> Branch management </span> </a> </li> <li class="md-nav__item"> <a href="../../../maintenance/demosite/" class="md-nav__link"> <span class="md-ellipsis"> Demo site & docs </span> </a> </li> <li class="md-nav__item"> <a href="../../../maintenance/docker-images/" class="md-nav__link"> <span class="md-ellipsis"> Docker images </span> </a> </li> <li class="md-nav__item"> <a href="../../../maintenance/rfcs/" class="md-nav__link"> <span class="md-ellipsis"> RFCs </span> </a> </li> <li class="md-nav__item"> <a href="../../../maintenance/documentation/" class="md-nav__link"> <span class="md-ellipsis"> Writing documentation </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_10" > <label class="md-nav__link" for="__nav_10" id="__nav_10_label" tabindex="0"> <span class="md-ellipsis"> Onboard & Contribute </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_10_label" aria-expanded="false"> <label 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> </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-v20-to-v30">Upgrading from v2.0 to v3.0<a class="headerlink" href="#upgrading-from-v20-to-v30" 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 2.0, please make sure that this is given! If unsure, run <code>invenio-cli install</code> from inside the instance directory before executing the listed steps.</p> <p><strong>Note</strong>: Do <em>not</em> delete the old Python virtual environment, or the database migration may complain about missing packages.</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 warning"> <p class="admonition-title">Upgrade from v1 to v2</p> <p>If you are upgrading an instance, that you previously upgrade from v1, please check the <a href="../../v2/upgrade-v2.0/#troubleshooting">troubleshooting section</a> for errors that were discovered in the v1 to v2 upgrade.</p> </div> <h2 id="upgrade-steps">Upgrade Steps<a class="headerlink" href="#upgrade-steps" title="Permanent link">¶</a></h2> <p>First, the packages are upgraded. Then, the database is migrated and the custom migration script is run. Finally the Elasticsearch indices are rebuilt.</p> <p>This can be achieved by the following Bash shell commands:</p> <div class="highlight"><pre><span></span><code><span class="c1"># NOTE: make sure you're in the instance directory</span> <span class="c1"># Upgrade packages</span> rm<span class="w"> </span>Pipfile.lock sed<span class="w"> </span>-i<span class="w"> </span>-E<span class="w"> </span><span class="s1">'s/2.0.[0-9]+/3.0.0/'</span><span class="w"> </span>Pipfile invenio-cli<span class="w"> </span>install <span class="c1"># Do the migration</span> pipenv<span class="w"> </span>run<span class="w"> </span>invenio<span class="w"> </span>alembic<span class="w"> </span>upgrade pipenv<span class="w"> </span>run<span class="w"> </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_2_0_to_3_0.py<span class="k">)</span> pipenv<span class="w"> </span>run<span class="w"> </span>invenio<span class="w"> </span>index<span class="w"> </span>destroy<span class="w"> </span>--yes-i-know pipenv<span class="w"> </span>run<span class="w"> </span>invenio<span class="w"> </span>index<span class="w"> </span>init pipenv<span class="w"> </span>run<span class="w"> </span>invenio<span class="w"> </span>rdm-records<span class="w"> </span>rebuild-index </code></pre></div> <p><strong>Configuration</strong></p> <p>You should perform the following configuration changes in <code>invenio.cfg</code> file:</p> <ul> <li> <p>Remove <code>JSONSCHEMAS_HOST</code>. The variable is no longer used.</p> </li> <li> <p>Add <code>SITE_UI_URL</code> and <code>SITE_API_URL</code> (you need to change them according where you instance is deployed):</p> </li> </ul> <div class="highlight"><pre><span></span><code><span class="n">SITE_UI_URL</span> <span class="o">=</span> <span class="s2">"https://127.0.0.1:5000"</span> <span class="n">SITE_API_URL</span> <span class="o">=</span> <span class="s2">"https://127.0.0.1:5000/api"</span> </code></pre></div> <p>Note, the configuration variable <code>SITE_HOSTNAME</code> is still being used, but is being phased out.</p> <p><strong>Enabling new features</strong></p> <p>InvenioRDM ships with two new optional features. In order to use them you need to first enabled them by editing your <code>invenio.cfg</code></p> <p>To enable communities you need:</p> <div class="highlight"><pre><span></span><code><span class="gd">- COMMUNITIES_ENABLED = False</span> <span class="gi">+ COMMUNITIES_ENABLED = True</span> </code></pre></div> <p>To enable DOI registration you add the following configuration variables ( you'll will need a contract with DataCite to obtain a username, password and DOI prefix):</p> <div class="highlight"><pre><span></span><code><span class="n">RDM_RECORDS_DOI_DATACITE_ENABLED</span> <span class="o">=</span> <span class="kc">True</span> <span class="n">RDM_RECORDS_DOI_DATACITE_USERNAME</span> <span class="o">=</span> <span class="s2">"..."</span> <span class="n">RDM_RECORDS_DOI_DATACITE_PASSWORD</span> <span class="o">=</span> <span class="s2">"..."</span> <span class="n">RDM_RECORDS_DOI_DATACITE_PREFIX</span> <span class="o">=</span> <span class="s2">"10.1234"</span> <span class="n">RDM_RECORDS_DOI_DATACITE_TEST_MODE</span> <span class="o">=</span> <span class="kc">True</span> </code></pre></div> <p>To disable DOI registration you need to add:</p> <div class="highlight"><pre><span></span><code><span class="n">RDM_RECORDS_DOI_DATACITE_ENABLED</span> <span class="o">=</span> <span class="kc">False</span> </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-v3.0.0/" class="md-footer__link md-footer__link--prev" aria-label="Previous: Release Notes v3.0"> <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"> 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