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Note on Paths

• /<ezp5-root>/: The root directory where eZ Publish 5 is installed in, examples: "/home/myuser/www/" or "/var/sites/ezpublish/"
• /<ezp5-root>/ezpublish_legacy/:  Root directory of "Legacy" (aka "Legacy Stack", refers to the eZ Publish 4.x installation which is bundled with eZ Publish 5) normally inside "ezpublish_legacy/", example: "/home/myuser/www/ezpublish_legacy/"

Check for requirements

php 5.3.3 and higher is needed. Further information regarding system requirements can be found on Requirements Documentation Page.

Upgrade steps

Step 1: Upgrade the distribution files

The easiest way to upgrade the distribution files is to unpack eZ Publish 5.2 to a separate directory and then copy the directories that contain site-specific files from the existing 5.1 installation into "/<ezp5-root>/". Make sure you copy the following directories:

• ezpublish_legacy/design/<your designs> (do NOT include built-in designs: admin, base, standard or admin2)
• ezpublish_legacy/var/<your_var_dir>/storage
• ezpublish_legacy/var/storage/packages
• ezpublish_legacy/settings/siteaccess/<your_siteaccesses>
• ezpublish_legacy/settings/override/*
• ezpublish_legacy/extension/* (not including the built-in / standalone ones: ezflow, ezjscore, ezoe, ezodf, ezie, ezmultiupload, ezmbpaex, ez_network, ezprestapiprovider, ezscriptmonitor, ezsi, ezfind)
• src/
• config.php & config.cluster.php, if applicable
• ezpublish/config/*

NB: Since writable directories and files have been replaced / copied, their permissions might have changed. You may have to reconfigure webserver user permissions on specific folders as explained in the file permissions chapter of the installation process.

Step 2: upgrade custom extensions

If you are using custom extensions, the sub-directories inside the "extension" directory will also have to be copied from the existing 5.1 installation into "/<ezp5-root>/ezpublish_legacy/extension/". However, make sure that you do not overwrite any extensions that are included in eZ Publish distribution, which currently are (Note: As of eZ Publish 5.2, these extensions have the same version number as eZ Publish):

Note that upgrading the distribution files will overwrite the autoload arrays for extensions. You will need to re-generate the autoload arrays for active extensions later.

Important: If you plan to upgrade your eZ Website Interface, eZ Flow or eZ Demo site package as well, then additional extensions will be updated and the step for re-generate the autoload arrays can be skipped until that is done (links to documentation for upgrading these site packages can be found in the last step of this page).

Step 3: upgrade the database

Import to your database the changes provided in

/<ezp5-root>/ezpublish_legacy/update/database/<mysql|postgresql>/5.2/dbupdate-5.1.0-to-5.2.0.sql

Step 4: Apply 5.2 configuration changes

YAML files

Since default configuration files have been overwritten during step one, the few additions to those files that were made in 5.2 need to be applied manually to the configuration files. All of those changes are additions, none of them replaces what you already have. For most of them, at least one, if not all hierarchy elements (monolog, handler, framework, router...) will already be there. All you have to do is add the missing bits in the existing configuration blocks.

In ezpublish/config/config_dev.yml, add the configuration for the chromephp log handler:

monolog:
    handlers:
        chromephp:
            type: chromephp
            level: info

In ezpublish/config/config.yml, you need to add a few default values for the framework

framework:
    router:
        resource: "%kernel.root_dir%/config/routing.yml"
        strict_requirements: %kernel.debug%
    trusted_proxies: ~    
    http_method_override: true
 
twig:    
    debug: %kernel.debug%
    strict_variables: %kernel.debug%

In routing_dev.yml, add the resource import for the SensioDistributionBundle webconfigurator routes:

_configurator:
    resource: "@SensioDistributionBundle/Resources/config/routing/webconfigurator.xml"
    prefix: /_configurator

In ezpublish/config/security.yml, add the following:

access_control:    
    - { path: ^/login, roles: IS_AUTHENTICATED_ANONYMOUSLY, requires_channel: https }

If you have added anything to parameters.yml, we suggest that you add your custom settings to parameters.yml.dist, so that the composer post-update script handles those, and generates their values correctly.

ezpublish/EzPublishKernel.php

It is not possible to just copy your old EzPublishKernel.php file over from the previous installation, since quite a few changes were made to this file in this release. We suggest that you simply reflect in the new kernel file any changes you made in the previous version.

composer.json

If you had modified composer.json to add your own requirements, you must re-apply those changes to the new version, and run composer install.

Step 5: Update cluster data (if applicable)

If your installation uses the DFS cluster, you are affected by the split DFS tables feature that was added in 5.2. You can also check the DFS setup documentation document on steps 3 and 4 for additional details and usage examples about the newly introduced configurations.

To use the feature, you need to update your DFS database structure. It won't affect existing data, and doesn't require particular measures. Import the following file into yourcluster database (it should be different from your eZ Publish database):

/<ezp5-root>/ezpublish_legacy/update/database/mysql/5.2/dbupdate-cluster-5.1.0-to-5.2.0.sql

The split table feature stores cache and storage into two different tables. For now, your ezdfsfile table contains both cache and storage. Starting from now, eZ Publish will use the newly created table, ezdfsfile_cache, to store cache. Since the table  is empty, it will react as if there was no cache, and work without any changes.

However, we recommend that you remove entries related to cache from your ezdfsfile table. There are several options.

Option 1: unclusterize, clear data, and reclusterize

This method requires that you shutdown the website completely for a little while. It mainly applies to small/medium websites (up to a couple thousand content objects).

SELECT SUM(size) from ezdfsfile WHERE name LIKE 'var/ezdemo\_site/storage/%';

Use the following commands from your /<ezp5-root>/ezpublish_legacy/ folder:

cd ezpublish_legacy
bin/php/clusterize.php -u

Next, truncate the ezdfsfile table from your database:

TRUNCATE TABLE ezdfsfile

And finally, re-create cluster data based on local data:

cd ezpublish_legacy
bin/php/clusterize.php

Option 2: perform a background cleanup of the storage table

An upgrade script is provided that will let you cleanup  the ezdfsfile table on a live website, even with a large cluster. It will delete a configurable (by default 1000) batch of cache rows from ezdfsfile, and sleep (by default for 100 ms) between batches. Run the following from the legacy root:

cd ezpublish_legacy
php update/common/scripts/5.2/cleanupdfscache.php -h

The script can be interrupted and restarted anytime without risks for the system. We strongly suggest, if you execute it on a live website, that you monitor your database server's performances, and increase the sleep delay and/or decrease the limit if the SQL server's load is too high.

Step 6: Regenerate the autoload array for extensions

To regenerate the autoload array, execute the following script from the root of your eZ Publish Legacy directory:

cd ezpublish_legacy
php bin/php/ezpgenerateautoloads.php --extension

Step 7: Link assets

Assets from the various bundles need to be made available for the webserver through the web/ document root.

The following commands will first symlink eZ Publish 5 assets in "Bundles" and the second will symlink assets (design files like images, scripts and css, and files in var folder)  from eZ Publish Legacy:

php ezpublish/console assets:install --symlink
php ezpublish/console ezpublish:legacy:assets_install --symlink
php ezpublish/console assetic:dump --env=prod

Step 8: Update rewrite rules

There are two ways eZ Publish 5 can be installed, either the full install with both the new Symfony stack and the legacy stack, or legacy only. In latter case you only need to point your '4.7 like' rewrite rules to /<ezp5-root>/ezpublish_legacy/ and that's it. Otherwise, update your virtual host according to the eZ Publish 5.2 rewrite rules on confluence and point your host configuration to /<ezp5-root>/web/.

Step 9: Clear the caches

Whenever an eZ Publish solution is upgraded, all caches must be cleared in a proper way. This should be done from within a system shell:
Navigate into the new eZ Publish directory.Run the script using the following shell command:cd /<ezp5-root>/ezpublish_legacy/php bin/php/ezcache.php --clear-all --purgePurging ensures that the caches are physically removed. When the "--purge" parameter is not specified, the caches will be expired but not removed.
Note: Sometimes the script is unable to clear all cache files because of restrictive file/directory permission settings. Make sure that all cache files have been cleared by inspecting the contents of the various cache sub-directories within the "var" directory (typically the "var/cache/" and "var/<name_of_siteaccess>/cache/" directories). If there are any cache files left, you need to remove them manually.

Step 10: Upgrade Extensions (site package)

Next, depending on if you originally installed eZ Flow, eZ Webin or eZ Demo site, follow the steps mentioned in the eZ Webin, eZ Flow or eZ Demo upgrade documentation.