Migration - Revision history

Tdb01r: Redirected page to Moving a repository

2012-05-18T14:44:01Z

← Older revision		Revision as of 14:44, 18 May 2012
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			#REDIRECT [[Moving a repository]]

	[[Category:Management]]		[[Category:Management]]
	This page covers how to migrate from EPrints 2 to EPrints 3.		This page covers how to migrate from EPrints 2 to EPrints 3.

Pm705 at 14:45, 8 February 2010

2010-02-08T14:45:41Z

← Older revision		Revision as of 14:45, 8 February 2010
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			[[Category:Management]]
	This page covers how to migrate from EPrints 2 to EPrints 3.		This page covers how to migrate from EPrints 2 to EPrints 3.

Gobfrey: /* export3data.pl */

2008-06-13T18:28:27Z

export3data.pl

← Older revision		Revision as of 18:28, 13 June 2008
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	This script exports the data from your EPrints 2 repostory in a format which can be imported by EPrints 3.		This script exports the data from your EPrints 2 repostory in a format which can be imported by EPrints 3.

			There have been some problems with exporting non Latin characters (e.g. letters with accents). If you have any problems, these can probably be solved by editing the export3data script and adding the following line (put it just under the first line).

			use encoding 'utf8';

	To export the data do the following:		To export the data do the following:
Line 42:		Line 46:

	eprints.xml references the full paths of the files in EPrints 2. If your EPrints 3 is on a different machine you'll need to either make sure they are the same on the new machine or do a big search-and-replace on eprints.xml!		eprints.xml references the full paths of the files in EPrints 2. If your EPrints 3 is on a different machine you'll need to either make sure they are the same on the new machine or do a big search-and-replace on eprints.xml!

			If the script has any problems, run with the 'skiplog' argument:

			export3data.pl --skiplog errors.txt ARCHIVEID eprints > eprints.xml

			Any items with problems will be ignored, but the ids of them will be recorded in the 'errors.txt' file. Export these by hand if they are important.

	=== Importing ===		=== Importing ===

WikiSysop: Reverted edit of TahYbd, changed back to last version by WikiSysop

2007-08-22T09:07:37Z

Reverted edit of TahYbd, changed back to last version by WikiSysop

New page

This page covers how to migrate from EPrints 2 to EPrints 3.

== Migration Toolkit ==

The migration toolkit, available from http://files.eprints.org/ does quite a bit of the heavy lifting. It is intended to help configure an EP3 archive to have the same files, eprint types etc. as an EPrint 2 repository and then copy the data over.

Release 1.0-beta-1 should be a big improvement over 0.2 but it still doesn't do everything.

=== Installation ===

==== Backup ====

First of all make sure your EPrints 2 repository is backed up, just in case things don't go to plan. You already back it up daily anyway, right...?

==== Mtoolkit ====

Un-tar the package on the same machine as your EPrints 2 repository.

If your EPrints 2 was not installed in /opt/eprints2 then you'll need to modify the first line of the two .pl scripts in the toolkit.

==== EPrints 3 ====

Minimum version required: 3.0.2 (This version introduces some very small options and bugfixes aimed at migration).

Also, get an EPrints 3 server set up. This can be either on the same machine (you'll need a separate instance of apache as ep2 and ep3 can't run under the same server at the same time, put it on port 8080 for now - see http://httpd.apache.org/docs/2.0/install.html for instructions - put it in another directory using the --PREFIX option!), or on a different machine. Get a repository created (probably with the same ID as your ep2 repo, although that's not essential). The database will need to be a different name or you'll get in an utter mess.

=== mkconfig.pl ===

This tool takes the id of an EPrints 2 repository and generates a number of EPrints 3 config. files. Copy these files into the cfg dir of your EPrints 3 repository. It also creates a file called migration_notes.txt with some helpful comments of anything it's messed with.

Get your (empty) EP3 repository up and running using these configuration files.

=== export3data.pl ===

This script exports the data from your EPrints 2 repostory in a format which can be imported by EPrints 3.

To export the data do the following:

export3data.pl ARCHIVEID eprints > eprints.xml
export3data.pl ARCHIVEID users > users.xml
export3data.pl ARCHIVEID subjects > subjects.xml

eprints.xml references the full paths of the files in EPrints 2. If your EPrints 3 is on a different machine you'll need to either make sure they are the same on the new machine or do a big search-and-replace on eprints.xml!

=== Importing ===

EPrints 3.0.2 no longer needs the hacks which were required for mtoolkit 0.2

=== Empty out any test data ===

To erase the current data in your EP3 repository use:

bin/epadmin erase_data ARCHIVEID

=== Import the data ===

To import the subjects and users do:
/opt/eprints3/bin/import_subjects --verbose --force --xml ARCHIVEID subjects.xml
/opt/eprints3/bin/import --verbose --migration ARCHIVEID user XML users.xml
If something goes wrong with subjects or users, use epadmin erase_data to empty the database and start again.

To import the EPrints do:
/opt/eprints3/bin/import --verbose --migration ARCHIVEID eprint XML eprints.xml
If something goes wrong with importing the eprints, use epadmin erase_eprints, to just erase the eprints data so you don't need to redo subjects and users.

the --migration option tells the importer to:
* skip are-you-sure? messages.
* use the eprintid and userid from the XML rather than assigning them.
* use the "datestamp" from the XML rather than assign it.
* load files from the local file system (normally this would be a security hole)

You may encounter some issues with badly formed XML. This is due to non correctly encoded data creeping into your database. It should all be utf-8 but earlier versions of EPrints didn't always check... If your EPrints 2 server is running perl 5.8 you can install the Perl module Encode which will clean up your data, but on our system our EPrints 2 was running on a machine with an older version of Perl and we didn't want to risk upgrading.

== Finishing up after using mtoolkit ==

You will probably still want to tweak some of the following things by hand, depending how much you customised EPrints 2:

Some of these we can't easily add to the mtoolkit (those involving perl code). The XML files we could add in theory, but we've made a decision to release 1.0 with the current features, rather than delay it months but make it perfect.

* the template
* the workflow (EPrints 3 offers some nice features, look at the lib/defaultcfg/workflows/ for an idea of what you can do)
* the static pages (.xpage)
* the citation files
* the /view/ browsing configuration
* the search configuration
* any custom render routines
* the render eprint method (eprint_render.pl)
* any custom document security options
* any custom validation options
* etc.

Feel free to add tips on the wiki, linked from this section.

== Known bugs in version 1.0 of toolkit / importing into EPrints 3.0.2 ==

=== Documents with subdirectories fail to import ===

FIX: do them by hand at the end.

=== Warning messages about "hideemail" ===

hideemail was introduced in a version of EPrints 2 (I forget which). Earlier repositories may not have this field. Some of the EPrints 3 default config files assume it exists (user_fields_default.pl and user_render.pl).

FIX 1: Don't worry about it.

FIX 2: Before importing users.xml, add the hideemail field back into user_fields.pl
{
'name' => 'hideemail',
'input_style' => 'radio',
'type' => 'boolean',
},

=== Error missing field: X ===

The default EPrints 3 config. may reference a field not imported. If so you can almost always just remove the offending section of configuration. Examples: searches, citations, views.

=== Problems with bad characters in eprints.xml ===

This is not tested, but I think this should clean it up...
iconv -c eprints.xml --output=eprints_cleaned.xml -f utf-8 -t utf-8

=== Warning about Pagerange ===

Argument "" isn't numeric in addition (+) at
/opt/eprints3/perl_lib/EPrints/MetaField/Pagerange.pm line 182.

This is a warning that is caused by having non-numeric data in the pagerange field. eg. "iii-xi".

FIX: Don't worry about it.

=== Can't import files which contain "/" ===

eg if your document had index.html and images/dia.jpg

FIX: Make a note of the offenders, and just add those documents by hand.

FIX2: Bug chris to add this to fix this in the final release of 3.0.2 (it's not in beta-1)

WikiSysop: /* Warning about Pagerange */

2007-05-30T20:49:56Z

Warning about Pagerange

← Older revision		Revision as of 20:49, 30 May 2007
Line 129:		Line 129:

	FIX: Don't worry about it.		FIX: Don't worry about it.

			=== Can't import files which contain "/" ===

			eg if your document had index.html and images/dia.jpg

			FIX: Make a note of the offenders, and just add those documents by hand.

			FIX2: Bug chris to add this to fix this in the final release of 3.0.2 (it's not in beta-1)

WikiSysop: /* Problems with bad characters in eprints.xml */

2007-05-30T20:39:47Z

Problems with bad characters in eprints.xml

← Older revision		Revision as of 20:39, 30 May 2007
Line 120:		Line 120:
	This is not tested, but I think this should clean it up...		This is not tested, but I think this should clean it up...
	iconv -c eprints.xml --output=eprints_cleaned.xml -f utf-8 -t utf-8		iconv -c eprints.xml --output=eprints_cleaned.xml -f utf-8 -t utf-8

			=== Warning about Pagerange ===

			Argument "" isn't numeric in addition (+) at
			/opt/eprints3/perl_lib/EPrints/MetaField/Pagerange.pm line 182.

			This is a warning that is caused by having non-numeric data in the pagerange field. eg. "iii-xi".

			FIX: Don't worry about it.

WikiSysop: /* Known bugs in version 1.0 of toolkit / importing into EPrints 3.0.2 */

2007-05-30T20:34:09Z

Known bugs in version 1.0 of toolkit / importing into EPrints 3.0.2

← Older revision		Revision as of 20:34, 30 May 2007
Line 115:		Line 115:

	The default EPrints 3 config. may reference a field not imported. If so you can almost always just remove the offending section of configuration. Examples: searches, citations, views.		The default EPrints 3 config. may reference a field not imported. If so you can almost always just remove the offending section of configuration. Examples: searches, citations, views.

			=== Problems with bad characters in eprints.xml ===

			This is not tested, but I think this should clean it up...
			iconv -c eprints.xml --output=eprints_cleaned.xml -f utf-8 -t utf-8

WikiSysop: /* Known bugs in version 1.0 of toolkit / importing into EPrints 3.0.2 */

2007-05-30T20:23:34Z

Known bugs in version 1.0 of toolkit / importing into EPrints 3.0.2

← Older revision		Revision as of 20:23, 30 May 2007
Line 111:		Line 111:
	'type' => 'boolean',		'type' => 'boolean',
	},		},

			=== Error missing field: X ===

			The default EPrints 3 config. may reference a field not imported. If so you can almost always just remove the offending section of configuration. Examples: searches, citations, views.

WikiSysop: /* Documents with subdirectories fail to import */

2007-05-30T20:22:21Z

Documents with subdirectories fail to import

← Older revision		Revision as of 20:22, 30 May 2007
Line 98:		Line 98:

	FIX: do them by hand at the end.		FIX: do them by hand at the end.

			=== Warning messages about "hideemail" ===

			hideemail was introduced in a version of EPrints 2 (I forget which). Earlier repositories may not have this field. Some of the EPrints 3 default config files assume it exists (user_fields_default.pl and user_render.pl).

			FIX 1: Don't worry about it.

			FIX 2: Before importing users.xml, add the hideemail field back into user_fields.pl
			{
			'name' => 'hideemail',
			'input_style' => 'radio',
			'type' => 'boolean',
			},

WikiSysop: /* Import the data */

2007-05-30T20:13:37Z

Import the data

← Older revision		Revision as of 20:13, 30 May 2007
Line 58:		Line 58:
	/opt/eprints3/bin/import_subjects --verbose --force --xml ARCHIVEID subjects.xml		/opt/eprints3/bin/import_subjects --verbose --force --xml ARCHIVEID subjects.xml
	/opt/eprints3/bin/import --verbose --migration ARCHIVEID user XML users.xml		/opt/eprints3/bin/import --verbose --migration ARCHIVEID user XML users.xml

	If something goes wrong with subjects or users, use epadmin erase_data to empty the database and start again.		If something goes wrong with subjects or users, use epadmin erase_data to empty the database and start again.

	To import the EPrints do:		To import the EPrints do:

	/opt/eprints3/bin/import --verbose --migration ARCHIVEID eprint XML eprints.xml		/opt/eprints3/bin/import --verbose --migration ARCHIVEID eprint XML eprints.xml

	If something goes wrong with importing the eprints, use epadmin erase_eprints, to just erase the eprints data so you don't need to redo subjects and users.		If something goes wrong with importing the eprints, use epadmin erase_eprints, to just erase the eprints data so you don't need to redo subjects and users.