Manual ownCloud Upgrade

Introduction

This document describes how to manually upgrade your ownCloud installation. After preparing the upgrade, you can decide between two ways of upgrading your instance:

Script-Guided Upgrade

This upgrade automates most of the tasks to be done including setting the correct ownership and permissions.

Manual Step-by-Step Upgrade

Using this type of upgrade, you have to do all the steps manually but you can also handle special setups.

In this description we assume that your ownCloud installation was located in the default directory: /var/www/owncloud and the new release will reside there as well. The path might differ, depending on your installation.

General Preparation

There are several steps necessary before you can start with upgrading your ownCloud instance.

Enable Maintenance Mode

Put your server in maintenance mode and disable Cron jobs. Doing so prevents new logins, locks the sessions of logged-in users, and displays a status screen so that users know what is happening.

In a clustered environment, check that all nodes are in maintenance mode.

Prevent Browser Access

With those steps completed, stop your webserver to prevent users trying to access ownCloud via the web. As an alternative, you can stop serving the virtual host for ownCloud.

# Stop the web server
sudo service apache2 stop

Backup the Database

First, backup ownCloud and the server database as described in section Backing up ownCloud. This is independent of the next upgrade steps but important in case something goes wrong.

Review Third-Party Apps

Review any installed third-party apps for compatibility with the new ownCloud release. Ensure that they are all disabled before beginning the upgrade. Third party apps are all apps that are not distributed by ownCloud or not listed in Supported Apps in ownCloud.

  1. Disable Apps via Command Line

    # This command lists all apps by <app-id> and app version
    sudo -u www-data php occ app:list
    
    # This command disables the app with the given <app-id>
    sudo -u www-data php occ app:disable <app-id>
  2. Disable via Browser
    Go to Settings  Admin  Apps and disable all third-party apps.

Backup Manual Changes in .htaccess

If you have made changes in .htaccess located at the webroot of ownCloud, you must backup these changes. Only backup the changes made but not the complete file as this file will be recreated on upgrades and may contain different settings provided by ownCloud. Manual changes in .htaccess can be necessary when you e.g. Integrate ownCloud into Microsoft Teams.

Download the Latest Release

Download the latest ownCloud server release to where your previous installation was, in this example the default directory /var/www/.

cd /var/www/
sudo wget https://download.owncloud.org/community/owncloud-10.8.0.tar.bz2

Script-Guided Upgrade

When using the script-guided upgrade, the script from the Script-Guided Installation is used. The script asks questions and beside other parameters, the upgrade an existing installation is selected.

Follow the script documentation for details on how to install and use it.

The script is most convenient if you use links for your apps, apps-external and your data directory, as it takes care of recreating the links. You will be asked about this when you run the script. If you’re using regular directories, these are created, but content must be moved or copied manually before finalizing the upgrade. If you aren’t using the apps-external directory, you must manually take care of copying only those apps which are not part of the new source.

When the script has finished, continue with the Upgrade step described below.

After the upgrade is finished, you can re-run this script to secure the .htaccess files.

Manual Step-by-Step Upgrade

Move Current ownCloud Directory

Although you have already made a backup, move your current ownCloud directory to a different location for easy access later:

# This example assumes Ubuntu Linux and MariaDB
# Rename ownCloud directory
sudo mv /var/www/owncloud /var/www/backup_owncloud

Extract the New Source

Extract the new server release in the location where your previous ownCloud installation used to be.

sudo tar -xf owncloud-10.8.0.tar.bz2

With the new source files now in place of where the old ones used to be, copy the config.php file from your old ownCloud directory to your new ownCloud directory:

sudo cp /var/www/backup_owncloud/config/config.php /var/www/owncloud/config/config.php

If you keep your data/ directory inside your owncloud/ directory, move it from your old version of ownCloud to your new version:

sudo mv /var/www/backup_owncloud/data /var/www/owncloud/data

If you keep your data outside of your owncloud directory, then you don’t have to do anything with it, because its location is configured in your original config.php, and none of the upgrade steps touch it.

Copy Relevant config.php Content

Copy, or make sure that all relevant config.php content from the backup is present in the new installation.

Market and Marketplace App Upgrades

Before getting too far into the upgrade process, consider how the Market app and its configuration options affect the upgrade process. The Market app — and other apps from the Marketplace — will not be updated when you upgrade ownCloud if upgrade.automatic-app-update is set to true in config.php.

In addition, if there are installed apps (whether compatible or incompatible with the next version, or missing source code) and the Market app is enabled but there is no internet connection available, these apps will need to be manually updated once the upgrade is finished.

Copy Old Apps

If you are using third party or enterprise applications, look in your new /var/www/owncloud/apps/ or /var/www/owncloud/apps-external/ directory to see if they are present. If not, copy them from your old instance to your new one.

Make sure that all app directories that are defined in the apps_paths section of your config.php file do exist in your new /var/www/owncloud/ directory.

Permissions

To finalize the preparation of the upgrade, you need to set the correct ownership and permissions of the new ownCloud files and folders.

Set correct ownership
sudo chown -R www-data:www-data /var/www/owncloud
Set correct permissions

Use chmod on files and directories with different permissions:

  • For all files use 0640

  • For all directories use 0750

If you have configured a script for guided installations, you can use it for this step as well.

Finalize the Upgrade

Start the Upgrade

With the apps disabled and ownCloud in maintenance mode, start the upgrade process from the command line:

# Here is an example on Ubuntu Linux.
# Execute this within the ownCloud root folder.
sudo -u www-data php occ upgrade

The upgrade operation can take anywhere from a few minutes to a few hours, depending on the size of your installation. When it is finished you will see either a success message or an error message that indicates why the process did not complete successfully.

Reapply any manual changes made to the .htaccess file located in the owncloud webroot.

Strong Permissions for .htaccess

Set strong permissions for the .htaccess files
  • Use chmod with 0640 for the .htaccess files.

If you have configured a script for guided installations, you can use it for this step as well.

Disable Maintenance Mode

Assuming your upgrade succeeded, disable maintenance mode.

# Disable maintenance mode using the occ command.
sudo -u www-data php occ maintenance:mode --off

Enable Browser Access

With all that done, restart your web server, or alternatively re-enable the virtual host serving ownCloud:

sudo service apache2 start

Check the Upgrade

With maintenance mode disabled and the web server running, log in via the web interface and perform the following steps:

  1. Check that the version number reflects the new installation.
    It can be reviewed at the bottom of Settings  Admin  General.

  2. Check that your other settings are correct.

  3. Go to the Settings  Admin  Apps page and review the core apps to make sure the right ones are enabled.

  4. After the upgrade is complete, re-enable any third-party apps that are compatible with the new release. Use occ app:enable <app-id> or go to Settings  Admin  Apps  "Show disabled apps" and enable all compatible third-party apps.

Install or enable unsupported apps at your own risk.

Rollback

If you need to rollback your upgrade, see the Restoring ownCloud documentation.

Troubleshooting

When upgrading ownCloud and you are running MySQL or MariaDB with binary logging enabled, your upgrade may fail with these errors in your MySQL/MariaDB log:

An unhandled exception has been thrown:
exception 'PDOException' with the message 'SQLSTATE[HY000]: General error: 1665
Cannot execute statement: impossible to write to binary log since
BINLOG_FORMAT = STATEMENT and at least one table uses a storage engine limited to
row-based logging. InnoDB is limited to row-logging when transaction isolation level
is READ COMMITTED or READ UNCOMMITTED.'

Please refer to MySQL / MariaDB on how to correctly configure your environment.

In the unlikely case that files do not show up in the web-ui after the upgrade, use the files:scan command to make them visible again. Here is an example of how to do so:

sudo -u www-data php occ files:scan --all

See the Docs & Guides page for further resources for both home and enterprise users.

Sometimes, ownCloud can get stuck in an upgrade. This is usually due to the process taking too long and running into a PHP time-out. Stop the upgrade process this way:

sudo -u www-data php occ maintenance:mode --off

Then start the manual process:

sudo -u www-data php occ upgrade

If this does not work properly, try the repair function:

sudo -u www-data php occ maintenance:repair