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Senaite 1 to 2 Configuration Migration as upgrade

How to

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Background

The Bika team found that following the upgrade scripts step wise from Senaite 1.3 to 2.2 did not produce satisfactory results. Debugging serial upgrade scripts following each step is notoriously time consuming

A lot of time went into the 1.3 LIMS' configuration, and second best, upgrading just the configuration was the next best option

Fortunately the lab was not concerned about departing with their transactional data, Samples and Worksheets, Analyse as it was a test and training server only

In lab where that transaction history is valuable, e.g. for accreditation purposes, we advise that the Bika Senaite 1.3 server be kept running as online archive

In the Procedure the v1 data is processed on virgin senaite servers and the configuration finally exported for import at the system's final destination

 

 

 

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1. Back up

Back the site to be migrated up, var/filestorage and var/blobstorage into data into a tarball, e.g. demo.data.202210329.tgz

2. Set up Senaite 1 site

Create a new plone 4.3.20 instance with senaite 1.3.x

Untar the backup demo.data.202210329.tgz

3. Upgrade to v2

Run SENAITE CORE and SENAITE LIMS upgrades

Backup data into a new tarbal e.g plone4320new.data.202210329.tgz

4. New Senaite 2 site


Create plone 5.2.6 instance with senaite 2.x

Untar the backed up data plone4320new.data.202210329.tgz

5. Upgrade


Run SENAITE CORE and SENAITE LIMS upgrades

6. Export Configuration


Export this configuration, see Migrating the LIMS Configuration

It can now be imported at its final destination

7. Import

Import the configuration at the final Bika Senaite 2 destination

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Notes

In this example the 1.3 site also featured a number of additional products, see buildout for branches
BIKA COA 1.0.1
BIKA UI 1.0.1
SENAITE CORE LISTING 1.5.3
SENAITE CORE SPOTLIGHT 1.0.4
SENAITE Core 1.3.6
SENAITE IMPRESS 1.2.5
SENAITE INSTRUMENTS 1.0.0

Extra to the buildout

1 Plone 4.3.20 instance with senaite 1.3.x, pin the branches on sources

[sources]
senaite.lims = git git@github.com:senaite/senaite.lims.git branch=1.x
senaite.api = git git@github.com:senaite/senaite.api.git branch=master
senaite.core = git git@github.com:senaite/senaite.core.git branch=1.3.x
senaite.core.listing = git git@github.com:senaite/senaite.core.listing.git branch=1.x
senaite.core.supermodel = git git@github.com:senaite/senaite.core.supermodel.git branch=1.x
senaite.impress = git git@github.com:senaite/senaite.impress.git branch=1.x
senaite.instruments = git git@github.com:senaite/senaite.instruments.git rev=7ea17cc971d3c8b6c941982c25397b451df4b584
senaite.sampleimporter = git git@github.com:Lunga001/senaite.sampleimporter.git pushurl=git@github.com:Lunga001/senaite.sampleimporter.git branch=develop
bika.coa = git git@github.com:bikalims/bika.coa.git pushurl=git@github.com:bikalims/bika.coa.git branch=1.x
bika.equine = git git@github.com:bikalims/bika.equine.git pushurl=git@github.com:bikalims/bika.equine.git branch=master
bika.ui = git git@github.com:bikalims/bika.ui.git rev=e87728d19237e11b8280f51e4d707501348ec7b8
bika.dairy = git git@github.com:bikalims/bika.dairy.git pushurl=git@github.com:bikalims/bika.dairy.git branch=assets
senaite.storage = git git@github.com:senaite/senaite.storage.git branch=master
senaite.queue = git git@github.com:senaite/senaite.queue.git branch=1.x
senaite.panic = git git@github.com:senaite/senaite.panic.git branch=master
senaite.jsonapi = git git@github.com:senaite/senaite.jsonapi.git branch=1

2 Plone 5.2.6 instance with senaite 2.x, pin the branches on sources

[sources]
senaite.lims = git git@github.com:senaite/senaite.lims.git branch=2.x
senaite.core = git git@github.com:senaite/senaite.core.git branch=2.x
senaite.impress = git git@github.com:senaite/senaite.impress.git branch=2.x
senaite.instruments = git git@github.com:senaite/senaite.instruments.git branch=master
senaite.sampleimporter = git git@github.com:Lunga001/senaite.sampleimporter.git branch=develop
bika.coa = git git@github.com:bikalims/bika.coa.git pushurl=git@github.com:bikalims/bika.coa.git branch=2.x
bika.ui = git git@github.com:bikalims/bika.ui.git branch=master
bika.dairy = git git@github.com:bikalims/bika.dairy.git pushurl=git@github.com:bikalims/bika.dairy.git branch=assets
senaite.storage = git git@github.com:senaite/senaite.storage.git branch=master
senaite.queue = git git@github.com:senaite/senaite.queue.git branch=1.x
senaite.panic = git git@github.com:senaite/senaite.panic.git branch=master
senaite.jsonapi = git git@github.com:senaite/senaite.jsonapi.git tag=2.1.0
senaite.app.listing = git git@github.com:senaite/senaite.app.listing.git branch=2.x
senaite.app.spotlight = git git@github.com:senaite/senaite.app.spotlight.git branch=2.x
senaite.app.supermodel = git git@github.com:senaite/senaite.app.supermodel.git branch=2.x

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