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1. Download DSpace 1.8 Either download DSpace 1.8 from DSpace.org or check it out directly from the SVN code repository. If you downloaded DSpace do not unpack it on top of your existing installation. Refer to Installation Instructions, Step 3 for unpacking directives.
2. Merge any customizations. If you have made any local customizations to your DSpace installation they will need to be migrated over to the new DSpace. Customizations are typically housed in one of the following places:

   • Wiki Markup
     JSPUI modifications: {{\[dspace-source\]/dspace/modules/jspui/src/main/webapp/}}

   • Wiki Markup
     XMLUI modifications: {{\[dspace-source\]/dspace/modules/xmlui/src/main/webapp/}}

   • Wiki Markup
     Config modifications: \[dspace\]/config

3. Set New Configurations. There are new configuration settings in the new release that add or change functionality that you will want to set according to your needs.
   1. TODO - Add new configuration changes.
4. Build DSpace. Run the following commands to compile DSpace:

   No Format
   cd [dspace-source]/dspace/ mvn -U clean package

   Wiki Markup
   You will find the result in {{\[dspace-source\]/dspace/target/dspace-\[version\]-build.dir}} . Inside this directory is the compiled binary distribution of DSpace. Before rebuilding DSpace ('package'), the above command will clean out any previously compiled code ('clean') and ensure that your local DSpace JAR files are updated from the remote maven repository.

5. Stop Tomcat. Take down your servlet container. For Tomcat, use the  $CATALINA/shutdown.sh  script. (Many Unix-based installations will have a startup/shutdown script in the /etc/init.d or /etc/rc.d directories.)
6. Update DSpace. 
   1. Update the DSpace installed directory with the new code and libraries. Issue the following commands:

      Code Block
      cd [dspace-source]/dspace/target/dspace-[version]-build.dir ant -Dconfig=[dspace]/config/dspace.cfg update

      NOTE:

      Note
      title Changes to the behavior of the 'ant update' script
      The ant update script has changed slightly as of DSpace 1.8.0. It now defaults to replacing your existing configuration files (after backing them up first). See the note under #Upgrading from 1.7.x to 1.8.x for more details.

   2. Apply database changes to your database. 

      Warning
      title Backup Your Database First
      Applying a database change will alter your database! The database upgrade scripts have been tested, however, there is always a chance something could go wrong. So, do yourself a favor and create a backup of your database before you run a script that will alter your database.

      1. Wiki Markup
         PostgreSQL: \[dspace-source\]/dspace/etc/postgres/database_schema_17-18.sql

      2. Wiki Markup
         Oracle: \[dspace-source\]/dspace/etc/oracle/database_schema_17-18.sql

7. Generate Browse and Search Indexes. The search mechanism has been updated in 1.8, so must perform a full reindex of your site for searching and browsing to work. To do this, run the following command from your DSpace install directory (as the dspace user):

   Code Block
   [dspace]/bin/dspace index-init

8. Wiki Markup
   *Deploy Web Applications*. Copy the web applications files from your {{\[dspace\]/webapps}} directory to the subdirectory of your servlet container (e.g. tomcat):

   1. TODO: Is this step necessary? A much better way exists to configure your servlet container to "know" about the DSpace webapps.

      Code Block
      cp -R [dspace]/webapps/* [tomcat]/webapps/

9. Restart servlet container. Now restart your Tomcat/Jetty/Resin server program and test out the upgrade.

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