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In the notes below [dspace] refers to the install directory for your existing DSpace installation, and [dspace-1.4.x-source] to the source directory for DSpace 1.4.x. Whenever you see these path references, be sure to replace them with the actual path names on your local system.

Upgrade Steps

First and foremost, make a complete backup of your system, including:
- A snapshot of the database
- The asset store ([dspace]/assetstore by default)
- Your configuration files and localized JSPs
Download the latest DSpace 1.4.x source bundle and unpack it in a suitable location (not over your existing DSpace installation or source tree!)

Copy the PostgreSQL driver JAR to the source tree. For example:

cd  [dspace]/lib
cp postgresql.jar  [dspace-1.4.x-source]/lib

Note: Licensing conditions for the handle.jar file have changed. As a result, the latest version of the handle.jar file is not included in this distribution. It is recommended you read the new license conditions and decide whether you wish to update your installation's handle.jar. If you decide to update, you should replace the existing handle.jar in [dspace-1.4.x-source]/lib with the new version.
Take down Tomcat (or whichever servlet container you're using).

Your DSpace configuration will need some updating:

In dspace.cfg, paste in the following lines for the new stackable authentication feature, the new method for managing Media Filters, and the Checksum Checker.

#### Stackable Authentication Methods #####
# Stack of authentication methods
#  (See org.dspace.eperson.AuthenticationManager)
plugin.sequence.org.dspace.eperson.AuthenticationMethod = \
          org.dspace.eperson.PasswordAuthentication

#### Example of configuring X.509 authentication
#### (to use it, add org.dspace.eperson.X509Authentication to stack)

## method 1, using keystore
#authentication.x509.keystore.path = /var/local/tomcat/conf/keystore
#authentication.x509.keystore.password = changeit

## method 2, using CA certificate
#authentication.x509.ca.cert = ${dspace.dir}/config/mitClientCA.der

## Create e-persons for unknown names in valid certificates?
#authentication.x509.autoregister = true


#### Media Filter plugins (through PluginManager) ####

plugin.sequence.org.dspace.app.mediafilter.MediaFilter = \
    org.dspace.app.mediafilter.PDFFilter,
	org.dspace.app.mediafilter.HTMLFilter, \
    org.dspace.app.mediafilter.WordFilter,
	org.dspace.app.mediafilter.JPEGFilter
# to enable branded preview: remove last line above, and uncomment 2
	lines below
#   org.dspace.app.mediafilter.WordFilter,
	org.dspace.app.mediafilter.JPEGFilter, \
#   org.dspace.app.mediafilter.BrandedPreviewJPEGFilter

filter.org.dspace.app.mediafilter.PDFFilter.inputFormats = Adobe PDF
filter.org.dspace.app.mediafilter.HTMLFilter.inputFormats = HTML,
	Text
filter.org.dspace.app.mediafilter.WordFilter.inputFormats = Microsoft
	Word
filter.org.dspace.app.mediafilter.JPEGFilter.inputFormats = GIF,
	JPEG, image/png
filter.org.dspace.app.mediafilter.BrandedPreviewJPEGFilter.inputFormat
s = GIF, JPEG, image/png


#### Settings for Item Preview ####
webui.preview.enabled = false
# max dimensions of the preview image
webui.preview.maxwidth = 600
webui.preview.maxheight = 600
# the brand text
webui.preview.brand = My Institution Name
# an abbreviated form of the above text, this will be used
# when the preview image cannot fit the normal text
webui.preview.brand.abbrev = MyOrg
# the height of the brand
webui.preview.brand.height = 20
# font settings for the brand text
webui.preview.brand.font = SansSerif
webui.preview.brand.fontpoint = 12
#webui.preview.dc = rights


#### Checksum Checker Settings ####
# Default dispatcher in case none specified
plugin.single.org.dspace.checker.BitstreamDispatcher=org.dspace.checke
r.SimpleDispatcher
# Standard interface implementations. You shouldn't need to tinker
	with these.
plugin.single.org.dspace.checker.ReporterDAO=org.dspace.checker.Report
erDAOImpl

# check history retention
checker.retention.default=10y
checker.retention.CHECKSUM_MATCH=8w

If you have customized advanced search fields (search.index.n fields, note that you now need to include the schema in the values. Dublin Core is specified as dc. So for example, if in 1.3.2 you had:
search.index.1 = title:title.alternative
That needs to be changed to:
search.index.1 = title:dc.title.alternative
If you use LDAP or X509 authentication, you'll need to add org.dspace.eperson.LDAPAuthentication or org.dspace.eperson.X509Authentication respectively. See also configuring custom authentication code.
If you have custom Media Filters, note that these are now configured through dspace.cfg (instead of mediafilter.cfg which is obsolete.)
Also, take a look through the default dspace.cfg file supplied with DSpace 1.4.x, as this contains configuration options for various new features you might like to use. In general, these new features default to 'off' and you'll need to add configuration properties as described in the default 1.4.x dspace.cfg to activate them.

Your 'localized' JSPs (those in jsp/local) now need to be maintained in the source directory. If you have locally modified JSPs in your [dspace]/jsp/local directory, you will need to merge the changes in the new 1.4.x versions into your locally modified ones. You can use the diff command to compare your JSPs against the 1.4.x versions to do this. You can also check against the DSpace CVS.

In [dspace-1.4.x-source] run:

ant -Dconfig= [dspace]/config/dspace.cfg update

The database schema needs updating. SQL files containing the relevant file are provided. If you've modified the schema locally, you may need to check over this and make alterations.
- For PostgreSQL: [dspace-1.4.x-source]/etc/database_schema_13-14.sql contains the SQL commands to achieve this for PostgreSQL. To apply the changes, go to the source directory, and run:psql -f etc/database_schema_13-14.sql [DSpace database name] -h localhost
- For Oracle: [dspace-1.4.x-source]/etc/oracle/database_schema_13-14.sql should be run on the DSpace database to update the schema.
Rebuild the search indexes: [dspace]/bin/index-all
Copy the .war Web application files in [dspace-1.4-source]/build to the webapps sub-directory of your servlet container (e.g. Tomcat). e.g.:
cp [dspace-1.4-source]/build/*.war [tomcat]/webapps
If you're using Tomcat, you need to delete the directories corresponding to the old .war files. For example, if dspace.war is installed in [tomcat]/webapps/dspace.war, you should delete the [tomcat]/webapps/dspace directory. Otherwise, Tomcat will continue to use the old code in that directory.
Restart Tomcat.