Always backup your database, media directory and configuration files before upgrading. We try very hard to make sure that all database changes are non-destructive, but you should always backup beforehand anyway. You will never regret backing up your database and media directory. You may regret not doing so, so it’s just better to get into the habit.
In general, an upgrade involves two parts:
upgrade application code and dependencies
apply new database changes (called database migrations)
Upgrading application code is usually something like:
$ git pull # pull latest changes $ export DJANGO_SETTINGS_MODULE=config.settings.prod $ pip install -r requirements/base.txt
Applying new database changes is performed with
$ export DJANGO_SETTINGS_MODULE=config.settings.prod $ ./manage.py migrate
Note however that above instructions are very generic and may very depending on the release and deployment environment.
Upgrade via Docker
In case you run Papermerge via docker container, then all you need to do is to change docker image to the newer version of papermerge docker image. New docker image means actually new application code (with correct dependencies already built-in) and, the most important part docker (startup script) will run database migrations for you!
From 1.5.x to 2.x
If you run an earlier version then 1.5.x please upgrade to 1.5.5 version first.
It is very important to upgrade exactly from 1.5.5 to 2.0.0rc38. The very first 2.x release candidate (2.0.0rc35) has problems which will result in upgrade failure.