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This documentation is still in progress and 3.3 has not been released yet.

 Preparing for the Upgrade

 Before doing anything to prepare for the upgrade, backup your Avalon 3.2 installation.

 Validating Media Object metadata

Avalon release 3.3 includes a new requirement that metadata values Creation Date, Copyright Date and Date Issued conform to the Extended Date Time Format. Dates that do not conform will not be indexed and therefore will not be searchable. To assisting in identifying existing records affected by this change, a tool has been implemented to identify those records. In addition to identifying invalid dates it identifies all records with ANY invalid metadata. Any records identified as having validation errors should be fixed so that they will be indexed.  Run the tool by executing the following command:

$ su - avalon -c "cd /var/www/avalon/current; RAILS_ENV='production' bundle exec rake avalon:validate"

Workflow updates to support multiple derivative batch ingest

Part of the changes made to get multiple derivatives ingest to work was updating the skip transcoding Matterhorn workflows.

Matterhorn disk cleanup

In previous Avalon versions, there was a potential for Matterhorn disk space to fill with workflow artifacts. The default error handler workflow updated as above reduces this potential significantly. And a tool is provided in Release 3.3 that helps clean up Matterhorn workspace further. More can be learned here.

See What's New in Avalon 3.3  for more details.


 The following instructions will work for any Avalon 3.1 installation that used Puppet as its source. This includes the portable VM Image Installation, the Vagrant Virtual Machine Installation, and the Manual Puppet Install.

 Upgrading is fairly simple, and must be run as the root user from a bash prompt on the Avalon system. The process for this depends on which kind of installation you have.

 Portable VM image:

  • Open a terminal window from within the VM console, and type su root to become the root user. This will require the root password you provided the first time the system was booted.
  • Vagrant virtual machine:
    From within the original installer directory (from step 4 of the Vagrant Virtual Machine Image Installation Instructions), type vagrant ssh to log in as the vagrant user, then type sudo -i to become the root user.
  • Manual Puppet installed machine:
    Log in and become root as you did in steps 1 and 2 of the Manual Puppet Install instructions.

Once you have a root prompt, proceed with the upgrade as follows:

Upgrade Avalon
# 1. if starting from Portable VM image, download the installer package, unpack, and link it
$ wget -O flat.tar.gz 
$ tar xzf flat.tar.gz
$ export INSTALL_DIR=`pwd`
$ ln -s $INSTALL_DIR/avalon-installer-flat/files /etc/puppet/avalon_files

# 2. navigate to the installer
$ cd avalon-installer-flat

# 3. remove the Avalon deploy tag
$ rm -f /var/www/avalon/bare-deploy
$ rm -rf /opt/staging/avalon/avalon-bare-deploy.tar.gz /opt/staging/avalon/avalon-bare-deploy
# 4. apply the puppet manifest
$ puppet apply --fileserverconfig=fileserver.conf --modulepath=modules \
	--hiera_config=hiera/hiera.yaml --templatedir=templates manifests/init.pp

# 5. add configuration for new controlled vocabulary 
# (Merge new identifier type definitions from config/controlled_vocabulary.yml.example into config/controlled_vocabulary.yml and edit as necessary.)

# 6. reindex
$ su - avalon -c "cd /var/www/avalon/current; RAILS_ENV='production' bundle exec rake avalon:reindex"
Upgrade Matterhorn
# 1. Switch to matterhorn user
$ su - matterhorn
$ cd /usr/local/matterhorn
# 2. Install updated workflows
$ cd ../../etc/workflows
$ wget --no-check-certificate -O avalon-skip-transcoding.xml
$ wget --no-check-certificate -O avalon-skip-transcoding-audio.xml
$ wget --no-check-certificate -O default-error-handler.xml
# 3. Restart Matterhorn
$ exit
$ service matterhorn stop
$ service matterhorn start

 If you didn't load the sample content before, try it out to test your avalon 3.3 upgrade.

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