Backdrop Upgrade Made Easy

Prerequisites

You will need to have Git, Ansible and MY Fork of Bee (https://github.com/TheMetMan/bee) installed. You must use my version because the official version (https://github.com/backdrop-contrib/bee) does not have a working bee update method yet. Ansible Documentation is here

With Ansible, you will need to have your own Ansible Hosts File setup for the Local, Dev and Prod Servers and correct the scripts accordingly. They do not need Sudo, just run as a normal user, but you will need ssh keys setup on the remote and local servers for password less login.

To upgrade I follow this workflow:

• Export Prod and push to git repo
• Pull repo to Local, import and test
• Upgrade Local and test
• Push Local to git repo
• Pull repo to Dev and test
• Pull repo to Prod and test

It is useful to have a standard naming convention, so I use .local, dev and prod

My Local Sites are on a local server and the Dev and Prod on remote servers.

IMPORTANT! You will need these scripts I have created Bash Scripts to export and import the site configuration and database. Also, to upgrade core and modules. These can be found on GitHub here as well. See that project for more information.

Automation and Streamlining:

I have a GitHub repository with my Scripts and Playbooks here

Follow each step of the workflow laid out below to upgrade all the sites. So in more detail:

1. Check that there are NO Git Branches called Update or Upgrade on Local and Remote Servers.
   ~/ansible/backdrop_upgrade_made_easy/backdrop_run_step_1.sh
2. ExportConfigSync on Prod Site and Git Push to Repo.
   ~/ansible/backdrop_upgrade_made_easy/backdrop_run_step_2.sh
3. Create Git upgrade Branch on Local and Git Pull from Remote. Then ImportConfigSync.
   ~/ansible/backdrop_upgrade_made_easy/backdrop_run_step_3.sh
4. Test Local Sites are OK, then clean up.
   ~/ansible/backdrop_upgrade_made_easy/backdrop_run_step_4.sh
5. Upgrade Core and any modules then ExportConfigSync and Git Commit Upgrade.
   ~/ansible/backdrop_upgrade_made_easy/backdrop_run_step_5.sh
6. Test Local Sites are OK.
7. Git checkout Master and Merge Upgrade and Delete Upgrade and Git Push to remote.
   ~/ansible/backdrop_upgrade_made_easy/backdrop_run_step_7.sh
8. Create Git upgrade Branch on the DEV Server and pull from remote and importConfigSync. (Same as Step 3 but different hosts).
   a. ~/ansible/backdrop_upgrade_made_easy/backdrop_run_step_8_01.sh
   b. Test DEV Site is OK.
   c. Create Git upgrade Branch on the PROD Server and pull from remote and importConfigSync. (Same as Step 8 but different hosts).
   d. ~/ansible/backdrop_upgrade_made_easy/backdrop_run_step_8_02.sh
   e. Test PROD Site is OK.
9. If all OK, then run this to Git checkout Master and Merge Upgrade and Delete Upgrade on DEV and PROD.
   ~/ansible/backdrop_upgrade_made_easy/backdrop_run_step_9.sh
10. Then run the first one to check for any Git upgrade Branches
    ~/ansible/backdrop_upgrade_made_easy/backdrop_run_step_1.sh

Important:

After each step above, the output is logged and can be looked through quickly to see if there were any errors.