Cog-Creators/Red-DiscordBot

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docs/update_red.rst

Summary

Maintainability
Test Coverage
============
Updating Red
============

Updating to the latest version of Red has several benefits:

- New features and improvements are added.
- Bugs are fixed.
- Your bot is safe from security vulnerabilities that have been found.

Here are some things to consider to help make your upgrade as smooth as possible.

.. note::

    If you're developing for Red, you should also look for "Breaking changes" sections in release notes for each minor (X.Y.0) version that's been released since you last updated Red. To make the migration process easier, we also provide an extensive `incompatible_changes/index` document explaining the breaking changes we've made in more detail.

.. important::

    Make sure to read the **Read before updating** sections of the changelogs for all releases that were published since you last updated your instance. They contain important information and if you don't read them, you might run into some issues later.

Updating differs depending on the version you currently have. Next sections will explain how to upgrade to latest version of Red (|version|) from the version that is in the header of the section.

.. contents:: Choose the version you're currently on from the list below:
    :local:
    :depth: 1


Red 3.5.0 or newer
******************

Windows
-------

If you have Red 3.5.0 or newer, you can upgrade by following these steps:

#. Shut your bot down.
#. Activate your venv with the following command:

    .. prompt:: batch

        "%userprofile%\redenv\Scripts\activate.bat"
#. Update Red with this command:

    .. prompt:: batch
        :prompts: (redenv) C:\\>

        python -m pip install -U Red-DiscordBot

    .. attention::

        If you're using PostgreSQL data backend, replace ``Red-DiscordBot`` in the second command with ``Red-DiscordBot[postgres]``
#. Start your bot.
#. If you have any 3rd-party cogs installed, we highly recommend you update them with this command in Discord: ``[p]cog update`` (``[p]`` is considered as your prefix)

Linux & Mac
-----------

If you have Red 3.5.0 or newer, you can upgrade by following these steps:

#. Shut your bot down.
#. Activate your virtual environment.
  
    If you used ``venv`` for your virtual environment, use:

    .. prompt:: bash

        source ~/redenv/bin/activate

    If you used ``pyenv`` for your virtual environment, use:

    .. prompt:: bash

        pyenv shell <name>
#. Update Red with this command:

    .. prompt:: bash
        :prompts: (redenv) $

        python -m pip install -U Red-DiscordBot

    .. attention::

        If you're using PostgreSQL data backend, replace ``Red-DiscordBot`` in the second command with ``Red-DiscordBot[postgres]``
#. Start your bot.
#. If you have any 3rd-party cogs installed, we highly recommend you update them with this command in Discord: ``[p]cog update`` (``[p]`` is considered as your prefix)

Red 3.2.0-3.4.19
****************

Windows
-------

If you have a Red version between 3.2.0 and 3.4.19, you can upgrade by following these steps:

#. Shut your bot down.
#. Activate your venv with the following command:

    .. prompt:: batch

        "%userprofile%\redenv\Scripts\activate.bat"
#. Update Red with this command:

    .. prompt:: batch
        :prompts: (redenv) C:\\>

        python -m pip install -U Red-DiscordBot

    .. attention::

        If you're using PostgreSQL data backend, replace ``Red-DiscordBot`` in the second command with ``Red-DiscordBot[postgres]``
#. If you're using **any** 3rd-party cogs:

    #. Start your bot with ``--no-cogs --load-cogs downloader`` flags, for example:

        .. prompt:: batch

            :prompts: (redenv) C:\\>

            redbot <your instance name> --no-cogs --load-cogs downloader

    #. Wait for the bot to start.
    #. Run the ``[p]cog update`` command on Discord.
    #. Wait for the bot to stop typing and send a response. This step may take a while.
    #. Shutdown the bot with the ``[p]shutdown`` command.
#. Start your bot as you normally do.

Linux & Mac
-----------

If you have a Red version between 3.2.0 and 3.4.19, you can upgrade by following these steps:

#. Shut your bot down.
#. Activate your virtual environment.
  
    If you used ``venv`` for your virtual environment, use:

    .. prompt:: bash

        source ~/redenv/bin/activate

    If you used ``pyenv`` for your virtual environment, use:

    .. prompt:: bash

        pyenv shell <name>
#. Update Red with this command:

    .. prompt:: bash
        :prompts: (redenv) $

        python -m pip install -U Red-DiscordBot

    .. attention::

        If you're using PostgreSQL data backend, replace ``Red-DiscordBot`` in the second command with ``Red-DiscordBot[postgres]``
#. **If you're using any 3rd-party cogs:**

    #. Start your bot with ``--no-cogs --load-cogs downloader`` flags, for example:

        .. prompt:: bash
            :prompts: (redenv) $

            redbot <your instance name> --no-cogs --load-cogs downloader

    #. Wait for the bot to start.
    #. Run the ``[p]cog update`` command on Discord.
    #. Wait for the bot to stop typing and send a response. This step may take a while.
    #. Shutdown the bot with the ``[p]shutdown`` command.
#. Start your bot as you normally do.

Red 3.1.X
*********

If you have Red 3.1.X, you will need to follow the install instructions for your operating system. Make sure that you turn your bot off first.

Go to the `install_guides/index` guide and follow every step to ensure you have all dependencies up-to-date and only skip the ``redbot-setup`` step as you already have a bot instance.

**If you already have Red installed in a virtual environment, you will need to delete it before starting this process.**

.. attention::

    Red 3.2 dropped support for the MongoDB driver

     - If you were not using the MongoDB driver, this does not affect you.
     - If you were using a 3rd party cog which required MongoDB, it probably still does.
     - If you were using the MongoDB driver, **prior to launching your instance after update**,
       you will need to run the following commands to convert:

         .. prompt:: bash
           :prompts: (redenv) $

           python -m pip install dnspython~=1.16.0 motor~=2.0.0 pymongo~=3.8.0
           redbot-setup convert [instancename] json


Red 3.0.2 and older
*******************

.. important::

    Red 3.2 dropped support for the MongoDB driver

     - If you were not using the MongoDB driver, this does not affect you.
     - If you were using a 3rd party cog which required MongoDB, it probably still does.
     - If you were using the MongoDB driver, **prior to updating**, you will need to convert your data to JSON backend,
       using following command:

         .. prompt:: bash
           :prompts: (redenv) $

           redbot-setup --edit

If you have Red 3.0.2 or older, you will need to follow the install instructions for your operating system. Make sure that you turn your bot off first.

Go to the `install_guides/index` guide and follow every step to ensure you have all dependencies up-to-date and only skip the ``redbot-setup`` step as you already have a bot instance.

**If you already have Red installed in a virtual environment, you will need to delete it before starting this process.**