Upgrading Revive Adserver

A detailed guide about upgrading to a newer version of Revive Adserver (including upgrades from OpenX Source)

This is an adapted version of an article published in November 2010 by project team member Erik Geurts. It was copied and updated with his kind permission.

Important note: the procedure below is based on my experience upgrading several hundred Revive Adserver installations in the course of several years (or actually, its predecessor OpenX Source). I’ve generalized the process so that it can be applied in many situations.

The instructions below are not intended to be complete for every possible scenario, server operating system, or database software. If you don’t understand part or all of these upgrade instructions, please consider asking a colleague, friend, or anyone else you know who has more technical expertise to assist you with the upgrade. The instructions below should be sufficiently clear for them to complete the upgrade successfully.

Before I start, the most important tip I can give is: make backups!

About Revive Adserver vs. OpenX Source

Revive Adserver logo

Revive Adserver logo

Revive Adserver is the successor for OpenX Source. Both application stem from the same origin, and Revive Adserver v3.0.x is completely compatible with OpenX Source. Please read the release notes for the version you are about to upgrade to, to fully understand the difference and changes.

Starting point and assumptions

Single server setup

The procedure described below is for a setup where there is just one web server that handles everything related to Revive Adserver (or OpenX Source). When you have a setup with multiple servers, the basics of the upgrade process are the same, but obviously you’ll need to make some changes to the various steps. If you’ve managed to get a setup with multiple servers running, then I’m sure you’ll understand the differences.

Revive Ad server installed in www.example.com/adserver/

I’m starting with the assumption that you’ve installed your ad server system on your website example.com in a folder called ‘adserver’ (so the address is www.example.com/adserver/), and that it has been installed and configured correctly.

Ad server running on a dedicated database

I’m also assuming that you are using a database called “revive_adserver_xyz”, where xyz is the version number of your current software version. So if you’re running Revive Adserver version 3.0.0, your database would be named “revive_adserver_300″.

I’m also assuming that you have a specific MySQL user for the Revive Adserver database, and that this user has “all privileges” on that database. For the examples below, I’m going to assume that this user is called “revive_adserver”.

Banner images stored in www.example.com/images/

I’m also assuming you have moved your banner image storage folder to a location outside of the Revive Adserver directory. If you haven’t done that yet, then I suggest that you first do this by following the instructions in the blog post How to: move banner image storage location in Revive Adserver.

Overview of steps in the Revive Adserver upgrade process

The upgrade process consists of two major parts: preparations and upgrade.

The preparations involve:

  1. Uploading the files of the new software version in a new folder on the server
  2. Creating a new database
  3. Copying and adjusting the configuration file
  4. Preventing the creating of backup tables
  5. Setting file and folder permissions

The actual upgrade involves:

  1. Copying the database
  2. Running the upgrade wizard
  3. Making the upgraded copy the live system

Read this procedure carefully and completely

I strongly recommend that you read this whole procedure carefully and completely before starting. That way, you will know what to expect and what tools and information you will need.

You might even want to consider to do a dry run of the upgrade on a staging server or test copy of your system.

Just like with a new installation, before you start on the upgrade process, make sure your server environment meets the technical requirements for Revive Adserver 3.0.

Preparations for upgrading Revive Adserver

1. Upload the files of the new software version

The Revive Adserver software has been designed so that it can run the upgrade wizard in a temporary folder. This means that the current software version will not be touched or changed in any way during the upgrade process. In the unlikely event that something goes wrong while running the upgrade wizard, the ad delivery on your site(s) will not be affected.

My first step in the preparations is to create a new folder at the same level as the existing ‘adserver’ folder. I always call this folder ‘adserver_new’. Then I use my FTP program to upload the files of the new version into the new folder. I always unpack the zip file I download the website on my own computer first and then I upload the resulting file set to the web server.

2. Creating a new database

Instead of running the upgrade on the existing database, I always run the upgrade wizard on a copy of that database. That way, when anything goes wrong during the upgrade, the original database will be unharmed and will continue to work as if nothing happened.

The second step is the preparations is to create a new database with a name that reflects the new version number. For example, if you’re upgrading to Revive Adserver version 8.7.6 (a fictional version number!), your new database will be named “revive_adserver_876″. Create this new database, and also make sure that the MySQL user “revive_adserver” has “all privileges” on the new database.

3. Copying and adjusting the configuration file

The upgrade process described here means you’ll be running the upgrade wizard with the new database created in the previous step. To make this work, you will have to adjust the Revive Adserver configuration file for the upgrade folder to point to the new database.

The Revive Adserver configuration file can be found in the ‘var’ folder just below the ‘adserver’ folder. The name of the starts with your domain name and ends in ‘conf.php’. So for our fictional installation at www.example.com/adserver, the configuration file is named www.example.com.conf.php.

First download it to your local computer using your FTP program, and open it in a text editor like Notepad. Do NOT use a word processor! You’ll need to make one change to the configuration file. Search for the database name in the [database] section, and change it to the name of the new database that you have created in the previous step. You may also have to adjust the database username and password if they don’t match the privileges for the existing database.

Then upload it into the ‘var’ folder just below the ‘adserver_new’ folder. Be careful not to upload it in the ‘adserver/var’ folder, that will break your running ad server system.

4. Preventing the creation of backup tables

The Revive Adserver upgrade wizard normally creates backup versions of all the tables in your Revive Adserver database that are changed during the upgrade. These backup tables are used to attempt a recovery when the upgrade goes wrong in any way. If you’re database is large, and if the tables that need to be backed up this way are also large, this can result in a very big increase in the overall size of the database. It will also mean the upgrade will take longer than without these backups.

However, since this upgrade scenario involves creating a new database, copying all existing data into this new database and then running the upgrade on that new copied database, there is no real need for creating those backup tables.

There is a trick to prevent the creation of the backup tables. Just create a file named “NOBACKUPS” in the ‘var’ folder just below your ‘adserver_new’ folder. The file can be completely empty, it’s just the name and the fact that it’s there that tell the upgrade wizard to skip creating backup tables.

5. Setting file and folder permissions

During the upgrade, but also during normal operations, the Revive Adserver software requires that several files and folders can be created or changed on the server. This means you will have to change the permissions of those folders and files. The upgrade wizard will check this in one of the first steps, forcing you to make the changes at that time, but it’s easier to do it now during the preparations.

The following folders, plus all files and sub folders in them, will to be set to “world writable”:

  • ‘adserver_new/plugins’
  • ‘adserver_new/var’
  • ‘adserver_new/www/admin/plugins’

If your server is running on Linux or Unix, the permissions have to be set to ’777′.

Selecting a day and time for the upgrade

It’s a good idea to carefully plan the day and time for the actual upgrade. Most sites will have a distinct day-and-night pattern in their visitor statistics. If you can, perform the upgrade during the least busy time of the day (or night). This has several advantages.

  1. The server will be less busy than during the daytime, and thus faster when it comes to making changes to the database tables and files and folders in Revive Adserver.
  2. It’s likely that nobody will be working in the Revive Adserver user interface during the night, adding campaigns or banners for instance. In any event, tell anyone on your team to avoid working in Revive Adserver during the upgrade process.
  3. For the time it takes to perform the upgrade, you will miss a few minutes worth of statistics. If you do the upgrade at a time when few visitors are on the site, you’ll miss as little as possible.
  4. At the very end of the upgrade, you’ll have to swap the ‘adserver’ and ‘adserver_new’ folder names. Depending on how fast you can type, this will take a few seconds. Doing this at a quiet time of the night will mean that hardly anyone will notice it.

Whatever day of the week and time of day you select, make sure that you start the upgrade steps just after the hourly maintenance process is completed. This means you’ll have a consistent copy of your data and that you’ll only be missing a few impressions, clicks and possibly conversions while going through the upgrade process.

It might be that you’ll have to decide to do the upgrade during the night from Sunday to Monday. So the disadvantage is obviously that you’ll have to sacrifice a chunk of time otherwise spent sleeping.

Performing the upgrade

With all preparations complete, it’s time to perform the upgrade for real.

The steps below will have to be performed in the shortest possible time. Make sure you’re not going to be disturbed or distracted by phone calls, meetings or people walking in to have you do other things. The time it will take to complete the whole upgrade largely depends on the size of your database and the speed of the server. It could be as quick as a few dozen seconds, but it might actually take minutes or even half an hour.

1. Copying the database

As explained in detail above, the upgrade process involves making a copy of your production database into a newly created database and then to run the upgrade on this new database.

If you’re not comfortable with command line statements, you might be able to use a tool like phpMyAdmin to copy all of your tables from the existing database ‘revive_adserver_abc’ into the new database ‘revive_adserver_xyz’.

However, it is often faster to use a few command line statements to export the data from the existing database and then to import it into the new database. If you don’t know how, ask a colleague, team member, or outside expert for help.

Here is a template for the command line statements.

To export data from the existing database into a text file:

mysqldump -uUSER -pPASSWORD OLDDATABASE –skip-lock-tables > FILE.sql

To import data from this text file into the new database:

mysql -uUSER -pPASSWORD NEWDATABASE < FILE.sql

You’ll have to replace the USER, PASSWORD, OLDDATABASE and NEWDATABASE placeholders with the actual names and values.

Whatever way of copying the data you use, always make sure that you’ve got a copy of all the tables of your existing database. You can do this by comparing the list of tables of both databases.

2. Run the upgrade wizard

After you’ve completed copying the database as described in the previous step, you can run the upgrade wizard.

In your web browser, enter the address of your new Revive Adserver version, which in the example used in this article would be:

http://www.example.com/adserver_new

The Revive Adserver software will recognize that an upgrade is in progress and instead of presenting the usual login screen, it will start the upgrade wizard.

The upgrade wizard will do the necessary work for you. It involves a welcome screen, and a check for the technical requirements for your server to be able to successfully use Revive Adserver.

At some point you will have to prove that you are authorized to perform the upgrade by entering the Revive Adserver administrator user name and password.

The wizard will also display the database connection details that it finds in the configuration file. Check and make sure that you’ve changed the database name in the configuration file to point to the new database containing the copy of the data. Do not perform the upgrade on the existing database that is still being used for your live adserving.

After this check, the upgrade wizard will make all necessary changes to the database tables (if any). Depending on the size of the database and the speed of your web server, this could take just a few seconds, but it might take several minutes.

After the database changes have been completed, the upgrade wizard will display the folder path of the ‘old’ copy of the ad server. Since we’re actually working in a temporary folder, this should in fact be the folder path of the current, live version of the system. Check and confirm that the path is correct. The upgrade wizard will now find out which plugins are installed in the current version and then install the same set of plugins in the new version. During this step, it will even check if there are any new versions of any of the plugins and if so, it will install those instead of the older versions. Some plugins will actually create or update tables for their own use.

At the very last step of the upgrade wizard, it will present a page informing you that the upgrade was successful. If you click the “OK” button on that page, your browser will be redirected to the ‘official’ address of your Revive Adserver installation, which is http://www.example.com/adserver/www/admin/. Since you are probably not logged in on that folder, you’ll be presented with the login screen. Don’t be alarmed! The next step will take care of this.

If anything goes wrong while running through the upgrade wizard, carefully read any warnings, errors and notifications you see in the browser. In almost all cases it will be clear enough how the problem can be corrected. You’ll have to decide if you want the correct the problem(s) right away and continue or if you’ll need to postpone the upgrade for more complex problem fixing later.

Whatever is the case and whatever is the cause, do not perform the next and final step in the event of any major problems during the upgrade wizard.

3. Swap the folder names to have the upgraded copy delivering ads

If the upgrade wizard completes without errors or problems (see the last paragraphs of the previous step), all that is left is to swap the folders to make your upgraded copy the live copy. Here’s how:

  • Rename your existing ‘adserver’ folder to ‘adserver_old’
  • Rename your new ‘adserver_new’ folder to ‘adserver’

This should ideally be done in a short sequence, within a matter of seconds.

Important note about disabled plugins

There have been reports by people upgrading from OpenX Source v2.8.x to Revive Adserver v3.0.0, who noticed that some or all of their plugins ended up being disabled after they completed the upgrade. This issue has been corrected in Revive Adserver v3.0.1, released on December 13, 2013.

4. Securing your installation

After the upgrade procedure has completed successfully, you will have one final task:

  • Using your FTP program, navigate to the ‘var’ folder that’s part of the Revive Adserver folders. If you’ve setup the application in the ‘adserver’ folder, then you will need to navigate to the ‘adserver/var’ folder.
  • In this folder, you will see a file with a name that starts with the web address of your site and ending in ‘conf.php’. For example, if you’ve setup your ad server in www.example.com/adserver, than the configuration file will be named ‘www.example.com.conf.php’.
  • Using your FTP program, change the permissions of this file from ’777′ to ’644′.

This will ensure that your ad server system is ‘locked’ so that nobody can make changes to the configuration without your consent. If you want to make changes to the system configuration and settings at a later stage, just change the permissions to ’777′ temporarily, and don’t forget to change them to ’644′ again after you’re done.

Finally…

After going through this complete upgrade procedure, you are now running the new version of the Revive Adserver software in the original folder name www.example.com/adserver. So there is no need to make any changes to the invocation code on your site(s).

I would recommend to keep the ‘old’ version of the software, currently sitting in the ‘adserver_old’ folder, around for a little while. If you find anything wrong with the new version, you can easily switch back to the old version (including the original database) by changing the folder names back to their original names: adserver to adserver_new, and then adserver_old to adserver.

After a few hours or day, when you have made sure that everything in the new version works smoothly, you can proceed to delete the old database and the files and folders in the ‘adserver_old’ folder on the web server.

This page is copyright 2010-2013 by Erik Geurts and the Revive Adserver Project team.