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[[upgrade]]
[appendix]
Upgrade Instructions
--------------------

Please follow these instructions when upgrading from an older Titan release.

Version 0.5.4 (February 13, 2015)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

From 0.5.3
^^^^^^^^^^

Titan 0.5.4 is compatible with 0.5.3 and no special upgrade is necessary.

From 0.5.2
^^^^^^^^^^

Titan 0.5.4 is backwards compatible with 0.5.2, with the exception of one change in the API: StandardTimestamp has been renamed to Timestamp and moved to the com.thinkaurelius.titan.core.attribute package.  The storage format is fully backwards compatible.

From 0.5.1 and 0.5.0
^^^^^^^^^^^^^^^^^^^^

0.5.4 is backwards compatible with 0.5.0 and 0.5.1.  However, there were some minor API and script path changes in 0.5.2 that may affect upgrades from those versions.  See the upgrade notes for 0.5.2 for more information.

Version 0.5.3 (January 12, 2015)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

From 0.5.2
^^^^^^^^^^

Titan 0.5.3 is backwards compatible with 0.5.2, with the exception of one change in the API: StandardTimestamp has been renamed to Timestamp and moved to the com.thinkaurelius.titan.core.attribute package.  The storage format is fully backwards compatible.

From 0.5.1 and 0.5.0
^^^^^^^^^^^^^^^^^^^^

0.5.3 is backwards compatible with 0.5.0 and 0.5.1.  However, there were some minor API and script path changes in 0.5.2 that may affect upgrades from those versions.  See the upgrade notes for 0.5.2 for more information.

Version 0.5.2 (November 24, 2014)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

From 0.5.1 and 0.5.0
^^^^^^^^^^^^^^^^^^^^

0.5.2 is backwards compatible with 0.5.0 and 0.5.1.  However, 0.5.1 introduced minor API level changes that will affect an upgrade from 0.5.0 to 0.5.2.  See the section on 0.5.1 for details.  Aside from the changes noted in 0.5.1's section, 0.5.2 also changed the return type of HadoopPipeline.submit from void to int.

0.5.2 fixed a bug in the `titan.sh` helper script affecting Cassandra's data path.  In 0.5.0 and 0.5.1, running `titan.sh start` would fork a Cassandra daemon that stored data, commitlogs, and saved caches in `<titan.sh start's working directory>/db/cassandra`.  This was a bug.  Cassandra's data directory should be <titan archive root>/db/cassandra, regardless of the `titan.sh` script's working directory.  This bug only affected the forked Cassandra daemon, not the forked Elasticsearch daemon.  This bug is fixed in 0.5.2, so that Cassandra data, commitlogs, and saved caches are always written to `<titan archive root>/db/cassandra` regardless of the working directory of the `titan.sh` script.  Depending on the working directory used on 0.5.0 and 0.5.1 installs to execute `titan.sh start`, the `db/cassandra` directory may need to be copied to the archive root when upgrading to 0.5.2.

0.5.1 (but not 0.5.0) included a copy of both ASM 3.1 and ASM 4.1.  These two versions of ASM contain partially overlapping package and classnames with incompatible changes.  This conflict between ASM versions could cause class linkage errors when running 0.5.1.  0.5.2 includes only ASM 4.1.  Multiple shaded copies of ASM 3.x are retained by dependencies that need an older version.  The only module that uses the single unshaded ASM 4.1 dependency is titan-solr.

Version 0.5.1 (October 10, 2014)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

From 0.5.0
^^^^^^^^^^

0.5.1 is backwards compatible with 0.5.0. However, there are some minor API level changes to be aware of.

The schema access methods `getPropertyKey()`, `getEdgeLabel()`, and `getVertexLabel()` do no longer create the key or label if it does not yet exists and become purely retrieval methods that return NULL in this case. Change the method name to `getOrCreate/PropertyKey/EdgeLabel/VertexLabel()` to invoke the old semantics.


Version 0.5.0
~~~~~~~~~~~~~

From 0.4.x and previous
^^^^^^^^^^^^^^^^^^^^^^^

API Upgrade
+++++++++++

Titan 0.5.0 has introduced a number of new features and seen significant changes to the API. Refer to the documentation for a detailed description of Titan 0.5.0.

Most importantly, Titan 0.5.0 introduces the management system which should be used for schema creation, index building, and other administrative tasks that affect the entire graph. The management system is accessed through `g.getManagementSystem()` which returns a management transaction that behaves like a normal transaction but provides additional features. 

In a management transaction, edge labels and property keys are created with the methods `makeEdgeLabel(String)` and `makePropertyKey(String)` respectively. Instead of multiple methods for specifying the multiplicity or cardinality, the builders returned by the respective methods now feature a `multiplicity` method and a `cardinality` method, each of which expects an enum argument. The names of the methods in Titan 0.4.x are virtually identical to the enum constants used in Titan 0.5.0.

Note, that schema type definition and index building have been separated in Titan 0.5.0. In older versions, one would call `sortKey` to build a vertex-centric index for an edge label and `indexed` to build a global graph index for property keys. These methods have disappeared from the builder and indexes are build separately using the management system. Refer to the relevant sections of the documentation to learn more about building indexes.

[NOTE]
It is still possible to define types in an expicit `TitanTransaction`, however, it is strongly encouraged to use this method only for those use cases where schema type creation is part of normal user transactions. In all other cases Titan's management system should be used.

Titan 0.5.0 introduces vertex labels as first class schema types. Many applications build on Titan have developed their own vertex labeling / typing system through vertex properties or some other means. It is highly recommended to transition to the native vertex labels supported in Titan 0.5.0.

In previous versions of Titan, the entire graph database configuration had to be provided in a configuration file for each started Titan instance. Starting in 0.5.0, Titan has a central configuration system which stores all configuration properties that must be coordinated across instances. These are initialized from the configuration file used to start the first Titan instance in a new cluster. After that, additional Titan instances only need a minimal configuration to connect to the cluster. Note, that changing global configuration options can no longer be accomplished through changes to the local configuration files. Such changes must now be made through Titan's management system.

Some configuration options have been renamed and new options have been added.  See the <<titan-config-ref>> for an up-to-date listing of config options.

FullDouble and FullFloat do no longer exist. Use Double and Float instead which are now serialized as 4 and 8 byte floating point numbers. In places where Double or Float
was used in sort keys (i.e. as the data type of the property in a sort key), use Decimal and Precision instead, respectively, because they have a fixd decimal range.

Data Upgrade
++++++++++++

The data storage format of Titan 0.5.0 is incompatible with previous releases. The 0.5.0 release does not yet include utilities to automatically convert data stored with previous releases. This is planned for the 0.5.1 release. 
If a data upgrade is desired before this release, it is encouraged to attempt an export from the old version using the graphson format and import it into a new Titan 0.5.0 graph using Faunus/Titan-Hadoop.



Version 0.4.2 (December 30, 2013), Version 0.4.3 (April 21, 2013), and Version 0.4.4 (April 22, 2013)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

From 0.4.1
^^^^^^^^^^

Titan 0.4.2 is compatible with 0.4.1 and no special upgrade is necessary.

From 0.4.0
^^^^^^^^^^

Titan 0.4.2 can read and write databases created by 0.4.0, but 0.4.0 can't necessarily read new types created by 0.4.2.  When carrying out a rolling upgrade from 0.4.0 to 0.4.2, the 0.4.2 instances must not create new types.

Version 0.4.1 (November 24, 2013)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

From 0.4.0
^^^^^^^^^^

Data Upgrade
++++++++++++

Titan 0.4.1 is fully backwards compatible to Titan 0.4.0 on the data layer. No need to reload or upgrade the data. However, once
new types are added to the database through Titan 0.4.1, older versions of Titan cannot read those newly added types.
Hence, ensure that all instances of Titan that are accessing the same storage backend are updated before adding new types. Note,
that you can have mixed Titan 0.4.0 and 0.4.1 instances reading from the cluster as long as the latter don't add new types.

API Text Search Changes
+++++++++++++++++++++++

Titan 0.4.1 provides some new features that have extended the API, however, those do not break the existing API. There is one change to the API that requires updating. We changed the Text.PREFIX/REGEX to Text.CONTAINS_PREFIX/REGEX to make is obvious what the semantics of those predicates is.

If you are using either of those predicate, rename:

* Text.PREFIX -> Text.CONTAINS_PREFIX
* Text.REGEX -> Text.CONTAINS_REGEX

Version compatibility check
+++++++++++++++++++++++++++

In Titan 0.4.1 we are storing all Titan flags in the storage backend (i.e. no more local properties file in the data directory).
This means, that Titan 0.4.1 will rewrite this flag and ignore its current value. This disables the version compatibility check.
Hence, make sure that you are running Titan 0.4.1 against a 0.4.0 or newer database. Running it against older versions of Titan will not cause an immediate exception but undetermined behavior down the road.

Base Bugfix Version Increment
+++++++++++++++++++++++++++++

Titan's tested version of HBase has been updated from 0.94.7 in Titan 0.4.0 to 0.94.12 in Titan 0.4.1.  http://hbase.apache.org/book.html#hbase.binary.compatibility[These HBase versions are binary compatible].  According to HBase's versioning policy, code and data using .7 should interoperate seamlessly with .12.  Furthermore, HBase supports rolling upgrades between these versions.  HBase's changelog lists all of the intervening releases as https://issues.apache.org/jira/browse/HBASE?report=com.atlassian.jira.plugin.system.project:changelog-panel[bugfix releases].

Version 0.4.0 (October 16, 2013)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Data Upgrade
^^^^^^^^^^^^

Titan 0.4.0 is incompatible with previous releases. No upgrade process available from previous versions of Titan yet.
Please check the mailing list for updates on the upgrade process.

API TypeMaker Changes
^^^^^^^^^^^^^^^^^^^^^

When upgrading code from previous versions of Titan, please note, that the TypeMaker API has changed significantly.
Use 'makeKey' and 'makeLabel' to define keys and labels respectively instead of 'makeType'. Those methods expect the name
of the type as the argument. Furthermore, primaryKey() has been renamed to sortKey() and uniqueness has been renamed:

* For Titan keys:
** `unique()` replaces `unique(Direction.IN)`
** `single()` replaces `unique(Direction.OUT)`
** use `list()` to allow multiple properties for the key
* For Titan labels:
** `oneToMany()` replaces `unique(Direction.IN)`
** `manyToOne()` replaces `unique(Direction.OUT)`
** `oneToOne()` replaces `unique(Direction.IN).unique(Direction.OUT)`

Rexster Server
^^^^^^^^^^^^^^

Rexster Server configuration and dependencies have been moved into the new module titan-rexster and are no longer part of titan-core

Custom Attribute Serializer
^^^^^^^^^^^^^^^^^^^^^^^^^^^

The interface has been extended by method to a) verify that the provided value is valid and b) automatically convert the value if possible.
These methods are required which means that any implementation of AttributeSerializer must be updated.

Type Groups
^^^^^^^^^^^

Type Groups have been removed. Use sortKey instead to group under one label or key.

Version 0.3.2 (July 29, 2013)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

From 0.3.1
^^^^^^^^^^

Titan 0.3.2 is compatible with 0.3.1 and no special upgrade is necessary.

From 0.3.0
^^^^^^^^^^

Titan 0.3.2 is compatible with 0.3.0 and no special upgrade is necessary unless Elasticsearch is used.  If you are using Elasticsearch, please see the notes on upgrading to 0.3.1 from 0.3.0 below.

From prior versions
^^^^^^^^^^^^^^^^^^^

Titan 0.3.2 is incompatible with earlier versions of Titan.  Read below for more information.

Version 0.3.1 (May 14, 2013)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~

From 0.3.0
^^^^^^^^^^

Titan 0.3.1 is compatible with 0.3.0 and no special upgrade is necessary unless Elasticsearch is used as a storage backend. Titan 0.3.1 uses Elasticsearch 0.90.0 whereas Titan 0.3.0 uses Elasticsearch 0.20.6. 

If you are using Elasticsearch, please follow the http://www.elasticsearch.org/download/[upgrade instructions for Elasticsearch] which are summarized as follows:
* Elasticsearch 0.90.0 is the first stable release based on Lucene 4. We recommend testing the upgrade before doing it in production.
* Upgrading from 0.20.x requires a full cluster restart.
* In order to be able to downgrade, stop indexing new data, issue a flush request, do the upgrade and only enable indexing of new data once you are certain that you no longer need to downgrade.  Once new data has been indexed, downgrading is no longer possible. To be extra safe, back up your data before upgrading.

Note, that these instructions apply to the Elasticsearch cluster only and not the Titan cluster or the Titan storage cluster.

From prior versions
^^^^^^^^^^^^^^^^^^^

Titan 0.3.1 is incompatible with earlier versions of Titan. Read below for more information.

Version 0.3.0 (March 29, 2013)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Titan 0.3.0 is incompatible with prior versions of Titan. The upgrade process is in development and not yet available.

When upgrading to Titan 0.3.0, please note the following interface changes:

* In `TypeMaker`, `functional()` has been replaced by `unique(Direction.OUT)`. Likewise, `functional(boolean)` has been replaced by `unique(Direction.OUT, UniquenessConsistency)`, where the argument `true` corresponds to `UniquenessConsistency.LOCK` and `false` corresponds to `UniquenessConsistency.NO_LOCK`.
* In `TypeMaker`, `unique()` for property keys has been replaced by `unique(Direction.IN)`.
* In `TypeMaker`, `indexed()` takes additional arguments because Titan now supports vertex _and_ edge indexing. Use `indexed(Class<? extends Element>)` to create a standard index for the key. Use `indexed(String,Class<? extends Element>)` to create an external index for the key.
* In `TypeMaker`, `simple()` is no longer available. Simply remove it.
* In `TitanFactory`, `openInMemoryGraph()` is no longer available. Instead, use `open(Configuration)` where the configuration sets `storage.backend=inmemory`.
* In `AttributeSerializer`, `writeObjectData()` now uses `DataOutput` to write elements instead of `ByteBuffer`. A simple replace in any particular implementation of `AttributeSerializer` should do the trick.

Version 0.2.1 (March 22, 2013)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

From Version 0.2.0
^^^^^^^^^^^^^^^^^^

No special upgrade necessary. Since 0.2.1 has upgraded to Blueprints 2.3.0, there are some incompatible interface changes. In particular, `Graph.startTransaction()` has been renamed to `Graph.newTransaction()`. Please refer to the https://github.com/tinkerpop/blueprints/wiki[Blueprints documentation] for more information.

From prior versions
^^^^^^^^^^^^^^^^^^^

Upgrade to 0.2.0 first as described below.

Version 0.2.0 (December 27, 2012)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

From Version 0.1.0
^^^^^^^^^^^^^^^^^^

. Shut down all running instances of Titan. If the storage backend is Cassandra or HBase, do not shut down the respective storage backend but leave it running. So, only terminate the Titan processes.
. Create a backup of the storage backend. For BerkeleyDB, simply archive the contents of the storage directory. For http://www.datastax.com/docs/1.0/operations/backup_restore[Cassandra] and http://hbase.apache.org/book/ops.backup.html[HBase], follow the directions for the respective backup functionalities. Store the backup in a secure place.
. Download and unzip Titan 0.2.0 on the (or one of the) machines that has been running Titan previously.
. Execute the upgrade010to020.sh/bat script in the bin directory of Titan 0.2.0 with the file name of the Titan configuration file (i.e. the argument passed into `TitanFactory.open()`) as the only argument. Follow the instructions. If asked to confirm the id block size, please ensure that the displayed value matches your configuration. If you did not configure this value, simply enter yes. Ensure that the script completes successfully.
. Install Titan 0.2.0 on all machines. Start Titan 0.2.0. Only use the 0.2.0 version of Titan from this point on.

Version 0.1.0 (September 7, 2012)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

From Version 0.1-SNAPSHOT
^^^^^^^^^^^^^^^^^^^^^^^^^

Shut down all running instances of Titan prior to upgrading ALL instances to the current release to avoid data corruption.
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