KEYCLOAK-3456 Update instructions in migration documentation around db migration
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== Migration from older versions
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To upgrade to a new version of Keycloak first download and install the new version of Keycloak.
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You then have to migrate the database, keycloak-server.json, providers, themes and applications from the old version.
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To upgrade to a new version of Keycloak first download and install the new version of Keycloak. Once the new version
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is installed migrate the database, keycloak-server.json, providers, themes and applications to the new applications.
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This chapter contains some general migration details which are applicable to all versions. There are instructions for
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migration that is only applicable to a specific release. If you are upgrading from a very old version you need to go
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through all intermediate version specific migration.
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It's highly recommended that you backup your database prior to upgrading Keycloak.
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Migration from a candidate release (CR) to a Final release is not supported. We do however recommend that you test
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migration for a CR so we can resolve any potential issues before the Final is released.
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=== Migrate database
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Keycloak provides automatic migration of the database.
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It's highly recommended that you backup your database prior to upgrading Keycloak. Migrating from a release candidate to
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a final release is not supported. For reason for release candidates we recommend that you create a copy of your production
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database to test release candidates.
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Keycloak can automatically migration the database schema, or you can choose to do it manually.
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To enable automatic upgrading of the database if you're using a relational database make sure `databaseSchema` is set to `update` for `connectionsJpa`:
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==== Relational database
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To enable automatic upgrading of the database schema set the `migrationStrategy` property to `update` for
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the default `connectionsJpa` provider:
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[source]
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----
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"connectionsJpa": {
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"default": {
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...
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"databaseSchema": "update"
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}
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}
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<spi name="connectionsJpa">
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<provider name="default" enabled="true">
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<properties>
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...
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<property name="migrationStrategy" value="update"/>
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</properties>
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</provider>
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</spi>
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----
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For MongoDB do the same, but for `connectionsMongo`:
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When you start the server with this setting your database will automatically be migrated if the database schema has
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changed in the new version.
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To manually migrate the database set the `migrationStrategy` to `manual`. When you start the server with this
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configuration it will check if the database needs migration. If changes are needed the required changes are written
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to an SQL file that you can review and manually run against the database.
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There's also the option to disable migration by setting the `migrationStrategy` to `validate`. With this configuration
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the database will be checked at startup and if it is not migrated the server will exit.
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====
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Mongo doesn't have a schema, but there may still be things like collections and indexes that are added to new releases.
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To enable automatic creation of these set the `migrationStrategy` property to `update` for the default `connectionsMongo`
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provider:
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[source]
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----
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"connectionsMongo": {
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"default": {
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...
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"databaseSchema": "update"
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}
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}
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<spi name="connectionsMongo">
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<provider name="default" enabled="true">
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<properties>
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...
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<property name="migrationStrategy" value="update"/>
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</properties>
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</provider>
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</spi>
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----
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When you start the server with this setting your database will automatically be migrated if the database schema has changed in the new version.
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The Mongo provider does not have the option to manually apply the required changes.
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There's also the option to disable migration by setting the `migrationStrategy` to `validate`. With this configuration
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the database will be checked at startup and if it is not migrated the server will exit.
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=== Migrate keycloak-server.json
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@ -62,6 +91,15 @@ The version specific section below will mention if any changes are required to a
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=== Version specific migration
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==== Migrating to 2.2.0
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====== `databaseSchema` property deprecated
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The `databaseSchema` property for both JPA and Mongo is now deprecated and has been replaced by `initializeEmpty`
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and `migrationStrategy`. `initializeEmpty` can bet set to `true` or `false` and controls if an empty database should
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be initialized. `migrationStrategy` can be set to `update`, `validate` and `manual`. `manual` is only supported for
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relational databases and will write an SQL file with the required changes to the database schema.
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==== Migrating to 2.0.0
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====== Upgrading from 1.0.0.Final no longer supported
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