How to upgrade
Extract the content of the “web” directory of the iTop archive into a new directory on your web server. Point your web browser to the location where you extracted the files and follow the on-screen instructions. At step 2, select “Upgrade an existing instance”.
If mysqldump is executable on your web server (must be in the path), then the setup program will offer you to perform a full backup of the iTop database (including the configuration file).
Automatic upgrade from 1.x to 2.0
The automatic upgrade detects the installed version of iTop. Depending on this version several things happen:
If the version is 1.x then the setup checks if the version was modified compared to the signature of the files of the original iTop package.
If no modification is detected, the installation program will upgrade the data model to the version 1.3 bundled inside the iTop 2.0 package. This migrates the data automatically. Once the application is upgraded you will benefit from the new features (edition of dashboards, customizable lists, etc.) but retaining a data model similar to the 1.x version.
If modifications are detected, you can either discard them (and the upgrade will occur as in the case listed above) or preserve them. If you select to preserve the modifications, the setup program will copy the directories “modules” and “portal” from the previous installation and use the content of these folders in the new installation of iTop. Once upgraded, the edition of dashboards will not be possible since they require a different type of menus. Customizable lists and other user interface enhancements will work.
I have installed iTop 1.x out of the box what will happen when I upgrade?
The data model will be upgraded to the version 1.3 and the data will be migrated automatically. All features of iTop are operational, but the data model is different from a version 2.0 installed “from scratch”.
I have customized iTop 1.x, what will happen to my customizations?
If you supply the proper path to the location where iTop was installed, the setup should be capable of detecting these modifications and will preserve them. Depending on the type of customizations you made, make sure that you test your customizations before moving to production with the new versions. Some internals of iTop changed in 2.0, and this may affect your customization.
The edition of dashboards will not be possible since they require a different type of menus that were not part of the 1.x data model. Customizable lists and other user interface enhancements will work.
I want to benefit from the 2.0 data model, how can I upgrade?
If you want to use the new data model, you have to install a new instance of iTop and export the data from your old instance, then re-import them in the new instance (some transformations may be needed for some classes).