Sometimes you need to upgrade specific or a large number business templates of a
running erp5 instance. This howto outlines the steps involved. It will not show
you how to update erp5 itself (core, base business templates).
Table of Contents
Note, that this is not the official way, which would be pulling
updates at the location specified in your software.cfg file, which would
also take care of updating ERP5 Core (Products, etc) itself. For more info, refer
to how to update an ERP5 instance.
Log in to your webrunner and use the terminal (or SSH) to navigate to
In case you have more one [software-release]s in your software folderyou can find the correct one, also using the terminal:
Alternatively you can find the correct release in your ERP5 repository information.
To see this info, from Favorites, select Manage Business Templates and select the "Import/Export" Icon
to reach the update dialog.
Once there verify remotes are set correctly (to https://lab.nexedi.com/nexedi/erp5) and enter:
git reset --hard HEAD
git checkout master
git reset --hard origin/master
Alternatively you can use:
git pull --rebase
to update your repository to the latest version.
Next you have to update the reference list of bt5s used by ERP5. Without updating
this list, the pulled files will not show up as the bt5 list will still reflect
the previous version. Go back to the parts directory and call:
erp5/product/ERP5/bin/genbt5list erp5/bt5 erp5/product/ERP5/bootstrap
to rerun the bt5list generation.
Once this is done, you can go to your ERP5 instance and update from repositories.
Back in Manage Business Templates select the "Import/Export" Icon again and
first select Update Repository Information and click the same button, too.
This step is necessary to "pull-in" the latest business template information
retrieved via the prior call to genBt5List. Once this is done, select Update Business Template From Repositories.
Note that when you want to update ERP5 itself (erp5_core), you should do this
using the upgrader (please see Troubleshooting below for details). The list will
now reflect the latest version of the respective business templates.
Select all business templates you want to update and click Update Business Templates from Repositories.
The following menu will show all files that will be modified.
Validate the changes and ERP5 will update.
The above steps will udpate existing business templates. In case there are any new dependencies introduced
to those business templates, you need to install these separately. To do so, select
Update Repository Information and then Install Business Templates from Repositories. Locate the
missing business templates and install them.
Depending on the number of templates being updated, there might be errors due
to unfinished activities. To fix these, please refer to how to debug ERP5 portal activities.
When updating ERP5 itself (erp5_core), make sure to use the upgrader. Install
the business template erp5_upgrader and once installed, restart all zopes in
your webrunner and go the following url:
Check the portal activities to see when the upgrader is done and the error log in case it ran
into any problems (how to debug ERP5 portal activities).