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MoodleMoot 2013 - Why, When and How to Upgrade Moodle ?

In this session, we will focus on the choices we made for the Montreal University: 2 updates each year to keep pace with the community. Thus, since January 2011 we have many versions and we are preparing to migrate to 2.3.2.
by

Gilles-Philippe Leblanc

on 14 August 2013

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Transcript of MoodleMoot 2013 - Why, When and How to Upgrade Moodle ?

Questions and suggestions
Université de Montréal
Why, When and How to Upgrade Moodle ?
Why, When and How to Upgrade Moodle ?
Presenters :
Learning Management System Timeline
Before
2010
WebCT
October
2010
The migration project to Moodle begin in October 2010 with the version 2.0 RC1
A pilot occured in winter 2011 with :
10-15 class with all their students
Other courses were created but only the teacher got access to it
January
2011
In spring 2011, teachers could use Moodle or WebCT
May
2011
All the courses were created with all the teachers and all the students into it.
In September 2011, teachers could only use Moodle
September
2011
1300 courses open to students for 25% of the courses offer during that session
In December 2012 we got 1698 courses open to students for 32% of the courses
December
2012
We are now using Moodle 2.3.2
Moodle - Versions
October
2010
2.0
RC1
2.0.1
January
2011
April
2011
August
2011
February
2013
December
2010
2.0
2.0.2
2.0.3
January
2012
2.1.2
May
2012
2.2.1
2.3.2
You can see that we made a lot of installation
As the title of the presentation suggests, the presentation will be divided as followed :
Why to upgrade Moodle ?
When to upgrade Moodle ?
How to upgrade Moodle ?
This presentation will be about our experience from those upgrades of versions
Why, When and How to Upgrade Moodle ?
Why to Upgrade Moodle ?
To take advantage of the community's strengths
We want the latest bug fixes, improvements, etc.
200 and more free fixes
Major improvements on each version like:
Why to Upgrade Moodle ?
New question engine
Advanced grading methods
Version 2.3 :
Drag and drop filepicker support
New assignment module
Improvements to course pages
Why to Upgrade Moodle ?
Minimized effort between each installation
Easier to merge custom modifications on code
Easier to backport fixes from the upcoming version
Forces you to follow the community
And finally...
Why to Upgrade Moodle ? - Our Pitfall Example
UdeM used WebCT since 1999
Stopped upgrading at version 4.1.3
Result: no migrations tools available
No more support for the old version
How to Upgrade Moodle ?
Retrieve the new version
Merge our custom modifications or reapply them on the newest version
Commit sources on our Subversion
Installation on our environment:
Devel
Test
Pre-production
Road test
Quick tests to see if there are major problems
Unit tests
How to Upgrade Moodle ? - Phase 1
How to Upgrade Moodle ? - Phase 2
Functional tests
Latest Firefox
Internet Explorer 8 and 9
Latest Safari
Android 2 and 4
Latest iOS
Load testing
Fix/merge theme
Fix bugs found by functional tests
Backport blocker and critical issues from upcoming versions
How to Upgrade Moodle ?
Between Installations
Backport security issues
Backport blocker and critical issues from upcoming versions
Improvement we should do on our workflow
Use Git to help us in our custom code's merging
Do you have questions or suggestions for us?
Increase the installation of minor versions
When to Upgrade Moodle ?
Try to avoid 2.X.0 versions
Usually, the 2.X.1 version follows two month later
Each new version brings new improvements which are more subject to bugs
For example, last summer we did not upgrade but we backported more fixes than usual
Usually, our upgrade windows are :
January
August
We choose this frequency based on our team capacity
Gilles-Philippe Leblanc
Olivier Guillot
Version 2.1 :
Version 2.2 :
Thank You
Should we do all minor upgrades without testing?
To avoid the pitfall of never upgrading because the step is too high compared to the lastest version, like we did with WebCT
Weeee!
UPGRADE!
Université de Montréal
Québec, Canada
French Speaking University
42533 students
5352 professors and lecturers
16 faculties and schools

2 affiliated schools
HEC Montreal
École Polytechnique

Also based on the moodle release calendar
Upgrade Timeline between 2.2.1 and 2.3.2
October 2012
Merging 2.3.2 with our custom 2.2.1
(5 days)
November
2012
Release of Moodle,
version 2.3.3
December 2012
Beginning of the functional tests (1 month)
January
2013
2.3.2 is on the production server
February
2013
Release of Moodle,
version 2.3.4 and 2.4.1
Release of Moodle,
version 2.4
Fixes of the bugs discovered with functional tests
Load testing, last minutes bug fixes and backport of critical bug fixes
Full transcript