Upgrading the self-hosted version isn’t direct or automatic, but it's not too complicated. You'll have to set up the new ActiveCollab separately from your existing installation - and then import the data. Just make sure they're both on the same server.
The good part is you can have both versions running side by side. That means you'll still be able to use your old ActiveCollab while you're installing and testing the new version.
If you have ActiveCollab v3 or earlier, you first need to upgrade to v4 and then to v5.
Keep a few things in mind:
Make sure you're running ActiveCollab 4.2.17 or later (learn more).
Do a clean install of ActiveCollab 5.13.133 to a separate location. Version 5.13.133 can run alongside ActiveCollab 4 on the same server, while newer releases require version of PHP that is not compatible with ActveCollab 4. This release is available as additional download on license page of your accounts.activecollab.com profile:
Installation instructions are available here.
Check that the ActiveCollab 5 database user has permissions to connect to the ActiveCollab 4 database as well.
SSH to your server, navigate to the directory where your ActiveCollab 5 is installed, make sure that config/config.php is writable, and run this command:
php tasks/activecollab-cli.php clone_legacy_data /path/to/activecollab-4/config/config.php
To rebuild the activity logs, run this command:
php tasks/activecollab-cli.php rebuild_activity_logs
To rebuild the search index, run this command:
php tasks/activecollab-cli.php rebuild_search_index
Steps #3, #4 and #5 can take a while, especially if your ActiveCollab 4 has a lot of data.
After you've upgraded, head off to the ActiveCollab 5 login page, and enter your ActiveCollab 4 username and password. All your projects should be there and you'll be able to continue where you left off.
If you’re having trouble, it’s possible you have more than one PHP executable installed on the server (eg. php, php5, phpcli).
It's possible your PHP is not CLI or the version is lower than PHP 5.6:
If no PHP executable on your server meets the requirements, you’ll need to install it before the upgrade.
If you find a PHP executable (CLI + PHP5.6) that's called php-cli (eg. under /usr/local/bin), then you’ll need to run the upgrade this way:
/usr/local/bin/php-cli tasks/activecollab-cli.php clone_legacy_data /path/to/activecollab-4/config/config.php
If you're having difficulties, reach out to email@example.com and we'll help you out.
Now that you have ActiveCollab 5.13.133 installed, and you confirmed that everything's working correctly, you can proceed with upgrade of your PHP and MySQL to meet the system requirements of the latest stable ActiveCollab release. Once this upgrade is done, you can use ActiveCollab's built in upgrade feature to upgrade to the latest release.