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8.1.1 to main #2807

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c252b25
Merge pull request #2774 from VOLTTRON/releases/8.1
craig8 Sep 2, 2021
f38bffc
minor python2 to python3 fix.
schandrika Sep 2, 2021
9c7431c
work around for jira-292 and jira-426 - vctl install with --start cau…
schandrika Sep 2, 2021
fca04f6
update to document configurations that are common for all sqlhistoria…
schandrika Sep 2, 2021
7aa93a3
jira-521 propagating actual error message when raising RuntimeException
schandrika Sep 2, 2021
b07c7ea
jira-520 base historian should set health status to bad if cache mana…
schandrika Sep 2, 2021
15311b0
refactored creation of dbfuncts class into a separate method so that …
schandrika Sep 2, 2021
aca8e07
Merge remote-tracking branch 'upstream/develop' into historian_fixes_…
schandrika Sep 2, 2021
4cd2b3e
Merge remote-tracking branch 'upstream/develop' into develop
schandrika Sep 3, 2021
3238c40
Update requirements.py
craig8 Sep 3, 2021
6a2d851
Merge pull request #2780 from VOLTTRON/fix/2779_setuptools
schandrika Sep 5, 2021
e6cb84b
fix for issue #2778. fixed identity used for platform.historian insta…
schandrika Sep 5, 2021
58a6678
minor readme change
schandrika Sep 6, 2021
d528fa8
Merge pull request #2777 from schandrika/historian_fixes_for_exceptions
craig8 Sep 7, 2021
f427309
Merge pull request #2782 from schandrika/vcfg_historian_install
craig8 Sep 7, 2021
b5f204e
Merge remote-tracking branch 'upstream/develop' into develop
schandrika Sep 7, 2021
e1c250a
removed unnecessary pinned versions in requirements.py
schandrika Sep 7, 2021
20061e1
fixed typo
schandrika Sep 7, 2021
a7bbdfc
Merge pull request #2783 from schandrika/revert_requirements_pin
shwethanidd Sep 8, 2021
4a0f670
pin versions and ready version number for release.
craig8 Sep 9, 2021
b7e0e92
Added auth file version upgrade for minor version 2.
Sep 9, 2021
cf5301f
Merge branch 'releases/8.1.1' of https://github.com/VOLTTRON/volttron…
Sep 9, 2021
c7e8fd3
Merge pull request #2784 from sgilbride/bugfix/auth_file_version
craig8 Sep 9, 2021
da71a65
Update instance_setup.py
craig8 Sep 9, 2021
1ee2f92
Added volttron-update-auth to upgrade auth file for existing installa…
Sep 10, 2021
9559a81
Changed log level for missing auth entry / identity field for
Sep 10, 2021
36c0a6e
Updated update_auth_file.py to handle old instances of VOLTTRON.
Sep 10, 2021
b480ecb
Implemented pathlib for cleaner directory work.
Sep 10, 2021
a17af4c
Fixed get_agent_name to work properly with pathlib.
Sep 11, 2021
0cb96ba
Cleaned up get_agent to reflect naming differences on older releases.
Sep 13, 2021
59e4a7d
Merge pull request #2785 from sgilbride/bugfix/auth_file_version
craig8 Sep 14, 2021
14768b3
Added documentation to README and upgrading-versions to include
Sep 15, 2021
3aaf433
Updated documentation to reflect additional steps required.
Sep 15, 2021
bcc5ba8
Merge pull request #2787 from sgilbride/bugfix/auth_file_version
craig8 Sep 15, 2021
2a72cd7
Updated release history documentation, and added links to GitHub rele…
Sep 16, 2021
71cbdd7
Merge branch 'releases/8.1.1' of https://github.com/VOLTTRON/volttron…
Sep 16, 2021
6123a08
Added scalability files to deploying VOLTTRON.
Sep 16, 2021
0a2c6f1
Update requirements.py
craig8 Sep 17, 2021
d3db672
Merge branch 'releases/8.1.1' of https://github.com/VOLTTRON/volttron…
Sep 17, 2021
c162d32
Update requirements.py
craig8 Sep 17, 2021
9865dfa
Merge branch 'releases/8.1.1' of https://github.com/VOLTTRON/volttron…
Sep 17, 2021
626ced9
Modified Releases Sidebar menu header.
Sep 17, 2021
ee076d3
Update index.rst
craig8 Sep 17, 2021
8f0db57
Merge pull request #2792 from sgilbride/bugfix/auth_file_version
craig8 Sep 17, 2021
9fbd4ed
fix for issue#2796 (jira #533)
schandrika Sep 20, 2021
3cead8c
Merge pull request #2797 from schandrika/bootstrap_fix_8.1.1
craig8 Sep 21, 2021
68b1aff
fix for issue #2802 changed path of backup.sqlite
schandrika Sep 21, 2021
e5fdd6e
fix for issue #2803 - Added volttron-upgrade command to update both a…
schandrika Sep 21, 2021
5934add
fix for issue #2802 updated test cases to handle the new location of …
schandrika Sep 21, 2021
06674fe
minor changes for output readability
schandrika Sep 22, 2021
99cb1c2
Merge pull request #2804 from schandrika/historian_upgrade_8.x
craig8 Sep 22, 2021
f2e027a
added details 8x upgrade about historians that get auto started
schandrika Sep 22, 2021
9ba6123
Update README.md
craig8 Sep 22, 2021
dc05eed
Update upgrading-versions.rst
craig8 Sep 22, 2021
2d7f36b
Merge pull request #2805 from schandrika/historian_upgrade_8.x
craig8 Sep 22, 2021
a91d9fc
Merge branch 'main' into releases/8.1.1
craig8 Sep 22, 2021
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41 changes: 41 additions & 0 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -8,6 +8,46 @@ platform provides services for collecting and storing data from buildings and
devices and provides an environment for developing applications which interact
with that data.

## Upgrading to VOLTTRON 8.x

VOLTTRON 8 introduces three changes that require an explict upgrade step when upgrading from a earlier VOLTTRON version

1. Dynamic RPC authorization feature - This requires a modification to the auth file. If you have a pre-existing
instance of VOLTTRON running on an older version, the auth file will need to be updated.
2. Historian agents now store the cache database (backup.sqlite file) in
<volttron home>/agents/<agent uuid>/<agentname-version>/<agentname-version>.agent-data directory instead of
<volttron home>/agents/<agent uuid>/<agentname-version> directory. In future all core agents will write data only
to the <agentname-version>.agent-data subdirectory. This is because vctl install --force backs up and restores
only the contents of this directory.
3. SQLHistorians (historian version 4.0.0 and above) now use a new database schema where metadata is stored in
topics table instead of separate metadata table. SQLHistorians with version >= 4.0.0 can work with existing
database with older schema however the historian agent code should be upgraded to newer version (>=4.0.0) to run
with VOLTTRON 8 core.

To upgrade:

1. If upgrading historian, make sure historians are not in auto start mode. To remove any historian from auto start
mode use the command 'vctl disable <uuid of historian that is currently enabled>. This is necessary so that the old
sqlhistorian does not automatically start after step 5.
2. Update volttron source code version to VOLTTRON 8
3. activate the volttron environment, and run ```python bootstrap.py --force```. If you have
any additional bootstrap options that you need (rabbitmq, web, drivers, etc.) include these in the above command.
4. Run ```volttron-upgrade``` to update the auth file and move historian cache files into agent-data directory.
Note that the upgrade script will only move the backup.sqlite file and will not move sqlite historian's db file
if they are within the install directory. If using a SQLite historian, please backup the database file of
sqlite historian before upgrading to the latest historian version.
5. Start VOLTTRON
6. Run ```vctl install --force --vip-identity <vip id of existing historian> --agent-config <config>``` to upgrade
to the latest historian version. vctl install --force will backup the cache in <agent-version>.agent-data
folder, installs the latest version of the historian and restore the contents of
<agent-version>.agent-data folder.

### Upgrading aggregate historians

VOLTTRON 8 also comes with updated SQL aggregate historian schema. However, there is no automated upgrade path for
aggregate historian. To upgrade an existing aggregate historian please refer to the CHANGELOG.md within
SQLAggregateHistorian source directory

## Features

- [Message Bus](https://volttron.readthedocs.io/en/latest/platform-features/message-bus/index.html) allows agents to subscribe to data sources and publish results and messages.
Expand Down Expand Up @@ -295,6 +335,7 @@ There are several walkthroughs to explore additional aspects of the platform:
- [RabbitMQ setup with Federation and Shovel plugins](https://volttron.readthedocs.io/en/latest/deploying-volttron/multi-platform/multi-platform-rabbitmq-deployment.html)
- [Backward compatibility with the RabbitMQ message bus](https://volttron.readthedocs.io/en/latest/deploying-volttron/multi-platform/multi-platform-multi-bus.html)


## Acquiring Third Party Agent Code

Third party agents are available under the volttron-applications repository. In
Expand Down
2 changes: 1 addition & 1 deletion bootstrap.py
Original file line number Diff line number Diff line change
Expand Up @@ -133,7 +133,7 @@ def update(operation, verbose=None, upgrade=False, offline=False, optional_requi
# We must install wheel first to eliminate a bunch of scary looking
# errors at first install.
# TODO Look towards fixing the packaging so that it works with 0.31
pip('install', ['wheel==0.30'], verbose, True, offline=offline)
# option_requirements contains wheel as first entry

# Build option_requirements separately to pass install options
build_option = '--build-option' if wheeling else '--install-option'
Expand Down
4 changes: 2 additions & 2 deletions docs/source/conf.py
Original file line number Diff line number Diff line change
Expand Up @@ -43,9 +43,9 @@ def __getattr__(cls, name):
author = 'The VOLTTRON Community'

# The short X.Y version
version = '8.1'
version = '8.1.1'
# The full version, including alpha/beta/rc tags
release = '8.1'
release = '8.1.1'


# -- General configuration ---------------------------------------------------
Expand Down
6 changes: 4 additions & 2 deletions docs/source/index.rst
Original file line number Diff line number Diff line change
Expand Up @@ -137,6 +137,7 @@ at our bi-weekly office-hours and on Slack. To be invited to office-hours or sla
platform-features/config-store/configuration-store
platform-features/security/volttron-security


.. toctree::
:caption: VOLTTRON Core Service Agents
:hidden:
Expand All @@ -146,6 +147,7 @@ at our bi-weekly office-hours and on Slack. To be invited to office-hours or sla

volttron-api/services/*/modules


.. toctree::
:caption: VOLTTRON Core Operations Agents
:hidden:
Expand All @@ -155,16 +157,16 @@ at our bi-weekly office-hours and on Slack. To be invited to office-hours or sla

volttron-api/ops/*/modules


.. toctree::
:caption: VOLTTRON Topics
:hidden:
:titlesonly:
:maxdepth: 1

Releases <volttron-topics/VOLTTRON-releases/index>
volttron-topics/troubleshooting/index
volttron-topics/volttron-applications/index
volttron-topics/change-log/index



Indices and tables
Expand Down
13 changes: 13 additions & 0 deletions docs/source/volttron-topics/VOLTTRON-releases/index.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,13 @@
.. _VOLTTRON-Releases:

==========
VOLTTRON Releases
==========

This section includes individual documents describing important changes to platform components. For information on specific release, please refer to the corresponding document.


.. toctree::

release-history
upgrading-versions
124 changes: 124 additions & 0 deletions docs/source/volttron-topics/VOLTTRON-releases/release-history.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,124 @@
.. _Release-History:

===============
Release History
===============

VOLTTRON Release Documentation for version 5.1.0 and above is found on GitHub.
`https://github.com/VOLTTRON/volttron/releases <https://github.com/VOLTTRON/volttron/releases>`_


VOLTTRON 8.1.1 Maintenance Release
==================================

`https://github.com/VOLTTRON/volttron/releases/tag/8.1.1 <https://github.com/VOLTTRON/volttron/releases/tag/8.1.1>`_


VOLTTRON 8.1 Release
====================

`https://github.com/VOLTTRON/volttron/releases/tag/8.1 <https://github.com/VOLTTRON/volttron/releases/tag/8.1>`_


VOLTTRON 8.0 Full Release
=========================

`https://github.com/VOLTTRON/volttron/releases/tag/8.0.0 <https://github.com/VOLTTRON/volttron/releases/tag/8.0.0>`_


VOLTTRON 7.0.1 Update
=====================

`https://github.com/VOLTTRON/volttron/releases/tag/7.0.1 <https://github.com/VOLTTRON/volttron/releases/tag/7.0.1>`_


VOLTTRON 8.0 Release Candidate
==============================

`https://github.com/VOLTTRON/volttron/releases/tag/8.0rc1 <https://github.com/VOLTTRON/volttron/releases/tag/8.0rc1>`_


VOLTTRON 7.0 Release
====================

`https://github.com/VOLTTRON/volttron/releases/tag/7.0 <https://github.com/VOLTTRON/volttron/releases/tag/7.0>`_


VOLTTRON 7.0 Release Candidate
==============================

`https://github.com/VOLTTRON/volttron/releases/tag/7.0rc1 <https://github.com/VOLTTRON/volttron/releases/tag/7.0rc1>`_


VOLTTRON 6.0 Release
====================

`https://github.com/VOLTTRON/volttron/releases/tag/6.0 <https://github.com/VOLTTRON/volttron/releases/tag/6.0>`_


VOLTTRON 6.0 Release Candidate
==============================

`https://github.com/VOLTTRON/volttron/releases/tag/6.0rc1 <https://github.com/VOLTTRON/volttron/releases/tag/6.0rc1>`_


VOLTTRON 5.1.0 Release
======================

`https://github.com/VOLTTRON/volttron/releases/tag/5.1.0 <https://github.com/VOLTTRON/volttron/releases/tag/5.1.0>`_


VOLTTRON 5.0 Release
====================

- Tagging service for attaching metadata to topics for simpler retrieval
- Message bus performance improvement
- Multi-platform publish/subscribe for simpler coordination across platforms
- Drivers contributed back for SEP 2.0 and ChargePoint EV


VOLTTRON 4.0 Release
====================

- Documentation moved to ReadTheDocs
- VOLTTRON Configuration Wizard
- Configuration store to dynamically configure agents
- Aggregator agent for aggregating topics
- More reliable remote install mechanism
- UI for device configuration
- Automatic registration of VOLTTRON instances with management agent


VOLTTRON 3.0 Release
====================

- Modularize Data Historian
- Modularize Device Drivers
- Secure and accountable communication using the VIP
- Web Console for Monitoring and Administering VOLTTRON Deployments


VOLTTRON 2.0 Release
====================

- Advanced Security Features
- Guaranteed resource allocation to agents using execution contracts
- Signing and verification of agent packaging
- Agent mobility
- Admin can send agents to another platform
- Agent can request to move
- Enhanced command framework


VOLTTRON 1.0 – 1.2
==================

- Agent execution platform
- Message bus
- Modbus and BACnet drivers
- Historian
- Data logger
- Device scheduling
- Device actuation
- Multi-node communication
- Weather service
Original file line number Diff line number Diff line change
Expand Up @@ -8,6 +8,48 @@ It is often recommended that users upgrade to the latest stable release of VOLTT
releases include helpful new features, bug fixes, and other improvements. Please see the guides below for upgrading
your existing deployment to the latest version.

VOLTTRON 8
==========

VOLTTRON 8 introduces three changes that require an explict upgrade step when upgrading from a earlier VOLTTRON version

1. Dynamic RPC authorization feature - This requires a modification to the auth file. If you have a pre-existing
instance of VOLTTRON running on an older version, the auth file will need to be updated.
2. Historian agents now store the cache database (backup.sqlite file) in
<volttron home>/agents/<agent uuid>/<agentname-version>/<agentname-version>.agent-data directory instead of
<volttron home>/agents/<agent uuid>/<agentname-version> directory. In future all core agents will write data only
to the <agentname-version>.agent-data subdirectory. This is because vctl install --force backs up and restores
only the contents of this directory.
3. SQLHistorians (historian version 4.0.0 and above) now use a new database schema where metadata is stored in
topics table instead of separate metadata table. SQLHistorians with version >= 4.0.0 can work with existing
database with older schema however the historian agent code should be upgraded to newer version (>=4.0.0) to run
with VOLTTRON 8 core.


To upgrade:

1. If upgrading historian, make sure historians are not in auto start mode. To remove any historian from auto start
mode use the command 'vctl disable <uuid of historian that is currently enabled>. This is necessary so that the old
sqlhistorian does not automatically start after step 5.
2. Update volttron source code version to VOLTTRON 8
3. activate the volttron environment, and run ```python bootstrap.py --force```. If you have
any additional bootstrap options that you need (rabbitmq, web, drivers, etc.) include these in the above command.
4. Run ```volttron-upgrade``` to update the auth file and move historian cache files into agent-data directory.
Note that the upgrade script will only move the backup.sqlite file and will not move sqlite historian's db file
if they are within the install directory. If using a SQLite historian, please backup the database file of
sqlite historian before upgrading to the latest historian version.
5. Start VOLTTRON
6. Run ```vctl install --force --vip-identity <vip id of existing historian> --agent-config <config>``` to upgrade
to the latest historian version. vctl install --force will backup the cache in <agent-version>.agent-data
folder, installs the latest version of the historian and restore the contents of
<agent-version>.agent-data folder.

Upgrading aggregate historians
------------------------------

VOLTTRON 8 also comes with updated SQL aggregate historian schema. However, there is no automated upgrade path for
aggregate historian. To upgrade an existing aggregate historian please refer to the CHANGELOG.md within
SQLAggregateHistorian source directory

VOLTTRON 7
==========
Expand Down
15 changes: 0 additions & 15 deletions docs/source/volttron-topics/change-log/index.rst

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