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upgrade_instructions2 [2018/05/05 00:22]
sgtbatten
upgrade_instructions2 [2018/11/02 06:21] (current)
sgtbatten updated for version 2.1 onwards
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-====== Upgrading from Version 1.x to Version 2 ======+====== Upgrading from Version 1.x to Version 2.1+ ====== 
 + 
 +Over the last few months this guide has become more and more similar to a fresh install. This is due to the number of changes since v1 increasing as time goes on. This guide is now a summary of how to get up and running in Version 2 as quickly as possible. Users may prefer to simply start fresh with the relevant OS guide from the standard [[Instructions]].
  
 Version 2 is a major update. We have added new strategies. Reworked the GUI, updated the trade logic and added, removed or changed almost all of the parameters from version 1. Version 2 is a major update. We have added new strategies. Reworked the GUI, updated the trade logic and added, removed or changed almost all of the parameters from version 1.
  
-It is critical that you **do not just copy and paste** your properties files. **Use the version 2 properties ​files and add the appropriate information into the new templates.**+It is critical that you **do not just copy and paste** your properties files. **Use the version 2 files and add the appropriate information into the new templates.**
  
 For most users we expect this swap could take 30 minutes to 1 hour. **Do not rush it**. Following these instructions will minimise the time your bot is stopped and not trading. For most users we expect this swap could take 30 minutes to 1 hour. **Do not rush it**. Following these instructions will minimise the time your bot is stopped and not trading.
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 2. Download the [[https://​github.com/​taniman/​profit-trailer/​releases|latest]] version of ProfitTrailer and extract the files to a seperate location to your version 1 bot. (ProfitTrailer V2 for example) 2. Download the [[https://​github.com/​taniman/​profit-trailer/​releases|latest]] version of ProfitTrailer and extract the files to a seperate location to your version 1 bot. (ProfitTrailer V2 for example)
  
-3. open application.properties in the version 2 folder and copy the following information from from your version 1 bot. Many of these parameters are renamed so do not copy the entire parameter, copy only whats after each = sign.+3. Open application.properties in the version 2 folder and copy the following information from from your version 1 bot. Many of these parameters are renamed so do not copy the entire parameter, copy only whats after the = sign.
    * License (your Profit Trailer License - not found in the v1 file but used for v2, find this in your original purchase email)    * License (your Profit Trailer License - not found in the v1 file but used for v2, find this in your original purchase email)
    * Port (if different)    * Port (if different)
    * Exchange    * Exchange
-   * Sitename (not present by default, add it as server.sitename if you do use it) 
    * Timezone offset    * Timezone offset
    * Log history days    * Log history days
    * Both sets of API Keys (Do not copy the key settings names, only the keys)    * Both sets of API Keys (Do not copy the key settings names, only the keys)
-   * Telegram token and chat ID+   * Sitename (not present by default, add it as server.sitename if you do use it) 
 +   * Telegram token and chat ID (if desired)
  
 4. You can now configure the rest of the settings using [[application.properties]] as a guide. Several parameters have been removed or renamed, so don't attempt to copy them from your version 1 bot. New features include: 4. You can now configure the rest of the settings using [[application.properties]] as a guide. Several parameters have been removed or renamed, so don't attempt to copy them from your version 1 bot. New features include:
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 Save and close the application.properties file. Save and close the application.properties file.
  
-5. Configuring the PAIRS, DCA and INDICATORS files will be the most time consuming step of the upgrade. ​+5. Configuring the PAIRS, DCA and INDICATORS files will be the most time consuming step of the upgrade. These settings can only be edited in the GUI now. It will be done after you run the bot
  
-Note the new file structureNo more trading ​folder. ​Just the initialization folder containing ​the three properties files.+Run the Version 2 bot using the same method you used previously: See the [[windows_guide##​running_profittrailer|Windows]],​ [[mac_guide#​running_profittrailer|Mac]] guides if you can't rememberPM2 users, such as [[linux_guide#​running_the_bot|Linux]] or [[raspberry_pi_guide#​easy_profittrailer_startup_script|RasPi]] may need to reconfigure their commands to work on the new bot folder. ​If your bot starts up with the old settings or says version 1 still, it's likely that PM2 is configured to point at the old directory still. You can verify this by running ''​pm2 show 0''​ and possibly ''​pm2 show 1'',​ and checking the ''​exec cwd''​ folder values.
  
-{{::​default_files.png?​nolink|}} +6. The console/​terminal will instruct the user to complete setup using the web interface.
- +
-To assist in this process you may wish to use this optional html script to convert your version 1 files to version 2 and add **some** new parameters. This script will convert only the parameters contained in the files you give to it, **mistakes and all**. Commented lines will be preserved. Go to http://​wiki.profittrailer.com/​converter,​ copy and paste your v1 properties files into the left side of the page and see the converted file on the right. +
- +
-Afterwards we still recommend to go through everything yourself and ensure it is configured correctly. +
- +
-Open pairs.properties,​ dca.properties and indicators.properties in the version 2  /​initialization folder. These files have major changes and you will need to go through each respective wiki page carefully in order to translate your old settings into the new format.  +
- +
-If you wish, you can skip this step and after running the bot (step 9) use the GUI to set these files up. After first boot the only way to edit the files will be using the GUI. Regardless these three wiki pages are your guide for successfully configuring the trading files: +
-  * [[pairs.properties|pairs.properties]] +
-  * [[dca.properties|dca.properties]] +
-  * [[indicators.properties|indicators.properties]] +
- +
-There is also lots of information in the change log on GitHub and the wiki [[changes|What Has Changed]] page. +
- +
-6. Once all files are configured to your satisfaction ensure the three trading files are inside the ProfitTrailer V2/​initialization folder. On first boot-up these files will be read by the bot, uploaded to the PT servers and encrypted for storage locally or on our servers according to your settings.  +
- +
-7. Stop the version 1 bot by going to http://​localhost:​8081/​stop,​ pressing the red button in the GUI or pressing ctrl + c (Windows, Linux, MacOS) in the console +
- +
-8. Copy the following files from the Version 1 bot into the version 2 bot folder keeping the file structure the same +
-  * ProfitTrailerData.json (sales and DCA data) +
-  * ProfitTrailer.log (log history, if you don't care about this then there is no need to copy it) +
-  * ptpw (password file), if you upgrade from a version older than V 1.2.6.23 this file will not exist yet. +
- +
-9. Run the Version 2 bot (''​[[pairs.properties#​DEFAULT_trading_enabled]] = false'',​ ''​[[application.properties#​server.start_trading_delay|start_trading_delay]]''​ or ''​[[application.properties#​server.test_mode|test_mode]]''​recommended) using the same method you used previously: See the [[windows_guide##​running_profittrailer|Windows]],​ [[mac_guide#​running_profittrailer|Mac]] guides if you can't remember. PM2 users, such as [[linux_guide#​running_the_bot|Linux]] or [[raspberry_pi_guide#​easy_profittrailer_startup_script|RasPi]] may need to reconfigure their commands to work on the new bot folder. If your bot starts up with the old settings or says version 1 still, it's likely that PM2 is configured to point at the old directory still. You can verify this by running ''​pm2 show 0''​ and possibly ''​pm2 show 1'',​ and checking the ''​exec cwd''​ folder values. +
- +
-The console/​terminal will instruct the user to complete setup using the web interface.+
  
 {{:​complete_in_browser.png?​nolink|}} {{:​complete_in_browser.png?​nolink|}}
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 **Now go to http://​localhost:​8081 if it did not open automatically.** (adjust port if you have used a different one) **Now go to http://​localhost:​8081 if it did not open automatically.** (adjust port if you have used a different one)
  
-Users that did not copy the ptpw file over (or upgraded from versions prior to 1.2.6.23) will be prompted to set a password (was set in application.properties in older V1 versions) unless you have disabled the password function. +When you open the GUI for the first time you will be asked to set a password ​unless you have disabled the password function.. You will also need to enter your [[application.properties#​default_api_key]] to confirm you are the owner.
- +
-When you open the GUI for the first time you will be asked to set a password. You will also need to enter your [[application.properties#​default_api_key]] to confirm you are the owner.+
  
 {{:​set_admin_password.png?​nolink|}} {{:​set_admin_password.png?​nolink|}}
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 {{::​login.png?​nolink|}} {{::​login.png?​nolink|}}
  
-Finally you will be presented with the Config Load screen. Enter a unique name for your configuration and load the settings ​from within ​the initialization folder.+Finally you will be presented with the Config Load screen. Here you can choose from any of our curated [[default settings|public configs]]. Enter a unique name for the configuration and load the settings ​into the bot. If you intend to create you own config entirely select any config and load it for now.
  
-{{::​initial_settings_load.png?​nolink|}}+{{::​initial_settings_load.png?​nolink|}} ​
  
-10After the bot has loaded ​the PAIRS, DCA and INDICATORS files editing these files does not effect changes like it did with version 1Changes need to be made in the GUI itself.+7The [[Web_interface_guide#​Monitoring Page]] should now display. The public configs all have trading disabled by default to prevent any unexpected consequences. You can view and edit the config by clicking {{:​config_button.jpg?​nolink|}} in the top menu barAdvanced mode (text file view) is available ​in the settings menu accessed by clicking the {{:​settings_cog.png?​nolink|}}.
  
-The files should be removed from the initialization folder, and placed elsewhere as an unencrypted backup if you wish.+These three wiki pages are your guide for successfully configuring ​the trading files: 
 +  * [[pairs.properties|pairs.properties]] 
 +  * [[dca.properties|dca.properties]] 
 +  * [[indicators.properties|indicators.properties]]
  
-11. Things to note: +There is also lots of information in the change log on GitHub and the wiki [[changes|What Has Changed]] page.
-  * Testmode won't display your existing coins or balance. It uses start balance. +
-  * to display your existing coins when trading ​is disabled you need to check ''​[[pairs.properties#​hidden_pairs]]''​+
  
-12Check the DCA values shown in Version 2 and compare them with your notes/​screenshots you took in Step 1.+8If you wish to bring over your trade history (including sales data, dca count and data for existing holdings) stop the v2 bot and stop the version ​bot by pressing the red button in the GUI or pressing ctrl + c (Windows, Linux, MacOS) in the console.
  
-13. Once setup is complete and you see no errors in the console you can switch to Live trading by updating ​the following ​as appropriate.+Copy the following ​file from the Version 1 bot into the version 2 bot data folder overwriting the existing one. 
 +  * ProfitTrailerData.json (sales and DCA data)
  
-  ​* Switch off testmode (''​[[application.properties#​server.test_mode]] = false''​) +9. You may wish to adjust these parameters now also. 
-  * enable trading (''​[[pairs.properties#​DEFAULT_trading_enabled]] = true''​+  ​* Switch ​on/off testmode (''​[[application.properties#​server.test_mode]] = false''​)
   * reduce ''​[[application.properties#​server.start_trading_delay]]''​ by editing the application.properties file directly ​   * reduce ''​[[application.properties#​server.start_trading_delay]]''​ by editing the application.properties file directly ​
-  ​and then restart ​the bot.+ 
 +Things to note: 
 +  ​Testmode won't display your existing coins or balance. It uses ''​[[pairs.properties#​start_balance]]''​. 
 +  * to display your existing coins when trading is disabled you need to ensure ''​[[pairs.properties#​hidden_pairs]]''​ is not hiding them. 
 + 
 +10. Start the V2 bot once again. You may need to select the config you just created on the setup screen. 
 + 
 +12. Check the Pairs and DCA values shown for your existing holdings and compare them with your notes/​screenshots you took in Step 1. 
  
  
  
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