What is involved when upgrading Craft CMS? What steps might be involved? We'll take a look at the minimum requirements for upgrading your software.
1. Collect Information About the Website
- Assess all current plugins and any other custom code your website uses;
- Assess if those plugins have been upgraded by their developers to work with the newer Craft CMS version and take note of any special instructions regarding upgrading;
- Assess current web host, e.g. PHP/MySQL versions, to see if it matches Craft's new version requirements;
- Go through the whole website and note any special templating or custom code that was used that may require revisions for the upgrade.
2. Backup & Upgrade On A Test Site
- Create a backup of all files and database;
- Recreate the website on a test server using the above backup, this ensures your backup works;
- On the test server, follow the instructions from the plugin developers regarding upgrading and the instructions from Craft CMS, and do an upgrade;
- See what types of issues occur and resolve as needed;
- Adjust templates and custom code as needed;
- Test the test site -- use it: add entries, update content, and review the front-end and check if everything looks and operates the way it should.
3. Backup Production Server & Upgrade
- Set the live website on maintenance mode and show a maintenance web page;
- Backup the files and database;
- Upgrade the production server;
- Resolve any issues that occur.
The most important part is Section "1. Collect Information About the Website" -- creating notes and doing due diligence on the existing website -- will help ease the upgrade of your Craft CMS website.
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