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How to Prevent Big
Disasters When Updating
WordPress
@RMELOGLI
DUBLIN WORDPRESS MEETUP
WP Updates @RMELOGLI
“Update”
“A new release of WordPress
Core / WP Theme / WP Plugin
software that contains bug fixes,
enhancements, new features
and/or security hole patches”
~RM
WP Updates @RMELOGLI
Kinds of Updates
● Bug fix: you’re using a version
with errors. Update ASAP
● Enhancement: making the
world better. Update soon
● New feature: more love from
developers. Update if needed
● Security patch: corrects a
weakness. Update ASAP
WP Updates @RMELOGLI
Avalaible Updates
● Core WP
● Theme/s: look
● Plugins: functionalities
● Translations
WP Updates @RMELOGLI
Minor vs Major Update
● Minor: 4.7.4 > 4.7.5
● Major: 4.7.5 > 4.8
● Major-EST!: 4.7.5 > 5.0
WP Updates @RMELOGLI
Database vs File-only Update
● PHP, CSS, JS change
● and/or DB change! Pay
attention: files backup not
sufficient
WP Updates @RMELOGLI
Vital vs Secondary Update
1) Ecommerce website:
WooCommerce Plugin
update - VITAL
2) Portfolio website:
Contact Form 7 Plugin
update - VITAL
WP Updates @RMELOGLI
Vital vs Secondary Update
3) Ecommerce website:
Currency Switcher Plugin
update (relies on WooCommerce
Plugin) - VITAL
4) Portfolio website: Akismet
update - SECONDARY
WP Updates @RMELOGLI
“Visible” vs non-WP.org Update
WP Updates @RMELOGLI
Why Update
● Avoid risk of “broken” website
● Reduce risk of being hacked
● Improve performance
● Remove conflicts (warning -
you might create new ones!)
WP Updates @RMELOGLI
When to Update
1. KNOW: Release Notes,
Newsletters, Plugin/Theme WP
dashboard notices, Social Media
2. THINK: Live or Dev?
3. THINK: How soon?
4. THINK: Update at off hours?
5. THINK: working Backup taken
6. OK then, go for it
WP Updates @RMELOGLI
When to Update - RELEASE NOTES
WP Updates @RMELOGLI
When to Update - NEWSLETTERS
WP Updates @RMELOGLI
When to Update - LIVE or DEV
Is the website LIVE? Does the
website generate TRAFFIC?
SALES?
Be 3,000 times more careful.
WP Updates @RMELOGLI
When to Update - How soon?
3.0.0 - 2017-04-04
3.0.1 - 2017-04-06
3.0.2 - 2017-04-12
3.0.3 - 2017-04-13
3.0.4 - 2017-04-20
3.0.5 - 2017-04-28
WP Updates @RMELOGLI
How to Update
● Automatic
● Semi-automatic (1-click)
● Manual
WP Updates @RMELOGLI
Either way...
● Disable Automatic Updates
● Backup often, and once more
before updating
● NEVER update a LIVE site
without testing first
● NEVER update a LIVE site unless
you have access to FTP
● *Staging, Clone, Duplicator, etc.
WP Updates @RMELOGLI
Yes… time is money
● Major or Minor?
● Vital or Secondary?
● Security patch or
Enhancement?
● Live or Dev?
● Your Budget?
WP Updates @RMELOGLI
1 - Disable Automatic Updates
● define('AUTOMATIC_UPDATER
_DISABLED', true);
● define(
'WP_AUTO_UPDATE_CORE',
false );
...or contact your Hosting.
WP Updates @RMELOGLI
2 - Disable “update now” links :)
add_filter('gettext', 'bbloomer_translate_update_now_notifications');
function 'bbloomer_translate_update_now_notifications($translated) {
if ( is_admin() ) {
$translated = str_ireplace('There is a new version of %1$s available. <a href="%2$s"
%3$s>View version %4$s details</a> or <a href="%5$s" %6$s>update now</a>.', 'There is a new
version of %1$s available. <a href="%2$s" %3$s>View version %4$s details</a> and then go
testing the update on your staging site.', $translated);
}
return $translated;
}
WP Updates @RMELOGLI
2 - Disable “update now” links :)
WP Updates @RMELOGLI
3 - Always test on Staging
● Staging: most underestimated
hosting feature. Worth €£$
● If not, change hosting!
WP Updates @RMELOGLI
3 - Always test on Staging
Staging: “an independent clone of
your live website that can be easily
created to test plugins, themes, and
custom code. You can then copy the
staging site back to the live site at
any time after making
changes/updates”
WP Updates @RMELOGLI
3 - Always test on Staging
One click staging
WP Updates @RMELOGLI
3 - Always test on Staging
...30s later
WP Updates @RMELOGLI
3 - Always test on Staging
...login
WP Updates @RMELOGLI
3 - Always test on Staging
Now you can
even use the “1-
click” updates;
can even bulk
update; if it
breaks the site, 30
extra secs to
create new one!
WP Updates @RMELOGLI
3 - Always test on Staging
If site does not
break, TEST
➢ Home OK?
WP Updates @RMELOGLI
3 - Always test on Staging
If site does not
break, TEST
➢ Cart OK?
WP Updates @RMELOGLI
3 - Always test on Staging
If site does not
break, TEST
➢ Checkout OK?
WP Updates @RMELOGLI
3 - Always test on Staging
If site does not
break, TEST
➢ WP_DEBUG
WP Updates @RMELOGLI
3 - Always test on Staging
If site does not
break, TEST
➢ WP_DEBUG
WP Updates @RMELOGLI
3 - Always test on Staging
Case study: staging for
BusinessBloomer.com on
29/05/2017
➢ Theme update
(Storefront)
➢ Non-vital Plugin
updates
1. Storefront new CSS -
headings & backgrounds
messed up :)
2. I didn’t realize my checkout
snippets weren’t working
since Woo 3.0 :)
3. Spent 49mins 30s to fix all.
But live site not affected!
WP Updates @RMELOGLI
3 - Always test on Staging
TEST PASSED?
1. “Push” to live
2. or re-do same
updates on Live
WP Updates @RMELOGLI
4 - No Staging?
● If “changing hosting” is not a
suitable solution for you...
● CLONE website with Duplicator
plugin on subdomain
WP Updates @RMELOGLI
4 - No Staging?
● If “I don’t have enough time” or
“my budget is low” is your
problem…
○ FTP “trick”
○ or… you risk big: less risk
on minor updates, huge risk
on major ones
WP Updates @RMELOGLI
5 - FTP “trick”
1. Upload new
plugin version to
/plugins folder
(diff name e.g.
“____NEW”)
WP Updates @RMELOGLI
5 - FTP “trick”
2. Change
CURRENT plugin
name to e.g.
“____OLD”
WP Updates @RMELOGLI
5 - FTP “trick”
3. Remove
“NEW” from new
plugin name to
e.g. “____NEW”
This will
automatically
activate it :)
WP Updates @RMELOGLI
5 - FTP “trick”
4. TEST
Restore old
plugin if
necessary by
renaming it :)
WP Updates @RMELOGLI
5 - FTP “trick”
Might not work as expected if
the update modifies DB :)
WP Updates @RMELOGLI
6 - Order of Updating
● WP > Theme >Plugins
● Or Plugins > Theme > WP
● Or…?
Does it matter?
WP Updates @RMELOGLI
7 - Careful Updating
● Maybe you haven’t updated
WooCommerce since 2.5
● Straight update to 3.0.7?
● Or first step to 2.6, and then
3.0?
Does it matter?
WP Updates @RMELOGLI
WordPress Updates - Wrap up
● New version? Read release info
first
● Hold on a few days unless it’s a
security hole fix
● 70-80% problems caused by out
of date WP/plugins/themes
Thank you!
...and good luck with your
next update :)
@RMELOGLI
DUBLIN WORDPRESS MEETUP

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How to prevent big disasters when updating WordPress

  • 1. How to Prevent Big Disasters When Updating WordPress @RMELOGLI DUBLIN WORDPRESS MEETUP
  • 2. WP Updates @RMELOGLI “Update” “A new release of WordPress Core / WP Theme / WP Plugin software that contains bug fixes, enhancements, new features and/or security hole patches” ~RM
  • 3. WP Updates @RMELOGLI Kinds of Updates ● Bug fix: you’re using a version with errors. Update ASAP ● Enhancement: making the world better. Update soon ● New feature: more love from developers. Update if needed ● Security patch: corrects a weakness. Update ASAP
  • 4. WP Updates @RMELOGLI Avalaible Updates ● Core WP ● Theme/s: look ● Plugins: functionalities ● Translations
  • 5. WP Updates @RMELOGLI Minor vs Major Update ● Minor: 4.7.4 > 4.7.5 ● Major: 4.7.5 > 4.8 ● Major-EST!: 4.7.5 > 5.0
  • 6. WP Updates @RMELOGLI Database vs File-only Update ● PHP, CSS, JS change ● and/or DB change! Pay attention: files backup not sufficient
  • 7. WP Updates @RMELOGLI Vital vs Secondary Update 1) Ecommerce website: WooCommerce Plugin update - VITAL 2) Portfolio website: Contact Form 7 Plugin update - VITAL
  • 8. WP Updates @RMELOGLI Vital vs Secondary Update 3) Ecommerce website: Currency Switcher Plugin update (relies on WooCommerce Plugin) - VITAL 4) Portfolio website: Akismet update - SECONDARY
  • 9. WP Updates @RMELOGLI “Visible” vs non-WP.org Update
  • 10. WP Updates @RMELOGLI Why Update ● Avoid risk of “broken” website ● Reduce risk of being hacked ● Improve performance ● Remove conflicts (warning - you might create new ones!)
  • 11. WP Updates @RMELOGLI When to Update 1. KNOW: Release Notes, Newsletters, Plugin/Theme WP dashboard notices, Social Media 2. THINK: Live or Dev? 3. THINK: How soon? 4. THINK: Update at off hours? 5. THINK: working Backup taken 6. OK then, go for it
  • 12. WP Updates @RMELOGLI When to Update - RELEASE NOTES
  • 13. WP Updates @RMELOGLI When to Update - NEWSLETTERS
  • 14. WP Updates @RMELOGLI When to Update - LIVE or DEV Is the website LIVE? Does the website generate TRAFFIC? SALES? Be 3,000 times more careful.
  • 15. WP Updates @RMELOGLI When to Update - How soon? 3.0.0 - 2017-04-04 3.0.1 - 2017-04-06 3.0.2 - 2017-04-12 3.0.3 - 2017-04-13 3.0.4 - 2017-04-20 3.0.5 - 2017-04-28
  • 16. WP Updates @RMELOGLI How to Update ● Automatic ● Semi-automatic (1-click) ● Manual
  • 17. WP Updates @RMELOGLI Either way... ● Disable Automatic Updates ● Backup often, and once more before updating ● NEVER update a LIVE site without testing first ● NEVER update a LIVE site unless you have access to FTP ● *Staging, Clone, Duplicator, etc.
  • 18. WP Updates @RMELOGLI Yes… time is money ● Major or Minor? ● Vital or Secondary? ● Security patch or Enhancement? ● Live or Dev? ● Your Budget?
  • 19. WP Updates @RMELOGLI 1 - Disable Automatic Updates ● define('AUTOMATIC_UPDATER _DISABLED', true); ● define( 'WP_AUTO_UPDATE_CORE', false ); ...or contact your Hosting.
  • 20. WP Updates @RMELOGLI 2 - Disable “update now” links :) add_filter('gettext', 'bbloomer_translate_update_now_notifications'); function 'bbloomer_translate_update_now_notifications($translated) { if ( is_admin() ) { $translated = str_ireplace('There is a new version of %1$s available. <a href="%2$s" %3$s>View version %4$s details</a> or <a href="%5$s" %6$s>update now</a>.', 'There is a new version of %1$s available. <a href="%2$s" %3$s>View version %4$s details</a> and then go testing the update on your staging site.', $translated); } return $translated; }
  • 21. WP Updates @RMELOGLI 2 - Disable “update now” links :)
  • 22. WP Updates @RMELOGLI 3 - Always test on Staging ● Staging: most underestimated hosting feature. Worth €£$ ● If not, change hosting!
  • 23. WP Updates @RMELOGLI 3 - Always test on Staging Staging: “an independent clone of your live website that can be easily created to test plugins, themes, and custom code. You can then copy the staging site back to the live site at any time after making changes/updates”
  • 24. WP Updates @RMELOGLI 3 - Always test on Staging One click staging
  • 25. WP Updates @RMELOGLI 3 - Always test on Staging ...30s later
  • 26. WP Updates @RMELOGLI 3 - Always test on Staging ...login
  • 27. WP Updates @RMELOGLI 3 - Always test on Staging Now you can even use the “1- click” updates; can even bulk update; if it breaks the site, 30 extra secs to create new one!
  • 28. WP Updates @RMELOGLI 3 - Always test on Staging If site does not break, TEST ➢ Home OK?
  • 29. WP Updates @RMELOGLI 3 - Always test on Staging If site does not break, TEST ➢ Cart OK?
  • 30. WP Updates @RMELOGLI 3 - Always test on Staging If site does not break, TEST ➢ Checkout OK?
  • 31. WP Updates @RMELOGLI 3 - Always test on Staging If site does not break, TEST ➢ WP_DEBUG
  • 32. WP Updates @RMELOGLI 3 - Always test on Staging If site does not break, TEST ➢ WP_DEBUG
  • 33. WP Updates @RMELOGLI 3 - Always test on Staging Case study: staging for BusinessBloomer.com on 29/05/2017 ➢ Theme update (Storefront) ➢ Non-vital Plugin updates 1. Storefront new CSS - headings & backgrounds messed up :) 2. I didn’t realize my checkout snippets weren’t working since Woo 3.0 :) 3. Spent 49mins 30s to fix all. But live site not affected!
  • 34. WP Updates @RMELOGLI 3 - Always test on Staging TEST PASSED? 1. “Push” to live 2. or re-do same updates on Live
  • 35. WP Updates @RMELOGLI 4 - No Staging? ● If “changing hosting” is not a suitable solution for you... ● CLONE website with Duplicator plugin on subdomain
  • 36. WP Updates @RMELOGLI 4 - No Staging? ● If “I don’t have enough time” or “my budget is low” is your problem… ○ FTP “trick” ○ or… you risk big: less risk on minor updates, huge risk on major ones
  • 37. WP Updates @RMELOGLI 5 - FTP “trick” 1. Upload new plugin version to /plugins folder (diff name e.g. “____NEW”)
  • 38. WP Updates @RMELOGLI 5 - FTP “trick” 2. Change CURRENT plugin name to e.g. “____OLD”
  • 39. WP Updates @RMELOGLI 5 - FTP “trick” 3. Remove “NEW” from new plugin name to e.g. “____NEW” This will automatically activate it :)
  • 40. WP Updates @RMELOGLI 5 - FTP “trick” 4. TEST Restore old plugin if necessary by renaming it :)
  • 41. WP Updates @RMELOGLI 5 - FTP “trick” Might not work as expected if the update modifies DB :)
  • 42. WP Updates @RMELOGLI 6 - Order of Updating ● WP > Theme >Plugins ● Or Plugins > Theme > WP ● Or…? Does it matter?
  • 43. WP Updates @RMELOGLI 7 - Careful Updating ● Maybe you haven’t updated WooCommerce since 2.5 ● Straight update to 3.0.7? ● Or first step to 2.6, and then 3.0? Does it matter?
  • 44. WP Updates @RMELOGLI WordPress Updates - Wrap up ● New version? Read release info first ● Hold on a few days unless it’s a security hole fix ● 70-80% problems caused by out of date WP/plugins/themes
  • 45. Thank you! ...and good luck with your next update :) @RMELOGLI DUBLIN WORDPRESS MEETUP