Upgrading Drupal

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A guide to upgrading from Drupal 5 to Drupal 6.

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Upgrading Drupal

  1. 1. Upgrading Drupal<br />Neil Cameron<br />26 November 2009<br />
  2. 2. Why Update?<br />Preparation<br />Update Core<br />Update Contrib Modules<br />Update Custom Modules<br />Update Themes<br />Update Odds and Ends<br />Useful Links<br />Questions, Discussions<br />Upgrading Drupal<br />Neil Cameron<br />
  3. 3. Why Upgrade?<br />Preparation<br />Update Core<br />Update Contrib Modules<br />Update Custom Modules<br />Update Themes<br />Update Odds and Ends<br />Useful Links<br />Questions . Discussions<br />Upgrading Drupal<br />
  4. 4. Two reasons:<br />Security<br />Only current and previous version supported<br />D7 due Q2 / Q3 2010<br />Functionality<br />Massive improvements in core e.g. internationalisation, theming, admin<br />Improved contrib e.g. Views 2, Panels 3, CCK 2<br />Why Upgrade?<br />
  5. 5. Why Upgrade?<br />Preparation<br />Update Core<br />Update Contrib Modules<br />Update Custom Modules<br />Update Themes<br />Update Odds and Ends<br />Useful Links<br />Questions . Discussions<br />Upgrading Drupal<br />
  6. 6. The two most important things:<br />Always make back up your database and files<br />Always do a dry run on a test site<br />Pre-Preparation<br />
  7. 7. Review contrib module usage (remove unused ones)<br />Review contrib module upgrade status (use Upgrade Status module)<br />Preparation i<br />
  8. 8. Review PHP in database (blocks, pages, views headers, contemplate)<br />Move into module where possible<br />Review custom modules (Coder module can help)<br />Preparation ii<br />
  9. 9. Upgrade core and contrib to latest Drupal 5<br />Backup DB! (backup migrate module)<br />Backup file system!<br />Preparation iii<br />
  10. 10. Why Upgrade?<br />Preparation<br />Upgrade Core<br />Upgrade Contrib Modules<br />Upgrade Custom Modules<br />Upgrade Themes<br />Upgrade Odds and Ends<br />Useful Links<br />Questions . Discussions<br />Upgrading Drupal<br />
  11. 11. i)<br />Different ways: FTP, CVS, SVN, GIT etc…<br />Backed up?<br />(double safe: create duplicate directory / DB use symlink)<br />Put in maintenance mode<br />Disable modules, themes<br />Upgrade Core<br />
  12. 12. ii)<br />Remove core files (everything except /sites, /files , /settings.php, .htaccess etc)<br />Upload core D6 files<br />Run update.php<br />Upgrade Core<br />
  13. 13. Why Upgrade?<br />Preparation<br />Upgrade Core<br />Upgrade Contrib Modules<br />Upgrade Custom Modules<br />Upgrade Themes<br />Upgrade Odds and Ends<br />Useful Links<br />Questions . Discussions<br />Upgrading Drupal<br />
  14. 14. Check readme.txt / upgrade.txt for special instructions<br />Remove old module files<br />Replace with new files<br />Run update.php<br />Watch out for 3rd party files e.g. FCK Editor, CAPTCHA (font file), PDF generators, SWF Tools<br />Upgrade Contrib<br />
  15. 15. Why Upgrade?<br />Preparation<br />Upgrade Core<br />Upgrade Contrib Modules<br />Upgrade Custom Modules<br />Upgrade Themes<br />Upgrade Odds and Ends<br />Useful Links<br />Questions . Discussions<br />Upgrading Drupal<br />
  16. 16. Use Coder Module to check for code updates<br />API changes: http://drupal.org/node/114774<br />Update .info file<br />Upgrade Custom<br />
  17. 17. Why Upgrade?<br />Preparation<br />Upgrade Core<br />Upgrade Contrib Modules<br />Upgrade Custom Modules<br />Upgrade Themes<br />Upgrade Odds and Ends<br />Useful Links<br />Questions . Discussions<br />Upgrading Drupal<br />
  18. 18. Great guide: http://wtanaka.com/drupal/convert-theme-6<br />Create .info (see link)<br />Replace variables:<br />$sidebar_left$left<br />$footer_message$footer<br />$language $language-&gt;language<br />Don’t forget about the theme registry<br />If using Zen or another well maintained theme, consider upgrading rather than rather than altering <br />Upgrade Themes<br />
  19. 19. Why Upgrade?<br />Preparation<br />Upgrade Core<br />Upgrade Contrib Modules<br />Upgrade Custom Modules<br />Upgrade Themes<br />Upgrade Odds and Ends<br />Useful Links<br />Questions . Discussions<br />Upgrading Drupal<br />
  20. 20. Views need to be imported / rebuilt<br />Views has built in conversion, unreliable.<br />Workflow_ng is now in Core and called Rules/ Actions / Triggers<br />Should upgrade trouble free (watch out for custom workflows/actions)<br />Date module, set granularity<br />*Test Everything*<br />Odds & Ends<br />
  21. 21. Why Upgrade?<br />Preparation<br />Upgrade Core<br />Upgrade Contrib Modules<br />Upgrade Custom Modules<br />Upgrade Themes<br />Upgrade Odds and Ends<br />Useful Links<br />Questions . Discussions<br />Upgrading Drupal<br />
  22. 22. Presentation: http://tinyurl.com/upgrade-drupal<br />Drupal6 Overview: http://drupal.org/drupal-6.0<br />Walkthrough of upgrade http://becircle.com/how_upgrade_drupal_5_drupal_6<br />Walkthrough of upgrading themes: http://wtanaka.com/drupal/convert-theme-6<br />Upgrading Custom modules: http://drupal.org/node/114774<br />More on theme registry: http://drupal.org/node/173880#theme-registry<br />Module: Upgrade Status: http://drupal.org/project/upgrade_status<br />Module: Coder: http://drupal.org/project/coder<br />Module: Backup/migrate: http://drupal.org/project/backup_migrate<br />.info files for modules in Drupal 6: http://drupal.org/node/231036<br />.info files for themes in Drupal 6: http://drupal.org/node/171205<br />Photo Credit: http://www.flickr.com/photos/procsilas/140476150/<br />About Neil: http://cameronwilding.com<br />Useful Links<br />
  23. 23. Why Upgrade?<br />Preparation<br />Upgrade Core<br />Upgrade Contrib Modules<br />Upgrade Custom Modules<br />Upgrade Themes<br />Upgrade Odds and Ends<br />Useful Links<br />Questions . Discussions<br />Upgrading Drupal<br />
  24. 24. ?<br />Questions?<br />

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