The document discusses the challenges and considerations involved in upgrading from Plone 4 to Plone 5, emphasizing the importance of communication, planning, and documentation throughout the process. It highlights potential issues such as compatibility with themes and add-ons, migration of content, and the need for a careful approach to implementation. The author provides guidance on best practices for ensuring a successful upgrade, including detailed migration steps and advice on managing design changes.

1. U P G R A D E T O P L O N E 5
P H I L I P B A U E R P L O N E C O N F E R E N C E 2 0 1 5

2. Philip Bauer
Munich
starzel.de
pbauer (github / irc)
StarzelDe (twitter)

3. PA R T 1 : G O O G L E F O R „ M I G R AT I O N S ,
U P G R A D E S A N D R E L A U N C H E S "

4. „Every non-trivial upgrade
should be approached as a relaunch.“

5. „The primary challenge is not development but
communication and project management.“

6. „Bring time. And space.“

7. „Expect everything to break!“

8. „Don't experiment, document.“

9. „Write your code as if your own kids will inherit the
code one day.“

10. „Write upgrade-steps.“

11. „Divide and conquer.“

12. „Don't try more than two new things at once.“

13. „Use the Help.“

14. U P G R A D I N G F R O M P L O N E 4 T O 5
Why?
Cui bono?
An easy sell?

15. L I V E D E M O

16. I T C A N ’ T B E T H AT E A S Y
A old site with content, configuration and add-ons
www.starzel.de

17. I T C A N ’ T B E T H AT E A S Y

18. I T C A N ’ T B E T H AT E A S Y
LinguaPlone is hard to get rid of
Theming is tricky
Some add-ons work nicely in Plone 5

19. I S S U E S
KeyError: 'Interface
`plone.app.iterate.interfaces.IIterateSettings`
defines a field `checkout_workflow_policy`,
for which there is no record.'

20. I S S U E S
ComponentLookupError: (<InterfaceClass
plone.resource.interfaces.IResourceDirectory>,
'persistent')

21. I S S U E S
List of content to migrate from AT to DX is empty

22. L I N G U A P L O N E – O H M Y !
LinguaPlone ➟ plone.app.multilingual (2.x) in 4.3.x
Documentation: https://github.com/plone/
plone.app.multilingual/issues/181
wildcard.fixpersistentutilities to the rescue!
Can someone please sprint on this?

23. T H E U P G R A D E - G U I D E
http://docs.plone.org/manage/upgrading/
version_specific_migration/p4x_to_p5x_upgrade.html
Needs love at sprint

24. Your design will break unless it is a full diazo theme
T H E D E S I G N

25. Just joking ;-)
T H E D E S I G N

26. Your design will always break
T H E D E S I G N

27. Disable your custom theme before migrating!
T H E D E S I G N

28. C O N T E N T

29. S E T T I N G S
<record name="plone.displayed_types">
<value purge="false">
<element>talk</element>
</value>
</record>

30. C O D E

31. A R C H E T Y P E S D E X T E R I T Y
@@pac_installer
@@atct_migrator
@@migrate_from_atct

32. A R C H E T Y P E S D E X T E R I T Y
@@custom_migration

33. A R C H E T Y P E S D E X T E R I T Y
from plone.app.contenttypes.migration
import field_migrators

34. A R C H E T Y P E S D E X T E R I T Y

35. A R C H E T Y P E S D E X T E R I T Y
ISSUES:
memory
commits

36. U P G R A D I N G A D D - O N S F R O M 4 T O 5
That’s your job.

37. Thanks