Upgrading to 7.3: Part 1 - Preparation

In my previous article, I talked about how impressed I was with the Umbraco upgrade process in 7.3. I'm now much further through the full upgrade, so I'm going to blog about it, in the hope that it helps others considering doing the same.

In this part, I'm going to talk about the planning for the upgrade.

I have a client who has an old 4.7.1 site, and they'd like to use some functionality that's only present in v7. Previously I was looking at a full rebuild and re-importing content, but due to the volume of content (10,000+ pages), I wasn't too keen on this, as copying content between installs is notoriously fiddly.

So, when Neils announced that the new version would upgrade the database and it actually worked, I decided to give it a go, as it could potentially save me a LOT of time.

So, the existing site:

• Runs on 4.7.1
• Has 10,000+ pages
• Uses XSLT Macros and MasterPages
• Uses a handful of packages, mostly event based stuff (CustomMenus, AutoFolders etc)
• Uses two custom DataTypes (Embedded Content and uComponents MultiNode tree picker)

First up, what do we want to achieve with the upgrade?

• Upgrade to 7.3
• Swap out all of the XSLT/MasterPages for Views/Razor
• Remove some unused sections of the site

So, what issues are you likely to hit? Firstly, not all of the packages may have been updated for v7. In this case, we were using the MultiNode tree picker from uComponents, which isn't available in v7. This one is pretty straightforward. Make sure the DataType is set to store as CSV (if it isn't already), and republish all the pages with the DataType on. That way we can just swap DataType to the built in v7 Multiple Content Picker after the upgrade, and we won't lose any data.

Embedded content can be replaced with either Archetype, or Nested Content. HOWEVER, the data cannot be just swapped over. When you upgrade Umbraco to v7, any DataTypes that are non-core are turned into labels, and the values preserved, and the DataTypes are set to a non-editable control. You could write some custom code to reformat the data for your new DataType using the API once you've done the upgrade, but in this case, the DataType was only being used to display some widget boxes on the home page, and nowhere else, so re-adding the 8 boxes after we've upgraded is probably quicker than messing aroud trying to reformat the data.

So, now that we've covered the basic issues we're likely to hit, what next? I decided to take the following approach to the upgrade:

• Take a copy of the database
• Remove all the stuff that we don't need on the old version of the CMS
• Backup the database (in case it goes horribly wrong)
• Create a new Visual Studio project and install Umbraco 7.3 and packages through NuGet
• Run the Upgrade
• Merge in the stuff I needed and then start changing view/macros etc
• Test thoroughly
• Deploy
• Retire to somewhere hot and drink cocktails with tiny hats

So, having done a bit of prep work, we're ready to rock. Watch out for part 2, where I'll talk about the initial upgrade process.