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- Change indentation levels of the first list.
- Point to dist.plone.org instead of CMFPlone for the release notes.
- Remove instructions on first installing a newer Zope version. This was from the days before Zope and Plone were released as eggs.
- Add links to Zope documentation.
- Do not tell people to look at README/INSTALL/UPGRADE.txt in CMFPlone. I never update these.
- Fix backup link.
Copy file name to clipboardExpand all lines: docs/backend/upgrading/preparations.md
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@@ -16,54 +16,45 @@ Things to do before you migrate Plone.
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## Gather Information
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- Read the "What's new in..." for your relevant Plone version, and read the release notes.
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- You'll find these in the CMFPlone directory of the distribution of the new version of Plone.
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You'll find these on `dist.plone.org` in the release directory of the new version of Plone.
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As an example, here are the [6.0.0b2 release notes](https://dist.plone.org/release/6.0.0b2/RELEASE-NOTES.md).
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- Make sure to check installed add-ons, if you **do not** need certain add-ons anymore, please deactivate and deinstall.
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- Check for dependencies
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- Check for dependencies.
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- Read the release notes for the Plone release you are upgrading to, in particular:
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- What version of Python is required?
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- What version of Python is required?
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- What version of Zope is required?
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- What version of Zope is required?
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- Do you need any new Python libraries?
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- Do you need any new Python libraries?
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- Make sure all the add-on products you are using have updated to support the version of Plone you are upgrading to.
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- Start with the third-party products that are in use on your site.
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Verify that they have been updated or verified to work on the new version, and get them upgraded in your existing instance before you start the Plone/Zope/Python upgrade if possible.
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- Verify that they have been updated or verified to work on the new version, and get them upgraded in your existing instance before you start the Plone/Zope/Python upgrade if possible.
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- If Zope depends on a newer version of Python, install the new version of Python first.
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- If the newer version of Plone depends on a newer version of Zope, you will need to install that before proceeding with the Plone upgrade.
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```{note}
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Zope has its own migration guidelines, which you will find in the release notes of the version you are migrating to.
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Zope has its own documentation.
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Of most interest for migration are:
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- [What's new](https://zope.readthedocs.io/en/latest/news.html) on a high level.
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- [Migrating between Zope versions](https://zope.readthedocs.io/en/latest/migrations/index.html).
If Plone is being upgraded at the same time as a Zope version, Plone will usually handle the Zope upgrade with its own migration script.
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```
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- Read the following files in the CMFPlone directory of the distribution of the new version of Plone you want to update to:
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- README.txt
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- INSTALL.txt
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- UPGRADE.txt (although this usually contains only the general procedure outlined above)
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- These files are important because they may contain important last minute information and might be more specific than the relevant sections of this reference manual.
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## Back Up Your Plone Site
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```{note}
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It's important to back up your Plone site.
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```
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You will find a {doc}`how-to on backing up your Plone site here </manage/deploying/backup>`.
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You will find a {doc}`how-to on backing up your Plone site here </deployment/backup>`.
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## Setup A Test Environment To Rehearse The Upgrade
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