December 22, 2008

Upgrade to DotNetNuke 5.0.0 From 4.6.2 or Later

With the upcoming release of the final DotNetNuke 5.0.0 release it is time to get the most current upgrade guide out there.  Upgrading to DotNetNuke 5.0.0 from 4.6.2 or later will be a very simple process thanks to the streamlined upgrade features added in 4.6.2 and later versions of DotNetNuke.  The following instructions provides the steps needed to upgrade to DotNetNuke 5.0.0 frm 4.6.2 or later.

NOTE: This ONLY works for DNN 4.6.2 and later systems.  DO NOT use this method if you are on a version prior to 4.6.2, as a failed installation is very possible!  If you are on a version prior to DNN 4.6.2 and would like to upgrade, please see the article titled "Upgrading to DNN 4.9.0 from 4.x", this will get you to the latest 4.x release and then you can upgrade to 5.0.0.  If you have questions about this requirement, please post to my forum on this site.

Backup Existing Site

Although the XML Merge functionality and DotNetNuke 5.0.0 have been tested a great deal it is VERY, VERY important to take a full site backup before completing an upgrade.  This is especially true when going from a 4.x to 5.x installation, due to the massive changes introducted in DotNetNuke 5.0.0.  If you are unsure of the process to backup your site, please be sure to read my blog How to Backup a DNN Site, additionally if on a remote hosting provider you can contact your provider for assistance creating the backups.

NOTE: DO NOT CONTINUE if you have not validated a 100% correct backup file.  I have tested multiple 5.x upgrades, and there have been limited occurances where sites have had issues, I cannot stress the importance of backups enough!

Upgrading Site

To perform an upgrade from 4.6.2 or later to 5.0.0 you may simply download the UPGRADE package for the 5.0.0 version of DotNetNuke from the DotNetNuke.com website.  You MUST use the upgrade package for this process.  Once you have downloaded the package, simply unzip it over your existing DNN installation.  This will update all DotNetNuke core files and prepare you to install the upgrade. (NOTE: Release Candidate versions of DotNetNuke 5 are NOT to be used for production sites)

Now, simply navigate to http://www.mysite.com/install/install.aspx?mode=install and you will be triggering the upgrade just like normal.  All needed web.config changes will be merged and your site will be upgraded.  If you encounter an under contruction page, simply try the URL again.  After a few moments of processing you should see a success message.  If any errors are encountered you will want to be sure to note them BEFORE continuing on to another page.

Remote Hosting/Production Environment Considerations

If upgrading a DotNetNuke site that is public facing or on a remote hosting provider it would be highly recommended that during the upgrade process an "app_offline.htm" file be placed in the root of the DNN installation. This file will prevent the processing of ANY ASP.NET requests and will ensure that the upgrade process is not triggered until YOU want it to be. You simply have to remove the file before you can process the upgrade.

Conclusion

Upgrades form 4.6.2 to the most current version are very simple tasks and make the process a lot less painful than previous processes.  Please note that this process does NOT update any modules that might have new releases so you must do that via a separate process!

tags: DNN, Tutorials, DNN Install/Upgrade
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