Plone Upgrade Guide

Instructions and tips for upgrading to a newer Plone version.

  1. Introduction
  2. Preparations
  3. Upgrading Plone
  4. Upgrade add-on products
  5. Troubleshooting
  6. Version-specific migration procedures and tips
    1. General advice for upgrading pre-2.5 releases to the latest release
    2. Upgrading from Plone 1.0 to 2.0
    3. Upgrading from Plone 2.0 to 2.1
    4. Upgrading from Plone 2.1 to 2.5
    5. Upgrading Plone 2.5 to 3.0
      1. Upgrading a Plone 2.5 site to 3.0
      2. Updating add-on products for Plone 3.0
        1. General product development and migration tips for Plone 3.0
        2. CMFCore.permissions import syntax change
        3. Transaction module is no longer implicitly in Archetypes
        4. get_transaction module rename
        5. ContentFactoryMetadata deprecation
        6. Update your workflows to use GenericSetup profiles
        7. Searching users/groups via the Membership tool is deprecated
        8. Portlets have a new infrastructure
        9. main_template now uses Zope 3 viewlets
        10. Plone 3 does not create member folders by default
        11. Using a tableless layout
        12. Document Actions now use Zope 3 viewlets
        13. Products installing workflows may need to add permissions
        14. Indexes declared in Archetypes schemata need to be moved to GenericSetup
        15. The "Sharing" tab is now a global action
        16. Multi page schemas
        17. Enable inline editing (aka. QuickEdit)
      3. Updating 2.5.3 to 3.0.3
        1. Migration Procedure
    6. Upgrading from 3.x to 3.2
  7. General advice on updating from a non-buildout to buildout-based installation

All content on one page (useful for printing, presentation mode etc.)

Troubleshooting LinguaPlone

Posted by Antonis Christofides at Apr 02, 2008 11:38 AM
I had some trouble with LinguaPlone while upgrading Plone from 2.5 to 3.0. Several strange things happened (especially folder contents showing as "this folder has no visible items"). I found out that this is fixed when you go to portal_catalog and change the end of the url from manage_main to manage_convertIndexes. I think that this information should go somewhere, either in the instructions for 2.5->3.0 upgrade, or at the Troubleshooting section.

Speaking of LinguaPlone, I came across a bug where when clicking "Manage translations" I got an error about ascii codec not being able to convert a character. This has been fixed in LinguaPlone 2.1 (yet unreleased), which, however, requires Plone 3.1 (unless you are competent at resolving dependencies in Plone Products). I therefore used Plone 3.1-rc1 with LinguaPlone from svn and it works fine.

Troubleshooting LinguaPlone

Posted by Toni Mueller at Apr 21, 2009 04:48 PM
> I had some trouble with LinguaPlone while upgrading > Plone from 2.5 to 3.0. Several strange things
> happened (especially folder contents showing as
> "this folder has no visible items").

Imho, re-indexing the whole site is the easiest way to fix this problem. In the ZMI, go to portal_catalog->Indexes, select the indices you want (eg "select all") and click "reindex" at the bottom of the screen.