Current

This document is valid for the current version of Plone.

Plone Upgrade Guide

Instructions and tips for upgrading to a newer Plone version.

  1. Introduction
  2. Preparations
  3. Upgrading Plone 4 within 4.x.x series dot minor releases
  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. Portlets have a new infrastructure
        8. main_template now uses Zope 3 viewlets
        9. Plone 3 does not create member folders by default
        10. Using a tableless layout
        11. Document Actions now use Zope 3 viewlets
        12. Products installing workflows may need to add permissions
        13. Indexes declared in Archetypes schemata need to be moved to GenericSetup
        14. The "Sharing" tab is now a global action
        15. Multi page schemas
        16. 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. Upgrading from 3.2 to 3.3.x
    8. Upgrading Plone 3.x to 4.0
      1. Updating a custom Plone 3 buildout for Plone 4
      2. Updating add-on products for Plone 4
        1. Detecting Plone 4
        2. No more global definitions in templates
        3. The action icons tool (portal_actionicons) has been deprecated
        4. No more Zope 2 interfaces
        5. Miscellaneous import changes
        6. AdvancedQuery has been removed from Plone core
        7. Validators
        8. Manual calls to translate
        9. Use plone.app.blob-based BLOB storage
        10. Add views for content types
        11. 'MailHost.secureSend' is now deprecated; use 'send' instead
        12. Portlets Generic Setup syntax changes
        13. Updating Plone 3 themes for Plone 4
        14. New users and groups functionality
        15. Make sure your templates are valid XML
        16. document_byline and some other macros are now viewlets
        17. No longer bin/instance test - use zc.recipe.testrunner
        18. Vocabulary Directive now replaced by Utilities
        19. Folder implementation changes
        20. Empty /Control_Panel/Products using Plone 4
      3. Deprecated Templates Checklist
      4. Email address-based login
      5. Upgrading Caching Products
    9. Upgrading Plone 4.0 to 4.1
      1. Updating add-on products for Plone 4.1
        1. Changing dependencies from Plone to Products.CMFPlone, updating permissions and aliases
        2. Use Generic Setup for defining versioning policies
    10. Upgrading Plone 4.1 to 4.2
      1. Upgrades to zc.buildout
      2. Search Templates
      3. Upgrading to new collections
    11. Upgrading Plone 4.2 to 4.3
      1. Updating package dependencies
      2. Dexterity optional extras
      3. Changed imports and functions
      4. Grok static folders
      5. Hiding KSS spinner
  7. Upgrading Non-Buildout-based Plone Instances
  8. General advice on updating from a non-buildout to buildout-based installation

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