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. 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 add-on products for Plone 4.0
        1. No more global definitions in templates
        2. The action icons tool (portal_actionicons) has been deprecated
        3. No more Zope 2 interfaces
        4. Miscellaneous import changes
        5. Validators
        6. Manual calls to translate
        7. Add views for content types
        8. MailHost.secureSend is now deprecated use send instead
        9. Portlets Generic Setup syntax changes
        10. Updating Plone 3 themes for Plone 4
      2. Deprecated Templates Checklist
      3. E-mail address based login
  7. General advice on updating from a non-buildout to buildout-based installation

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