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Plone Upgrade Guide

This Reference Manual applies to: Any version.
This Reference Manual is intended for: Site Administrators

Procedures and tips for upgrading (aka. migrating) to a newer Plone version.

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

  1. Introduction
  2. Preparations
  3. General procedure
  4. Upgrade add-on products
  5. Troubleshooting
  6. Version-specific migration procedures and tips
    1. Upgrading from Plone 1.0 to 2.0
    2. Upgrading from Plone 2.0 to 2.1
    3. Upgrading from Plone 2.1 to 2.5
    4. 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. Plone Tableless theme no longer exists
        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
by Alexander Limi — last modified August 31, 2007 - 21:55
Contributors: Martin Aspeli, Geir Bækholt, Sisi Nutt
All content is copyright Plone Foundation and the individual contributors.

Section for Plone 3 Incremental Upgrades?

Posted by Rose Pruyne at April 1, 2008 - 14:01
Do we need a new section for Plone 3 incremental upgrades, depending on the different types of installs? For instance upgrading from a current Plone 3 install to Plone 3.0.6. a la Unified Installer.

Troubleshooting LinguaPlone

Posted by Antonis Christofides at April 2, 2008 - 11:38
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.

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