Anyone who’s been visiting for awhile knows that I’m not a big fan of the Auto-Upgrade plugin for WordPress and that I prefer upgrading manually. I’m not against the plugin. I think it’s made it possible for more people to upgrade their own WordPress installations. I prefer manually upgrading because I have more control (and I’m not a control freak, just a scheduling freak) and I am better able to troubleshoot the problem when something goes wrong with the upgrade.
And things do go wrong. Frequently. That being said, the Auto-Upgrade Plugin works fine when the upgrade is minor, such as from a .1 to a .2 version. But if you are upgrading from WordPress 2.0 to 2.6.2, I highly recommend you do it manually. If you aren’t familiar with the process, I recommend someone do the upgrade for you.
I think many people don’t want to manually upgrade because the instructions in the WordPress codex are daunting. Delete this, don’t delete that, oh wait, delete that unless… I think you know what I mean.
So, I thought if I listed the steps that I take for a manual upgrade, that it might make the task less frightening for the rest of you. Some may have more efficient ways of doing a manual upgrade and I would love to hear about it. This is just the way I do it and it works for me.
- Download and extract the WordPress upgrade to your hard drive.
- If plugins are important to you, make sure your plugins are compatible with the version of WordPress that you are upgrading to. You can do this be searching google on WordPress and the name of the plugin.
- Backup your database. You can do this through cpanel or via the WordPress databases backup plugin. You are already backing up your database, right?
- Test the backup. It should look like a big text file of running together gibberish. If you don’t have that, then stop the upgrade
- Backup your WordPress files – all of them. Backup the wp-admin, wp-content, wp-includes, and all of the files in your blog directory. You can do this via cpanel or via ftp. I use ftp and copy them all over to my hard drive so I have them while upgrading. You should be backing up these files on a regular basis as well. Thinkdave has a great guide to using ftp with Filezilla.
- Test the backup. Spot check and make sure the files are there – especially wp-config.php and your wp-content folder.
- Install and activate the Maintenance Mode plugin. One note here – if you are backing up from a much older version of WordPress, skip this step. I find it can cause unnecessary problems and it’s better for your site to simply be down temporarily then to have to struggle to bring it backup later.
- Deactivate ALL of your plugins, except for Maintenance Mode. Please don’t skip this step
- Logout of WordPress
- Ok – back to FTP or your cpanel file manager.
- Delete WP-Admin – yes, the entire folder
- Delete WP-Includes – if you have language files, keep those. I haven’t upgraded a site that had them so most of you are safe in deleting the entire folder. And remember, we already made backups.
- Delete all of the files in the blog directory such as wp-cron.php, wp-login.php, etc except for wp-config.php (that contains your database information). But if you get delete happy, you already have a backup.
- DO NOT delete wp-content. Some upgrade instructions say to keep some of the files but not all of them. 98% of the time leaving that directory alone is just fine.
- Now we are ready to upload the new WordPress files
- Upload the wp-admin directory
- Upload the wp-includes directory
- Upload the main blog directory files such as wp-cron.php and wp-login.php The upgrade files should not have wp-config.php but, if it does, don’t overwrite yours.
- In your web browser, go to your site http://www.yoursite.com/blog/wp-admin/upgrade.php
- You may be asked to login. Login.
- If it was more than a .1 version upgrade, you may get a message saying your database needs to be upgraded. Click the button and upgrade.
- Activate and upgrade your plugins.
- If all is well, you are done and are now enjoying your freshly upgraded WordPress
A couple of issues that I have run into have been the following:
- Can’t login after upgrade. Clear your cache. Clear your cookies. If you still can’t login, delete the plugins folder. You have a backup so they can easily be replaced. This is in wp-content/plugins/. Those three methods have always corrected this problem for me. If you still can’t login, search the codex or contact someone like me for assistance.
- Scheduled posts no longer work. So far this problem only seems to happen on Windows IIS servers. I have a possible solution here or you can contact me for assistance.
- Main page loads but get 404 errors on all sub pages. This is probably a permalinks problem. Delete your .htaccess file and replace it with the backup.
Out of all the upgrades I have done for myself and for others those are the only problems that I have encountered. So, I trust my system. If you still don’t feel comfortable upgrading, ask someone for assistance.
photo credit: Danny McL