Upgrading from Sitecore 6.6 to Sitecore 7: Development Environment

Tuesday, June 04, 2013 @ 09:43

Series by Jon Upchurch, Matt Gartman, and Josh Jenkins
Upgrading from Sitecore 6.6 to Sitecore 7: Development Environment

By: Jon Upchurch, Senior Developer – Sometimes updating from a point release to a major release with a software package can be a pain, but upgrading from Sitecore 6.6 to Sitecore 7.0 was overall a fairly straightforward process. Plan on spending 30-60 minutes to upgrade your development environment and local Sitecore instance. After this, Matt Garman will have an article outlining how to apply this to your other servers. What follows is a condensed version of what you need to do from everything we encountered. The full instructions are listed in the link below.

First, you’ll need to get the updated files and instructions. They can be found here along with the complete documentation for this process. You’ll need to know which specific revision of 6.6 that you are running, as there are special instructions between release versions 130404, 130214, 130111, 121203, and 121015. These represent the 6.6 release version 4 or earlier.

1)  Once you download the Sitecore CMS 7.0 rev. 130424 Update Package as well as the UpgradeDMS660_U5.zip file (if you’ve got Analytics installed and are running a release 4 or earlier version listed above). If you’re making use of the open source item bucket module you should wait until the upcoming tools are released to accommodate this as it will likely cause you potentially serious problems with your instance.

2)   Your next step should always be to back up your site and databases, and probably make a branch in the version control for your project. We didn’t have any issues, but anything is possible!

3)   Once you’re safely backed up, you’ll want to SQL Server: Execute the DMS660_U5_BeforeInstall.sql script on your Sitecore Analytics database. If you’re not already running .NET 4.5, make sure it’s installed and that your local IIS app pool is set for 4.5. If you miss these steps your site won’t load.

4)   Using the Update Installation Wizard (http://<hostname>/sitecore/admin/UpdateInstallationWizard.aspx), you’ll upload, analyze, and install the package. We got approximately 400 warnings, but browsing them over showed that they weren’t actually going to be a problem. Your mileage may vary on this count however, so again I’ll remind you to back up if you haven’t already! If you’re like us and have your bin files moved to another folder in your Visual Studio solution, you’ll want to copy these from the local IIS site bin folder to your solution.

5)    Next, make all of the updates listed in the primary installation document found here. If you’ve got one of those earlier versions of 6.6 you’re going to need to perform ALL of the changes listed in your version and later up until you’re back to the main set of updates.

At this point, if you’re working in a solution that’s separate from your local Sitecore instance, you’ll want to build and deploy your changes to the Sitecore instance. Then, in your control panel you’ll need to update a few indexes in order to take advantage of the quick search as well as the new Content Buckets.

6)    Go to Sitecore » Control Panel » Indexing » Index Manager and rebuild all of your indexes listed in that wizard.

7)   Go to Sitecore » Control Panel » Database and update your quick search index.

And if you’re just running in English language you’re all set. If you’re not there are additional instructions on the links provided above that you should follow.

Once you’ve confirmed that everything is working correctly, commit to version control and make another backup to be safe, and then check out Matt’s article on migrating the rest of your Sitecore instances to 7!