Upgrade

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[edit]

This is a step by step guide on how to upgrade an installation of TYPO3 to a newer version.

Contents

[edit] General information

[edit] Think of active users

Think of users who might want to do any changes during your upgrading and/or fallback. Inform them before you start!

[edit] Backup

Make a backup first! If things go wrong, you can at least go back to the old version.

You need a backup of

  • all files of your TYPO3-installation
  • the database

[edit] Which version to use

You should always use the most up-to-date version of a branch.
Updating should be done in the following steps:
From 3.8.1 or any version older than the current version from 4.1-branch --> install newest version from 4.1-branch --> install newest version from 4.2-branch
You can download the source-files of the version(s) you need from typo3.org.

See list of all ReleaseNotes.

[edit] Upgrading from 3.8.1 ...

[edit] ... to 4.1 on a Windows-system 

Do the following (in the correct order!):
1.) Change all globally(!) installed extensions to local ones:
    a) Go to the Extension Manager
    b) Uninstall the extension
    c) Delete the files of the extension from typo3/ext/[Ext-Name]
    d) Load the extension from TER (LOCAL now)
    e) Install it
2.) Remove the folders typo3/, media/, tslib/, t3lib/ and the files
    showpic.php and index.php (alternativelly to deleting, you can move
    them to a backup-location, but they must be in another folder to allow
    the following steps)
3.) Copy the new 4.1-source into the site location.

    The following steps are done in the Install Tool.
    (You can access it typing typo3/install behind your site-url.
     If you only see a message saying that it has been disabled,
     create a file called "ENABLE_INSTALL_TOOL" in the folder typo3conf.
     Refresh the page and you should be able to log in.)

4.) Go to "Database Analyser" -> "Update required tables"
    -> Do a "COMPARE" and "IMPORT".
5.) Go to "Basic Configuration" and set the Encryption-key.
6.) Go to "Update Wizard" and set it to 4.1
    (This can affect your output in the frontend!!!). 
7.) Go to "Edit files in typo3conf/" and delete temp_CACHED* files.

Remember to clear your PHP accelerator cache after upgrading if you have any.

Please also read the TYPO3_4.0 Release notes.

[edit] ... to 4.1 on a UNIX-system using a shell

Environment:

- TYPO3 is installed on a Unix-system (i.e. Linux, FreeBSD).

- Existing TYPO3 is set up in the webroot-folder.

- TYPO3 will be set up with symlinks to make upgrading easier: You will just have to change the link pointing to the folder with the source-code in order to use a new version.


Current Environment: 

$ pwd
/home/typo3/

$ cd public_html/

$ ls -la
drwxr-xr-x  7 typo3  typo3        512 Feb  7 05:02 .
drwxr-xr-x  4 typo3  typo3        512 Apr  8 20:01 ..
-rw-rw----  1 typo3  www         4987 Nov 12 11:41 INSTALL.txt
-rw-rw----  1 typo3  www          608 Nov 12 11:41 Package.txt
-rw-rw----  1 typo3  www         8118 Nov 12 11:41 README.txt
-rw-rw----  1 typo3  www         1212 Nov 12 11:41 RELEASE_NOTES.txt
-rw-rw----  1 typo3  www         4957 Nov 12 11:40 _.htaccess
-rw-rw----  1 typo3  www           46 Nov 12 11:40 clear.gif
drwxrwx---  5 typo3  www          512 Feb 11 07:49 fileadmin
lrwxr-xr-x  1 typo3  typo3         18 Nov 12 11:40 index.php -> tslib/index_ts.php
lrwxr-xr-x  1 typo3  typo3         11 Nov 12 11:40 media -> tslib/media
lrwxr-xr-x  1 typo3  typo3         17 Nov 12 11:40 showpic.php -> tslib/showpic.php
lrwxr-xr-x  1 typo3  typo3         15 Nov 12 11:40 t3lib -> typo3_src/t3lib
lrwxr-xr-x  1 typo3  typo3         15 Nov 12 11:40 typo3 -> typo3_src/typo3
lrwxr-xr-x  1 typo3  typo3         18 Feb  7 05:02 typo3_src -> ./typo3_src-3.8.1/
drwxrwx---  5 typo3  www          512 Nov 12 11:41 typo3_src-3.8.1
drwxrwx---  3 typo3  www          512 Apr  3 07:26 typo3conf
drwxrwx---  6 typo3  www          512 Mar 10 07:56 typo3temp
drwxrwx---  9 typo3  www          512 Feb 11 08:22 uploads


Before you upgrade:

  • Change all globally(!) installed extensions to local ones: 
   1) Go to the Extension Manager
   2) Uninstall the extension
   3) Delete the files of the extension from typo3/ext/[Ext-Name]
   4) Load the extension from TER (LOCAL now)
   5) Install it


Upgrade:

1.) Copy the new 4.1 source typo3_src-4.1.tar.gz into the site location and decompress it: 

$ cp typo3_src-4.1.tar.gz public_html/
$ tar xvzf typo3_src-4.1.tar.gz

(The filename changes with the version, at the moment of writing typo3_src_4.1.7.tar.gz is the current version. You have to adapt that to fit the name of the file you downloaded.)

2.) Remove the symbolic links to the old source and create a new symlink to typo3_src: 

$ cd public_html
$ rm typo3_src
$ ln -s typo3_src-4.1 typo3_src

2.1 If you use a separate source-directory:

This has the advantage of being able to host several TYPO3-installations using the same source, thus saving space. If you choose to keep your source in a separate directory, this step would be made with something like this: 

$ cd public_html
$ rm typo3_src
$ ln -s ../typo3_src-4.1 typo3_src

(Essence: The symlink you create here always has to point to the typo3-source-folder, no matter where it is located.)

3.) Clean up unused symbolic links: 

$ pwd
/home/typo3/public_html

$ rm media
$ rm t3lib 
$ rm tslib
$ rm showpic.php
$ rm index.php

(They are no longer needed for the new version.)

4.) Create new symlinks: 

$ pwd
/home/typo3/public_html

$ ln -s typo3_src/index.php index.php
$ ln -s typo3_src/typo3 typo3
$ ln -s typo3_src/t3lib t3lib

(Creating the new symlinks in 2 steps (numbers 2 and 4 here) makes following updates easier, because you will just have to change the link pointing to the folder with the source in order to use the new version.)


Upgraded Environment: 

$ ls -la
drwxr-xr-x  8 typo3  www      512 Apr  9 22:39 .
drwxr-xr-x  4 typo3  typo3   512 Apr  8 22:41 ..
-rw-rw----  1 typo3  www     4987 Nov 12 11:41 INSTALL.txt
-rw-rw----  1 typo3  www      608 Nov 12 11:41 Package.txt
-rw-rw----  1 typo3  www     8118 Nov 12 11:41 README.txt
-rw-rw----  1 typo3  www     1212 Nov 12 11:41 RELEASE_NOTES.txt
-rw-rw----  1 typo3  www     4957 Nov 12 11:40 _.htaccess
-rw-rw----  1 typo3  www       46 Nov 12 11:40 clear.gif
drwxrwx---  5 typo3  www      512 Feb 14 06:34 fileadmin
lrwxr-xr-x  1 typo3  www       19 Apr  8 22:55 index.php -> typo3_src/index.php
lrwxr-xr-x  1 typo3  www       15 Nov 12 11:40 t3lib -> typo3_src/t3lib
lrwxr-xr-x  1 typo3  www       15 Apr  9 22:38 typo3 -> typo3_src/typo3
lrwxr-xr-x  1 typo3  www       13 Apr  9 22:38 typo3_src -> typo3_src-4.1
drwxrwx---  4 typo3  www      512 Apr  8 22:40 typo3_src-3.8.1
drwxr-xr-x  5 typo3  www      512 Apr  7 00:18 typo3_src-4.1
drwxrwx---  3 typo3  www      512 Apr  9 22:50 typo3conf
drwxrwx---  6 typo3  www      512 Feb 14 06:37 typo3temp
drwxrwx---  7 typo3  www      512 Feb 12 00:39 uploads

The following steps are all done in the Install Tool. (You can access it typing typo3/install behind your site-url. If you only see a message saying that it has been disabled, create a file called "ENABLE_INSTALL_TOOL" in the folder typo3conf. Refresh the page and you should be able to login.)

5.) Go to "Database Analyser"->"Update required tables"->Do a "COMPARE" and "IMPORT".

6.) Go to "Basic Configuration" and set the Encryption-key.

7.) Go to "Update Wizard" and set it to 4.1 (This can affect your output in the frontend!).

8.) Go to "Edit files in typo3conf/" and delete temp_CACHED* files.

[edit] Miscellaneous

[edit] More instructions for upgrading

  • The Web-Empowered Church offers a tutorial titled Upgrading from TYPO3 3.x to 4.x.. It includes both text-instructions and detailed step-by-step flash-movies created with Wink for an update on a Unix-system or a Windows-PC.
  • You can also look at the Typo3 Basic Upgrade Manual for more detailed upgrade instructions. But be careful: The screenshots are outdated, the process though is still valid.

[edit] Updating extensions

It is important to correct errors you might see in the BE. It is most likely that these errors are caused by outdated extensions. If you get PHP-errors somewhere, have a look at the file the first error occurs in and uninstall the corresponding extension in the Extension Manager.

For example you might have used a rich text editor in TYPO3 3.8. From TYPO3 4.1 on there is one included by default so that you should check if the RTE still works correctly. If not uninstall your old version and delete its files. Empty all caches in TYPO3 and check it again.


[edit] Trouble with click-enlarge images and RealURL

From 3.8.1 to 4.0 the file showpic.php has been replaced by /typo3/sysext/cms/tslib/showpic.php.

If you use RealURL and set 

config.baseurl = http://www.yourdomain.org

you will get an error when you open the popup: "www.yourdomain.orgindex.php is not found".

Adding a slash should help 

config.baseurl = http://www.yourdomain.org/


[edit] Silly cache issues

The way how the pagetree is displayed was changed for TYPO3 4.1. After the upgrade it might be rendered weird in some way. Delete the content in the browser-cache to use the new CSS and settle everything down beautifully.


[edit] Upgrading from 4.0 to 4.1 without using a shell

This describes how to migrate from TYPO3 4.0 to 4.1 without using a shell. You only need a FTP-program and FTP-access to your server.


Situation:
TYPO3 is installed in the webroot-folder without any symlinks


Extensions:

  • Change all globally installed extensions to local ones
    • Start Extension Manager
    • Uninstall extension
    • Delete the files of the extension in typo3/ext/[Ext-Name]
    • Load extension from TER (LOCAL now)
    • Install it


Copy the TYPO3-source:

  • Copy the whole content of the source-file to the webroot


Follow the instructions on http://webempoweredchurch.com/support/classes/upgradingypo3/

  • Step 3 to 6 only
  • Comments to Step 3: Maybe the Install-Tool has to be started manually via <yourdomain>/typo3/install/index.php
  • Comments to Step 4: Clear cache on the end with two links (see section "Admin functions")


Complete the update:

  • Log into Backend
  • Run Install-Tool
    • Set the compatibility-version with the "Upgrade Wizard" to 4.1 (This can affect the output of your website in the frontend!)
    • Under "Basic Configuration" -> "Encryption Key" set the Encryption-key
  • Delete or rename /typo3/typo3conf/ENABLE_INSTALL_TOOL
  • Optional: Increase performance by renaming some _.htaccess-files: See list on http://typo3.org/development/articles/release-notes-41/page/4/


Cleanup:

  • Take the possibility to remove all unused extensions now!


[edit] Upgrading from 4.1 to 4.2

Situation: You want to upgrade from Version 4.1 to 4.2

Be aware that you need PHP 5.2 at least!

Be aware that your database encodings (settings + data) are correct. Some fields with TS inside have been changed from BLOB to TEXT. So if you have special characters like german umlauts in your TS, the fields data will be cut at the first appearance of such a character. Your installation won't work anymore if that happens.

[edit] In short

Replace the old source-files with the new ones.

Finally, you have to start the install-tool and compare the databases.

Then delete the temp_CACHED*-files and clear all caches.

If you like it more detailed have a look at the following

[edit] Tutorial

This is a very good step-by-step tutorial from Web-Empowered Church. It contains detailed text-explanations and screencasts(!) for each step. Simply use this. ;-) Thank you Jeff!

[edit] Extensions that are not yet compatible

The following Extensions are not compatible with TYPO3 4.2:

  • dam Version 1.0.11. -> Upgrade to dam 1.0.13 dam
  • pmkisac Version 1.2.0. pmkisac
  • dam_catedit Version 1.0.6. dam_catedit Popup menu is not working in BE
  • pagetreetools Version 1.0.3. pagetreetools produces error output in the pagetree area
  • kickstarter Version 0.3.8. kickstarter produces error when editing existing extension.
  • pmktextarea Version 0.2.0 pmktextarea causes page tree click menu not to work, because prototype.js will not be loaded. Solution: upgrade to 0.3.0
Retrieved from "http://wiki.typo3.org/Upgrade"
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