5 steps to a smoother WordPress upgrade

Someone just left a comment here on WordPressGarage saying that he upgraded his wife’s WordPress blog and lost all the categories. He wanted to know how he could get them back. I asked him if he had backed up the blog before upgrading, and he sadly said no.

First of all, that’s why I hesitate to upgrade. Disaster can strike at any time, and it has struck others. But there are steps that you can take to make your WordPress upgrade smoother, and here they are:

Backup, backup, backup!! I don’t care how you do it, but if you care about the posts you’ve written, then make sure you back them up on a regular basis. You can do this through PHPmyAdmin, but if that’s not your thing (which is understandable), then become familiar with WP-DB-Backup. This plugin can be set to backup your database and email it to you daily, weekly, or monthly. By using this plugin, you can get rid of the headache of remembering to back up on a regular basis.
Deactivate all your Plugins!! Now you can do that in one click on your Plugins page by clicking on the Deactivate all Plugins button at the end of the list of Plugins. If you don’t do this, your whole upgrade could bork (if that’s a word).
Use Fantastico!! When you are looking for a host for your site, ask them if they have Fantastico. Fantastico enables you to install all sorts of Open Source applications in one click, including WordPress. It also enables you to upgrade in one click, so once you’ve backed up and disabled your plugins, log in to your control panel, go to Fantastico, click on WordPress, and choose the blog you want to upgrade. The one drawback with Fantastico is that they don’t provide upgrades very quickly. The last time I checked, you still couldn’t upgrade to WordPress 2.3 with Fantastico. But it’s worth the wait.
If you don’t use Fantastico, follow the WordPress upgrade instructions VERY CAREFULLY! Don’t try to outsmart them or skip anything, or you will pay…
Use the Maintenance Mode plugin while upgrading or otherwise messing around with your WordPress blog. Maintenance Mode puts a splash screen up on your site that tells visitors the site is undergoing maintenance, and they should check back later. You can still login to the admin, and even see the front end of your site as you make changes to it.

Happy upgrading!

Tal Galili

BTW dear, did you get a chance to have a look at this:
http://techie-buzz.com/wordpress-plugins/wordpress-automatic-upgrade-plugin.html
for english blogs, this does all the work with a few clicks (amazing…)

Tal.
Miriam

Hello Tal yekiri – nice to see you here! I’ve seen that plugin, and it makes me nervous for some unknown reason. I think it makes me feel like I’m losing control or something, but of course that reminds of what you said about control…I guess I should try it out.
Tal Galili

Hi Miriam 🙂
The plugin is Great. is allows you to have FULL control over the process – try it out and let us know.

Yours,
Tal.
Ryan

Ick, that plugin looks horrid. I’d be very concerned that it may break something.
Miriam

Ryan – really? See, that’s the kind of thing that makes me nervous. Anyways, since I use Fantastico, upgrading is really easy and I don’t need any plugins.
Tal Galili

Miriam – you may not need any, but others do 🙂
(like godaddy hosted people, like myself)

And Ryan – the damn thing works, just use it one click at a time (and backup at will, for example by using wp-dbmanager, of which I wrote her:
http://www.talgalili.com/?p=86
But it’s in hebrew)
Miriam

Tal – “the damn thing works”?! Watch your language young man, or we may force you to go work at Coffee To Go. Ryan is a good guy, so treat him nicely please. And he’s doing his PhD in supramolecular something-or-other, which almost puts your MA in Math to shame, so some respect please 🙂
Ryan

Well considering I’ve never used it I can’t really comment. I do know that upgrading the long way breaks things some times so I can’t imagine any auto-installer will do any different.

I’ll wait till I hear a few more reports before giving it a crack 😛

5 steps to a smoother WordPress upgrade

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