Upgrading to ExpressionEngine 1.3
Upgrading from a previous version of ExpressionEngine to the 1.3 version of ExpressionEngine is accomplished in a few main steps.
Prepare for the Upgrade
You must first prepare yourself to perform the upgrade for your site. As with any sort of site change you might make, it is recommended that you perform a full site backup as well as a database backup before making any changes.
Step 1
The first step is simply to download the 1.3 version of the ExpressionEngine software. Unzip the software to your local computer.
Step 2
Download the following configuration from your server to your local computer as a safety precaution.
- system/config.php
Step 3
You only need to perform this step if you have customized your member profile templates under Admin > Member Profile Templates. If you have not customized them, then skip this step.
ExpressionEngine 1.3 has greatly changed the member profile section. Unfortunately, this means it is not possible to retain any previous changes you might have made during the upgrade. If you've customized your Member Profile Templates, then download the following file from your server to your local computer so that you will have a copy of your changes.
- system/member_skins/default.php
Once you have completed the upgrade process, you will be able to use the contents of that file as a base to reapply any changes you wish.
Step 4
It is recommended that you set your site to be "offline" for the duration of the upgrade. You can turn the site off under Admin > General Configuration. You can change what is displayed to visitors when the site is off under Admin > System Offline Template.
Remember that SuperAdmin users can still access the site while it is offline. Once you ensure that the upgrade has been performed successfully you can turn the site back on.
Step 5
In your ExpressionEngine Control Panel, go to Admin > Clear Cached Data Files. Select "All cache files" and submit the form to clear out your caches.
Update Files and Installation
You will now perform the actual updating of your site files and database.
Warning: If you have customized the member profile area of your site, when you update to 1.3 it will revert back to the default. 1.3 has changed the member profile section considerably; it now supports private messaging, avatars, signatures, etc., and the structure of the templates has changed. Unfortunately, this means it is not possible to retain any previous changes you might have made. Once you complete the upgrade to 1.3 you may use your backed up file from above as a base to reapply your design changes.
ExpressionEngine 1.3 includes a new page throttling feature to help protect against "run away" bots and indexing. This feature is triggered if ExpressionEngine detects repeated requests for invalid or non-existent Template Groups.
Therefore, you are strongly encouraged to always use the Template Group name when linking to Templates within ExpressionEngine as well as in URLs linking to your site.
Step 1
You now need to replace most of the existing directories on your server with the new version 1.3 files you downloaded.
Upload and replace the following files and directories inside your system/ directory:
- system/core/
- system/cp/
- system/db/
- system/language/
- system/lib/
- system/modules/
- system/plugins/pi.magpie.php
- system/updates/
- system/update.php
- system/utilities/
Do not overwrite your path.php or config.php files.
Upload the files and directories in ASCII format (not Binary format). It is recommended that you delete the files you will be replacing before uploading the new files and directories.
* Note: If you have installed any extra Plugins or Modules, then you will want to be sure that you keep those files on your server inside the system/plugins/ and system/modules/ directory. Language files for Modules are located in system/language/.
Step 2
Delete the following directories from your server:
- images/cp_images/
- images/member_images/
- system/cp_css/
- system/jscalendar/
- system/member_skins/
- system/themes/
Step 3
Upload the following directory (and its subdirectories) to your server in your site's root directory (i.e. it should show up at the same level as your system and images directories):
- themes/
Step 4
Upload the contents of the following directories:
- images/avatars/
- images/member_photos/
- images/pm_attachments/
- images/signature_attachments/
Step 5
Ensure that the permissions on your files and directories are still correct. If you are using a Unix server you must set the following files to 666:
- path.php
- system/config.php
- system/config_bak.php
You must set the following directories to 777:
- images/avatars/uploads/
- images/captchas/
- images/member_photos/
- images/pm_attachments/
- images/signature_attachments/
- images/uploads/
- system/cache/ (and immediate subdirectories)
If you are hosted on a Windows server, you should ensure that the above files and directories are writable by ExpressionEngine. You may need to contact your Host or server admin for this.
Step 6
Point your browser to the system/update.php file on your server. This file will perform changes that are required in order to update you to the new version of ExpressionEngine. Be sure that you're accessing the file through your webserver and not just loading the file into your web browser locally. Access the file as you would a regular webpage, using an address similar to http://www.example.com/system/update.php.
Delete the system/updates/ directory and system/update.php file from your server when you are finished running the update script.
Step 7
After you finish the update, you can log into your Control Panel and go to the Templates tab. Here, you can optionally delete the standard "member" Template Group (expand the Template Group and choose the Delete Group link).
Due to the changes in how ExpressionEngine 1.3 deals with member templates, the "member" Template Group is no longer necessary. Instead, all of the member templates are accessed via Admin > Member Profile Templates. You can set the "trigger" word used to prompt the member templates under Admin > Membership Preferences; by default, it is set to "member" so that your site will behave just as it did before.
Leaving the "member" Template Group in place will not cause problems (it will be ignored), but it can cause confusion since all of the member templates are now accessed via Admin > Member Profile Templates.
Notes
You may also wish to view past upgrade notes that appeared with previous versions of ExpressionEngine. This is particularly important if you skipped a major release of EE. You may find links to those from the main table of contents.
Statistics Module
If you make use of the {exp:stats} EE Tag in your site then you may need to make one small change. If you're using the {member_names} variable pair then you will need to change the path from "member/profile" to "member/index". For instance, if you previously had this:
{member_names}
<a href="{member_path=member/profile}">{name}</a><br />
{/member_names}
You will need to alter it to this:
{member_names}
<a href="{member_path=member/index}">{name}</a><br />
{/member_names}
Documentation
If you use the local version of the documentation, then you should replace your current version. The documentation can be downloaded from the "Download Area" on the pMachine.com website. It may be best for you to delete the local version of the documentation you have on your server now and then upload the new version.
Language Packs
If you use any Language Packs beyond the standard "english" Pack that comes with the download, then you will need to go obtain the revised 1.3 version of the Language Packs and replace the versions you have on your server with the new ones. You can also follow the instructions for Updating Language Packs.