Upgrade

Use this procedure to upgrade your Sitefinity project to the latest version.

PREREQUISITES: You can upgrade to Sitefinity 5.0 only if your project is currently using Sitefinity 4.4 or Sitefinity 4.3. If you are using Sitefinity 3.7, you can also migrate your site directly to Sitefinity 5.0. For more information, see Migrating your Sitefinity 3.7 project.

After you have installed the latest version of Sitefinity, you upgrade a Sitefinity project to this version by performing the following:

1. Download your production website and database.
2. Backup your project and its database.
3. Run the Project Manager of Sitefinity.
   For more information about running the project manager, see Create a project.
   For more information about downloading Sitefinity, see Downloading and installing Sitefinity.

   NOTE: To upgrade the project manager itself, you perform the downloading and installing procedure. You must place the project manager executable in the same folder that you had it before you upgraded.

   NOTE: If the project you want to upgrade is not in the list of projects of the project manager, you must add it. For more information, see Functions of Sitefinity Project Manager.

4. Select the project which you want to upgrade and click Upgrade button.
   The selected project is upgraded to the latest version of Sitefinity Project Manager.

   IMPORTANT: If your project is part of a larger solution where you have custom projects that reference Sitefinity assemblies, check the references to those assemblies in your project and make sure that they are referencing the newer assemblies.

5. After the project manager upgrades your project you must merge your project’s web.config file with changes in the web.config file for the version of Sitefinity you are upgrading to. 
   In Sitefinity 5.0 there are introductions for Claims authentication. There are introductions in system.web/httpModules and system.webServer/modules configuration sections. Modify these sections, so that they have the new introductions as bellow:
   <httpModules>

   <remove name="FormsAuthentication"/>

   <remove name="RoleManager"/>

   <add name="ClaimsPrincipalHttpModule" type="Microsoft.IdentityModel.Web.ClaimsPrincipalHttpModule, Microsoft.IdentityModel, Version=3.5.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"/>

   <add name="SitefinityClaimsAuthenticationModule" type="Telerik.Sitefinity.Security.Claims.SitefinityClaimsAuthenticationModule, Telerik.Sitefinity" />

   <add name="Sitefinity" type="Telerik.Sitefinity.Web.SitefinityHttpModuleIIS6, Telerik.Sitefinity" />

   <add name="SessionAuthenticationModule" type="Telerik.Sitefinity.Security.Claims.SitefinitySessionAuthenticationModule, Telerik.Sitefinity"/>

   <add name="ScriptModule" type="System.Web.Handlers.ScriptModule, System.Web.Extensions, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31BF3856AD364E35" />

   <add name="RadUploadModule" type="Telerik.Web.UI.RadUploadHttpModule, Telerik.Web.UI" />

   <add name="SitefinityAnalyticsModule" type="Telerik.Sitefinity.Analytics.Server.DependencyResolution.Module.DependencyRegistrarHttpModule, Telerik.Sitefinity.Analytics.Server.DependencyResolution" />
   <modules runAllManagedModulesForAllRequests="true">

   <remove name="FormsAuthentication"/>

   <remove name="RoleManager"/>

   <add name="ClaimsPrincipalHttpModule" type="Microsoft.IdentityModel.Web.ClaimsPrincipalHttpModule, Microsoft.IdentityModel, Version=3.5.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"/>

   <add name="SitefinityClaimsAuthenticationModule" type="Telerik.Sitefinity.Security.Claims.SitefinityClaimsAuthenticationModule, Telerik.Sitefinity" />

   <add name="Sitefinity" type="Telerik.Sitefinity.Web.SitefinityHttpModule, Telerik.Sitefinity" />

   <add name="SessionAuthenticationModule" type="Telerik.Sitefinity.Security.Claims.SitefinitySessionAuthenticationModule, Telerik.Sitefinity"/>

   <add name="ScriptModule" type="System.Web.Handlers.ScriptModule, System.Web.Extensions, Version=4.0.0.0, Culture=neutral, PublicKeyToken=31BF3856AD364E35" />

   <add name="RadUploadModule" type="Telerik.Web.UI.RadUploadHttpModule, Telerik.Web.UI" />

   <add name="SitefinityAnalyticsModule" type="Telerik.Sitefinity.Analytics.Server.DependencyResolution.Module.DependencyRegistrarHttpModule, Telerik.Sitefinity.Analytics.Server.DependencyResolution" />

   For more information about switching to claims-based authentication, see Switching to claims-based authentication.

6. Recompile your solution.
7. Restart your Sitefinity website and run it.
   Sitefinity automatically performs a database upgrade from the database scheme used in the previous version to the one use in the new version.

   Information about the Sitefinity version is stored both in the database and in the configuration files. At any time the configuration files must match your database scheme

   IMPORTANT: You must not manually change the Sitefinity version numbers stored in your configuration files.

8. Browse the backend and the frontend of your local project and ensure that everything is working fine.
9. Depending on the type of upgrade you want to make, perform one of the following:
   • If you want to replace your production website and database with the locally upgraded files, package your upgraded website and its database and deploy them on your production environment. For more information, see Deployment.
   • If you want to merge the locally upgraded website with the production website without replacing the database, perform the following:
     1. Package the upgraded website without the configuration files from ~/App_Data/Sitefinity/Configuration.
        Do not include the locally upgraded database.
     2. Upload the upgraded package and merge it with your production website files.
     3. Restart the website.
        This triggers the upgrade process of your production database.
     4. Browse the backend and the frontend of your local project and ensure that everything is working fine.

NOTE: When you are upgrading the Ecommerce module, you must manually add the following to the system.webServer/handlers section of the web.config file:

If your project is deployed on Windows Azure, see Upgrading Sitefinity projects running on Windows Azure.

NOTE: If you want to migrate a Sitefinity 3.7 project to the latest version, perform procedure Migrating your Sitefinity 3.7 project.