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Alternative upgrade method

Update templates to use new custom code

This process will need to be repeated for each template that contains any of the custom code snippets outlined in the upgrading prerequisites.

  1. Locate the template in the Project Explorer, or edit it directly from the Content Search.
  2. Update the custom code to use the new snippet.
  3. Preview the changes made across a number of pages to ensure that the custom code is behaving as expected.
  4. Submit and Approve the changes to your live publishing server.

Warning: Changing custom code in a template has the potential to cause an entire site republish – e.g. a base template. If you know your site takes time to republish, you could clear the publishing queue as converting the publishing server to master pages in the next step will cause a republish of all content.

Upgrade your preview server

Once you’ve updated your custom code and approved the changes, you’ll need to update your preview server to use master page publishing. This change will cause a site republish of your content to use master pages.

Migrating your preview server first provides a final opportunity to test your site using the new publishing model before migrating your production servers.

Switch from legacy ASPX publishing to master pages

The person changing the publishing mode of a publishing server will need to be in the System Administrators group in Contensis.

  1. Go to the Management Console, select Project Setup.
  2. Select Publishing servers and locate your preview server in the Publishing Servers List.
  3. Press Edit, the Publishing Server Settings dialog will open.
  4. Select Master Pages from the Publishing Mode drop down in the General Settings container.
  5. Pressing Save will bring up a warning telling you that HTML snippets, include files, ASP files, templates and pages will be republished.
  6. Press Confirm to add the content types specified to the publishing queue.

Review your website

Once publishing has completed on your preview server, carry out your usual test procedure to ensure your website is operating as expected.

  • Review pages using custom code or razor.
  • Check web controls and modules.
  • Ensure any bespoke controls are working as expected.

Upgrade your production server(s)

If you are confident that your preview server upgraded successfully and that the site is behaving as expected, you can move on to upgrading your production servers.

The process of upgrading your production server is exactly the same as upgrading your preview server. If you have multiple production servers, we recommend upgrading each server one at a time.

Switch from legacy ASPX publishing to master pages

  1. Go to the Management Console, select Project Setup.
  2. Select Publishing Servers and locate your production server in the Publishing Servers List.
  3. Press Edit, the Publishing Server Settings dialog will open.
  4. Select Master Pages from the Publishing Mode drop down in the General Settings container.
  5. Pressing Save will bring up a warning telling you that HTML snippets, include files, ASP files, templates and pages will be republished.
  6. Press Confirm to add the content types specified to the publishing queue.