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Preferred upgrade method

Create new publishing server for master pages testing

This is our preferred method because it allows you to review your website and fix any issues at your own pace without affecting your preview or live servers.

  • Setup a publishing server by following our guide - making sure to set the rendering mode as Master Pages.
  • Save the changes, and re-edit the server and republish all content to the server.
  • Contensis will now republish all the content to your newly created server in the master page format.
  • Once the publish is complete you can then update any custom code in your templates that are affected by master pages.

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.

Once you are confident that the your site is operating as expected, you can upgrade your exisiting preview server.

Upgrade your preview server

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.

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 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.