Valid for Sitecore 6.x
  Instructions for Upgrading from Sitecore CMS 6.4
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To upgrade a previous Sitecore CMS 6 version to this release:

Prerequisites

  • Sitecore CMS 6.4.0 rev. 101012 or higher.
  • If your Sitecore solution is based on an earlier version, then you must update to Sitecore 6.4.0 rev. 101012 before you install this update.

System requirements

Supported SQL Server versions

  • Sitecore CMS 6.5 does not support SQL Server 2005.
  • Sitecore CMS 6.5 and DMS 2.0 require SQL Server 2008, SQL Server 2008 R2, SQL Server 2012 or later.
  • Sitecore CMS 6.5 also supports the corresponding SQL Server Express editions.

The initial release of CMS 6.5 and DMS 2.0 only supports Microsoft SQL Server.

  • Oracle support for CMS 6.5 has been introduced in 6.5 Update-1.
  • Oracle support for DMS 2.0 will be made available no later than 6 months after the final CMS 6.5/DMS 2.0 release.

Instructions

Note: A new version of the update package was uploaded on August 19, 2011. It is recommended to use the new version of the package instead of the old one for upgrading, while solutions already upgraded with the old version of the update package should not be upgraded once again.

This update requires the following files:

If you are updating from any of the CMS 6.4.0 releases, the following files are also required:

Important: If you are running OMS 1, you must upgrade to DMS 2 when you upgrade from CMS 6.4 to 6.5. Please read the instructions for upgrading to DMS 2 before you begin the upgrade to CMS 6.5/DMS. As mentioned in these instructions, you must upgrade the CMS and have a working CMS 6.5 solution before you start upgrading your OMS production database.

Follow the steps below to upgrade an existing Sitecore CMS 6.4.0 installation to Sitecore CMS 6.5.0 rev. 110602:

  1. Important: If you you are upgrading from Sitecore CMS 6.4, you should continue upgrading to version 6.5 Update-2 or later after installing this update. The system will not work as expected if you stop the upgrade process at version 6.5.0 Initial release.
  2. Back up the site.
  3. Upgrade the database schema, step 1. Notice that you do not need to perform this step if the solution already is based on 6.4.1 (or if the solution was upgraded from 6.3.1 to 6.4).
    • SQL Server: Execute the CMS641_BeforeInstall.sql script on each of your Sitecore databases (core, master, web and any custom Sitecore databases, but excluding the Analytics database and any Sitecore module databases you have installed).
    • Oracle: Execute Oracle_CMS641_BeforeInstall.bat. Please refer to the Oracle-specific instructions at the bottom of this page.
  4. Disable Sitecore Analytics and modules that make use of Sitecore Analytics:
    • If you have Sitecore Analytics installed, disable analytics by renaming the Sitecore.Analytics.config file to Sitecore.Analytics.config.disabled. Otherwise the post-step of the update package will fail to execute.
    • If you have installed the E-mail Campaign Manager module, disable it by renaming the Sitecore.EmailCampaign.config file to Sitecore.EmailCampaign.config.disabled. Otherwise the post-step of the update package will fail to execute.
    • If you have installed the Web Forms for Marketers module, disable it by renaming the forms.config file to forms.config.disabled. Otherwise the post-step of the update package will fail to execute.
  5. Make sure that the IIS is configured to allow access to the /sitecore/admin folder. Otherwise the next step might display a blank page instead of the Update Installation Wizard..
  6. If you are updating from 6.4.1 Update-4 or later, modify the web.config file:
    • Add a comment around the SitecoreRewriteModule in the <system.webServer><modules> section:
      <!-- <add type="Sitecore.Web.RewriteModule, Sitecore.Kernel" name="SitecoreRewriteModule"/> -->
    • Also add a comment around the SitecoreRewriteModule in the <system.web><httpModules> section if you have such a line:
      <!-- <add type="Sitecore.Web.RewriteModule, Sitecore.Kernel" name="SitecoreRewriteModule"/> -->
  7. Open the Update Installation Wizard by entering the following URL in your browser: http://<hostname>/sitecore/admin/UpdateInstallationWizard.aspx
    See the Update Installation Wizard Guide for more information about how to use the wizard.
  8. Install the Sitecore CMS 6.5.0 rev. 110602 update package using the wizard:
    1. Upload the update package using the wizard.
    2. Analyze the package.
    3. Install the package.
  9. Open the \Website\Global.asax file and check that it contains the following line:     
    <%@Application Language='C#' Inherits="Sitecore.Web.Application" %>
    If the inherits attribute is not present, please change the file to inherit from Sitecore.Web.Application. Otherwise the "sessionEnd" pipeline will not work as expected. 
  10. Upgrade the database schema, step 2. Notice that you do not need to perform this step if the solution already is based on 6.4.1 (or if the solution was upgraded from 6.3.1 to 6.4).
    • SQL Server: Execute the CMS641_PostInstall.sql script on each of your Sitecore databases (core, master, web and any custom Sitecore databases, but excluding the Analytics database and any Sitecore module databases you have installed). This script updates the database schema to Sitecore CMS 6.4.1. The script also updates the schema with a number of changes that were applied to the clean databases in 6.4 Update-1 to ensure that the database schema is consistent across the Sitecore databases.
    • Oracle: Execute Oracle_CMS641_PostInstall.sql.bat. Please refer to the Oracle-specific instructions at the bottom of this page.
  11. Update your configuration files.
  12. Log in to the Sitecore Desktop, and install the Sitecore Analytics Role Package, using the Installation Wizard available via Sitecore »Development Tools » Installation Wizard. Choose "Overwrite" every time when prompted.
    • Alternatively, you can manually create the following 2 roles in the "sitecore" domain: “sitecore\Analytics Testing” and “sitecore\Analytics Personalization”. For each of these two roles, click “Member Of” and make the role member of the “sitecore\Sitecore Client Users” role, then click “Members” and add the “sitecore\Author” role as a member.
  13. To avoid certain exceptions in the log file when visitors browse the front-end site, perform the following steps:
    • Open the Content Editor and navigate to the "/sitecore/system/Settings/Rules/Conditional Renderings" item.
    • Perform the "Publish Item" operation with the “Publish Subitems” option checked.
  14. Clear your browser's cache. For instance, in Internet Explorer this is done via the menu Tools » Internet Options » Browsing History » Delete » Delete Temporary Internet Files.
  15. Rebuild your search indexes for the “Quick search index” (also for the master and core databases if you have such indexes) and rebuild the link database for the master and the core databases. You can do this using the wizards available on the Sitecore desktop: Sitecore » Control Panel » Database.
  16. Delete the <webroot>/temp/dictionary.dat file to regenerate the Dictionary (only necessary if any of your editors use other client languages than English).
  17. If you have a Sitecore Analytics database, you must upgrade your solution to 6.5 Update-5 (perform just steps, which are related to CMS updating) or later before upgrading your Analytics database.
  18. After you have upgraded the solution to 6.5 Update-5 or later, you are now ready to upgrade the Analytics database by following the instructions for upgrading to DMS.
  19. After successfully upgrading the Analytics database, enable analytics by renaming the Sitecore.Analytics.config.disabled file back to Sitecore.Analytics.config.
  20. Publish the entire site (including system items, templates etc.) to every publishing target you have. To do it run Sitecore » Publish Site dialog. The "Republish" option is recommended. 
  21. Upgrade and re-enable modules that make use of Sitecore Analytics:
    • If you have the E-mail Campaign Manager module installed, you are now ready to upgrade it by following the instructions for upgrading to ECM 1.3.
    • After successfully upgrading the E-mail Campaign Manager module, enable it by renaming the EmailCampaign.config.disabled file back to EmailCampaign.config.
    • If you have the Web Forms for Marketers module installed, you are now ready to upgrade it by following the instructions for upgrading to WFFM 2.3.
    • After successfully upgrading the Web Forms for Marketers module, enable it by renaming the forms.config.disabled file back to forms.config.
  22. Upgrade the modules that have a compatible version for Sitecore CMS 6.5:
  23. Reiterate the update procedure for every Sitecore instance in your Sitecore environment.

Instructions for upgrading the database schema of Oracle databases
You will need the following files:

The zip file contains four files:

  • Oracle_CMS641_BeforeInstall.bat – a Windows batch file that invokes Oracle_CMS641_BeforeInstall.sql for the following Sitecore schemas: core, master, and web
  • Oracle_CMS641_BeforeInstall.sql – first part of an SQL*Plus script to upgrade the Sitecore database schema to 6.4.1. Should be executed before package installation.
  • Oracle_CMS641_PostInstall.sql.bat – a Windows batch file that invokes Oracle_CMS641_PostInstall.sql for the following Sitecore schemas: core, master, and web
  • Oracle_CMS641_PostInstall.sql – second part of an SQL*Plus script to upgrade the Sitecore database schema to 6.4.1. Should be executed after package installation.

Upgrade steps:

  1. Extract the SQL script and the batch file from the zip archive.
  2. Copy the SQL script and the batch file to the Database Server (or to the PC where the administration tools for the Oracle database are installed and set up).
  3. By default, the upgrade scripts will process three user schemas: sccore, scmaster, and scweb (the actual names depend on the value of the PREFIX environment variable).
    • If your user schema names are different or if you have additional Sitecore user schemas, modify the batch file as necessary (but do not add the Analytics schema – it uses a different database schema and should not be upgraded).
  4. Shut down Sitecore.
  5. Back up your Sitecore schemas.
  6. Upgrade your database schema.
    • In System Properties/Advanced/Environment Variables set up user-level variables as follows:
      • DATABASE = The name of the database instance that hosts the Sitecore data.
      • PASSWORD = Password for the system user of the Oracle instance.
      • PREFIX = Prefix for the Sitecore user schemas and their passwords (default value: 'sc').
      • Notice that user passwords are expected to be the same as the user names.
      • Launch Oracle_CMS641_BeforeInstall.bat or Oracle_CMS641_PostInstall.sql.bat.
      • Review the output of the script for errors.
      • Remove the DATABASE, PASSWORD and PREFIX variables from the environment.
  7. Start Sitecore.
  8. Continue with the CMS 6.4 to 6.5 upgrade procedure as described above. Notice that after completing the upgrade to 6.5 rev. 110602, you must update your solution to 6.5 Update-1 (or later), since the initial CMS 6.5 release does not have Oracle support.

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