To upgrade initial release of CMS and DMS 7.1 to this release
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Prerequisites

Instructions

This update requires the following files:

If you are updating to the current major version from 7.0 rev. 130810 (Update-1) or earlier, the following files are required:

Follow the steps below to upgrade an existing Sitecore CMS and DMS 7.0 installation to Sitecore CMS and DMS 7.1 rev. 130926 (Initial release):

  1. Important: If you are upgrading from Sitecore CMS 7.0 Update-3 or later, you should continue upgrading to version 7.1 Update-1 or later and not stop the upgrade process at version 7.1 Initial release.
  2. Back up the site.
  3. Make sure that ASP.NET MVC 4.0 is installed.
  4. If you have Sitecore Analytics installed and you are updating to the current major version from 7.0 rev. 130810 (Update-1) or earlier, you will need to upgrade the Sitecore Analytics database schema, since 7.0 Update-2 made some changes to the database schema:
    • SQL Server: Execute the DMS70_U2_BeforeInstall.sql script on your Sitecore Analytics database.
    • Oracle: Execute Oracle_DMS70_U2_BeforeInstall.bat. Please refer to the Oracle-specific instructions at the bottom of this page.
  5. Log in to the Sitecore Desktop and install the Sitecore Update Installation Wizard 1.0.0 rev. 130926.zip package.  This is done via the following wizard: Sitecore » Development Tools » Installation Wizard.
  6. If you use the Solr provider and you are updating to the current major version from 7.0 rev. 130810 (Update-1) or earlier, the Global.asax file needs to be changed.
    Please backup your Global.asax file and then open the file and replace Inherits value with the following: "Sitecore.Web.Application".
    Note: after this step, you will not be able to use the Search feature in the back-end.
  7. The following steps are required to avoid potential problems with long paths during installation of the update package for 7.1:
    • Write down the current value of the tempFolder variable from the web.config file.
    • Change the value of the tempFolder variable in the web.config file to a minimal path on disk, for example:
      <sc.variable name="tempFolder" value="C:\temp"/>
    • Make sure that IIS worker process has read\write permissions to this folder.
  8. The following steps are required for a successful update of custom action and condition definition items during installation of the update package for 7.1:
    • Write down the current value of the Query.MaxItems setting from the web.config file.
    • Change the value of the Query.MaxItems setting in the web.config file to "0".
  9. 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.
  10. 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.
  11. Install the Sitecore CMS 7.1 rev. 130926 update package using the wizard:
    • Upload the update package using the wizard.
    • Analyze the package.
    • Install the package.
      Note: the following warning is expected:
      The item '[s]/sitecore/content/Applications/Content Editor/Editors/Layouts/Grid Designer[/s]' has '[s]2[/s]' referrer(s).
  12. If you are using the Solr search provider, you must upgrade the corresponding assemblies. Use the Solr support package and extract the assemblies into the bin folder of the website.
  13. Update your configuration files.
  14. Restore the original value of the tempFolder variable in the web.config file.
  15. Restore the original value of the Query.MaxItems setting in the web.config file.
  16. If you use the Solr provider and you are updating to the current major version from 7.0 rev. 130810 (Update-1) or earlier, please perform following steps:
    • Update the Global.asax file so that the Solr provider is loaded on application start: please restore the Global.asax file from backup or revert back changes you did for Inherits attribute in Application directive. As alternative option you can follow instructions described in section 3.4.3 in “Sitecore Search Scaling Guide“ document.
      Copy and replace all files from Sitecore.Solr.Support 1.0.0 rev. 130926.zip/bin folder to the bin folder of your instance.
    • Restart Solr.
    • Change the Solr schema using the Solr Schema Builder application. This is done via following wizard: Sitecore » Control Panel » Indexing » Generate the Solr Schema.xml file.
    • Restart Solr. 
  17. In the clean installation, the DOCTYPE for the Sample Layout was changed so it no longer makes IE use "quirks mode" when rendering pages. The same change was made to the layout template file that is used when you create new layouts. It is optional whether you want to make these changes in your solution, since it can affect how your website is rendered if any pages are using the Sample Layout. If you  decide to make the changes, you should modify the following files:
    • \layouts\Sample layout.aspx
    • \sitecore\shell\Templates\layout.aspx
    To update the DOCTYPE, replace the following node:
    <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
    with:
    <!DOCTYPE html>
  18. 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.
  19. Do not rebuild your ContentSearch indexes until you have continued the upgrade process and upgraded your solution to 7.1 Update-1 or later. 
  20. Rebuild your search indexes for the “Quick search index” (also for the master and core databases if you have such indexes). This is done via the following wizard: Sitecore » Control Panel » Database » Rebuild the Search Index.
  21. Rebuild the link database for the master and the core databases. This is done via the following wizard: Sitecore » Control Panel » Database » Rebuild the Link Database.
  22. If you are using client languages other than English, download and import the latest translations from the Client Translations page on SDN.
  23. Delete the <webroot>/temp/dictionary.dat file to regenerate the Dictionary (only necessary if any of your editors use other client languages than English).
  24. 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. 
  25. Check if any installed modules needs to be upgraded to a newer version to be compatible with Sitecore CMS 7.1 rev. 130926.
  26. Reiterate the update procedure for every Sitecore instance in your Sitecore environment.

Instructions for upgrading the Analytics database schema of Oracle databases

Important: Follow the steps below only If you have Sitecore Analytics installed and you are updating to the current major version from 7.0 rev. 130810 (Update-1) or earlier.

You will need the following files:

The UpgradeDMS70_U2_oracle.zip file contains two files:

  • Oracle_DMS70_U2_BeforeInstall.bat – a Windows batch file that invokes Oracle_DMS70_U2_BeforeInstall.sql for the following Sitecore schemas: analytics
  • Oracle_DMS70_U2_BeforeInstall.sql – an SQL*Plus script to upgrade the Sitecore DMS database schema to 7.0 U-2. Should be executed before package installation.

Upgrade steps for the Analytics database:

  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 one user schema: scanalytics (the actual name depends on the value of the PREFIX environment variable).
    • If your user schema name is different or if you have additional Sitecore user schemas, modify the batch file as necessary (but do not add the core, master and web schemas – they use a different database schema and should not be upgraded).
  4. Shut down Sitecore.
  5. Back up your Sitecore schemas.
  6. Upgrade your DMS 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 DMS user schema and its password (default value: 'sc').
        • Notice that user password is expected to be the same as the user name.
        • Launch Oracle_DMS70_U2_BeforeInstall.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 7.1 upgrade procedure as described above.

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