Documentation

Guide for Updating to 7 from 5.5 or Lower Versions

ThoughtFarmer 7 Upgrade Guide

ThoughtFarmer 6 and 7 contain exciting new changes that we are looking forward to sharing with you. Below we outline some steps that should be taken before you start your upgrade process to ThoughtFarmer 7. This is only necessary if you are upgrading from version 5.5 or lower. If you are upgrading from 6.x to 7.x you do not need to complete these steps.

One of the major changes in version 6 is the greatly improved and streamlined process for editing and creating pages. In ThoughtFarmer 6 and 7 you will notice that you can now set the page type as you are creating or editing a page. The page type selector is a dropdown menu located to the right of the page title. We have also made the content types themselves much more intuitive to create and configure. These changes will make the entire content creation and editing process simpler and easier for your users especially with regard to creating and managing groups.

On this page:

 

Unsupported content types

As a result of these content creation improvements for ThoughtFarmer 6 there are some content types related to group pages that are no longer supported. These include the following:
  • Group pages that are news pages.
  • Group pages that are blogs.
  • Group pages that are calendars.
  • Group pages that are forums.
  • Group pages that are Photo Galleries.
  • Events that are set up as group pages.
  • Posts that are set up as group pages.
The upgrade steps below will help you to detect if you have these invalid content types and how to locate and fix them.
 

Upgrade preparation steps

1.) Run the ThoughtFarmer 6.x verification tool:
The ThoughtFarmer 6 Verification tool will scan your ThoughtFarmer installation and inform you if you are ready to upgrade or not. You will require the access information for your ThoughtFarmer database (server, user name and password, database name) to run the tool. If you are not ready you will get a list of pages that are incompatible with the new version of ThoughtFarmer. You can then proceed to step 2 and 3 for instructions on how to convert these incompatible pages.

2.) Convert News\Blog\Forum\Calendar pages that are groups
If the incompatible pages identified by the verification tool fall into this category there are a few options as to how to make them compatible.

Option 1: Disable group features altogether.
You will lose the group membership for those pages. If this is not a concern to you then this is the simplest option for migrating these content types for compatibility with ThoughtFarmer 6. To do this:
  1. Navigate to the incompatible page and click Edit this page.
  2. Uncheck the checkbox "Enable group features".
  3. Click Save.
Option 2 (Recommended): Create a new group page and keep the existing news page.
With this option you will be disabling group features on your existing news page and will create a new group page. You can then link that news page through the feeds option. This is the recommended option as it requires the least amount of manual steps. Please follow the steps below to do this.
  1. Navigate to the incompatible page and click Edit this page.
  2. Take a record of all the group members if it is a manual group (if it is an AD group this process will be much simpler).
  3. Uncheck the checkbox "Enable group features".
  4. Click Save.
  5. Click Add page.
  6. Add the Title for the group page and check the checkbox "Enable group features".
  7. Add all the members noted above, OR sync with the proper AD group.
  8. Click Save.
  9. Reorganize the page hierarchy as desired. You may want to move the group and news page around so that the group page is first.
  10. If desired, set up the news page as a feed on the newly created group page (so these news items flow to the member's homepages). See How to set up news/blog feeds on group pages for more info.
Option 3: Create a new news\blog\forum\calendar page and keep the existing group page.
With this option you will be creating a new news\blog\forum\calendar page and migrating over all of your posts or events. Please follow the steps below to do this.
  1. Navigate to where you would like your news page to reside and click Add page.
  2. Give your page a title and click Save.
  3. Change the Page display option to match the original page type.
  4. Go to the original page and for each post or event underneath manually migrate to the new location using Change location. OR use the instructions in the following section to move all items at once using a content migration script.
  5. Navigate to the orginal page and change the Page display options to Default.
  6. If desired, set up the newly created news\blog\forum\calendar page as a feed on the group page (so these items flow to the member's homepages). See How to set up news/blog feeds on group pages for more info.

3.) Convert posts\events that are set up as group pages.
If you have events or posts that are set up as group pages then the group featues will need to be disabled.
Option 1: Disable group features.
This option would involve removing group features from these incompatible page types. If desired, you can then re-create the group in another area of the intranet. Please follow the steps below in order to do this:
  1. Navigate to the incompatible page and click Edit this page.
  2. Uncheck the checkbox "Enable group features".
  3. Click Save.
  4. If you would like to keep the group membership then re-create the group page on another area of the intranet and manually add the group members.
Option 2: Delete the event\post.
If the event or post is old then you may simply want to delete it. Please follow the steps below to do this
  1. Navigate to the incompatible page and click Edit this page.
  2. Click Delete.
4.) Once you have made your modifications re-run the validation tool again. If there are still content items to change follow steps 2 and 3 to suit. Keep re-running the validation tool until there is no incompatible content.
 

Content migration script

If you want to create a new news\blog\forum\calendar page to retain group membership on the original page, you will need to migrate all posts\events to the new location. If there are many posts or events then it is simpler to use the following script to make the changes:
 
DECLARE @oldContentID int
DECLARE @newContentID int

SET @oldContentID = XXXX SET @newContentID = YYYY

UPDATE CONTENT SET ParentContentID = @newContentID Where ParentContentID = @oldContentID


To run the content migration script:
  1. Create the new news\blog\forum\calendar page.
  2. Get the content ID for the old page and replace in the XXXX in the script above.
  3. Get the content ID for the new page and replace in the YYYY in the script above.
  4. BACKUP your database before making any manual changes.
  5. Run the modified script against your ThoughtFarmer database in SQL Management studio.
  6. Go to the ThoughtFarmer Administration Panel > Advanced options section > System caches page and click Flush cached data.
  7. On the same page click Refresh tree paths.
  8. Go to the Administration panel > Search section > Search index page and click Rebuild search index.

Once complete all the posts/events should now reside under the newly created page. If you need assistance in running this script then please contact your IT administrator or ThoughtFarmer support through http://helpdesk.thoughtfarmer.com.


Once you have completed all the steps above and would like to perform the upgrade yourself please proceed to the following page to download the latest TFManager Application.