Whats the best upgrade approach

[chrislynch8]

Hi,

I am currently on version 5.0.0j PRO and I have some non-upgrade safe customisations, what is the best approach to upgrade my CRM because support for my version will end in January.

Rgds
Chris

[SugarDev.net]

Our approach is simple:

1. Keep a list of core hacks (AKA non upgrade-safe customizations). Note reason, affected files, line numbers, comments, original code. Also, put commentary in the script itself. If you have undocumented core hacks, you can spot them by comparing your install with an original SugarCRM archive of exactly the same version. Tools for this include kompare, meld (both on Linux)

2. Upgrade Sugar. You mods will be overridden if Sugar has changed the file it's in.

3. Reimplement core hacks where needed. Special attention must be paid to places where Sugar changed stuff, of course. Update your core hacks document to match the new line numbers and files.

[chrislynch8]

I have the the DevToolKit installed so I can run a script in that that compares ll the core files and lets me know which ones have changed - I have them all documented separately in another document.

Do I go from 5.0.0 to 5.2 for do I go to 5.1 first??? What is the silent upgrade and is it better?

Rgds
Chris

[SugarDev.net]

If there is a path 5.0 -> 5.2 I think that would be best.

Silent installer may be more suitable, I don't have experience with it.

The comparison is done best by external tools.

[andopes]

If there is a path 5.0 -> 5.2 I think that would be best.

Silent installer may be more suitable, I don't have experience with it.

The comparison is done best by external tools.

We use Silent Upgrade frequently and it always works as expected.

Regards