Manual upgrade of Umbraco CMS

Projects on Cloud will either be automatically upgraded with patch releases or it can be done through the portal when new minors are available.

In rare cases, your project might not be on the latest patch or minor and you will need to upgrade the project manually.

This article will give you a step-by-step on how to manually upgrade your Umbraco Cloud project.

Prepare for the upgrade

• When upgrading a Umbraco Cloud project manually, the very first step is to either clone down your Cloud Development environment to your local machine or pull down the latest changes for your development environment.

• Navigate to the /src/UmbracoProject/ folder to find the .csproj file.

• Make sure you can run your Cloud project locally and restore content and media. It's important that you check that everything works once the upgrade has been applied and for this, you need to have a clone locally that resembles the Cloud environment as much as possible.

Get the latest version of Umbraco

To get the latest version of Umbraco you will need to upgrade the site using NuGet.

NuGet installs the latest version of the package when you use the dotnet add package command unless you specify a package version:

dotnet add package Umbraco.Cms --version <VERSION>

After you have added a package reference to your project by executing the dotnet add package Umbraco.Cms command in the directory that contains your project file, run dotnet restore to install the package.

Alternatively, you can update the CMS through the NuGet Package Manager in Visual Studio:

When the command completes, open the .csproj file to make sure the package reference was updated:

<ItemGroup>
  <PackageReference Include="Umbraco.Cms" Version="x.x.x" />
</ItemGroup>

<sectionGroup name="umbraco.deploy">
    <section name="environments" type="Umbraco.Deploy.Configuration.DeployEnvironmentsSection, Umbraco.Deploy" requirePermission="false" />
    <section name="settings" type="Umbraco.Deploy.Configuration.DeploySettingsSection, Umbraco.Deploy" requirePermission="false" />
</sectionGroup>

<add key="umbracoConfigurationStatus" value="7.8.1" />
---
<add key="UmbracoLicensesDirectory" value="~/App_Plugins/UmbracoLicenses/" />
<add key="umbracoVersionCheckPeriod" value="0" />
<add key="umbracoDisableElectionForSingleServer" value="true" />
<add key="Umbraco.Deploy.ApiKey" value="9BEA9EAA7333131EB93B6DB7EF5D79709985F3FB" />

<connectionStrings>
    <remove name="umbracoDbDSN" />
    <add name="umbracoDbDSN" connectionString="Data Source=|DataDirectory|\Umbraco.sdf;Flush Interval=1;" providerName="System.Data.SqlServerCe.4.0" />
    <!-- Important: If you're upgrading Umbraco, do not clear the connection string/provider name during your web.config merge. -->
</connectionStrings>

<umbraco.deploy>
    <environments configSource="config\UmbracoDeploy.config" />
    <settings configSource="config\UmbracoDeploy.Settings.config" />
</umbraco.deploy>

<section alias="Deploy">
    <areas>
    <area>content</area>
    </areas>
    <tab caption="Your workspace">
    <control>/App_Plugins/Deploy/views/dashboards/dashboard.html</control>
    </tab>
</section>

<section alias="StartupFormsDashboardSection">
    <areas>
    <area>forms</area>
    </areas>
    <tab caption="Dashboard">
    <control>/App_Plugins/umbracoforms/backoffice/dashboards/licensing.html</control>
    <control>/App_Plugins/umbracoforms/backoffice/dashboards/yourforms.html</control>
    <control>/App_Plugins/umbracoforms/backoffice/dashboards/activity.html</control>
    </tab>
</section>

<section alias="StartupDashboardSection">
    <access>
    <deny>translator</deny>
    </access>
    <areas>
    <area>content</area>
    </areas>
    <tab caption="Get Started">
    <access>
        <grant>admin</grant>
    </access>

    <control showOnce="true" addPanel="true" panelCaption="">
        views/dashboard/default/startupdashboardintro.html
    </control>

    </tab>
</section>

Run the upgrade locally

When you are done updating the NuGet packages as mentioned above, follow these steps to complete the upgrade and verify that everything is working as expected before you push the changes to your Umbraco Cloud project

• Run the project locally

• When the project spins up, you'll be prompted to log in to verify the upgrade

• On the installation screen, you need to verify the upgrade:

• Hit Continue - this will complete upgrading the database

• The upgrade will finish up

• When it's complete you will be sent to the Umbraco backoffice

Make sure that everything works on the local clone and that you can run the project without any errors.

Push upgrade to Cloud

Before you deploy the upgraded project to the Cloud, it's important that you check if there are any dependencies on the new Umbraco version.

If updates are available for Umbraco Forms or Umbraco Deploy then you can upgrade those locally as well, before moving on.

When you've upgraded everything locally, and made sure that everything runs without any errors, you are ready to deploy the upgrade to Umbraco Cloud.

• Stage and commit all changes in Git

• Push the changes to the Cloud environment

• When everything is pushed, head on over to the Umbraco Cloud Portal

• Access the backoffice of the Cloud environment you pushed the upgrade to - Development or Live

• You will again be prompted to log in to complete the database upgrade

• You will be sent to the backoffice once the upgrade is complete

Again it's important that you make sure everything runs without any errors before moving on to the next Cloud environment.