Ingeniux CMS 10.5 Upgrade Checklist

Before and after upgrading to Ingeniux CMS 10.5, there are several steps you can take to streamline upgrades and catch potential issues ahead of time.

When upgrading to a new version of the CMS, Ingeniux strongly recommends conducting a test upgrade via a copy of your CMS. Test upgrades can ease the transition to new CMS version. It is best to conduct a test upgrade on a separate server outside your live environment. This may include a cloned virtual environment of your existing CMS or a client computer running IIS.

You can use the following lists of recommended tests to run on an upgraded CMS site. These lists are not exhaustive, and the exact set of tests to run depends on your specific CMS implementation.

If you encounter issues that you cannot resolve, contact Ingeniux Support.

Basic Tests

Confirm the following basic tests:

Advanced and Site-Specific Tests

Confirm the following for Assets:

For each workflow within the site, confirm the following:

In Publishing System, confirm the following:

  • Verify that the system defines publishing targets.
  • Ensure that no errors display in publishing logs for any publishing target after full and incremental publishes.
  • Ensure that publish speeds are adequate.

    Note: If performance is slow, consider ceasing scheduled publishes in favor of at-will or workflow publishing.

In Preview, confirm the following:

  • Ensure In-Context Editing (ICE) is enabled.
  • Check ICE in the Preview tab.
  • You can navigate to site links within the Preview tab.
  • Verify that categorized pages display correctly.
  • Ensure site navigations function correctly in Preview tab.
  • Ensure that the Show All Pages checkbox works correctly (i.e., verify that pages, components, assets, and navigations work as expected.)
  • Ensure that Preview is faster in CMS 10.5 than in previous versions. If not, contact Ingeniux Support.

In the XHTML editor, confirm the following:

In WorldView, confirm the following (if applicable):

In Custom hooks, confirm the following (if applicable):

  • Review custom hook usage and ensure that any actions coded into Custom Hooks are working properly.

In In-Context Editing (ICE), confirm the following:

  • You can update and save all ICE editable fields.

In Apps tab and custom tabs, confirm the following:

  • Ensure that any items enabled in the Apps pane display properly.
  • Ensure that all custom tabs display properly to the correct users.

For automated tasks, confirm the following:

  • Ensure that publishing has the appropriate automation settings. If automated publishing was activated due to performance issues, you can be disable it to return the CMS instance to manual publishing.
  • Ensure that other automated tasks work as expected.

In Schema Designer, confirm the following:

  • Verify that there are no invalid schemas or schema errors.
  • Verify that schema syncing works properly by completing the follow tasks:
    • Add and remove elements.
    • Verify that content item schema versions update after syncing.
    • Verify that embedded components sync.
    • Verifying that all pages and selected pages sync.

Installation Outcomes After Upgrade

This section includes: