Migrating Self-Hosted WordPress

Have an action plan for every step!
When you fail to plan you plan to fail!
Thoroughly test front and back-end!
The Hosts file loves you and wants to be your friend!
Only make DNS changes after completely tested!

Transcript

1. Migrating Self-hosted WordPress Suzette Franck SoCal WordPress Users’ Meetup Tuesday, May 21, 2013 Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple
2. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Who Am I?
3. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Suzette Franck with a “ck” ★(mt) Media Temple WordPress Evangelist ★18+ Years Coding & Web Development ★Regular Speaker: WordCamps & Meetups ★Reg. Contributor on WPwatercooler.com ★Blogs frequently at: suzettefranck.com ★Twitter: @mt_Suzette ★Slides: speakerdeck.com/suzettefranck
4. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Suzette Franck with a “ck” ★5 year-old Chihuahua mix “Puppy” ★Using WordPress Since 2008
5. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple What We Will Cover
6. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Transferring: When and What You Need ★Creating a Full Manual Backup ★Duplicating Site on New Server/Host ★Testing Before Go-live & Hosts File Main Topics
7. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Migrating Self-Hosted WordPress (.org to .org)
8. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Moving to same or different domain, subdomain or subdirectory name ★Transfer between same or different server/host ★Transfer staging site to a live production site ★Duplicate site as a starting point for another site ★Duplicate site to test core upgrades, plugins, and new code ★Switching hosting providers or changing accounts When Would You Need to Transfer?
9. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Plugin such as Backup Buddy ★Bash, WP-CLI, RSYNC ★WordPress Importer ★Importing RSS feed ★Recreating from scratch (not recommended) ★Manual database dump w/FTP ★Some hosts will handle migrations for Free or Fee Options for Transferring
10. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Check new server for WordPress requirements: http://wordpress.org/about/requirements/ ★Ability to administer databases on old & new sites ★Ability to update DNS ★Credentials for old and new locations Before You Begin: Deal Breakers
11. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Credentials Half of getting there is getting access...
12. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Current URL ★WordPress admin credentials ★SFTP/FTP credentials ★Current file path ★Hosting control panel credentials Information from Old Site
13. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★New URL ★IP address ★SFTP/FTP credentials ★New file path ★Hosting control panel credentials Information from New Site
14. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Making a Backup Downloading Files and Exporting Database
15. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Backing Up Files .html .php .css .js .gif .jpg .png
16. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Copy all folders and files to a folder on your desktop Download all files via SFTP
17. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Backing Up Database The Old Faithful Way (Manual)
18. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★View wp-config.php for database credentials ★Log into PHPMyAdmin or manage databases ★Select the database ★Click on Export ★Save SQL file on the folder on your desktop ★Open SQL in text editor ★Search and replace old URL w/new URL ★Save copy of revised SQL file Export & Prepare MySQL Database
19. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★(1) View wp-config.php for database credentials Log into PHPMyAdmin ★(2) Log into PHPMyAdmin
20. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Select the database on left side Select the Database ★(2) Log into PHPMyAdmin
21. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Select the Export tab, then Go Export the MySQL Database
22. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Open SQL file in any text editor ★Search for old domain, replace with new domain Prepare SQL File for Import
23. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Save SQL file with a different filename ★Does not address serialization of strings ★May cause migration issues Save Copy of SQL File
24. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Backing Up Database New Improved Way (Plugin)
25. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Install plugin (WP Migrate DB Pro) ★Configure before and after settings ★Save SQL file to desktop folder Export & Prepare MySQL Database
26. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple WP Migrate DB Pro by Brad Touesnard
27. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Why Use WP Migrate DB Pro? ★Reduces migration issues ★Easy to export DB from WP admin ★Reliable, tried and true (over 200 sites) ★Can sync with local deelopment copy via Pull/Push ★Author Brad Touesnard has 9 plugins in WP Repo ★Zombie references (Delicious Brains) are always good ★Takes 8 steps down to 3 and does them better!
28. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Easy Configuration
29. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Save Copy of File ★Addresses serialization of strings ★Can save settings as a profile to reuse later
30. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Creating Your New Site Upload Files and Import Database
31. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Uploading Files .html .php .css .js .gif .jpg .png
32. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Copy all folders and files up to new site, except .htaccess Upload all files via SFTP
33. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Creating and Importing Database Manually using PHPMyAdmin
34. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Log into PHPMyAdmin or manage databases ★Create a new database ★Create a new database user ★Assign rights to Read/Write to database ★Select the database ★Click on Import ★Upload prepared SQL file ★Edit wp-config.php with new databases credentials ★Save, upload, test! Create and Import MySQL Database
35. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Will vary depending on hosting ★Record database name Create a new MySQL database
36. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Record database username and password Create a new MySQL database user
37. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Must have read/write access for the new database Assign rights to new MySQL database user
38. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Open wp-config.php in any text editor ★Enter new credentials ★Save and upload file Edit wp-config.php w/New Credentials
39. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Log into PHPMyAdmin ★Log into PHPMyAdmin w/new credentials
40. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Select the database on left side Select the Database ★(2) Log into PHPMyAdmin
41. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Select the Import tab, then Choose File and upload Import the MySQL Database
42. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Import will take a few minutes depending on database size Import the MySQL Database
43. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Test thoroughly before changing DNS Duplication Complete!
44. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Prepropagation Testing DO NOT DO THIS If You Love High Danger
45. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple The Magical Hosts File Change DNS Only for Your Machine
46. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★PC: http://goo.gl/doXH3 ★MAC: http://goo.gl/Ggpph Locate and Update Hosts File
47. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Enter the IP of the new site ★Enter the domain name Update Hosts File
48. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Flush Your DNS PC and MAC
49. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★At command prompt: ipconfig /flushdns PC: Flush DNS
50. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Terminal for Mac OSX 10.7 & 10.8: sudo killall -HUP mDNSResponder ★Terminal for Mac OSX 10.5 & 10.6: dscacheutil -flushcache ★Terminal for Mac OSX 10.4: lookupd -flushcache MAC: Flush DNS
51. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Hard Refresh Your Browser
52. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★PC: Ctrl + F5 or just F5 ★MAC: Command + R Hard Refresh Your Browser
53. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple What To Test?
54. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Appearance > Widgets ★Appearance > Menus ★Contact Form 7 > Forms ★Other Plugin Configurations (s2member, shopping carts, tablepress) ★Add /Edit CPTs ★Upload an image ★Install a new plugin ★Install a new theme Back-end Functionality Log into wp-admin & look for missing information and permission errors
55. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Images and styles loading properly (site/home url) ★Subpages are loading (recreate .htaccess) ★Blog, archive, and single posts display properly ★Verify all navigation and drop-downs works as expected ★Test advanced features (e-Commerce, directories, forms) ★Cross-browser and mobile device compatibility Front-end Functionality Log out of wp-admin & look for funky styles, missing images and subpages, broken applications
56. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Migration Tips My failures are your gains!
57. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Never go live on Friday or before a Holiday ★Never go live at end of day ★Aim to go live Tuesday morning ★Avoid desynchronization, do backup just before transfer ★Test thoroughly after changing hosts file ★Change DNS after thoroughly testing ★Take DNS propagation into account ★Set TTL to 5 minutes 3 days before go-live ★Make sure there is a redirect or record for www ★Is email migrating? If so, make a plan! Migration Considerations
58. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple In Conclusion...
59. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple ★Have an action plan for every step! ★When you fail to plan you plan to fail! ★Thoroughly test front and back-end! ★The Hosts file loves you and wants to be your friend! ★Only make DNS changes after completely tested! Takeaways
60. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning. -Winston Churchill
61. Media Temple // 8520 National Blvd. Culver City, CA 90232 / 877-578-4000 / mediatemple.net / @mt_Suzette © 2013 (mt) Media Temple Questions? Suzette Franck sfranck@mediatemple.net https://speakerdeck.com/suzettefranck @mt_Suzette