Help with export and updating

This thread is resolved. Here is a description of the problem and solution.

Problem: I would like to update Toolset plugins on an existing site, but I would like to first confirm the update will not cause any problems.

Solution: It's always best to test updates in a staging environment before updating in a live site. Use Duplicator, All-in-One WP Migration, or another site migration tool to install a clone of the site in a staging environment. Then update the plugins in staging, test the results, and confirm everything works as expected. Once confirmed, you can proceed with updates in the live site.

This support ticket is created 4 years, 6 months ago. There's a good chance that you are reading advice that it now obsolete.

This is the technical support forum for Toolset - a suite of plugins for developing WordPress sites without writing PHP.

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Tagged: How to build a site with Toolset

This topic contains 2 replies, has 2 voices.

Last updated by Stephanie 4 years, 6 months ago.

Assisted by: Christian Cox.

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January 31, 2021 at 6:00 pm #1926901

Stephanie

Screen Shot 2021-01-31 at 10.45.44 AM.png

Hello!

I have inherited a client website that uses the Toolset tool since 2017. We need to update our content that was set up by the Toolset functions.
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I have a staging site, which I have the toolset installed - ready to reconfigure and update content.
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Please note, I am a newbie to this software. I have attempted to export the data from the live site, nothing happens, not even an error. After looking through the forums, discovering I should activate the Toolset Debug Information. Nothing happens when I click the link. I have tried these steps a few times. No success.

Ultimately, we would like to convert all existing Toolset content to the latest version, also updating some of the templates.
Would it be safe to update the plugins on my live site? (see screenshot). Will this break anything?

I assume copying over the WP folders/site content and the database file to the staging site may cause some more issues.

Please advise. What would be the logical next steps?

I am happy to share my login credentials if that would be helpful.
Thanks
Stephanie

January 31, 2021 at 8:08 pm #1926993

Christian Cox

Hello, usually updating the plugins will not break a site, but to be extra careful it's always best to update Toolset in a staging environment first, then test everything out before updating the live site. It sounds like you have a staging environment set up, and you would like advice about how best to migrate the live site to a staging environment for testing. Toolset does not really provide this functionality, so I suggest using a tool like the Duplicator plugin or the All-in-One WP Migration plugin. Install one of those plugins on the live site, and use it to make a backup of the live site. These plugins will handle copying the theme, plugins, and database contents from the live site, then provide a simple migration package for installing on the staging site. They will also automatically update URLs and database contents so everything is migrated appropriately.

I suggest using one of these tools to migrate the live site to a staging environment first, then running the automatic Toolset plugin update tool in staging. Once the update is complete, test and compare the staging site and the live site to be sure everything looks correct and there are no errors. Once you have confirmed the update caused no problems, you can update the plugins on the live site.

Let me know if you have questions about that.

February 2, 2021 at 6:02 pm #1930145

Stephanie

Working through the suggestions. I appreciate it. My issue is resolved for now. Thank you!