Support

Home Forums Event Espresso Premium Migration from EE3

Migration from EE3

Posted: December 11, 2023 at 10:02 pm


arc@surgeons.org

December 11, 2023 at 10:02 pm

Hi There,
I would like to start migrating from EE3 to either EE4 or EE5. (I don’t know which yet.)
I need to incorporate the recurring events manager and the events calendar.
I need the ability to add multiple recurring events manually, not automatically. Is that possible?
I am currently using EE3 with a personal license and need to be pointed in the right direction to upgrade. Which version of EE do I need to buy for 1 site only?
I would also like to set up EE on my staging site first. Is that possible too?
I have posted in this forum before and have greatly appreciated the help and advice given me. Thank you in advance as I’m sure I will have more questions. Ideally I am looking for a step by step guide to upgrading.
Regards,
Mark


Tony

  • Support Staff

December 12, 2023 at 4:51 am

Hi Mark,

I would like to start migrating from EE3 to either EE4 or EE5. (I don’t know which yet.)

Just to clarify, EE5 basically IS EE4 but with the new Advanced editor.

I’d recommend using the latest version, which is currently v5.0.XX because that’s where all our development time now goes, but also because of this….

I need to incorporate the recurring events manager and the events calendar.

The recurring events manager requires version 5+

I need the ability to add multiple recurring events manually, not automatically. Is that possible?

Manually recurring events? So you just want to manually add additional datetimes and tickets? (In which case you may need the recurring events manager, but I still recommended EE5)

I am currently using EE3 with a personal license and need to be pointed in the right direction to upgrade. Which version of EE do I need to buy for 1 site only?

The short answer is it depends on which add-on you need. All licenses apart from the developer license give you access to 1 site but it just depends on how many of the add-ons you need if its better for you to purchase the personal license + add-ons or the everything license.

EE3 licenses include access to EE4 as we want everyone to be able to transition over to EE4+ so you currently already have access to EE5 and the calendar add-on for it with your current license.

I would also like to set up EE on my staging site first. Is that possible too?

Sure is and we recommend doing exactly that.

The license key is used for support and one-click updates, so on your staging site you can manually install EE5 and work on it there, just leave the license key field blank for now and EE will function as normal.

I have posted in this forum before and have greatly appreciated the help and advice given me. Thank you in advance as I’m sure I will have more questions. Ideally I am looking for a step by step guide to upgrading.

The migration from EE3 -> EE4 is pretty self explanatory, once you install EE4 it will detect that you have EE3 data in the database and offer to migrate that data over for you (that only happens on initial activation). You follow the on screen instructions to migrate, complete each migration step and your done in terms of EE migration.

So…

1. I assume you are cloning the live site to staging?
2. Deactivate EE3 and its add-ons.
3. Install EE4 and activate.
4. Run through the migrations until complete.

EE4 relies more on your theme than EE3 does so after the above you test a registration and see how the steps all look/work. Generally they work fine, sometimes you need to make changes to the theme, but you wont know until you migrate over (it depends on how your theme has been coded, again generally most ‘just work’).


arc@surgeons.org

December 12, 2023 at 5:33 am

Hi Tony,
Thank you for answering all my questions. I apreciate the clarity you have provided for me. I will indeed be cloning the live site to staging and now understand what I will be required to do to perform the migration.
Only one more question… Is the Recurring Events Manager built in to EE4 v5 or is it an add-on? I am assuming it is built in as I cannot see it in my list of available downloads. I do want to use the REM to be able to just add additional datetimes.
Thank you again so very much.
Regards,
Mark


Tony

  • Support Staff

December 12, 2023 at 5:45 am

It’s an add-on, product page:
https://eventespresso.com/product/eea-recurring-events-manager/

Docs:
https://eventespresso.com/wiki/eea-recurring-events-manager/

I do want to use the REM to be able to just add additional datetimes.

EE4+ works very differently from EE3 and I suspect you are thinking about it in the way that EE3 REM worked.

You can manually add datetimes into an event within EE4 without using REM, the add-on makes creating a recurring series within EE4 manageable, but you don’t ‘need’ it if adding dates manually.


arc@surgeons.org

December 12, 2023 at 6:14 am

Hi Tony,
Thank you for your reply and the links within it.
You are correct in that I am thinking of recurring events in the way that EE3 REM worked. I think I am all set to go now with my upgrade to the staging site so I will start on it tomorrow (night time down here in Oz) and post back here in the forum when I am done.
Thank you very much again and good-night.


Tony

  • Support Staff

December 12, 2023 at 5:14 pm

You’re most welcome and please do let me know if you run into any issues or have any questions, I’ll answer as best I can.


arc@surgeons.org

December 12, 2023 at 8:29 pm

Hi again – unfortunately something has gone wrong. I cloned the site, disabled EE3 and all EE addons. Installed and activated EE4 v5 and then nothing happened. No activation scripts ran and no EE menu in the left hand side. The plugin said it successfully activated but that was it. Where do I go from here? Help please!
Regards Mark


Tony

  • Support Staff

December 13, 2023 at 2:44 am

This reply has been marked as private.


arc@surgeons.org

December 13, 2023 at 6:07 am

Hi Tony,
Thank you again for all your help. I have just finished the update to 4.10.46. I think it went well… I am now upto the 5.0.11 update. I have uploaded the file and I am now looking at a button which says “Replace current with uploaded” Is that what I want to do? Thanks, Mark


Tony

  • Support Staff

December 13, 2023 at 6:19 am

Yep, that’s the one.

That will replace v4.10.46 with the version you just uploaded.


arc@surgeons.org

December 13, 2023 at 6:51 am

Thanks Tony. Yes, that worked! Making good progress here.
The next challenge is going to be getting my events to display.
Is there anything to replace this shortcode. I believe it was using an EE3 add-on
The Event Espresso – Custom Template Display
[EVENT_CUSTOM_VIEW template_name=”calendar-table” event_category_id=”vic”]
Thanks, Mark


Tony

  • Support Staff

December 13, 2023 at 7:23 am

No, we don’t currently have a similar output for EE4.

EE4 uses your sites theme much more than EE3 did, so your events should currently be displaying in the same way normal ‘posts’ would within your site.

Is that part working?


arc@surgeons.org

December 13, 2023 at 7:33 am

Hi Tony, No, they are not displaying. I have a page setup where there is an accordion for each category id. What would be the closest to that I could try?


Tony

  • Support Staff

December 13, 2023 at 8:17 am

Can you link me to the page?


arc@surgeons.org

December 13, 2023 at 3:07 pm

This is a link to the live site and shows the style I am trying to reproduce:
https://resus.org.au/als-course-dates/


Tony

  • Support Staff

December 13, 2023 at 5:21 pm

Hmm, so we don’t currently have any output similar to that for EE4.

The accordion is from XTheme, but the Calendar Table is one of EE3’s custom tables that we don’t have for EE4. You would need a custom template created for EE4 to output your events in that way.

How does the staging site output them currently?


arc@surgeons.org

December 13, 2023 at 5:31 pm

If you open the second last accordion, VIC on this page below, you can see how the staging site is currently displaying events:
https://j8h.575.myftpupload.com/course_dates/


Rio

  • Support Staff

December 14, 2023 at 1:17 am

EVENT_CUSTOM_VIEW shortcode is an EE3 shortcode.

We don’t have an EE4 equivalent for that output.

You’re going to need custom development to output the events in the same way as that did if that’s what you want.

thanks


arc@surgeons.org

December 14, 2023 at 1:33 am

Thanks Rio,
Does Event Espresso do custom development work?
If not can you recommend somewhere that does?
Regards,
Mark


arc@surgeons.org

December 14, 2023 at 6:06 pm

Hi there,
Hoping to hear back that Event Espresso does do custom development work.
Otherwise a referral to someone who does would be very much appreciated.
Thanks, Mark


Rio

  • Support Staff

December 14, 2023 at 6:14 pm

There are some developers familiar with EE that can be found here.
https://eventespresso.com/developers/event-espresso-pros/

thanks


arc@surgeons.org

December 14, 2023 at 10:18 pm

Thanks Rio,
Regards,
Mark


arc@surgeons.org

December 14, 2023 at 11:07 pm

Don’t know if I should start a new topic for this but I have just migrated my staging site from EE3 to EE4v5. Adding multiple datetimes to an event does not appear to create a new and seperate record for each event. Do I need the Recurring Event Manager Addon for that? Will the REM create a new record for each seperate datetime?
Thanks,
Mark


Tony

  • Support Staff

December 15, 2023 at 4:48 am

Hi Mark,

Recurring events within EE4 are different to EE3, it doesn’t create a separate event object.

We consider a recurring event to be essentially another ‘instance’ of the same event. For example, if you have a class running once a week, let’s say its the ‘Monday Madness’ event, it’s the same event just run on separate dates, correct?

Meaning it’s just one event in Event Espresso with separate datetimes for each instance. You don’t need separate ‘events’, just separate datetimes, once for each of those instances and then a ticket assigned jus that specific instance to purchase.

REM basically adds a section to automatically generate datetimes/tickets based on patterns, you mentioned you want manual dates so as it stands you don’t need REM.

What type of setup are you looking for?


arc@surgeons.org

December 15, 2023 at 5:53 am

Hi Tony,
Thanks for your reply.

We use Event Espresso only to advertise courses held by course centres that my client accreditates. We don’t take any registrations or sell any tickets. The course centres may send us lots of course dates that they want us to advertise for them. e.g. 50 at a time for different dates held throughout the year. In this case I need EE to generate 50 events that will then appear in chronological order on the page where we advertise their courses. The potential course attendee would click on a ‘Register Now’ button that would take them to that Course Centres’ website where they would then register and pay using whatever registration system that particular organisation uses.

To advertise those courses in EE3 I use the REM and just keep adding dates. When I go to the event page all the events are displayed individually, in chronological order. The events are interspersed by events from other course centres as determined by their occurence date too.

Today I had a go at adding multiple dates to an event in EE4 on the staging site.
When I went to the page where the events are displayed there was only one event listed and it was showing all the additional event dates that I had entered. i.e there was not an additional ‘record’ created and displayed for each additional date that I had entered. This is what made me think that I might need the EE4 REM to produce the result I was after.

If I had to manually create 50 individual events to achieve separate event listings the increase in workload would be not make it a viable option.

I suppose what I am looking for in EE4 is for it to work exactly the same as EE3 and it just doesn’t work that way 🙂

I am prepared to believe that I am going about all of this in the wrong way and I just need to get to know how EE4 works better than I currently do.

Happy to provide any more information that you might need.

Regards,
Mark

The support post ‘Migration from EE3’ is closed to new replies.

Have a question about this support post? Create a new support post in our support forums and include a link to this existing support post so we can help you.

Event Espresso