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questions for EE3->EE5 upgrade

Posted: January 6, 2025 at 11:03 pm

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lhammond

January 6, 2025 at 11:03 pm

We are considering doing the massive amount of work to upgrade our customized EE3 codebase to EE5. I have been reading the migration documentation, and I have some questions as I consider this undertaking:

1. Are there any performance metrics about how EE4/5 works compared to EE3? We have had notably poor performance which we address at critical registration dates by throwing system resources at the problem, and I think they might be mostly due to our outdated and overweight theme, but I wondered if EE3 itself could be a factor.

2. Does historical attendee data get retained/migrated? It is essential that our subscribers can still see their historical class registration data.

3. Is there some equivalent framework to the EE3 Custom Shortcodes and Templates add-on? That is, is there something in place already that would allow me to migrate our customizations over to EE5?

4. What is the registration confirmation email like for multi-event registration? Do users get one email per class in a transaction, or a summary email of all events in a single transaction?

Thanks!


lhammond

January 6, 2025 at 11:24 pm

Another question: are categories migrated over? We also added a Types taxonomy – would we need to migrate that manually as well?


Tony

  • Support Staff

January 7, 2025 at 5:22 pm

Hi there,

1. Are there any performance metrics about how EE4/5 works compared to EE3? We have had notably poor performance which we address at critical registration dates by throwing system resources at the problem, and I think they might be mostly due to our outdated and overweight theme, but I wondered if EE3 itself could be a factor.

We don’t have any official metrics but EE4 stores more data than EE3 and has more functions, so if your struggling to run EE3 you’ll likely struggle with EE4.

However, I suspect there is a lore more going on here than an EE issue. The data within EE3 is relatively minor, there’s no a huge amount of data being written to the database so if your site is struggling to keep up with EE3… there’s something also going on elsewhere that needs to be addressed.

Which server hardware are you running on? Shared? VPS?

Which theme?

2. Does historical attendee data get retained/migrated? It is essential that our subscribers can still see their historical class registration data.

Yes, but how registrations work in EE4 is different to EE3.

Do your users add registrations for other people/users?

3. Is there some equivalent framework to the EE3 Custom Shortcodes and Templates add-on? That is, is there something in place already that would allow me to migrate our customizations over to EE5?

This is really difficult to answer, I don’t know what your customizations are so can’t really say.

EE3 had its own templating system used for outputting events, EE4 uses a hybrid custom post type approach and integrates much more heavily into your theme and its templates.

So I can tell you if you’ve customized the templates used to output EE3 events, they wont apply at all to EE4 events.

4. What is the registration confirmation email like for multi-event registration? Do users get one email per class in a transaction, or a summary email of all events in a single transaction?

Same registrant data across all of those events? It’ll be a summary, there’s a lot more flexibility within the EE4 messaging system in regards to who gets what.

The best thing you can do here is create a copy of the site on a subdomain, install EE4 there and run through the migrations on that subdomain (or do it locally). Just remove your license key from that install to prevent it calling home for updates.

You will fairly quickly get a feel for how different EE4 is compare to EE3 an you’ll see how the data has migrated over and if any issues have occurred during the migrations. I’m not fobbing you off here, I’ll happily answer any questions you have but most of them depend on the customizations you’ve made/want to make, the standards your theme follows and if its completely custom (I’ve seen some crazy themes). With EE4 switching to custom post types a lot of what you’ll see depend so on how the theme does its thing and what it does so I can guess, but you wont know until EE4 is running.

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