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upgrading to EE4 (3)

Posted: July 17, 2014 at 9:54 pm


brent verco

July 17, 2014 at 9:54 pm

Hi Josh or Dean,

Hope you guys are going well.

Brent from the amsn here.

I’m currently using EE3 for my medical networking website

http://www.amsn.com.au ( running latest version of wordpress with EDU vs 1.8 by smooththemes).

Have a bit of a break in my events and enrollments and feel it may be a good time to upgrade to version 4.

I have a had a look for the forums and I’m sure I have missed it but I have not found a good post on how this can or should be achieved.

The mailchimp and discount coupons are very valuable to me but we are getting some negative feedback from our customers about the GST not showing up and I think that it may be worth the upgrade now despite these features not being available.

Q1) I am little confused about what this will mean. Will I lose all existing events and parameters such as my enrollment forms and existing confirmation emails ? is there a way to bring these across into the new version.

Q2) will I have to pay extra for the mailchimp and promo code plugins when they become available ?

Q3) any idea of EE4 will run on my edu theme or any way of finding out before I screw up my enrollment pages.

any more info you think I need to know about would be much appreciated for this novice thats a little out of his depth.

cheers all best of luck with it


Dean

July 18, 2014 at 12:37 am

Hi Brent,

Hope you are doing well.

Before I answer your questions specifically, I would advise you to make sure you back up the site and database before upgrading (a precaution). I would also recommend testing out an upgrade on a development server (mainly to get a feel for the remarkably easy process and to find and iron out any issues you may have before doing it on the live server).

Updating to EE4 is as simple as de-activating EE3, installing and activating EE4 and following the prompts.

1) The migration progress will bring across as much data as possible from EE3 to the EE4 install. Some data may not be transferred but that is only if it is no longer used by the plugin.

Core information such as event data, questions and attendee data will of course be transferred.

Emails are a different matter, I would back those up to a text file before proceeding as the whole email system has been completely restructured so I doubt they will survive the migration.

2) Please read this article regarding price structure https://eventespresso.com/2014/05/prices-increase-june-1-2014/. In short while in Beta they addons will be free if you own an EE3 version of the addon. After Beta and licence expired you may well need to purchase the addons in addition to the core plugin licence (we may have a bundle price by that point though).

3) Use a development server to install EE4 and the theme. You can use a plugin such as Duplicator to copy a site https://wordpress.org/plugins/duplicator/ (there are other plugins and ways to do it of course).

Remember that EE4 is a lot different to EE3, especially in terms of the events themselves. Instead of them being “bolted on” to the site, they are more integrated as the events are custom post types. This will obviously change how the events are shown on your site.

If you haven’t already, you can sign up to http://demoee.org to play about with EE4 in a ready made sandbox, though you can only test the supplied themes, which is why a development site of your own may be better, but demoee.org will give you a quick way to check EE4 out.

To re-iterate: BACKUP your site & database before doing anything, it is the best and easiest way to revert your site should anything go wrong or you decide EE4 really isn’t the right fit just yet.

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