SuccessInc:Upgrade to version 2.2

From MtTWiki

This document will guide you to upgrade your Drupal 7 Success Inc. 2.1 installation to Success Inc. 2.2 for Drupal 7.

Prepare your workbench

1. Be sure that you are currently running Success Inc. 2.1 for Drupal 7.
2. Create a temporary installation of Drupal 7 Success Inc. 2.2 using our installation profile. You will use this as a reference to guide you.

Backup

1. Backup everything.
2. Just in case, make sure you backed up everything =) (besides, it's always a good idea).

Update Drupal core

Take a breath and read Drupal's Upgrading form previous versions first. This upgrade will update your Drupal core to version 7.23. We assume that you are currently using a 7.x version so it's about a "Minor update procedure".

1. Locate the root folder of your site. This is Drupal's root folder, where the index.php file is located.
2. Delete all Drupal files and folders except the [sites] folder.
3. Copy all Drupal files and folders from your temporary installation except the [sites] folder.
4. Login to your Drupal installation as an administration user, your site should still work as usual.
5. Run the update.php file calling a url like http://www.example.com/update.php or http://www.example.com/test_site/update.php, if your site is located under a subdirectory.

Update extra modules

Success Inc. comes with several extra modules required to achieve its functionality. The following process will update them to the latest (by the time these lines are written) version, as marked bellow:

• Superfish module to latest version 7.x-1.9
• Webform module to latest version 7.x-3.19

1. Locate the extra modules folder of your site, usually at [sites/all/modules].
2. Delete the folders superfish and webform that belong to the Success Inc. distribution. If there are any extra module folders that have been installed by you, you should leave them untouched or update them later manually, which is beyond the scope of this guide.
3. Copy the latest versions of the deleted modules from your temporary installation.
4. Run the update.php file calling a url like http://www.example.com/update.php or http://www.example.com/test_site/update.php, if your site is located under a subdirectory.

Update Superfish library

1. Locate the libraries folder of your site, usually at [sites/all/libraries].
2. Delete the folder superfish.
3. Copy the latest version of the deleted library from your temporary installation.

Uninstall/remove extra modules

Success Inc. comes with several extra modules required to achieve its functionality. The following process will uninstall one of them: Uninstall MtT Twitter module (MtT Twitter module and Twitter API 1.1 - http://mtt.desk.com/customer/portal/articles/1183966)

1. Disable the MtT Twitter module through Home » Administration » Modules and Save this configuration.
2. Uninstall the MtT Twitter module through Home » Administration » Modules » UNINSTALL tab.
3. Locate the extra modules folder of your site, usually at [sites/all/modules].
4. Delete the folder mtt_twitter that belongs to the Success Inc. distribution.

Install Twitter integration related modules(optional)

The following process will install some extra modules to your installation regarding the Twitter integration:

• Install OAuth module (https://drupal.org/project/oauth)
• Install Twitter module (https://drupal.org/project/twitter)

1. Locate the modules folder in your temporary installation at [sites/all/modules]
2. Locate the modules folder in your drupal 7 site. Usually at [sites/all/modules]
3. Copy the folders oauth and twitter using the corresponding folders from the temporary installation
4. Install OAuth and Twitter modules through through Home » Administration » Modules and Save this configuration (there is no need to install the modules OAuth Provider UI, Twitter actions, Twitter Post and Twitter Signin)
5. Import our Twitter Updates view through Home » Administration » Structure » Views » + Import (Twitter Updates view Import code)
   • You have always the option to disable the default Tweets view
6. Configure the Twitter module by creating a Twitter application https://drupal.org/node/1346824
7. Run cron through Home » Administration » Configuration » System » Cron to fetch the latest tweets of the account.

Patch your Success Inc. theme files

1. Locate our theme folder in your temporary installation. Usually at [sites/all/themes/successinc]
2. Locate our theme folder in your drupal 7 site. Usually at [sites/all/themes/successinc]
3. Replace the following files in your installation, using the corresponding source files from the temporary installation
   • style.css
   • style-cream.css
   • style-cyan.css
   • style-gray.css
   • style-green.css
   • style-purple.css
   • style-red.css
   • template.php
   • webform-form.tpl.php

Clear all cached data

This step is important in order to force your template to be informed for the changes you have made in the template files.

To do this go to Administer » Site configuration » Performance » Clear cached data