Upgrading to SDL Tridion 2013 – The Staged Upgrade

SDL Tridion 2013 is a hot commodity at the moment, and upgrades are completed, or in the pipeline at many of our customers.

The new version of Tridion brings with it a raft of new features, making your content management life easier and more effective. To learn more about what’s new, check out our Tridion 2013 feature posts: http://www.building-blocks.com/technical-tips/tags/sdl-tridion-2013.

What’s stopping you from upgrading?

Business as usual! All too often upgrades are postponed, as they cannot be scheduled around other important business streams. However, there is no need to postpone. A carefully planned upgrade can have minimal impact on your BAU activities. We carefully plan our upgrades, to minimize the impact on day to day activities. This sometimes includes an often overlooked approach: the “staged upgrade” path.

Why is it overlooked? Well, I think it is simple, not enough people know about it or how it works. So here is a quick overview of upgrading to Tridion 2013 in stages.

What is a staged upgrade?

A staged upgrade, in simple terms, allows you to upgrade your content delivery platform before you upgrade your content manager. It also allows you to upgrade your content delivery machines one at a time, while still being operational causing minimal interruption to business as usual. A staged upgrade is available for all supported Tridion 2013 upgrade paths, including Tridion 2009 SP1.

The best way to explain the process is a sequence of diagrams:

Step 1 - Initial infrastructure Step 1 - Initial infrastructure

Step 2 - Update content delivery servers, one by one Step 2 - Update content delivery servers, one by one

Step 3 - All content delivery servers updated Step 3 - All content delivery servers updated

Step 4 - Install and configure the new content management server Step 4 - Install and configure the new content management server

Step 5 - Transition users and publishing to the new content management server Step 5 - Transition users and publishing to the new content management server

Step 6 - Once stable, retire legacy content management server and complete the upgrade Step 6 - Once stable, retire legacy content management server and complete the upgrade

Summary

The staged upgrade is not right for everyone, but it is one of the many customized approaches we use to perform painless upgrades. Fitting the process to the situation is the most important part a successful transition from old to new, and is a key deliverable following an upgrade scan.

Any questions?

If you need more information or have any questions just get in touch and we'd be happy to answer them for you.