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Upgrading to CMS 12

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Optimizely CMS 12 was built to support .NET 5 and is very similar to CMS 11 to make upgrading as simple as possible. Upgrading to CMS 12 does not require a data migration, and most packages and APIs are identical, so you could upgrade from the NuGet Package Manager.

.NET 5 is different from .NET 4 in significant ways - including how configuration works, serialization, dependency injection, logging, and other important differences - so before you upgrade, see Why ugrade to CMS 12? and related topics.

At a high level, the migration has three main phases:

upgrade-process.png

  1. Run the Upgrade assistant.

    The Upgrade assistant is a dotnet tool from Microsoft that converts a .NET 4 codebase to .NET 5. Optimizely extended the tool specifically for Optimizely CMS with additional rules and code fixes

    dotnet tool install -g upgrade-assistant
    upgrade-assistant upgrade [projectName].csproj
  2. Fix code issues.

    The Upgrade assistant takes care of a lot of basic issues, but usually leaves you with several remaining issues depending on the codebase. Fixing remaining code issues might be trivial or it might not. For example, you may have dependencies on other .NET 4 components that do not support .NET 5, in which case you need to find replacements or live without those components. You may have a lot of .Net 4 code of your own to upgrade which the Upgrade assistant cannot help you with. You may depend on deprecated Optimizely packages.

    The Breaking changes in CMS 12 can help you figure out where you may need to do some work. You could also run the Upgrade assistant to see what you are left with.

  3. Upgrade the service environment.

    Once the codebase is upgraded to .NET 5, and everything works locally, DXP customers will need to migrate their service environment to the latest version using migration tool that will soon be available in the portal.

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Last updated: Jan 04, 2022

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