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CiviCRM 4.1 Documentation

Developer Resources

CiviCRM books!

Make sure to check out our Online User/Administrator and Developer Guides! You can also support this project by ordering a hard copy.

Or support us by buying an eBook or hard copy of Using CiviCRM from Packt Publishing.

Use this document to UPGRADE CiviCRM installations on Wordpress to the latest 4.1 release from earlier 4.1 version.
  • Installing from scratch? Use the installation instructions for WordPress

IMPORTANT: These instructions are for sites using or upgrading to WordPress only.

Version 4.1 Requirements

Before beginning this upgrade, verify that your server meets the requirements for CiviCRM 4.1

  • WordPress 3.3.x : CiviCRM 4.1 is built to run under WordPress 3.3.x and is not compatible with earlier WordPress versions.
  • PHP 5.2.x  or 5.3.x :  CiviCRM will NOT run on PHP4 servers. (more info...).
  • MySQL 5.0.x or higher with InnoDB support : CiviCRM is compatible the current generally available MySQL release. Note that MySQL 5.1 is recommended for new installations and for sites during upgrades as CiviCRM is beginning to use Triggers more (eg to support multi-lingual installations), which require SUPER privileges in MySQL 5.0.
  • PCRE with Unicode properties support (more info).
Upgrade a Copy of Your Site First and Make a Complete Backup

We strongly recommend that you create a copy of your existing site (directories and database) - and upgrade that copy first in order to make sure you can complete the upgrade successfully. In any case, you should create a full backup of the installed civicrm directory tree and civicrm database before beginning the upgrade process.
If you are upgrading a COPY of your production site - make sure the site you are about to upgrade is a fully functioning installation before you begin the upgrade process. (more info...)

Step-by-step Upgrade Procedures

1. Download the most recent CiviCRM Package

2. Backup your CiviCRM database and settings file

Refer to the MySQL reference manual or the phpMyAdmin documentation if you need information on backing up your database.

 Make a backup/copy of civicrm settings file:

  1.  <wordpress_root>/wp-content/plugins/civicrm/civicrm.settings.php.(this would be useful for relocating)

CiviCRM will not run properly if files from previous version are present after the upgrade. Make sure you have a good backup of your complete previous version installation and then delete /wp-content/plugins/civicrm.

Make sure you have logged in to Wordpress BEFORE deleting the old files. Do not log out until the entire process is complete.

3. Unpack the latest package and relocate settings file

  • Unpack the files into <wordpress home>/wp-content/plugins/.

  • Relocate (paste) the backed-up civicrm.settings.php file(in step 2) inside <wordpress home>/wp-content/plugins/civicrm/

4. Run the Upgrade script

This step is required for ALL upgrades.

MySQL 4.0 and 4.1 are Not Supported

Support for MySQL versions 4.0 and 4.1 has been discontinued. This means that you may encounter various issues and/or unexpected behavior if you attempt to run CiviCRM under these versions, and the CiviCRM engineering team will not provide support for debugging or resolving these issues. You are strongly encouraged to upgrade to the current generally available release of MySQL.

* Point your web browser to the following URL (you should already be logged in to Wordpress with administrator-level permissions):

  • You should see the Upgrade screen.
  • If you are ready to upgrade, click the Upgrade Now button.
  • You should see the message Upgrade successfulwhen the upgrade completes.
    • If you receive any errors during the process, please note down the exact error message, and check for solutions on the community support forum.
  • Now click the Return to CiviCRM home page link. This will rebuild CiviCRM menus automatically and return you to the CiviCRM home dashboard.

5. Verify and Update Resource URL Settings

If you are running this installation in a different directory from your previous version you may need to update the configured CiviCRM Resource URL (Missing icons and images, as well as problems with javascript functions and stylesheets are all symptoms that this setting needs to be updated.)

  • Go to Administer » System Settings » Resource URLs
  • Refer to the field help on that screen for instructions.

6. Enable Components

If you plan on using the new CiviCase component, or any components that you weren't using in the prior version (e.g. CiviPledge or CiviGrant for grant management) - you'll need to enable these component(s):

  • Go to Administer » System Settings » Enable CiviCRM Components

Upgrade Trouble-shooting

Check this section for answers to upgrade problems. If your problem isn't addressed here, check out the Installation and Configuration Trouble-shooting page for additional resources.

You do not have sufficient permissions to access this page.

If you get this error when trying to run the upgrade script(step 4), you most likely deactivated CiviCRM plugin during the upgrade process. You just have to visit <wordpress_home>/wp-admin/plugins.php and activate the plugin, and then proceed with step 4 .

Reset Your User Session

If you are getting foreign key constraint errors when trying to add or modify records, you may need to reset your user session.

  • Temporarily enable CiviCRM debug features:
    • Go to Administer CiviCRM » System Settings » Debugging and Error Handling
    • Set Enable Debugging to Yes and click Save.
  • Click the Administer CiviCRM menu (or any other CiviCRM menu item). After the page is loaded, add an additional query string value (sessionReset=2) to the URL in your browser's location bar, and reload the page.

  • Now reset Enable Debuggingto No and click Save.

    Do Not Leave Debug Features Enabled for a Public Site

    Debugging should be disabled for publicly available sites as it may allow browsers to view system configuration information.

Verify and Update Base Directory and Base URL Settings in the Database

If you are seeing problems with missing images or page styling, you may need to adjust the Base Directory and Base URL Settings in the database. You can do this from:
Administer CiviCRM » System Settings » Cleanup Caches and Update Paths

Foreign Key Errors or Warnings During the Database Upgrade

Foreign keys may have been assigned different names on some installations. Also, different versions of MySQL handle the dropping and adding of constraint checks differently. Try this procedure or this procedure (on the forum) to reload your data into a new 4.0 database structure if you are having this type of issue with upgrading your database.

Upgrade script fails with fatal database-related errors OR reports "Database check failed"

Download and run Database Troubleshooting Tools to test the current state of the database and provides a diagnosis. The tools suite also includes a repair facility.

The menus are wrong, the admin dashboard does not have the correct links and settings, or get an error with CRM_Core_Invoke::require_once()

You can re-build the menu/admin dashboard by visiting the following url - (http:///wp-admin/admin.php?page=CiviCRM&q=civicrm/menu/rebuild&reset=1 (http://%3cdomain%3e/civicrm/menu/rebuild?reset=1)