From time to time I get asked: What are the steps to upgrade to Kentico EMS from an existing Kentico CMS site? The technical answer is that upgrading only requires having the correct EMS license added to the installation of Kentico (which you can generate from the client portal). Once the license is in place, the system automatically enables the full feature set of Kentico. The easiest way to check if it worked is to look and see if all of the menu items (Contact management, Email marketing, Marketing automation, etc. etc.) show up for the On-line marketing category in the Kentico menu.
However, if you want to make sure everything is working perfectly, and get the fullest out of your Kentico EMS site there are few more things to consider. For instance, if you have upgraded from previous versions of Kentico like 5.5 R2, 6.0, or 7.0 some of the required features and settings didn’t yet exist and therefore can cause issues. Ensuring that the EMS functionality works correctly really does come in to play if you have had your Kentico CMS site running for a while.
As a result of upgrading many Kentico sites over the years, my team and I at BizStream have found that there are a few things that seem to be recurring issues, and honestly there are some items that we sometimes forgot to check or configure, when upgrading a Kentico 7.0 CMS site to a Kentico 8 or 9 EMS site. To solve this issue I have created a checklist to make this process easier for my team, and I thought it was worth sharing with the Kentico developer community. So today I am presenting my Upgrade Kentico CMS to Kentico EMS Checklist as a free downloadable pdf.
The Upgrade Checklist
The checklist represents the steps I normally take when upgrading from Kentico CMS to Kentico EMS or existing Kentico sites. If you know of any steps or best practices that I might have missed, please let me know! Feel free to send me a quick tweet at @mcbeev, or contact me via my blog. Thanks!