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1 {{velocity}}
2 #set ($discard = $xwiki.ssx.use('PublicWebSite.WebHome'))
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4
5 <section class="resource-header" aria-labelledby="hero-title">
6 <div class="container">
7 <div class="text-center">
8 <div class="hero-kicker">
9 <i class="fa fa-refresh" aria-hidden="true"></i>
10 XWiki upgrade guidance
11 </div>
12 </div>
13
14 <h1 id="hero-title">Why upgrading your XWiki instance should be a regular priority</h1>
15
16 <p class="resource-summary">
17 A working XWiki instance can still become outdated, harder to maintain and exposed to avoidable risks
18 when upgrades are postponed for too long.
19 </p>
20 </div>
21 </section>
22
23 <section class="resource-page">
24 <div class="container">
25 <div class="resource-layout">
26
27 <aside class="resource-sidebar" aria-label="Page summary">
28 <h4>In this guide</h4>
29 <ul>
30 <li><a href="#why-it-matters">Why upgrades matter</a></li>
31 <li><a href="#upgrade-checklist">Upgrade checklist</a></li>
32 <li><a href="#safe-process">Safe process</a></li>
33 <li><a href="#common-mistakes">Common mistakes</a></li>
34 <li><a href="#upgrade-rhythm">Upgrade rhythm</a></li>
35 <li><a href="#upgrade-faq">FAQ</a></li>
36 </ul>
37 </aside>
38
39 <article class="resource-content">
40
41 <p>
42 Many XWiki instances continue to run for years with only small visible problems. This can create the
43 impression that upgrades are optional, especially when users can still log in, search, edit pages and
44 access the content they need.
45 </p>
46
47 <p>
48 The real risk is that technical debt accumulates quietly. Security fixes, extension compatibility,
49 authentication behavior, infrastructure requirements and custom code assumptions continue to evolve.
50 The longer an instance remains behind, the more difficult the next upgrade becomes.
51 </p>
52
53 <div class="resource-note">
54 <p>
55 <strong>In practice:</strong> an XWiki upgrade should review the current version, target version,
56 required intermediate steps, installed extensions, custom code, authentication setup, infrastructure,
57 backups, rollback expectations and the business-critical features that must be validated before
58 production is touched.
59 </p>
60 </div>
61
62 <p>
63 An XWiki upgrade is the process of moving an existing instance to a newer XWiki version while preserving
64 content, configuration, extensions, customizations, access rights and business-critical behavior. A safe
65 upgrade is not only a software installation task. It is a controlled maintenance process with preparation,
66 staging validation, production rollout and follow-up notes.
67 </p>
68
69 <div class="resource-note">
70 <p>
71 <strong>The main point:</strong> regular upgrades are not only about new features. They reduce security
72 exposure, compatibility risk and long-term maintenance cost.
73 </p>
74 </div>
75
76 <h2 id="why-it-matters">Why regular XWiki upgrades matter</h2>
77
78 <h3>1. Security fixes accumulate over time</h3>
79 <p>
80 Older versions may miss security-related fixes already available in newer releases. Once security issues
81 become publicly known, running an old version can become a more predictable risk.
82 </p>
83
84 <p>
85 This does not mean every old instance is immediately exposed in the same way. The real impact depends on
86 your configuration, installed extensions, access model, authentication setup and whether the instance is
87 public or private. But staying close to supported versions makes security maintenance more manageable.
88 </p>
89
90 <p>
91 For a broader view of security-related checks, see
92 <a href="$xwiki.getURL('resources.xwiki-security-review')">what an XWiki security review should actually include</a>.
93 </p>
94
95 <h3>2. Large upgrade gaps are harder to control</h3>
96 <p>
97 A small, regular upgrade is usually easier to validate than a large jump after several years. Large gaps
98 mean more release notes, more compatibility changes, more extension checks and more uncertainty around
99 custom code.
100 </p>
101
102 <h3>3. Extensions and customizations can become fragile</h3>
103 <p>
104 XWiki instances often include installed extensions, custom Velocity scripts, macros, templates, sheets,
105 UI extensions, Java components or business-specific applications. These elements need to be reviewed when
106 planning an upgrade.
107 </p>
108
109 <p>
110 For more details on organizing custom work, see
111 <a href="$xwiki.getURL('resources.xwiki-custom-development')">how to keep XWiki custom development maintainable across upgrades</a>.
112 </p>
113
114 <h3>4. Infrastructure requirements evolve</h3>
115 <p>
116 XWiki upgrades can involve more than the application itself. Java, Tomcat, the database, Docker images,
117 reverse proxy configuration, PDF export services and authentication integrations may also need attention.
118 </p>
119
120 <h3>5. Business-critical features need validation</h3>
121 <p>
122 A successful upgrade is not only one where the server starts. Users usually depend on login, permissions,
123 search, dashboards, PDF exports, workflows, notifications, custom applications and important pages. These
124 should be part of the validation plan.
125 </p>
126
127 <div class="resource-inline-cta">
128 <p>
129 <strong>Not sure how risky your current XWiki version is?</strong>
130 A short technical review can clarify the upgrade path, extension compatibility,
131 custom code risks and validation needs before production is touched.
132 </p>
133 <a class="btn btn-secondary" href="$xwiki.getURL('contact.WebHome')">Request a quick review</a>
134 </div>
135
136 <h2 id="upgrade-checklist">XWiki upgrade planning checklist</h2>
137
138 <p>
139 A practical XWiki upgrade plan should cover both the application and the environment around it.
140 The following checklist can be used as a starting point before upgrading a production instance.
141 </p>
142
143 <ul class="resource-checklist">
144 <li>Identify the current XWiki version and the target version.</li>
145 <li>Check whether intermediate upgrade steps are needed.</li>
146 <li>List installed extensions and verify compatibility with the target version.</li>
147 <li>Identify custom code: Velocity scripts, macros, sheets, templates, UI extensions and Java components.</li>
148 <li>Review authentication: LDAP, Active Directory, SSO, OIDC, SAML or MFA.</li>
149 <li>Prepare a staging environment or temporary clone of production.</li>
150 <li>Validate backups and clarify rollback expectations.</li>
151 <li>Test important pages, dashboards, permissions, search, jobs, exports and custom workflows.</li>
152 <li>Document the steps, issues found and follow-up recommendations.</li>
153 </ul>
154
155 <h2 id="safe-process">A safer upgrade process</h2>
156
157 <p>
158 Production should not be the first place where the upgrade is tested. The safest approach is to rehearse
159 the upgrade on staging or a temporary clone, resolve compatibility issues there, then perform the production
160 upgrade with a clear plan.
161 </p>
162
163 <ol>
164 <li><strong>Prepare a clone:</strong> copy the relevant database, filesystem and configuration.</li>
165 <li><strong>Run the upgrade outside production:</strong> record the steps and issues found.</li>
166 <li><strong>Validate critical features:</strong> login, rights, search, PDFs, workflows, dashboards and integrations.</li>
167 <li><strong>Plan the production window:</strong> backups, downtime, rollback and communication.</li>
168 <li><strong>Document the result:</strong> keep notes for the next upgrade cycle.</li>
169 </ol>
170
171 <h2 id="common-mistakes">Common mistakes to avoid</h2>
172
173 <ul>
174 <li><strong>Upgrading directly in production.</strong> Compatibility issues should be discovered before users are affected.</li>
175 <li><strong>Checking only public pages.</strong> Authentication, restricted spaces and admin features also need validation.</li>
176 <li><strong>Ignoring custom code.</strong> Custom scripts and extensions often create the real upgrade complexity.</li>
177 <li><strong>Skipping backup validation.</strong> A backup is useful only if restore expectations are understood.</li>
178 <li><strong>Keeping no upgrade notes.</strong> Without notes, the next maintenance cycle starts again from uncertainty.</li>
179 </ul>
180
181 <h2 id="upgrade-rhythm">How often should XWiki be upgraded?</h2>
182
183 <p>
184 For many organizations, a practical rhythm is to stay aligned with the current Long Term Support version
185 and plan upgrades regularly rather than waiting for a major problem. Some environments can upgrade more
186 frequently, while heavily customized instances may require more planning.
187 </p>
188
189 <p>
190 The important part is not only the exact frequency. It is having an upgrade process that is repeatable:
191 review, staging validation, production rollout, documentation and follow-up.
192 </p>
193
194 <h2 id="upgrade-faq">XWiki upgrade FAQ</h2>
195
196 <h3>Why should XWiki be upgraded regularly?</h3>
197 <p>
198 XWiki should be upgraded regularly to reduce security exposure, keep extensions compatible, avoid large
199 upgrade gaps and make long-term maintenance easier. Regular upgrades are easier to plan and validate than
200 major jumps after several years.
201 </p>
202
203 <h3>Is a working XWiki instance safe to leave unchanged?</h3>
204 <p>
205 Not necessarily. An XWiki instance can continue to work from a user perspective while becoming outdated,
206 harder to upgrade and exposed to avoidable risks. Visible functionality is not the same as long-term
207 maintainability.
208 </p>
209
210 <h3>What should be checked before upgrading XWiki?</h3>
211 <p>
212 Before upgrading XWiki, review the current version, target version, intermediate upgrade steps, installed
213 extensions, custom code, authentication setup, infrastructure, backups, rollback expectations and
214 business-critical features.
215 </p>
216
217 <h3>Should an XWiki upgrade be tested outside production?</h3>
218 <p>
219 Yes. The safest approach is to rehearse the upgrade on a staging environment or temporary clone, fix
220 compatibility issues there, then perform the production upgrade with a clear plan and rollback expectations.
221 </p>
222
223 <h3>What makes an XWiki upgrade difficult?</h3>
224 <p>
225 XWiki upgrades become more difficult when the version gap is large, extensions are outdated, custom code is
226 undocumented, authentication is complex, infrastructure dependencies changed or critical workflows were not
227 included in the validation plan.
228 </p>
229
230 <div class="resource-note">
231 <p>
232 Related resources:
233 <a href="$xwiki.getURL('resources.xwiki-security-review')">what an XWiki security review should actually include</a>
234 and
235 <a href="$xwiki.getURL('resources.xwiki-custom-development')">how to keep XWiki custom development maintainable across upgrades</a>.
236 </p>
237 </div>
238
239 <div class="resource-cta">
240 <h3>Need help planning an XWiki upgrade?</h3>
241 <p>
242 If your XWiki instance is outdated, customized or business-critical, the safest next step is to review
243 the current version, extensions, infrastructure and validation needs before planning the production upgrade.
244 </p>
245 <a class="btn btn-primary" href="$xwiki.getURL('contact.WebHome')">Request an upgrade review</a>
246 </div>
247
248 </article>
249 </div>
250 </div>
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