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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-code" aria-hidden="true"></i>
10 XWiki custom development guidance
11 </div>
12 </div>
13
14 <h1 id="hero-title">Why XWiki custom development needs structure, documentation and upgrade awareness</h1>
15
16 <p class="resource-summary">
17 XWiki can be adapted to complex business needs. The important part is to keep custom work documented,
18 versioned and easy to validate during future upgrades.
19 </p>
20 </div>
21 </section>
22
23 <section class="resource-page">
24 <div class="container">
25 <div class="resource-layout">
26 <aside class="resource-sidebar" aria-label="Page summary">
27 <h4>In this guide</h4>
28 <ul>
29 <li><a href="#why-customize">Why customize XWiki</a></li>
30 <li><a href="#where-risk-appears">Where risk appears</a></li>
31 <li><a href="#safe-model">Safe model</a></li>
32 <li><a href="#upgrade-validation">Upgrade validation</a></li>
33 <li><a href="#practical-checklist">Checklist</a></li>
34 <li><a href="#strategic-advantage">Strategic advantage</a></li>
35 <li><a href="#custom-development-faq">FAQ</a></li>
36 </ul>
37 </aside>
38
39 <article class="resource-content">
40
41 <p>
42 Many organizations choose XWiki because it can grow beyond a simple documentation space. A platform may start
43 with pages, attachments and permissions, then evolve into structured applications, approval workflows, custom
44 dashboards, branded PDF exports, integrations or internal tools built around the company’s real processes.
45 </p>
46
47 <p>
48 This flexibility is valuable, but it also raises a legitimate concern: will custom development make upgrades
49 harder? The answer depends less on the existence of custom code and more on the way it is organized. A controlled
50 customization can remain stable for years. An undocumented change applied directly in production can become a
51 maintenance problem after the next upgrade.
52 </p>
53
54 <div class="resource-note">
55 <p>
56 <strong>In practice:</strong> XWiki custom development should be separated from standard platform pages,
57 documented, kept under source control, tested on staging and reviewed during upgrades. This makes custom
58 features easier to maintain instead of turning them into hidden dependencies.
59 </p>
60 </div>
61
62 <p>
63 XWiki custom development is the process of adapting the platform with custom pages, classes, objects, sheets,
64 templates, scripts, macros, UI extensions, Java components or integrations. The goal is to support real
65 business processes while keeping the instance understandable, maintainable and upgrade-aware.
66 </p>
67
68 <div class="resource-note">
69 <p>
70 <strong>The main point:</strong> custom code is not the problem. Uncontrolled custom code is. XWiki can be
71 customized safely when changes are separated from standard pages, tracked, documented and tested.
72 </p>
73 </div>
74
75 <h2 id="why-customize">Why XWiki custom development exists</h2>
76
77 <p>
78 Avoiding all customization may look safer at first, but it can create other costs. Users may start maintaining
79 side spreadsheets, sending approvals by email, duplicating data in external tools or bypassing the wiki because
80 it does not match their daily work. In these cases, a well-designed XWiki customization can simplify the process
81 and improve adoption.
82 </p>
83
84 <p>
85 Typical examples include custom metadata for documents, templates for recurring content, dashboards for teams,
86 approval flows, notifications, PDF layouts, page actions, UI extensions, macros and integrations with systems
87 such as authentication providers, ticketing tools, storage services, CRM platforms or AI assistants. These
88 features can be implemented at different levels, from wiki pages and scripts to packaged Java extensions.
89 </p>
90
91 <h2 id="where-risk-appears">Where customization becomes risky</h2>
92
93 <p>
94 Problems usually appear when nobody can quickly explain where a customization is implemented, why it exists or
95 how it should be tested. Business logic mixed into regular content pages, standard pages changed without notes,
96 scripts that exist only in production, hardcoded group names or missing upgrade checks are common signs that the
97 customization process needs more structure.
98 </p>
99
100 <p>
101 This is especially important in XWiki because custom logic can live in several places: classes, objects, sheets,
102 templates, Velocity or Groovy scripts, panels, UI extensions, macros, scheduled jobs and Java components. The
103 flexibility is useful, but each important customization should have a clear location and a clear maintenance
104 path.
105 </p>
106
107 <p>
108 Customizations should also be reviewed as part of the wider platform risk model. See
109 <a href="$xwiki.getURL('resources.xwiki-security-review')">what an XWiki security review should actually include</a>
110 for related checks around permissions, authentication, extensions, infrastructure and operational practices.
111 </p>
112
113 <div class="resource-inline-cta">
114 <p>
115 <strong>Unsure how maintainable your XWiki customizations are?</strong>
116 A customization review can help identify hidden scripts, undocumented logic,
117 upgrade risks and features that should be documented, cleaned up or packaged properly.
118 </p>
119 <a class="btn btn-secondary" href="$xwiki.getURL('contact.WebHome')">Request a customization review</a>
120 </div>
121
122 <h2 id="safe-model">A safer model for XWiki custom work</h2>
123
124 <h3>1. Keep custom code separate from standard XWiki pages</h3>
125 <p>
126 Custom classes, scripts, templates and configuration should usually live in dedicated technical spaces, for
127 example a company-specific <code>Code</code>, <code>Applications</code>, <code>Templates</code> or
128 <code>Config</code> area. This makes it easier to see what belongs to the standard distribution and what belongs
129 to the organization.
130 </p>
131
132 <h3>2. Document the purpose, not only the implementation</h3>
133 <p>
134 A short technical note is often enough: what the customization does, who uses it, where it is implemented, what
135 assumptions it makes and what should be checked after an upgrade. This turns custom work from a hidden script
136 into a maintainable part of the platform.
137 </p>
138
139 <h3>3. Keep custom code under source control</h3>
140 <p>
141 Custom development should not exist only inside the production wiki. Java code, scripts, XAR packages,
142 deployment files and templates should be stored in a source control system, such as Git. This gives the team a
143 history of what changed, when it changed and why.
144 </p>
145
146 <h3>4. Choose the right implementation level</h3>
147 <p>
148 Many useful features can start as wiki-based customizations using XWiki classes, sheets, templates, Velocity or
149 UI extensions. When a feature becomes complex, reusable or business-critical, packaging it as an extension is
150 often a better long-term option. Event listeners, custom services, scheduled jobs, integrations and advanced
151 workflow logic usually benefit from this approach.
152 </p>
153
154 <h3>5. Keep configuration outside the code</h3>
155 <p>
156 Group names, target spaces, template references, email recipients, external URLs and workflow settings should
157 not be hardcoded when they are likely to change. Configuration pages or preference objects make the feature
158 easier to adapt without rewriting the implementation.
159 </p>
160
161 <h2 id="upgrade-validation">Validate custom features during upgrades</h2>
162
163 <p>
164 A successful upgrade is not only one where XWiki starts and standard pages load. The upgrade plan should also
165 include the features that make the instance specific to the organization: custom dashboards, templates, macros,
166 workflows, permissions, notifications, PDF exports, scheduled jobs and integrations.
167 </p>
168
169 <p>
170 For each important customization, the team should know what to test and what a successful result looks like. A
171 staging environment or temporary clone is usually the safest place to run this validation before production is
172 touched.
173 </p>
174
175 <p>
176 For a broader upgrade preparation model, see
177 <a href="$xwiki.getURL('resources.why-upgrade-xwiki')">why regular XWiki upgrades matter</a>.
178 </p>
179
180 <div class="resource-note">
181 <p>
182 <strong>A practical rule:</strong> production can receive urgent fixes when necessary, but it should not become
183 the only place where the real version of a customization exists. After the emergency, the change should be
184 reviewed, documented and added to the normal maintenance process.
185 </p>
186 </div>
187
188 <div class="resource-inline-cta">
189 <p>
190 <strong>Not sure how risky your current XWiki version is?</strong>
191 A short technical review can clarify the upgrade path, extension compatibility,
192 custom code risks and validation needs before production is touched.
193 </p>
194 <a class="btn btn-secondary" href="$xwiki.getURL('contact.WebHome')">Request a quick review</a>
195 </div>
196
197 <h2 id="practical-checklist">XWiki custom development checklist</h2>
198
199 <p>
200 A maintainable XWiki customization should be easy to locate, explain, test and update. The following checklist
201 can be used as a starting point when reviewing existing custom work or planning a new feature.
202 </p>
203
204 <ul class="resource-checklist">
205 <li>Separate custom pages, scripts and configuration from standard XWiki content.</li>
206 <li>Document the business purpose, technical location and validation steps.</li>
207 <li>Keep custom code and important assets under source control, for example in Git.</li>
208 <li>Test custom features on staging before production upgrades.</li>
209 <li>Review old customizations and remove what is no longer used.</li>
210 </ul>
211
212 <h2 id="strategic-advantage">Custom code can become a strategic advantage</h2>
213
214 <p>
215 Many useful platform features start as custom development for one concrete need. A workflow, dashboard,
216 integration or structured application may first solve a private business problem, then become a reusable
217 internal component or even a public extension. This is how practical solutions often mature.
218 </p>
219
220 <p>
221 The goal is not to customize everything. The goal is to customize the right parts, in a way that can be
222 understood and maintained later. When custom work is separated, documented, versioned and tested, XWiki can stay
223 flexible without becoming fragile.
224 </p>
225
226 <h2 id="custom-development-faq">XWiki custom development FAQ</h2>
227
228 <details class="resource-faq-item" open>
229 <summary>Does custom development make XWiki harder to upgrade?</summary>
230 <p>
231 Not automatically. Custom development becomes harder to upgrade when it is undocumented, mixed with regular
232 content, applied directly in production or missing from the upgrade validation plan. Well-organized custom work
233 can remain maintainable across upgrades.
234 </p>
235 </details>
236
237 <details class="resource-faq-item">
238 <summary>Where should XWiki custom code be stored?</summary>
239 <p>
240 Custom wiki pages, scripts, templates and configuration should usually be kept in dedicated technical spaces.
241 Code and important assets should also be tracked in a source control system, such as Git, so changes are not
242 stored only in the production wiki.
243 </p>
244 </details>
245
246 <details class="resource-faq-item">
247 <summary>When should an XWiki customization become an extension?</summary>
248 <p>
249 Packaging a customization as an extension is useful when the feature becomes complex, reusable, business-critical
250 or shared across multiple instances. Java components, event listeners, scheduled jobs and integrations often
251 benefit from an extension-based approach.
252 </p>
253 </details>
254
255 <details class="resource-faq-item">
256 <summary>What should be tested after an XWiki upgrade?</summary>
257 <p>
258 Besides standard pages, the validation should include custom dashboards, templates, macros, workflows,
259 permissions, notifications, PDF exports, scheduled jobs, integrations and any custom applications used by the
260 organization.
261 </p>
262 </details>
263
264 <details class="resource-faq-item">
265 <summary>Why should configuration be kept outside custom code?</summary>
266 <p>
267 Values such as group names, target spaces, external URLs, email recipients and workflow settings can change over
268 time. Keeping them in configuration pages or preference objects makes custom features easier to adapt without
269 changing the implementation.
270 </p>
271 </details>
272
273 <div class="resource-note">
274 <p>
275 Related resources:
276 <a href="$xwiki.getURL('resources.xwiki-security-review')">what an XWiki security review should actually include</a>
277 and
278 <a href="$xwiki.getURL('resources.why-upgrade-xwiki')">why regular XWiki upgrades matter</a>
279 </p>
280 </div>
281
282 <div class="resource-cta">
283 <h3>Need help reviewing XWiki customizations?</h3>
284 <p>
285 If your XWiki instance includes custom scripts, dashboards, workflows, templates, integrations or Java
286 extensions, a customization review can help identify what is safe, what needs documentation and what should be
287 tested before the next upgrade.
288 </p>
289 <a class="btn btn-primary" href="$xwiki.getURL('contact.WebHome')">Request a customization review</a>
290 </div>
291
292 </article>
293 </div>
294 </div>
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