Getting there: Upgrading to Thesis 1.7

April 1, 2010

Question marksThe release this week of multi-featured Thesis 1.7 has users justifiably excited, but has also provoked a little anxiety over the prospect of upgrading or installing. Folks are tripping up over a couple of points in official instructions – mostly, I think, because of language. I hope that this post will help to allay qualms and lay out clear strategies for proceeding. Note that I say strategies – plural – intentionally, because how you get to 1.7 depends on where you start.

First-time Thesis installation

This is the shortest section of this post. :-) If you’re installing 1.7, and you’re installing Thesis for the first time, then stop reading this and instead click over to “Installing Thesis without confusion,” It was written for version 1.6, but is perfectly valid for 1.7, so go get it.

For everyone else: This post assumes that you’ve successfully installed Thesis at least once before, and so are familiar with rudimentary topics like choosing and operating an FTP client or setting file permissions. (If you are in need of a refresher, those topics are introduced in that installation post I mentioned.) I’ll also mention here that it’s always a prudent idea to backup both your site’s database and its web files before any major upgrade. This is as true of Thesis as it is of WordPress itself.

Upgrading from 1.6 to 1.7

You may have previously read or watched tutorials on upgrading to 1.7, and may yet be a bit confused on a couple of points. I’d like you to put whatever you’ve read or viewed aside for a moment, as I detail the steps that I took to upgrade Thesis 1.6 sites to 1.7.

  1. Repeating above information as a first and crucial step: Backup your site’s database and its web files, using whatever tools are provided by your web host, before the upgrade. It is not possible to just ‘click back’ to an earlier version of Thesis after the upgrade to 1.7 without the possibility of losing certain settings. This is why backups are vital. It’s your responsibility as a site owner to know how to create them, and how to restore them.
  2. Using your DIY Themes login info, access the Thesis Theme Download Area page. Click the link that says ‘Download Thesis 1.7 now.’
  3. The file thesis_17.zip should be on your local computer in the area where downloads normally go. Move thesis_17.zip to your desktop (unless it’s there already).
  4. Unzip the thesis_17.zip file to produce a folder named thesis_17.
  5. Open the thesis_17 folder that is on your local computer’s desktop to find inside the folder named custom-sample. Now delete the folder named custom-sample.
  6. Start your FTP client and access your web installation. Navigate through your web installation’s file structure until you can see the thesis_16 folder (which is located inside wp-content/themes). Open the thesis_16 folder to find the custom folder inside.
  7. Download that online custom folder (from your 1.6 installation) to your local computer, and place it into the thesis_1.7 folder (replacing the custom-sample folder that you deleted earlier).
  8. Use your FTP client to upload your thesis_1.7 folder into wp-content/themes on your server. (You will put the folder alongside your existing thesis_16 folder, the default theme folder, and the classic theme folder.)
  9. Follow the by-now familiar steps of opening the thesis_1.7 folder and then the custom folder, setting permissions for layout.css (to 666) and the cache folder (to 775). Log into WordPress and go to Appearances > Themes, then activate Thesis 1.7. (If you click ‘Preview’ first, you may see a Thesis site with no content. This is normal for Thesis in preview mode; pay it no mind and proceed to activate.)

You see what we did there? We deleted immediately the custom-sample folder in the downloaded and unzipped thesis_1.7 folder, and we replaced it with a copy of our custom folder from our online Thesis 1.6 installation. This places all of our customizations into the 1.7 folder before we upload it, which is less confusing than doing so after the upload.

A note about names: By default, the Thesis folder comes with the version number in the folder name (e.g., thesis_17). Some folks rename that folder to simply thesis; indeed, I used to do the same, but no more. I recommend instead that you keep the version number in the name of the Thesis folder (and without spaces; the folder should be named thesis_17, not thesis 17). This will help you keep things straight, and help prevent overwriting previous customizations.

Upgrading from 1.5.x to 1.7

If you are still running Thesis 1.5.x on your site, it’s likely because 1) you felt that it was working well enough for you that an upgrade wasn’t crucial, or 2) you were nervous about any changes between 1.5.x and 1.6 and wanted to put off dealing with them for as long as possible. To the first group, I say ‘fair enough.’ To the second group, well, you’re just trying to delay the inevitable, which never works. ;-) Fortunately for such latecomers, there is no need to upgrade to 1.6 and then 1.7. If you’re ready to move from 1.5.x to 1.7, read on.

So far as upgrading is concerned, the difference between 1.5.x and later editions of Thesis is that the later editions have layout.css and the rotator folder inside the custom folder. That’s it.

What this means for the upgrade process detailed above is that in Step 6, when you place your 1.5.x custom folder into the thesis_17 folder on your local computer, you must make sure to put your layout.css and the rotator folder inside of that custom folder. Apart from that extra half-a-step (call it Step 6.5, if you like), the upgrade process for 1.5.x –> 1.7 is the same as for 1.6 –> 1.7.

A note about differences: The most obvious change in markup between version 1.5.x and later editions is a change to the nav menu coding, and a background color rule for page. After your upgrade from 1.5.x is complete, you’ll need to make a couple adjustments in your custom.css, especially if you have nav menu or background customizations. I highly recommend Greg Rickaby’s two posts on making the tweaks.
Comments on this post are now closed. You are invited to instead leave your comments on the dedicated Upgrading Guide, which will always be updated as Thesis evolves.

{ 37 comments }

1 Art April 1, 2010 at 10:24 am

Hey Philip, thanks for the walkthrough! … and for those crystal clear instructions on the 1.7 upgrade. Super smooth. Not a single issue.
Best, Art

2 Philip Barron April 1, 2010 at 10:28 am

Art, thank you! Very glad to hear it helped. :-)

3 marcelino April 1, 2010 at 2:49 pm

Excellent guide to getting it done. Damn I am slobbering over your left side bar…:D

Excuse me I can’t help myself.

Upgrade successful @ Pot Piss: http://www.potpiss.com

** I did not have to change my file permissions at BlueHost; I was able to get the theme to work properly with continued use of 775 and 664 respectfully.

4 Philip Barron April 1, 2010 at 4:35 pm

Glad to hear it, Marcelino!

The fixed left header treatment was copied from Lee Hoover’s site (I credit him in the CSS), then tweaked a bit for my use.

5 Kitty April 1, 2010 at 5:31 pm

Ahhh, you must have read my mind Philip. I’ve been putting off upgrading a site to v.1.6 and wondered if I’d have to do both 1.6 and then 1.7, but thanks to you I now have my answer! yay.
:)

6 Philip Barron April 1, 2010 at 9:11 pm

Yay, indeed. Let me know if you have any questions!

7 Bill Gram-Reefer April 1, 2010 at 9:52 pm

thanks for the clarification. I still have doubts about setting file permission to 666. Does one reset permission after one gets 1.7 activated?

8 Philip Barron April 1, 2010 at 10:15 pm

Before activation, Bill. In fact, if you don’t set permissions for layout.css to 666 before activating, Thesis will give you a message in the options panels complaining about it.

Setting layout.css to 666 is mandatory. Setting permissions for the cache folder to 775 is optional, but needed in order for the auto-resizing of post images into thumbnails.

9 Bill Gram-Reefer April 1, 2010 at 10:20 pm

Thanks, I sort of iuunderstand. I followed your directions above and clicked on activate 1.7 and admin panel came up OK, but when I looked at site my thumbnails were gone. Checking that now over at thesis forum.

10 Philip Barron April 1, 2010 at 10:25 pm

Bill, did you set permissions for the cache folder to 775? As I said above, that’s necessary for thumbnail generation.

11 Bill Gram-Reefer April 1, 2010 at 10:47 pm

Yes, the permissions were set correctly before I activated 1.7

I am using smooth slider and w3 total cache if that makes any difference.

Now in rushing back and forth I may have set wrong permissions for files I mistakenly edited. please advise if this is correct

cache folder 775
custom functions.php 644
custom.css 644
layout.css 666

Are these the correct settings for those files in the custom folder of 1.7

12 Bill Gram-Reefer April 1, 2010 at 11:00 pm

now my site is shit as I reactivated 1.6 and it has lost of the f#@king customization and when I reactivate 1.7 same snafu.

If there isn’t a way to go back to 1.6 and have it NOT be totally hosed so I can remove 1.7 and reload it, then I can’t see the popint

13 Patty Jones April 2, 2010 at 5:59 pm

Hey Philip, I like the idea of putting the custom folder in before uploading it, seems much more simple.

I upgraded to 1.7 from 1.6 on 2 sites, one went perfectly, the other went totally to s**t, I rolled back to 1.6 and lost some of my customizations and reset them manually in the Thesis Design Options panel.

I did these two upgrades before I started backing up the main site for upgrade. I am still running 1.5.1 on the main site, I attempted to upgrade it to 1.6 a while back and had major problems, had to revert back and since then haven’t had the time or inclination to try the upgrade again. Might give it a go over this long weekend…

Somewhere I saw a checklist or something to help with saving all the design setting and options in 1.5.1 before upgrading, I’ll have to hunt that down.

Anyway, thanks for the simple instructions!

14 Philip Barron April 2, 2010 at 7:52 pm

Thanks, Patty, and good luck with the upgrade! Good job on backing up, too.

15 Mari-lyn April 2, 2010 at 7:36 pm

Great instructions..I’ve done everything including the back up and the theme doesn’t show up in the theme directory. What’s up with that? I have not ever had a problem previously.

16 Philip Barron April 2, 2010 at 7:51 pm

I don’t know, Mari-lyn. You certainly seem to have installed Thesis 1.7 in the proper location, and the stylesheets are all accounted for. You might try logging out of WP and back in again to see if anything changes. If not, try posting about this at the DIYthemes forums.

17 Mari-Lyn April 3, 2010 at 2:48 pm

Hi Phillip,
The conversations all happened, except for one, however, I shut down my computer and everything worked. Just need to get one of my headers to show up..
Thanks for the help.

18 Thomas April 2, 2010 at 9:42 pm

Liked the sequence of downloading the custom folder…seems to have been a no glitch upgrade to 1.7 from 1.6! Thanks!

19 Philip Barron April 3, 2010 at 6:38 am

You’re welcome, Thomas!

20 Deb April 3, 2010 at 4:58 am

Thanks for the instructions, I love changing the custom files before uploading. Worked perfectly.

21 Philip Barron April 3, 2010 at 6:39 am

Glad it worked for you, Deb. :-)

22 Somone April 6, 2010 at 5:52 am

Hi there Phil. I upgraded to Thesis 1.6 a while back and had no problems. When I attempt (feeling the trepidation already) to upgrade to 1.7, providing I follow your well recommended instructions – will my css be affected? What I mean is, will my customizations be affected like they were when the nav menu code was changed?

I’m holding off on making any upgrades to my sites until someone I respect reassures me.

23 Philip Barron April 6, 2010 at 6:38 am

Somone, there’s no structural change in 1.7 that compares to the menu change in 1.6. Following my 1.6 –> 1.7 guidelines above should certainly leave your CSS and functions intact, because they are (by design) not overwritten. I’m going to harp just once on backing up (both database and web files). :-)

(Of the problems I’ve heard regarding the upgrade, most of them seemed to stem from folks having written over their existing custom folder files, or else attempting an ill-advised rollback to a previous edition of Thesis.)

24 Somone April 6, 2010 at 4:07 pm

I’m glad to hear that. So, it is pretty standard other than that. Great to hear, I will upgrade one or more over the weekend using your wonderful instructions and give you feedback.
Cheers.

25 Chuck April 7, 2010 at 1:17 pm

I had a flawless update Philip. Thank you for sharing it.

Chuck

26 Philip Barron April 7, 2010 at 1:34 pm

Very glad to hear it, Chuck!

27 Inga April 7, 2010 at 8:32 pm

Thanks SO much for your helpful info…however, I’m still having troubles. I followed DIY’s video instructions and still can’t get it to work, as I keep getting stuck on the following: First off, I had no idea what an FTP client was…so had to figure it out and download filezilla. (to save the backup copy as instructed) Then, filezilla would not connect to server (i don’t really even know who my server is??? is it the people who are hosting my site, which would be bluehost? Does it need to be connected to server to follow instructions???) On top of that, thesis_16 will not come up as one of the files that I can click, in filezilla. Is that because filezilla did not exist on my computer when I downloaded thesis 1.6?

Aack. The woes of someone trying to design a wordpress blog and figure out css when I have absolutely no programming skills at all…

28 Philip Barron April 8, 2010 at 10:38 pm

Inga, I apologize for the tardy reply. As I read your comment, it sounded to me at first as though you were perhaps installing Thesis for the first time. How did you manage to install version 1.6, if you were unfamiliar with FTP clients and connection details…and even who/what your server was?

A link to your present website might help clear some things up for me, so that I can better consult you. :-)

29 Barbara de Groot April 10, 2010 at 8:49 am

Thank you so much, Philip, for this reassuringly clear primer on updating from Thesis 1.6 to 1.7. I’ve been quite spooked by the tales of woe being voiced on the Thesis forum and have held off on installing 1.7 because of them. Your detailed step-by-step instructions are a wonderful gift to us nervous types and very much appreciated.

30 Roseli A. Bakar April 10, 2010 at 12:20 pm

Thanks Philip for the tips. I just upgraded mine without any problem. Now 20 more site to do the upgrading…LOL

31 Nick April 10, 2010 at 1:13 pm

I followed this crystal clear instructions to the letter, but after activating the theme, I get a message saying that my file is not writeable by the server, because I need to change the layout.css file permissions to 666. But – I have! I did it as per your instructions, and before activating the upgrade.

It also seems to think my custom folder is still called custom-sample. Again, it’s not – I changed that when I installed Thesis 1.6 …

Please help!

32 Philip Barron April 10, 2010 at 4:29 pm

Nick, you have a lot going on with your Thesis install. From a look at the page source of your home page, you followed my installation guidelines to the letter – the site is running version 1.7, and the page source includes valid links to the 1.7 style.css, layout.css, and custom.css.

However, the page source also reveals that you had/have a faulty 1.6 installation, in that you have a thesis_16 folder installed inside of a thesis_16 folder – which should not be. In fact, you are still pulling images from your thesis_16>thesis_16` > custom > images folder, which indicates two problems (the Thesis folder-in-a-folder, and that you’re pulling images from the images folder in the previous version of the theme).

Can’t tell for sure from outside, but I think your situation may clear up once you make sure you’ve moved all custom files (including images) to 1.7, and that your image links (and any other links to custom files) are calling to images and files in the 1.7 folder, and that you clear up the 1.6 folder situation. Right now, I think WP/Thesis is confused about which layout.css and custom folder is being used.

33 Nick April 10, 2010 at 9:26 pm

Phillip you are a star!I always assumed that was just how thesis installed itself.

I’ve followed your suggestions about getting rid of the extra folder. It look as though my site is working now, but everything is set to default.

I assume I need to set something up so something talks to custom 1.6 rather than 1.7, or something.

Thanks a lot for all your help. (And think of the karma!)

34 Nick April 11, 2010 at 8:39 am

Hey Philip

Thanks for all your help. I was actually totally unable to sort it out, so I’m reverting to the back-up of my site that I created before trying to upgrade thesis. I’ll clean up the folder within a folder issues for thesis 1.6, and then download thesis 1.7 again.

Fingers crossed that will make everything shiny and good.

Cheers, Nick

35 Philip Barron April 11, 2010 at 9:26 am

Good luck, Nick! Be sure to hold onto a backup (1.6) copy of your layout.css; as a record of previous settings, it can be consulted in case of trouble.

36 Nancy April 11, 2010 at 1:36 pm

Hey Philip!

Thank you sooooo much for the perfect instructions! I read so many post on the Thesis site that I was really spooked – found your instructions and they worked like a charm!

Thanks Again + Cheers!
Nancy

37 Lawrence Miller April 22, 2010 at 8:36 pm

Phil,

Beautiful instructions. Finally a guy who speaks plain English instead of hidden technical, bureaucrat English.

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