WordPress releases new versions regularly (around once a month or so) to increase security, add features, and respond to the ever-changing ways of the Internet. Plugin and theme authors (the good ones, anyway) release updates to work with the new WordPress versions, fix bugs, and improve functionality.
Keeping your WordPress core and plugins up-to-date is vital to keeping your site secure and running well. But it needs to be done properly.
While the “Update” links are mighty tempting and often work just fine, having a solid procedure in place can reduce the likelihood of things going wrong.
1. When Should You Update WordPress?
Update notices appear in real-time. But it’s not necessary…or even a good idea…to make updates as soon as the notice appears. Caveat: The exception is security patches, which should be made right away. Otherwise, we’ll refer to the version number (is it a major release or a minor one?) to determine when to update. We watch the forums to see if core updates are causing problems for anyone, and we confirm that an update won’t possibly cause something else to go boom. If all is well, we’ll schedule the update.
AndiSites performs weekly updates for client websites as part of our WP Care Packages; however, if a release includes a security patch, we’ll update same- or next-day at the latest and click through several site pages and features to ensure all is well.
2. Backups and How To Restore Them If Needed
Before you do anything, make a full backup of your site files and database. BUT, make sure you know how to restore it if you need to. WordPress provides a link to their backup instructions on the update page. Reputable web hosts automatically back up sites nightly and provide on-demand backup as part of their services. There are also plugins available that will make backing up through WordPress easy. But keep in mind that restoring won’t be easy if your WordPress isn’t working.
Your host should have backups from the previous night (and if they don’t, change hosts… we recommend SiteGround for its nightly backups and easy restores).
However, if you’ve changed anything on your site since then, you’ll need to use the backup tools provided in your host’s dashboard (cPanel, Backup Wizard, etc.) to make a manual backup, just in case.
Update: Read our new blog post on how to backup a website!
3. Start by Updating the Plugins
Plugins cause the most trouble since they come from different sources. There may be some sketchy ones in there that don’t play nicely with others (AndiSites avoids those when building websites; however, not all developers work with known-safe plugin sets).
Check the update details to see what’s changed and if it’s compatible with the current version of WordPress–which you’ll be updating next. Then update the plugins one by one, checking each time to make sure that the site still works the way it should.
The alternative is to mass update them all at once. Then if something breaks disable them one by one to see when the issue goes away. Either method works, although for sites with fewer than a dozen or so plugins we prefer the update-them-one-by-one method.
Read our blog post on Updating WordPress Plugins!
4. Next, Check for Theme Updates
Although it doesn’t happen nearly as often, theme providers will roll out updates (usually bug fixes) for their themes or frameworks. That’s fine, but tread very carefully here.
Depending on how and when your site was built, the design could break if you update a theme.
If your site was built recently and your developer used a child theme, you’re probably safe. However, if your site is older, or if your developer hacked a theme they purchased from somewhere, updating the theme could overwrite their customizations.
So ask your developer; otherwise, ask us! We’ll be happy to take a look behind the curtain for you.
5. Then, Update the WordPress Core
Now you can do the easy part. Click the WordPress update link in the notice at the top of your dashboard, and follow the directions. Before you click the final Update button, make sure that you really and truly did back everything up. Rolling back to a previous version of WordPress means installing it again–you can’t just copy back the files.
Once you’ve verified your backup and the plugins and theme updates are complete, you can click the final Update button and let WordPress do its thing.
NOTE: Updating WordPress that’s more than two versions old could break stuff. It may be best to get professional help in this case.
6. Lastly, Check Your Work
The most important and most-skipped step of WordPress updating: Go back through the entire site, and make sure everything looks good and acts right.
Obviously if you have a huge website you can’t go through every single page. But it’s worth the time now to go through the major sections and make sure pages still look the way they should and all components are displaying (sidebars, widgets, etc.). Make sure that forms, galleries, feeds, and other functions work. Make sure that nothing’s significantly slower, and that rollovers and dropdowns still work.
Conclusion
After a successful update your site will be as beautiful as it was before…just safer, faster, and better.
But if something goes wrong, don’t fret–you can always restore your backup and try again. Or reach out to an AndiSites expert. We won’t judge, we promise. We do this all the time, and we’re here to help.
And if you’d rather not deal with it at all, we can help there, too. (Handing these tasks over to the professionals makes you no less awesome, by the way. Besides, we probably don’t know how to do what you do!).
We hope you feel more confident in how to update WordPress now. Any questions, let us know!
Would you rather someone take care of updates for you?
Check out our WP Care Packages today!