If you’ve been following along with this series, you may have noticed this at the top of my dashboard, and yours as well:
As of WordPress version 2.7, you have the option to update your site ‘automagically’ via the admin console, and that’s what we are going to do in order to upgrade to v2.7.1.
First however, we are going to do a backup, and make use of another plug-in. The plug-in in question is WordPress Database Backup. Go ahead and download, install and activate via the usual methods. You can then go to Tools > Backup in order to access the options page.
The first section in options identifies what tables in the database you backup. As you can see there are a couple of optional settings. I would check “Exclude spam comments” as there are really no reasons to save those. The next sections allows you to determine what to do with your backup. Personally, I choose the default setting, “Download to your computer” because then I immediately know that the backup worked, unlike email or saving it to your web server where there would be an additional step to confirm the backup was there. The final option is to schedule a backup and I think that’s an excellent idea. I’ve set mine to “Once Weekly” which will then be emailed to me. I would still suggest that whenever you make a change to your site you run a backup, but having a scheduled weekly backup is a good failsafe in case you forget, or something happens outside your control such as a problem at your hosting company. Now that you have setup your backup strategy, if you go back up to the second option, “Backup Options” and select the Backup Now! option, the process will run. While it’s running don’t reload the page or close your browser, it should only take a few moments and it does provide a progress bar. At the end it will ask what you would like to do with the file just like any typically download. Select an appropriate location on your computer and you’re good to go. The backup file is in .gz format. This is a compression format that most archive programs, such as WinZip, WinRar or my recommended choice, 7zip, will recognize. The file itself is a .sql file, which is a MySQL database backup format. I’m making a note that one of these tutorial lessons will be how to restore the backup, but I’m not going to cover it now.
To really be sure that your site is backed up nicely, I suggest another type of backup, one which is available without any additional plug-in, and that is the Export option. Go to Tools > Export and you are given the following page:
Here you are making a backup of all your content. This is your posts, pages, comments, categories, tags, essentially the data of your site. There is only one option here, “Restrict Author” this allows you to change from the default which is content authored by everyone, to selecting a specific authors content to backup. We are going to leave it at the default for our purposes. When you click “Download Export File” you are given another file to save, this time an .xml file.
One reason that I suggest you do this type of backup as well as a database one is that along with an Export, WordPress also provides an Import, and in the case of an issue with your site, such as it getting deleted for example, it might be easier to import your content rather then restore from the database as you can do this through the WordPress console, where as to restore the database backup you need some other access and knowledge.
It’s also useful to do exports of the data from your site in the cases where you may have a test or development version of your site elsewhere. You can then export/import data to do testing or verification.
Now that we have our site backed up real good, let’s go ahead and upgrade. The Upgrade option is available via the Tools menu as well as the message at the top of the console, both paths take you to the same page.
Go ahead and select “Upgrade Automatically” and wait until you see a message that says WordPress upgraded successfully. I would recommend that you spend a few minutes looking around your site to make sure that there are no issues. If the process didn’t work or their were some issues, I recommend utilizing the support forums at wordpress.org to search for a solution to any specific problem that you may have encountered.