Synthesis Migration Guide

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Synthesis  Migration  Guide

 

 

The  purpose  of  this  guide  is  to  provide  you  with  simple  step-­‐by-­‐step  instructions  for   migrating  your  WordPress  website  from  its  current  hosting  to  a  premium  managed   Synthesis  server.  Our  migration  approach  involves  standard  tools  and  skills  

applicable  to  typical  web  hosting  environments.    

Like  our  overall  approach  to  hosting,  security  and  speed  are  of  the  utmost  priority   when  it  comes  to  migrations.  So  is  accuracy.  Once  your  site  is  re-­‐launched  on   Synthesis,  it  needs  to  be  exactly  as  it  was  before…just  locked  down  and   turbocharged.    

Alternatives  

In  this  guide  we  will  not  cover  plugin-­‐based  approaches  (like  BackupBuddy).  There   is  no  guarantee  that  these  options  will  work  in  your  old  hosting  environment.  

It’s  not  that  such  options  are  not  viable  or  disallowed.  In  fact,  many  Synthesis  clients   have  used  them  successfully.  But  this  is  the  standard  and  certain  “get  it  done  right”   method  that  will  work  for  any  site  in  almost  any  environment.  

We  also  offer  migrations  services  for  folks  who  want  their  only  migration  worry  to   be  providing  credentials.  We’ll  handle  the  rest.  Our  migration  services  start  at  $95   and  are,  of  course,  fully  guaranteed.    

What  You  Will  Need  

Whether  you  are  managing  your  migration  yourself,  or  paying  us  to  do  it  for  you,   you  need  to  have  credentials  for  all  of  the  following  handy:  

• FTP  

• PHPMyAdmin  

• WordPress  admin  login  

If  you  are  handling  the  migration  yourself,  you  will  want  to  have  a  reliable  FTP  client   (CyberDuck,  Fetch,  etc.)  and  a  web  browser.    You  can  use  Filezilla,  but  know  that  we   see  more  help  desk  tickets  related  to  difficulties  using  it  than  all  others  combined.   You  might  want  to  consider  a  more  robust  tool.    

DNS  and  Email  

At  this  point,  it  is  important  to  note  that  we  do  not  offer  DNS  or  email.  The  reasons   for  this  are  quite  simple  and  boil  down  to  our  belief  in  the  wisdom  of  having  your   essential  website  eggs  in  multiple  baskets  rather  than  just  one.    

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In  the  event  that  there  is  an  issue  with  your  DNS/email  provider,  you  do  not  want   your  website  affected  too,  causing  a  total  shutdown  of  your  online  business.  The   same  goes  for  the  opposite  scenario.  If  everything  is  together,  you  are  the  mercy  of   one  provider  rather  than  smartly  spreading  yourself  out  across  multiple  specialized   providers.    

Email  should  be  handled  by  a  provider  who  understands  the  spam  reality  that  is   today’s  email  world.  Our  support  team  can  provide  guidance  for  configuring  your   site  to  use  our  hosting  and  a  separate  email  provider.    

We  also  highly  recommend  a  DNS  provider  that  has  a  scalable  infrastructure.   Placing  your  DNS  and  email  on  a  local  VPS  is  not  recommended  for  performance,  in   our  opinion.  

Two  common  options  our  customers  use:  

• If  the  domain  was  purchased  from  GoDaddy;  

o Use  GoDaddy's  free  DNS,  which  is  very  good.  

o Use  1  free  email  from  GoDaddy  and  up  to  100  forwarding  accounts.   • If  the  domain  was  not  purchased  from  GoDaddy:  

o GoDaddy  Premium  DNS  at  $25  a  year.  

o Google  Apps  or  GoDaddy  Paid  IMAP  or  POP  email  services  ($5  a   month  roughly)  

Instructions  for  Backing  Up  Current  Site  

Begin  the  migration  process  by  getting  a  complete  backup  of  your  current  website.   Backing  up  a  WordPress  website  involves  getting  backups  of  the  database  and  your   files.  

Getting  Database  Backup  

There  are  plugins  that  will  get  you  backups  of  your  database,  and  you  are  free  to  use   those  if  you  wish,  but  these  are  no-­‐frills,  no-­‐magic  instructions.  So  we  will  show  you   the  surefire  way  to  get  a  complete  database  backup:  straight  from  PHPMyAdmin   itself.  

Step  1.  

Login  to  PHPMyAdmin  and  select  the  database  you  want  to  backup.  (Hint:  if  there   are  only  two  or  three  options  listed,  it  will  not  be  the  one  labeled  

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Step  2.  

On  the  next  page  you  will  see  all  of  the  individual  tables  in  your  database.  You  will   also  see  a  number  of  menu  options  at  the  top  of  the  page.  Choose  “Export.”  

   

Step  3.  

Now  make  sure  everything  is  selected  properly:  

• Hit  “Select  all”  to  backup  all  of  the  database  tables.   • Check  “ADD  DROP  TABLE”  

• Make  sure  “Data”  is  checked  

• Check  “Save  as  file”  so  it  saves  onto  your  computer.   • Hit  Go  to  begin  the  save  process.  

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This  will  result  in  a  complete  .sql  file  backup  on  your  computer,  which  will  later  be   imported  into  your  new  Synthesis  database.      

If  your  export  times  out,  consider  selecting  ZIP  or  GZIP  for  the  compression.  The   buttons  to  select  these  options  are  located  under  the  “Save  as  file”  section.    

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Getting  Backup  of  Files  

A  fresh  copy  of  the  most  recent  version  of  WordPress  is  automatically  installed  on   every  Synthesis  server.  So  you  do  not  need  to  backup  your  current  WordPress   install  in  its  entirety.  You  only  need  to  backup  the  dynamic  part  of  the  install,  which   is  the  wp-­‐content  folder.  This  is  where  your  themes,  plugins,  and  media  files  are.     To  backup  the  wp-­‐content  folder,  use  your  FTP  client.  Navigate  to  the  root  of  your   WordPress  install,  right  click  on  the  wp-­‐content  folder,  and  choose  “Get”  (or   “download”  or  whatever  the  relevant  option  is).  

 

This  can  take  a  long  time  depending  on  your  FTP  client,  connection  speed,  and  the   size  of  your  wp-­‐content  folder.  If  you  experience  timeouts,  you  can  also  backup  files   individually,  so  long  as  you  store  them  locally  with  the  same  internal  structure  from   wp-­‐content  on  down.  

Note:  If  you  have  non-­‐standard  files  that  are  outside  of  the  wp-­‐content  folder,  you   need  to  back  those  up  as  well.  Examples  include  favicons,  sitemaps,  or  core  

WordPress  files  that  you  have  customized.  Make  note  of  where  these  files  are   located,  as  you  will  want  to  place  them  in  the  same  location  on  your  new  Synthesis   server.  

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Instructions  for  Migrating  To  Synthesis  Server  

Now  that  you  have  your  database  backup  and  wp-­‐content  folder  ready,  it’s  time  to   migrate  them  to  your  new  Synthesis  Server.  

Credentials  

Log  in  to  your  new  Synthesis  hosting  account  portal  to  get  your  new  FTP  and  

PHPMyAdmin  information.  The  login  button  is  on  the  top  right  corner  of  the  page  at   WebSynthesis.com.  

Once  you  log  in,  you  should  see  a  page  like  this,  which  houses  all  of  the  information   you  will  need:  

   

FTP  Upload  

Using  your  FTP  client,  log  in  using  SFTP  port  2200  and  ID  and  password  information   in  your  customer  portal.  You  will  see  a  fresh  install  of  WordPress.    

Simply  drag  your  wp-­‐content  folder  from  your  desktop  into  the  FTP  screen.  It  will   begin  overwriting  the  blank  wp-­‐content  folder  on  your  new  server.  Again,  if  it  times  

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out,  you  can  do  it  folder  by  folder.  Just  make  sure  to  maintain  the  integrity  of  the  file   structure.  

If  there  were  non-­‐standard  items  that  you  saved  also,  drag  those  into  the  correct   folders.    

PHPMyAdmin  Upload  

While  your  wp-­‐content  folder  is  uploading  via  FTP,  you  can  import  your  database   using  PHPMyAdmin.  Use  the  PHPMyAdmin  URL  and  credentials  in  your  account   portal,  and  then  choose  the  database  for  your  site,  which  will  be  directly  underneath   “information_schema”  and  “test.”  It  will  resemble  your  domain  name.  

From  here,  choose  “Import”:  

   

Then  select  your  database  backup  file  from  your  local  drive  to  upload,  keeping  the   default  options.  

Note:  if  your  database  is  larger  than  8MB  in  size,  which  is  common,  you  will  not  be   able  to  upload  it  via  PHPMyAdmin.  Simply  upload  it  via  FTP  to  your  new  server  and   open  up  a  help  desk  ticket.  One  of  our  support  engineers  can  then  import  the  file  for   you  from  the  command  line.  

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Preview  Your  Site  

If  you  have  not  already  let  us  know  that  you  are  in  the  process  of  migrating  your   site,  do  so  now.  This  way  we  can  add  you  to  the  proxy  server  for  the  purposes  of   previewing  your  new  site  before  flipping  the  DNS.  Alternatively,  you  can  edit  the   host  file  on  your  computer  to  preview  your  site,  though  this  is  regarded  as  more   complicated  than  using  a  web  proxy.  (For  preview  access  on  mobile  devices,  you   will  need  to  use  the  proxy  server.)  

Once  you  have  configured  the  web  proxy  or  host  entry,  you  will  visit  your  website   by  typing  in  your  usual  web  address.  You  can  verify  you  are  seeing  the  new  site  by  

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going  to  the  plugins  page  and  checking  for  the  "Must-­‐Use"  Synthesis  security   plugins.  

Web  Proxy  Instructions  

To  use  our  proxy  server  to  access  your  site,  please  use  these  credentials:   • Server:  proxy.wsynth.net    

• Port:  3128     • Login:  preview1  

• Password:  nBU9D198Udb  

A  detailed  screencast  is  available  for  both  Windows  and  Mac:  

• For  Windows  use  http://websynthesis.com/screencast/proxy-­‐windows/   • For  Mac  OS  use  http://websynthesis.com/screencast/proxy-­‐mac/  

All  traffic  besides  your  preview  site  will  be  passed  on  to  the  web.    Still,  it  is  a  good   idea  to  disable  the  proxy  while  not  using  it.  

More  Documentation  On  The  Web   • For  Safari  use:  

http://www.lib.ucdavis.edu/ul/services/connect/proxy/step1/safari.php   • For  Internet  Explorer  use:    

http://windows.microsoft.com/en-­‐US/windows-­‐vista/Change-­‐proxy-­‐ settings-­‐in-­‐Internet-­‐Explorer  

Google  Chrome  users  please  note  that  you  will  need  to  use  either  the  Internet   Explorer  or  Safari  configuration  option,  depending  on  what  operating  system  you   use.  

Host  File  Instructions  

To  access  the  site  by  using  a  host  file  entry,  get  your  new  IP  address  from  your   customer  portal  and  format  the  host  file  entry  as  shown  below,  substituting  your   domain  in  for  “example”:  

[IP   www.example.com     example.com]  

A  detailed  screencast  is  available  for  both  Windows  and  Mac:  

• For  Windows  use  http://websynthesis.com/screencast/host-­‐window/   • For  Mac  OS  use  http://websynthesis.com/screencast/host-­‐mac/  

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More  Documentation  On  The  Web   For  Windows  7  use:    

http://helpdeskgeek.com/windows-­‐7/windows-­‐7-­‐hosts-­‐file/   For  Mac  OS  X  use:    

http://decoding.wordpress.com/2009/04/06/how-­‐to-­‐edit-­‐the-­‐hosts-­‐file-­‐in-­‐mac-­‐os-­‐x-­‐leopard/  

Rewrite  Rules  and  Caching  

For  caching,  we  recommend  W3  Total  Cache.  Use  this  link  to  download  our   recommended  settings:    

http://websynthesis.com/w3tc  

Regarding  rewrites,  we  have  to  put  the  rewrite  rules  in  place  for  you.  When  you  get   to  this  stage,  contact  us  and  we  will  be  happy  to  help  promptly.  

Going  Live  

The  moment  you’ve  been  waiting  for!  

Once  you  are  satisfied  that  the  site  is  functioning  properly,  you  can  switch  the  DNS  A   Record  over  to  point  to  your  Synthesis  hosted  site.  The  new  IP  address  is  available   in  your  customer  portal.    

We  do  not  manage  DNS  records  for  our  customers.  However,  to  help  you  out,  we   have  provided  simple  instructions  for  changing  your  DNS  records  here:  

http://websynthesis.com/dns    

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