2.
General Recommendations
- Backup your database and Sitecore files before migration.
- Disable shadow provider on the source and target Sitecore installation.
- Use the Merge collision behavior when migrating content, users, groups, layouts, masters and append for templates and system nodes.
- Use the default Migration option for the Extended migration options step.
- Migration is a long and resource-consuming process; make sure you have allocated enough time.
Migration from 4.3.x
- Do not transfer field types from System. If you have any custom field types, it would be better to transfer them manually instead of transferring the whole Field Types folder,
- Check all security options after transferring,
- Important: The “Never Publish” option is checked by default for some Items in Sitecore 4 ('templates' and 'masters' Items, for instance). Uncheck this option before starting the transfer process as long as this option will not be easily accessible in Sitecore 5 after transferring.
- If you transfer some items which have the __Everyone Group set in the security section, you should transfer this role as well. Reason: when the wizard transfers the security, it maps the role IDs from Sitecore 4 to Sitecore 5. So to transfer Items with valid IDs in the security section, you should transfer corresponding Roles and Users.
- The Inherit security checkbox will be checked after the transfer only if an Item and its parent have same access rights in Sitecore 4.
- Every Item in Sitecore 5 must have a template. Make sure you transfer all appropriate templates, otherwise you will get "template not found" errors.
- Items with the filled “Item link” field (“system” tab) will not be “Virtual Links” after transferring anymore, they will be transferred as they are.