Upgrading default WebForms building blocks

If you upgrade from WebForms 1.1 SP1, then in order to use WebForms Designer 2010 SP1, you must upgrade existing default building blocks on your system.

Before you begin

To perform this task, the following must be true:

  • You must have a version of Content Porter compatible with your SDL Tridion version installed, as described in the SDL Content Porter installation topics. If you have not obtained Content Porter, contact SDL Tridion Customer Support.
  • If you are using WebForms in combination with SDL Tridion 2013 or SDL Tridion 2013 SP1, you also need Hotfix 86950 for SDL WebForms 2010 SP1. You can request this hotfix from SDL Customer Support. Ensure that the hotfix is unzipped and available from your Content Manager server machine.
  • To import the Intermediate File into the Content Manager, you must be logged in as an administrator-level user.

About this task

Before you upgrade, make sure that any changes you may have made to the WebForms 1.1 SP1 default building blocks are saved. You can do this by using SDL Content Porter to back up these building blocks. Refer to the SDL Content Porter User Manual to learn how to export SDL Tridion Content Manager content to an Intermediate File.

WebForms 2010 SP1 provides an Intermediate File that contains the new default files to import into your Content Manager using Content Porter.

To upgrade WebForms default items using Content Porter:

Procedure

  1. Check whether the following folder structure is in place in the Building Blocks folder of the WebForms Publication, and contains the files described:
    FolderContains
    Tridion WebFormsExample Form Component
    Tridion WebForms/Field Types/Basic FieldsSchemas, Expand XSLT Template Building Blocks and Render XSLT Template Building Blocks for Basic Fields
    Tridion WebForms/Field Types/Form FieldsSchemas, Expand XSLT Template Building Blocks and Render XSLT Template Building Blocks for general fields
    Tridion WebForms/Field Types/Groups FieldsExpand XSLT Template Building Blocks and Render XSLT Template Building Blocks for Field Groups types.
    Tridion WebForms/Field Types/System FieldsExpand XSLT Template Building Blocks for the Fields and ThankYouPage types, and Expand XSLT Template Building Blocks and Render XSLT Template Building Blocks for Form and Page
    Tridion WebForms/GeneralThe default Form Schema, a default WebForms XSLT Component Template, the WebForms Page Template, the ErrorMessages Template Building Block, the WebForms Template Building Block, and the WebForms Expand XSLT Template Building Block
    Tridion WebForms/General/Reusable SchemasA number of Embeddable Schemas
    Tridion WebForms/General/Reusable Schemas/Binding DefinitionsA number of Embeddable Schemas
    Tridion WebForms/General/Reusable TemplatesA number of Template Building Blocks
    Tridion WebForms/General/Reusable Templates/Basic TemplatesA number of Template Building Blocks
    Non Tridion Forms/System ItemsSeveral building blocks for working with non-SDL-based WebForms
  2. Only if the folder structure or the contents of the folders are different than as described above, do one of the following:
    • Use Content Manager Explorer to move content items and folders to their original locations (as listed here). After the Content Porter import, you can move the upgraded items back to your custom locations.
    • Consult the documentation about the Mapping feature in Content Porter in the documentation portal and configure Content Porter to map content items from their locations listed here to the actual locations in your Publication.
  3. Access Content Manager Explorer and in the Tools tab of the Ribbon toolbar, click Content Porter.
    Content Porter opens.
  4. Select Start import wizard from the initial screen and click Next.
  5. Select the Content Manager server on which you installed WebForms Tools as the destination Content Manager for your import. If you do not see this server, refer to the Content Porter documentation on the documentation portal to learn how to add it. Click Next.
  6. Do one of the following:
    • If you are using SDL Tridion 2013 or SDL Tridion 2013 SP1, click Browse to open a file browser, navigate to the location where you unzipped Hotfix 86950 and select the file IF packages\Content Porter 2013 package for WebForms 2010.zip.
    • If you are using SDL Tridion 2011 or SDL Tridion 2011 SP1, click Browse to open a file browser, navigate to the folder WebForms Tools\IF Packages\ and select the file Content Porter 2009 IF package for WebForms 2010.zip from the installation media.
  7. Select Open to open this file. In the wizard, click Next.
  8. Click Next until you reach the Select Items screen. In this screen, select the top node (that is, import the entire package) and click Next.
  9. Click Next until you reach the Summary step. There, click Next to run the import.
    Content Porter imports the intermediate package into the Content Manager.
  10. Now, reapply a number of changes you may have made to the existing default building blocks:
    • If you have added custom properties to the default Form Schema, add them to the upgraded default Form Schema.
    • If you have implemented one or more custom Field Types, do the following:

      • Reinclude references to the Field Type Schemas of these Field Types in the upgraded default Form Schema.
      • Reinclude references to the Expand XSLT Template Building Blocks of these Field Types in the upgraded Expand XSLT Component Template of the Form.
      • Reinclude references to the Render XSLT Template Building Blocks of these Field Types in the upgraded Render XSLT Component Template of the Form.

    For more information on how to perform these tasks, refer to the documentation portal.

Results

You have upgraded the default WebForms items required by WebForms Designer.