Major upgrade -- best practices?

My Discourse installation has fallen out of date (3.2.0.beta4-dev) and I need to upgrade to 3.5. I am worried about disturbing things and use a few plugins/integrations that I haven’t wanted to change (WP Discourse, login through Wordpress with membership info and Category Lockdown plugin) and I have had issues manually upgrading in the past.

What’s the best approach to do the upgrade? Should I do some sort of partial upgrade to a different version first? Are there any gotchas I should be aware of?

deploy a test forum. I have never forked anything

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If you want to be safest, you’ll spin up a new server, Move a Discourse site to another VPS with rsync (I’d skip the database files), and restore a backup.

I’m pretty sure that you’ll need to PostgreSQL 15 update.

There should be no issues with WP Discourse. You can check Discourse Category Lockdown.

There’s a pretty good chance you can just follow the PG 15 upgrade and everything will be fine, but you asked about “best practices”.

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