What to Do Before Updating WordPress

Before you update WordPress, it is worth taking a few precautionary steps to reduce the risk of downtime, broken layouts, plugin conflicts, or database issues. In a hosting environment, even a routine core update can affect how your site behaves if themes, plugins, PHP version settings, caching, or file permissions are not aligned. A careful update process helps keep your website secure, stable, and easy to recover if something does go wrong.

For most sites, the safest approach is to treat every WordPress update as a small maintenance window. That means checking compatibility, creating a backup, confirming you have access to your hosting control panel, and making sure you can restore the site quickly if needed. If you manage your website through a hosting platform or Plesk, these checks can usually be completed in a few minutes and can save a lot of troubleshooting later.

Why preparation matters before a WordPress update

WordPress core updates usually improve security, compatibility, and performance. However, WordPress is only one part of the full stack. Your website also depends on the active theme, installed plugins, PHP version, web server configuration, database health, and caching layers. If one of these components is outdated or incompatible, an update can expose existing problems.

Common issues after an update include:

  • plugin or theme conflicts
  • broken page layouts or missing styling
  • temporary white screen or error messages
  • PHP compatibility warnings
  • login issues or failed admin access
  • cache showing old content after the update
  • database errors if an update is interrupted

With proper preparation, you can update WordPress more confidently and reduce the chance of service disruption for your visitors.

Check what type of update you are applying

Not all WordPress updates are the same. Before you start, identify whether you are updating core files, plugins, themes, or translations. Each type can have a different impact on your site.

WordPress core updates

Core updates are the main WordPress software updates. They may include security fixes, bug fixes, or feature changes. Security releases are usually more urgent and should be applied promptly, while major version updates may require a quick compatibility review.

Plugin updates

Plugin updates are often the most common source of site issues because plugins add extra functionality and may rely on specific versions of PHP, WordPress core, or other plugins.

Theme updates

Theme updates can change design files, templates, or custom styling. If you have made edits directly to a parent theme, those changes may be overwritten unless you are using a child theme.

Translation and minor maintenance updates

These are usually low risk, but they still benefit from a backup and a quick check for compatibility, especially on busy sites.

Make a full backup first

A complete backup is the most important step before any WordPress update. If the update fails, you should be able to restore the website to its previous state without delay.

Your backup should include:

  • all WordPress files
  • the database
  • uploads, media, themes, and plugins
  • custom configuration files if applicable

In a hosting control panel such as Plesk, backups can often be created from the backup manager or through a scheduled backup task. If your hosting plan includes automatic backups, confirm the most recent restore point before proceeding. Do not rely on backups that you have not tested or that are too old to be useful.

Verify that the backup can be restored

It is not enough to have a backup file. You should know how to restore it. Check that the backup is complete and that you have the correct permissions or access to initiate a restore from the control panel if needed.

Keep a second copy if possible

For important business sites, it is sensible to keep a second backup copy in a separate location, such as secure cloud storage or another server. This provides extra protection if your hosting environment is unavailable during recovery.

Review plugin and theme compatibility

Before updating WordPress, check whether your plugins and theme are compatible with the version you are about to install. Many update-related problems happen because older extensions are not maintained or have not been tested with the latest WordPress release.

Look at:

  • plugin changelogs and compatibility notes
  • theme release notes
  • required WordPress version
  • required PHP version
  • known issues reported by the developer

If a plugin has not been updated in a long time, assess whether it is still essential. Removing unused or unsupported plugins can reduce risk and improve performance.

Test critical plugins first

If your website depends on e-commerce, booking, memberships, forms, or SEO plugins, check those first. A conflict in one critical plugin can affect checkout, lead capture, or content rendering.

Use staging if available

If your hosting platform provides a staging environment, test the update there before applying it to the live site. This is especially useful for business websites, online stores, and sites with custom functionality. A staging copy allows you to identify issues without affecting visitors.

Check your PHP version and server environment

WordPress updates often work best when your hosting stack is up to date. PHP version compatibility is especially important. A modern WordPress installation generally runs best on a supported PHP release, but some plugins or themes may still depend on older code.

Before updating, review:

  • current PHP version
  • memory limit
  • max execution time
  • database version
  • available disk space
  • file and folder permissions

In Plesk or another control panel, you can usually check and change PHP settings per domain. If you plan to upgrade PHP at the same time as WordPress, do it carefully. Updating both together can make troubleshooting harder if a compatibility issue appears. In most cases, it is better to update WordPress first, confirm the site works, and then move to a PHP upgrade once you have confirmed extension compatibility.

Confirm there is enough disk space

WordPress updates need temporary space to unpack files and complete database tasks. If disk usage is close to the limit, the update can fail or leave files in a partial state. Check your hosting usage before updating, especially if the site has large media libraries or frequent backups.

Put the site into maintenance mode if necessary

For sites with active traffic, it can be helpful to enable maintenance mode during the update. This prevents visitors from seeing a broken page while files are being replaced or databases are being upgraded.

Maintenance mode is especially useful for:

  • online shops
  • membership sites
  • frequently updated blogs
  • sites with form submissions or transactions

If your hosting setup includes a staging or maintenance feature, use it. Otherwise, many maintenance plugins can temporarily display a message while updates are applied. Keep the downtime as short as possible and perform the update during a low-traffic window if you can.

Take note of custom changes before updating

If your site has custom code, it is important to know exactly what has been changed before you update WordPress. This includes custom functions, template edits, modified core files, or ad hoc changes made through the file manager or FTP.

Pay special attention to:

  • child theme modifications
  • custom snippets in functions.php
  • header, footer, or template overrides
  • custom plugin logic
  • rewrite rules or .htaccess edits

If custom changes were made directly to a parent theme or a plugin file, they may be overwritten during an update. Where possible, move custom code into a child theme or a site-specific plugin so it is preserved.

Document the current setup

Before you update, make a simple record of the current state: WordPress version, active theme, key plugins, PHP version, and any custom settings. This makes it easier to compare the site before and after the update if something needs to be investigated.

Clear cache and pause automated changes

Caching can make it look as though an update has failed when the updated files are actually in place. For that reason, review any caching layers before you start.

Check for:

  • WordPress caching plugins
  • server-side cache
  • browser cache
  • CDN cache
  • object cache or opcode cache

If your hosting platform or control panel provides cache controls, know how to clear them after the update. It is also wise to pause scheduled tasks, automated content changes, or deployment tools that might interfere while the update is running.

Choose the safest way to update

There are several ways to update WordPress, and the safest method depends on your setup and comfort level.

Update from the WordPress dashboard

This is usually the easiest method for standard sites. It works well when file permissions are correct and no special server restrictions are in place. Always make sure you are logged in as an administrator before starting.

Use the hosting control panel

Some hosting platforms and managed environments provide tools for application management, file access, backups, or one-click updates. These can be useful when you want a central place to manage the site. In Plesk, for example, you can often review site files, databases, backups, PHP settings, and scheduled tasks from one interface.

Update manually if needed

If the dashboard update fails, manual updating via SFTP or File Manager may be the next step. This should be done carefully, because incomplete file replacement can cause problems. Manual updates are best handled after a backup and, ideally, in a staging copy first.

Run the update in a sensible order

When more than one component needs updating, the order matters. In most cases, a practical sequence is:

  1. take a full backup
  2. confirm compatibility of plugins and theme
  3. update WordPress core
  4. clear caches
  5. test the frontend and admin area
  6. update plugins and theme if needed
  7. test again

If there are major plugin updates waiting, consider testing them individually rather than applying everything at once. That makes it easier to identify the source of any problem.

Test the site immediately after updating

After the update, do not assume everything is fine because the dashboard says the process completed successfully. Review the most important parts of the site while the update is still fresh in your mind.

Check the following:

  • homepage and key landing pages
  • navigation menus
  • forms and contact pages
  • login and admin access
  • search functionality
  • checkout or booking flows if relevant
  • mobile layout and responsiveness
  • error logs if any issue appears

If you use analytics, you may also want to confirm that tracking scripts are still loading correctly after the update.

Review the error logs

If something looks wrong, check the website error logs in the hosting control panel. Logs can help identify PHP warnings, plugin errors, or file permission problems. In managed hosting environments, the logs are often one of the fastest ways to understand what changed.

What to do if the update fails

Even when you prepare carefully, updates can still fail. If that happens, stay calm and revert to a known good state.

Recommended recovery steps:

  • do not keep clicking update repeatedly
  • restore the backup if the site is broken
  • disable recently updated plugins one by one
  • check whether PHP compatibility changed
  • review logs for the exact error
  • clear all caches after any fix

If the update interrupted the admin area, you may need to use the file manager or SFTP to rename a problematic plugin folder temporarily. This can help you regain access so you can continue troubleshooting.

Good maintenance habits between updates

WordPress updates are easier when the site is maintained regularly. A site that is updated and checked often tends to have fewer surprises than one that is left unchanged for months.

Useful habits include:

  • keeping automatic backups enabled
  • reviewing installed plugins every few months
  • removing unused themes and plugins
  • keeping PHP on a supported version
  • checking storage usage and error logs
  • testing updates on staging where possible

These small tasks make future updates faster and reduce the chance of emergency recovery work.

FAQ

Should I always back up before updating WordPress?

Yes. A current backup is the most important safety step before any WordPress update, even if it is only a minor release. Backups give you a reliable rollback option if something breaks.

Is it safe to update WordPress automatically?

Automatic updates are generally safe for many sites, especially for minor security releases. However, if your site depends on custom code, key plugins, or e-commerce functionality, it is better to review compatibility and keep backups in place.

Should I update plugins before or after WordPress core?

Usually, update WordPress core first, then test the site, and then update plugins and themes if needed. If you know a plugin requires a newer WordPress version, review its documentation before proceeding.

What is the best way to avoid conflicts?

Use staging, keep plugins updated, remove unused extensions, and test one major change at a time. This makes it much easier to identify the source of any conflict.

Can I update WordPress if my PHP version is old?

You can often still update WordPress, but it is not ideal. An old PHP version can cause compatibility warnings or security risks. Check whether your plugins and theme support the PHP version on your hosting account, and plan a controlled PHP upgrade if needed.

Why does my site still show the old version after the update?

This is usually caused by cache. Clear WordPress cache, server cache, CDN cache, and your browser cache. If the problem continues, check whether the files were updated correctly and whether any cache plugin needs to be reconfigured.

Conclusion

Updating WordPress is a routine task, but it should never be treated casually. A backup, compatibility check, staging test, and quick review of your hosting environment can prevent the most common problems. In a managed hosting or Plesk-based setup, you have useful tools at hand for backups, PHP settings, logs, and file access, which makes the process safer and more predictable.

If you take the time to prepare before every update, you will protect your site’s security and reduce the chance of downtime. The result is a WordPress installation that stays current, stable, and easier to manage over time.

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