I have taken over the support for a site that is using MODX version 0.9.5 and would like to upgrade to the latest release. What steps would be required? Are there any 'gotchas' I need to be aware of? Thanks for any help.
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The only "gotcha" would be that upgrading the snippets might be problematic.
The way I do such upgrades is to be careful to not overwrite the snippet files, and to not upgrade them in the installation process. The new snippets themselves will work fine, it's just that in some cases, particularly Ditto, the parameters are different, so your existing snippet calls in the templates or chunks would no longer work. Then once the upgrade is finished, you can manually upgrade each snippet, fixing any changes to the snippet's parameters that may have changed.
Make sure to back up the site, files and database, before doing anything else!