Looking forward to continuing innovation, Odoo releases a new version every year. To keep up with the changing parameters of business, customer requirements, and demands, Odoo Migration is strongly recommended.
Be it minimizing complex tasks, automating operations, or including enhanced features, Odoo always comes up with all these usability and productivity improvements. But Odoo migration is quite tedious and complicated and could bring hundreds of errors if not performed under experts’ guidance.
We at Aktiv Software have hands-on experience with Odoo migration projects, be it databases or modules. We have performed a migration from Odoo Community version 8 to 13 and Enterprise version 10 to 13. We always recommend our clientele rely on the latest version during the consultation and follow a rigorous migration process.
Pre-Migration Analysis Phase:
Assessment-
- For the Enterprise Version and Odoo Online, have you discussed this with Odoo Support for migration?
- How much data do you need in the newer version? (In some case client want to remove some apps and data)
- Do you have any module customizations?
- Do you have any studio customizations?
Requirements-
- Database Dump with Filestore
- Custom Modules (in case of custom module migration)
Estimation Phase:
- Preparing estimation based on pre-analysis
- Check the custom modules and see if this is available in Odoo apps in newer versions
- What is the expected “Go Live” date?
- Discuss Maintenance Window as per database size.
Things we take care of during the estimation phase-
Installed Modules:
- Create a list of modules installed in the database.
- Compare modules from the previous version to the newer version.
- Inform clients about the unavailability of modules in the latest version if any
Import Modules:
- Once we have a list of modules available, we go through the configuration of each module.
- For example: If we consider the Inventory module, we will check the following models
- Product Attributes with Values
- Product Category
- Warehouse
- Location
- Lot/Serial
- Stock Quantity
- Stock Move
- Product Move
- Inventory Adjustment
Database Size:
We make sure to check the product database size before sending an estimation.
Module Customization:
We check if there are any custom add-ons. If yes, then we include the estimation of module migration separately.
Studio Customization:
We need to check the studio customizations and make it compatible with the newer version.
System Configuration:
Check General Configuration:
- User and its access rights
- Company Property
- Report Layout
- Mail Templates
- Mail Messages
Go Live Phase:
Choosing Odoo Migration Methods:
- Open upgrade
- Manual Script
Mock Migration:
- Go live with the testing server.
- Testing
- Client feedback
Live release process for actual migration:
- Amendments as per mock-up release feedback
- Schedule date and time for Go Live
- Add real-time testing in the production database
- Taking database backup once major data is imported
- Internal QA
- Partner/Customer Review
- Feedback
- Closure
We follow the Odoo Migration process keeping your data completely secure while adhering to the pre-defined timeline. Our team of experts, including consultants, developers, and project managers, are technically apt and certified to handle the migration process.
As we have mentioned earlier, while migrating, having a reliable Odoo Migration company by your side is essential, and so here we are ready to undertake your migration project. Contact us!
