In the ever-evolving businesses scenario, it is a prerequisite for every business to get adapted to the changes in technology to keep pace with the challenges. Migration or modifications of software from one version to another has become inevitable for businesses to make them abreast and adaptable to the new developments or needs in the businesses. While the businesses are constantly growing, many a time there emerges a situation where an old ERP solution can no longer cater to the current business challenges and hence the need for migrating to a new version of Odoo is greatly felt. However, Odoo migration is not a plain-sailing job but is highly a structured process and businesses have to follow some well-defined steps to make sure that their migration comes up with better advantages and extra features. Here is the explanation of the crucial things to follow while migrating an Odoo ERP solution to a new version.
Backing up everything from the current system
The most vital step before initiating the migration process is backing up all the data of the current ERP system and installing a demo server from that of the production server with database and extensions. This is foolproof step to prevent the occurrence of any errors in migration or any loss of data. Apart from installing the earlier version, Odoo also requires clearing all the system registries for new version installations.
Evaluation of the working pattern of the current system
Before leaping into the process of migration to a new system, businesses need to closely evaluate and perceive how their present system works. End-to-end analysis and understanding of the current version would help them in realising the necessity of the new version installation. While migrating is not too much complex, taking some precautions earlier will help in hassle-free upgradation.
Getting a demo copy of the newer version
Businesses need to deploy a demo of the latest version of its modules which are in the current setup. Demo data is a type of setting which can be turned on/off at the time of its creation. If any command is provided for importing demo data at the time of creation, it can be turned off later on. Further, any new instance of the demo data on the module installation will import data which ensures that businesses are safely carrying forward their existing data to the new version.
Migrating the current database
Migrating to a new version is meaningless until the business migrates their database and modules too. While migrating all the existing data to the upgraded version is a bit fragile process that requires cautiousness while data extraction, stored in various locations, sometimes with third-party systems or add-ons. So, migrating data can result in certain errors in the data set for which can be erased with some data cleansing procedure.
Migration of the modules
Migrating the modules of the existing ERP is a step-by-step approach and businesses need to have the clearer understanding of inter-modular interaction in the current system. In other words, there should be a proper understanding of how data transmits to and from various systems in the organisation.
Fixing up the technical glitches
The last thing needed in the migration of ERP to an improved version is fixing up the technical issues that surface in the integrity check. This is essential to make sure that Odoo migration is appropriate and made with a clean dataset.
Businesses after following up these pertinent measures can go for the demo set up on the server. It will help them to get real instances of the new ERP system for some hours and experiment it without any restrictions as demo instances do not need local installation but works with a web browser.