4 Steps to Upgrade to Magento 2

Posted by Sandeep Shetane on May 10, 2018 4:08:56 PM

Our previous blog on Why You Should Upgrade to Magento 2? talks about the benefits of upgrading your existing Magento 1 eCommerce platform to Magento 2 - the latest. Hope you liked that and got super excited to upgrade. But, wait. Although you are ready, you stumble on the next big question - How do I go about it?

In this blog, we are going to answer exactly that question. We are going to lay out the detail of the upgradation process to Magento 2 in the least number of steps. And you will get a Magento 2 upgradation framework that takes less time to implement but gives you more out of the platform. As the first step, we’ll help you tackle the most important part - Planning. Next, you’ll learn about Migration, Optimization, and Testing. That’s all, in four simple steps, you’ll gift your customers more convenience and better security with Magento 2 upgrade.

Step 1 : Planning (How and Why is planning important?)

We can’t emphasize this more. Planning is the most important function of an upgrade. It helps you to chart out even the minutest detail of the project, including micro-level project scope identification and actual effort estimation. Planning keeps all the stakeholders on the same page, with respect to the creation of work breakdown structure, classification of tasks, the discovery of blind spots, and prioritization of activities.

In detail, your planning should involve-

  1. Documenting the scope of the project

You should always document the project scope. It offers a shared view of the project to all the stakeholders. Also, it lets you tweak or extend the subtasks that build the entire project. In the absence of this document, you may tend to go off-track and change the core requirement of the project. That will unnecessarily stretch the project timeline and dilute the entire purpose. Now, you won’t want to do that do you?   

  1. Maintaining a list of current modules

Before you perform the upgrade you need to create a list of the features that are currently running on your system. This includes the core features and plugins. Creation and maintenance of this list ensures both the core features and plugins get modified and functional once the platform transitions to Magento 2.

Generally, in the course of upgrade, the plugins take a back seat. If you do not closely follow a predefined list you may skip updating the plugins. And that’ll not only create conflict but will prevent the plugins from performing with the updated core. However, by maintaining a comprehensive list, you make sure that everything gets updated and stays in sync to deliver a better performance.

  1. Estimating the effort and cost

Set a timeline against each of the tasks listed in the scope. This will help you in setting priorities and estimate the time and cost.

  1. Readying the technical team

Your technical team will finally execute the migration. Hence, it’s important to identify your team members. Any slip up here will directly affect the delivery timeline, the cost of the project, the quality of the delivery and eventually the success of the project.

Step 2 :  Migration

Once your planning phase gets over, you’ll gain complete clarity on the project requirement, task distribution, estimated cost and time for the upgrade. This clarity helps in keeping the migration on track. Below are a few of the points you need to constantly monitor during the migration.

  1. Custom Modules –

These are the modules that are custom built for you. Therefore, you need to be super cautious about them when you’re transiting from Magento 1 to Magento 2 platform. Along with the modifications of the core features and plugins, you got to modify the custom modules to make them work on the upgraded platform.

This re-establishes the need for your technical team, who's aware of backend code of the custom modules and can make the changes to keep the modules compatible with Magento 2.

  1. 3rd party plugins and dependencies –

3rd party plugins are the components that you have got from the external vendors. In the event of an upgrade, if you need any support, you can always turn up to them. But you need to know beforehand, at which phase you’ll replicate these plugins into the upgrade. This knowledge will help you gather all the questions in advance and get their answers in time to warrant a smooth upgrade.

  1. Optimization –

You need to do this to reduce the website load time and server resources utilization. This effectively reduces the direct cost of the project as well.

  1. DB Migration –

The DB Migration is the most import phase of this project. Your technical team will develop and perfect the migration script to eliminate any last minute surprises. Remember, your DB is the arteries of your store, you just cannot afford to go wrong here.

Step 3 : Server Setup

In the third step turn your focus on the server. Your server should suit and complement the Magento 2 development. The speed of your website is the most critical factor that will define the success of the project. To ensure that this doesn’t get compromised, you need to optimize the server as well. Moreover, when you set up the server you also need to keep in mind the average number of visitors to your site. You also need to factor in the architecture of the server and keep it scalable. This will guarantee any low or zero down time during the upgrade.

Step 4 : Testing (When and how is testing complete? And Ready to Go Live)

In the last step, you need to check your readiness to go live with Magento 2. Alongside functionality test, you need to perform stress and regression test. You got to report each and every test fails, not only the bugs but also the developmental vulnerability. Carry out rigorous stress testing to find out the maximum amount of resources used when the number of visitors increases. Set a benchmark, go live with the upgrade only if the complete system is bug-free or, at the very least, is in working condition as the current system.

The four steps mentioned above will help you make a frictionless transition from Magento 1 to Magento 2. They are simple and easy to manage. Don’t ignore any of the steps as that may lead to a sub-standard and buggy system which will directly impact the performance of your store. At the end of the day, your goal is to have a bump-free transition to Magento 2. Put a well-defined plan and a technically proficient team in place and eliminate all your upgrading woes that were holding you back from getting a better platform.

And finally, don’t forget to let us know how it goes in the comment section.

Tags: eCommerce, Magento

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