Note: We suggest you, as a best practice advise, to run this process minimum twice (but you can do it as often as you want): the first time, you'll send us your database, we will migrate it, and you'll test the results. The second time, once your tests are validated and you're ready for the effective migration, you'll send us an up-to-date database. (See below for more details)
We will describe hereunder the 3 or 4 steps you have to follow for your database migration. We suggest you, as a best practice advise, to run this process minimum twice (but you can do it as often as you want): the first time, after sending us your database, you'll get it back migrated to the version of your choice. You'll then have a period of tests, checking that data and process are still correct and working. After your tests validation, you're now ready for the effective migration and so you'll send us an up-to-date version of your database. We will apply the migration process again and you'll finally get the migrated database to install and use in production.
We remind you that you're in charge of your database cleaning and that the migration warranty concern all certified modules only. If you made some specific developments and want to keep them, be sure that they are grouped in a certified module. (For further information, have a look at our OpenERP Publisher's Warranty or contact our technical team at support@openerp.com or +32 81 81 37 00 if you want to certify your modules)
Create a backup of you database and upload it. You also have the possibility to anonymize your data before uploading your database. You can download the anonymization module here .
Once we receive your database, we run our migration process and test your database.
Our migration process is automated as much as possible, but there can be some manual work necessary, depending on your data's complexity. It's possible that during step 2, we detect that the migration process can not end correctly and that we need to customize our scripts for your database. This operation may take between 2 and 4 weeks, depending on the complexity of your database. After the migration script adaptation, you will receive an e-mail with a link where you can download your migrated database.
You can download your migrated database and reinstall it on your new OpenERP version. If you made the anonymization process at step 1, you'll have to reverse it to recover your real data.