How to Switch From Odoo Version 9 to Odoo Version 10

September 29, 2017

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When last year in October Odoo version 10 got released, it engendered a rumble in the Odoo development community. According to the Odoo experts, this latest version has come up with a handful of enhancements and some lucrative features that are quite beneficial for the manufacturing businesses along with the business processes. Here you are going to get a detailed idea how you can migrate from the version 9 to the latest one.

  • Take Backup of the Existing System and Create Demo Copy

You need to uninstall the older version and need to clean the entire system registries before installing the upgraded one. Hence, to keep all the databases and modules safe and intact and to prevent data loss, take necessary backup of the existing system; setup a demo server from the production server.

  • Setup Demo Copy with Latest Version

Deploy the upgraded Odoo version 10 with all the key modules that are in the existing setup. While devising the instance, you need to turn on/off the setting of demo data. If you give a command to import the demo data while creating it, later you cannot turn it off. In the case of each module installation, every fresh instance with the demo data would import it. This is to make sure that you have carried over the existing data of the older version safely to the latest one.

  • Migrating Modules

To migrate the modules successfully to the latest version, you need to have impressive skills to understand the existing system along with the inter-modular connection. You should have in-depth knowledge of the data flow within the organization. Find all the paid modules; check whether an upgraded version for these modules is available or not. If yes, safely transfer all the data from the v9 to v10 following a step-by-step process.

  • Migrating Database

Be extra cautious while getting engaged in the data extraction process as in many instances, you take help of add-ons and third-party software to store several data. If any error gets incorporated into the data set while extracting it, make sure to use the proper process of data cleansing.

  • Integrity Check and Fixing Issues

An integrity check would help you to realize whether you have successfully done the migration or not. Moreover, it would make sure the entire data set is error-free and would cater you to pinpoint any existing issue so that you can fix the bugs.

  • Deploy the Demo System on the Server

To get a vibe of the upgraded Odoo 10 version, you can check the available demo instances. These shared demo instances are live for a couple of hours. You can use these instances to experiment and to browse without any commitment. To use these demo instances, you don’t have to go through any local installation process. Just a simple web browser is enough.

  • Implement on the Production Server

If you find the demo version quite satisfactory, it is the time to carry out all the above-mentioned changes on the production server in a step-by-step way.

Once you have completed all the steps mentioned above with the utmost care, you can experience the remarkable features of Odoo v10. However, to reap the benefits to the fullest, you need to give a basic training to the users to familiarize them with the upgraded functionalities of the system.