To migrate successfully without issues, you need to plan and test the migration. Here are the tested guidelines in short a Magento 2 Migration Checklist.

Step 1: Review extensions on the current site

Check on what extensions are installed, and if they are needed on the new site. Also, validate if there are Magento 2 versions of the extensions. List down the database assets from the extensions that need to be migrated.

Step 2: Build and prepare Magento 2 store for migration

Setup the Magento 2 hardware system to match the Magento 1 topology and design. Install Magento 2.x and the data migration tool. Custom adjustments can be made to the Data migration tool – like if you do not want to migrate data or want to convert your Magento customization during migration.

Step 3: Dry run

It is prudent to go over all the migration steps in the testing environment:

  • Copy your Magento 1 store to a staging server
  • Fully migrate the replicated Magento 1 store to Magento 2
  • Thoroughly test your new store

Step 4: Start the migration

At this point, the Data Migration Tool needs network access to connect to Magento 1 and Magento 2 databases. Stop all the activities except for order management [which includes shipping, creating invoice, credit memos]. These activities can now be resumed only after go-live. In addition, Magento 1.x cron jobs also need to be stopped. The data migration tool can be used to migrate settings and websites and also to bulk copy data from Magento 1 database to Magento 2 database. If some of your extensions have data you want to migrate, you might need to install these extensions adapted for Magento 2. In case the extensions have a different structure in Magento 2 database, use the mapping files provided with the Data Migration Tool. All Magento 2.x indexers can be reindexed now.

Step 5: Make changes to the migrated data (if needed)

Sometimes you may want to have your Magento 2 store with different catalog structure, sales rules, CMS pages, etc. after migration.

Step 6: Update incremental data

You need to incrementally capture data updates that have been added in the Magento 1 store (such as new orders, reviews, and changes in customer profiles)

Step 7: Go live

Cut over to the new site with the following technical steps

  • Put your Magento 1 system in maintenance mode (DOWNTIME STARTS) and Control+C in the migration tool command window to stop incremental updates.
  • Start your Magento 2 cron jobs and in your Magento 2 system, reindex the stock indexer.
  • Using a tool of your choice, hit pages in your Magento 2 system to cache pages in advance of customers who use your storefront.
  • Perform any final verification of your Magento 2 site.
  • Change DNS, load balancers, and so on to point to new production hardware (DOWNTIME ENDS).
  • Magento 2 store is now ready to use. You and your customers can resume all activities.

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