VTIGER MIGRATION -(VERSION 6.4 TO 7.1)

Step-by-Step Guide to Migrate Vtiger from Version 6.4 to 7.1

Step 1: Backup Your Data The first and most important step is to create a backup of both your database and source code. This ensures that you can restore your system in case anything goes wrong during the migration process.

Step 2: Download the Patch File (6.4 to 6.5)

1. Visit SourceForge to download the appropriate patch file.

2. Locate and download the file named vtigercrm-640-650-patch.zip.

3. Once the download is complete, save the ZIP file in a secure location.

Step 3: Extract the Patch File

1. Navigate to the root directory of your Vtiger CRM source code files.

2. Extract the contents of the vtigercrm-640-650-patch.zip file into the root directory of your Vtiger source code files.

3. If prompted to replace any files, confirm the replacement and ensure all files are correctly extracted.

Step 4: Perform the Migration

1. Open your web browser.

2. Enter your site URL and append /migrate (e.g., http://yourdomain.com/migrate) to the address.

3. Press "Enter" to access the migration wizard.

4. On the migration screen: 

   1. Check the box for "I have taken the backup of the database."

   2. Check the box for "I have taken the backup of the source folder."

   3. Enter your  username.

   4. Enter your  password.

   5. Press the "Start Migration" button.

Step 5: Complete the Migration

1. Wait for the migration process to finish. This may take some time depending on your system's size and speed.

2. Once the process completes, press the “Next” button.

3. Then press the "Finish" button.

Step 6: Verify the Upgrade

1. Restart your Apache and MySQL services.

2. Reload your Vtiger CRM dashboard.

3. Confirm that your system has been successfully upgraded from version 6.4 to 6.5.

Next Steps: Upgrade from 6.5 to 7.0.1

Step 7: Download the Patch File (6.5 to 7.0.1)

1. Visit SourceForge  to download the appropriate patch file.

2. Locate and download the file named vtigercrm-650-701-patch.zip.

3. Once the download is complete, save the ZIP file in a secure location.

Step 8: Extract the Patch File

1. Navigate to the root directory of your Vtiger CRM source code files.

2. Extract the contents of the vtigercrm-650-701-patch.zip file into the root directory of your Vtiger source code files. 

3. If prompted to replace any files, confirm the replacement and ensure all files are correctly extracted. 

Step 9: Perform the Migration

1. Open your web browser.

2. Enter your site URL and append /migrate (e.g., http://yourdomain.com/migrate) to the address.

3. Press "Enter" to access the migration wizard.

4. On the migration screen: 

If a warning about disabling PDF Maker appears, press "Disable Module And Proceed"

1. Check the box for "I have taken the backup of the database."

2. Check the box for "I have taken the backup of the source folder."

3. Enter your  username.

4. Enter your password.

5. Press the "Start Migration" button.

Step 10: Complete the Migration

1. Wait for the migration process to finish. This may take some time depending on your system's size and speed.

2. Once the process completes,   press the “Next” button.

3. Then press the "Finish" button.

Step 11: Verify the Upgrade

1. Restart your Apache and MySQL services.

2. Reload your Vtiger CRM dashboard.

3. Confirm that your system has been successfully upgraded from version 6.5 to 7.0.1.

Next Steps: Upgrade from 7.0.1 to 7.1.0

Step 12: Download the Patch File (7.0.1 to 7.1.0)

1. Visit SourceForge  to download the appropriate patch file.

2. Locate and download the file named vtigercrm-701-710-patch.zip.

3. Once the download is complete, save the ZIP file in a secure location.

Step 13: Extract the Patch File

1. Navigate to the root directory of your Vtiger CRM source code files.

2. Extract the contents of the vtigercrm-701-710-patch.zip file into the root directory of your Vtiger source code files. 

3. If prompted to replace any files, confirm the replacement and ensure all files are correctly extracted.

Step 14: Perform the Migration

1. Open your web browser.

2. Enter your site URL and append /migrate (e.g., http://yourdomain.com/migrate) to the address.

3. Press "Enter" to access the migration wizard.

4. On the migration screen: 

   1. Check the box for "I have taken the backup of the database."

   2. Check the box for "I have taken the backup of the source folder."

   3. Enter your username.

   4. Enter your password.

   5. Press the "Start Migration" button.

Step 15: Complete the Migration

1. Wait for the migration process to finish. This may take some time depending on your system's size and speed.

2. Once the process completes,   press the “Next” button.

3. Then press the "Finish" button.

Step 16: Verify the Upgrade

1. Restart your Apache and MySQL services.

2. Reload your Vtiger CRM dashboard.

3. Confirm that your system has been successfully upgraded from version 7.0.1 to 7.1.0.

Final Note: In this way, you can successfully migrate Vtiger from version 6.4 to 7.1. May this guide help you in the process.