Updating Magento 2: prepare and verify the switchover
By the AXELITES team
A Magento 2 upgrade affects the platform, its extensions and sometimes its environment. Preparing it requires an inventory and usage validation, even when no visible new feature is expected. This resource describes the points to organise when choosing a suitable target and checking the store before and after switchover.
Identify dependencies of the target version
Record the installed edition, patches, theme, extensions and custom developments. The target must then be compared with support and compatibility information applicable to the project. Some dependencies may require an update or replacement. This inventory provides an initial estimate of the actual scope instead of treating the operation as a simple version-number change with no consequences for the rest of the store.
Test journeys and internal tasks
Staging must allow testing of search, cart, payments and exchanges with external systems. Administration features also matter: updating a product, managing an order and recurring operations. The data used must make tests representative. This validation helps identify adaptations before deployment and define success criteria understandable to technical teams and managers responsible for the e-commerce activity concerned.
Plan the switchover and subsequent checks
Backups, a possible change freeze and return to the previous state must be prepared according to the chosen method. After production deployment, checks must verify orders, scheduled tasks and integrations, not just the site's display. The upgrade thus becomes an observable operation. Detected defects can be connected to the change and handled with clear context, while decisions remain documented for maintenance and future interventions on the platform.
Frequently asked questions
- Can testing be limited to the home page?
- No. Risks also affect the cart, payment, administrative tasks and external interfaces. Tests must cover the journeys that keep the business running. A visible page does not prove that orders and background processing remain consistent after the change.
- Why plan a rollback?
- A significant defect may appear despite testing. The plan must specify how to restore a usable state and handle data created during switchover. This preparation depends on the deployment method and must be verified before the intervention rather than improvised when a problem blocks the business.
Plan your Magento upgrade
Share your version and dependencies to establish a preparation and validation scope.
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