upgrade from 3.5.1 to 4.2 - also backup/restore database

[oskare]

hello,
We got a new server (sles 9 on proliant ml350 G4). It's much faster than our old one.
We're upgrading a bunch of our applications on the system and sugarcrm is one of them.

I see how to make the backups on sugarcrm admin module, but how to you restore those backups to another machine? I'd be making backups from the old server and restoring them to the new server.

Also, we're running version 3.5.1 - the new version is 4.2.
I guess we have to do the upgrade first, then the restore.

I've looked for the restore but I'm having trouble finding how to do this.

I know the new version has lots of improvements in performance over the older ones so I'm sure it's worth the trouble to go to the new version.

Thanks,

Oskar

[malcolmh]

I would migrate using the following steps (assuming you haven't done any code hacks):

0. Make a backup of the current system (all files under Sugar root directory and database)
1. Upgrade your current system to the newest version, making sure your customisations are still working
2. Copy all the files in your Sugar root to the new directory on the new server
3. Make a DB backup of your old system using a tool like phpMyAdmin.
4. Export the custom field information from your old system (Admin -> Studio -> Migrate Custom fields -> Export)

5. Change the 'installer_locked' value in config.php to false,
6. Install SugarCRM without any data on the new server
7. Do an import of the DB data to the DB created in Step 6 (Change export file to match potentially new DB name)
8. Import the custom field information from your old system (Admin -> Studio -> Migrate Custom fields -> Import)

That's it! (Should be an item for the upcoming Sugar Wiki)