Project Overview
The client required a safe and structured upgrade of their heavily customized Dolibarr ERP system from Version 12 to the latest stable Version 18. The existing system included custom PDF invoice templates, additional CRM fields, workflow automations, and multiple third-party module integrations. The key objective was to preserve all data, protect business continuity, and future-proof the platform for seamless upgrades ahead.
Key Challenges
- Ensuring zero data loss during a major version jump (v12 → v18)
- Preserving extensive customizations and workflow automations
- Avoiding risks associated with manual database imports
- Maintaining uninterrupted production operations
- Future-proofing all custom code for upcoming upgrades
Our Strategic Approach
Why We Rejected the Fresh Install Method
- Dolibarr’s official upgrade wizard safely supports direct version jumps
- Manual imports risk schema inconsistencies and module conflicts
- Official upgrade ensures full preservation of relationships and audit trails
- Data integrity remains intact through automated database migrations
CnEL India recommended and executed the official structured upgrade process—ensuring security, compliance, and system stability.
Execution Plan
1. Assessment & Full Backup (Days 1–2)
- Verified server compatibility (PHP 8.1+, MySQL/MariaDB 10.5+)
- Complete database dump (mysqldump)
- Full file system archive including conf.php, documents, and custom code
- Secure off-site backup storage with 30-day retention
- Comprehensive customization audit
2. Staging Setup & Controlled Upgrade (Days 3–5)
- Cloned production environment to private staging server
- Installed Dolibarr v18.0.x
- Preserved critical configuration and document directories
- Executed official upgrade wizard for automated database migration
- Validated core modules and system stability
3. Customization Migration & Testing (Days 6–14)
- Migrated all custom code into the /custom/ directory
- Refactored any core modifications for upgrade safety
- Updated third-party modules for v18 compatibility
- Replicated real-world workflows from client’s operational videos
- Performed end-to-end testing with client access to staging
4. Production Go-Live (Days 15–18)
- Scheduled short off-peak maintenance window
- Applied upgrade safely to production
- Cleared cache, secured installer, monitored logs
- Delivered documentation, training, and post-launch support
Future-Proofing Guarantee
- All customizations consolidated within /custom/ directory
- Future upgrades (v18 → v19+) simplified and low-risk
- Enabled use of Dolibarr’s built-in update system for patches
- Structured upgrade path for long-term ERP stability
Why CnEL India Was the Right Choice
- Deep expertise in ERP upgrades and version migrations
- Risk-averse, backup-first execution methodology
- Strong understanding of Dolibarr architecture and upgrade mechanics
- Structured staging-to-production deployment strategy
- Commitment to future scalability and maintainability
Results & Business Impact
The upgrade was completed smoothly without data loss, downtime issues, or workflow disruption. The system now runs on the latest stable version with improved performance, enhanced security, and fully future-proofed customizations.
Client Testimonial
“CnEL India handled our Dolibarr upgrade with exceptional professionalism and technical expertise. Their structured approach eliminated all risks, preserved our custom workflows, and gave us complete confidence in future updates. The transition was seamless, and the system performs better than ever.”
Conclusion
Through strategic planning, controlled staging deployment, and meticulous customization migration, CnEL India delivered a secure, stable, and future-ready Dolibarr v18 upgrade—ensuring long-term ERP reliability and growth.