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Magento Upgrade Checklist: What to Check Before, During and After

Upgrade checklist: Upgrades & versions guide from Mistri
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Magento Upgrade Checklist: What to Check Before, During and After

To upgrade Magento 2 safely, you prepare a matching staging environment, update Magento and your extensions with Composer, run the database upgrade, then test checkout, integrations and search before you deploy to production with a rollback plan ready. The commands take minutes. The preparation and testing around them decide whether the upgrade goes smoothly. The checklist below covers every task before, during and after an upgrade, with a suggested owner for each so nothing falls between teams.

It applies to Adobe Commerce and Magento Open Source 2.4.x on-premises. Adobe Commerce on Cloud uses the same logic, but deployment runs through Cloud tooling.

Who does what

The owners in the checklist are roles, not job titles. In a small team one person may hold several.

  • Project lead: scope, dates, sign-off and communication.
  • Developer: code, extensions, Composer and fixes.
  • DevOps or host: servers, services, backups and deployment.
  • QA: test plans and regression testing.
  • Store team: merchandising, content, customer service and order checks.
  • SEO or marketing: URLs, tracking and feeds.

Before the upgrade

TaskOwnerWhy it matters
Choose the target version and check its support end dateProject leadLanding on a long-supported version avoids a repeat project next year.
Read the release notes for every version between yours and the targetDeveloperBackward-incompatible changes add up across versions.
List every extension with version, vendor and target-version supportDeveloperExtensions are the most common cause of delays.
Remove extensions you no longer useDeveloper and store teamFewer modules means less to update and test.
Scan custom code for compatibility issuesDeveloperFinds PHP deprecations and removed APIs early. Adobe Commerce customers can use the Upgrade Compatibility Tool.
Compare your stack with Adobe's system requirements for the targetDevOps or hostPHP, database, OpenSearch, Valkey, RabbitMQ and Varnish versions must match.
Build staging with production-like data and the target stackDevOps or hostTesting on a different stack hides real problems.
Write a test plan covering checkout, payments, tax, shipping, search, accounts and integrationsQA and store teamAgreed in advance, so sign-off is objective.
Record baseline metrics: page speed, conversion rate, error rates, indexed pagesSEO or marketingYou need a before picture to spot regressions after.
Agree a go-live window and code freeze outside peak tradingProject leadAvoids launching during a sale or holiday rush.

During the upgrade

TaskOwnerWhy it matters
Back up code, database and media, and test that the backup restoresDevOps or hostA backup you have never restored is not a rollback plan.
Upgrade services first (PHP, database, search, cache) on stagingDevOps or hostSeparates infrastructure issues from code issues.
Update Magento and extensions with Composer in a branchDeveloperKeeps the change reviewable and reversible.
Run the database upgrade, compile and deploy static contentDeveloperApplies schema and data changes and rebuilds generated code.
Fix errors, deprecations and theme issuesDeveloperCheck logs, not just the homepage.
Reindex and check search results and filtersDeveloper and store teamSearch engine changes can alter relevance.
Run the full test plan and log every defectQAOne list of issues, prioritized by business impact.
Load test key pages and checkoutDevOps and QACatches slow queries and cache problems before customers do.
Rehearse the production deployment and rollbackDevOps and developerGives you a real timing for the maintenance window.
Get written sign-offProject lead and store teamConfirms the business accepts the release.

The core commands

On a Composer-based on-premises install, the core of the upgrade follows Adobe's documented pattern. This example targets Magento Open Source 2.4.9. Adobe Commerce uses magento/product-enterprise-edition instead.

bin/magento maintenance:enable
bin/magento cron:remove
bin/magento cron:run --group=consumers
cp composer.json composer.json.bak
composer require-commerce magento/product-community-edition 2.4.9 --no-update
composer update
rm -rf var/cache/* var/page_cache/* generated/code/*
bin/magento setup:upgrade
bin/magento setup:di:compile
bin/magento setup:static-content:deploy -f
bin/magento maintenance:disable
bin/magento cron:install

The compile and static content steps apply in production mode. Your deployment tooling may wrap these steps differently, and extensions may need their own Composer constraints updated first. Always run them on staging before production.

After the upgrade

TaskOwnerWhy it matters
Place real test orders with each payment method, then refund themStore teamConfirms the money path works end to end.
Check orders, stock and prices flow to and from ERP, PIM and marketplacesStore team and developerIntegration failures are often silent for hours.
Confirm cron jobs and message queue consumers are runningDevOps or hostEmails, indexing and exports depend on them.
Monitor logs and error rates daily for two weeksDeveloper and DevOpsSome bugs only appear with real traffic.
Compare speed and conversion with the baselineSEO or marketingShows whether the upgrade helped or hurt.
Check analytics tags, product feeds and sitemapsSEO or marketingTracking and feeds break quietly.
Check Search Console for crawl errorsSEO or marketingURL changes can cause 404s.
Retire old environments and update documentationDevOps and developerOld servers are a security risk.
Set up a patching routine for the new lineProject lead and developerKeeps you current until the next upgrade.

Keeping current after the upgrade

Once you are on the new version, staying there is cheaper than catching up later. Adobe recommends upgrading every patch release cycle, and says merchants must be on the latest patch or security patch to remain PCI-compliant. In practice that means applying each new -p release for your line and any isolated security patches Adobe publishes in between. Our guide to Magento security patches explains the patch types and how to test them. If you would rather hand that routine to a team, Mistri's Magento support and maintenance covers ongoing patching and monitoring.

Version-specific notes

  • Going to 2.4.9: PHP 8.5, Valkey 9, OpenSearch 3 and MySQL 8.4 or MariaDB 12.3 are required, and several libraries were replaced. See what's new in Magento 2.4.9.
  • PHP jumps: moving up one or more PHP versions is often the largest source of code fixes. See moving Magento to PHP 8.5.

FAQ

Can I upgrade Magento 2 from the Admin panel?

No. Magento 2.4.x upgrades are done with Composer and the command line, then deployed through your normal release process.

How much downtime does an upgrade need?

The maintenance window covers the database upgrade, compile and deployment steps. Rehearsing on staging tells you the real duration for your store, and many teams use build-based or blue-green deployments to shorten it.

Should I upgrade PHP and Magento at the same time?

Do both on staging together, since the target Magento version needs the new PHP. In production they usually go live together, but test the services changes separately first so you can tell infrastructure faults from code faults.

Need a hand?

If you want an experienced team to run this checklist with you, from the extension audit to post-launch monitoring, see Mistri's Magento upgrade services.

Sources

Adobe Commerce upgrade guide overview (Adobe Experience League); Perform an upgrade (Adobe Experience League); System requirements (Adobe Experience League); Security patch release notes (Adobe Experience League).