Top 9 Rails Version Migration Checklist to Follow in 2025

Migrating your Ruby on Rails application to a newer version can bring enhanced features, better performance, and improved security. However, it is essential to follow a well-defined process to ensure a smooth and successful migration. Whether you are managing the migration with your in-house or working with a professional Ruby on Rails development company, the following is a detailed explanation of each Rails version migration checklist that you should consider.

🟠 Evaluate the Current Application

Ideally, you should start by analyzing your application’s current state. For that, you must check for outdated dependencies and ensure that the Gems used in your current project are compatible with the Rails version you are migrating to. Try to conduct a thorough codebase audit to identify deprecated methods or unsupported features that might cause issues during the migration process. Additionally, review your database schema for potential conflicts or adjustments needed for the new Rails version.

🟠 Update Ruby Version

After evaluating the current state of your Ruby on Rails application, you must ensure that your current Ruby version is compatible with the new Rails release. This step is critical since Rails often requires specific Ruby versions. If you want to upgrade your Ruby version, then utilize various tools like RVM or rbenv. After upgrading Ruby, you have to test your existing Rails application thoroughly. This will typically involve running unit tests, integration tests, and system tests.

🟠 Upgrade Rails in Stages

One thing you should ensure while upgrading your Rails application is that you upgrade the Rails version in stages. This Ruby on Rails version migration checklist becomes more important if your application uses an older version. Incremental upgrades allow you to manage changes better and identify issues early. Another thing to consider is updating configuration files such as config/application.rb to align with the new standards.

🟠 Update Gems and Dependencies

You must also review your Gemfile to ensure all Gems are compatible with the new Rails version. If you find any deprecated or obsolete gems, you have to remove them or can replace them with suitable alternatives. After editing the Gemfile, run bundle installs to update dependencies, and then test your application’s functionality to ensure that the updated gems are correctly integrated without any issues.

🟠 Update Test Case

During the migration process, revising and updating the test case is one of the most standard Ruby on Rails version migration checklists. Modifying the test scripts to reflect changes in the Rails version includes any updated syntax or features. You can run automated test suites using tools like RSpec or Minitest to identify issues. You can ensure your application’s stability by debugging and fixing failing tests to ensure your application’s stability.

🟠 Database Migration

Before making any changes to the database, you should back up the whole database. This Rails version migration checklist ensures you can recover data if any issues arise. Before starting the migration, you should also review your existing database to make sure that it is compatible with the new Rails version. To fulfill this step, you should execute rails db:migrate and thoroughly test your database to confirm that data integrity and functionality remain intact.

🟠 Review Application Features

You should test the application's core functionality to ensure that all key workflows function as expected after migration. You can verify that the front-end UI and UX remain consistent and responsive. You must monitor application performance during this migration process and continuously address any bottlenecks.

🟠 Conduct Security Audits

Security improvements are an essential reason for migrating to the latest version of Rails. The latest Rails version allows you to apply the latest and best security practices, which will help you secure your application to the next level. Various tools are available, like Brakeman, which thoroughly scans your application for vulnerabilities. By reviewing security configurations and making necessary adjustments, you can protect your application data adequately.

🟠 Update Documentation

The application's documentation should accurately capture all modifications made throughout the migration process. You can also update comments in the codebase to reflect new methods or features. Another Rails version migration checklist includes revising the README file with instructions for setting up the application in the new Rails environment. Later, you should share these updates with your team to ensure everyone is on the same page.

Conclusion

Migrating to a new Ruby on Rails version is critical to maintaining a modern, secure, and high-performing application. You can minimize risks and ensure a smooth transition by following this Ruby on Rails version migration checklist that includes evaluating your current setup, upgrading dependencies, revising tests, and conducting thorough audits. Each step in the migration process plays a vital role in addressing compatibility issues, optimizing performance, and enhancing security. With careful planning, consistent testing, and proactive monitoring, your application will be better equipped to leverage Rails's latest features and improvements. But, to ensure a seamless migration process you should hire Ruby on Rails developer who can bring their expertise to manage and execute the migration effectively.