Access Database Migration Validation Checklist
January 12, 2026 · 8 min read
This checklist consolidates everything you need to do before, during, and after converting an Access .mdb database to .accdb. Use it as a working document: print it out, fill it in as you go, and don't sign off on the migration until every item is checked. Each section links to the detailed guides if you need more context on any item.
Phase 1: Pre-Migration Audit (Before Touching the File)
Database Assessment
- Record the .mdb file size
- Record the row count for every table (see Data Integrity Verification)
- Record key aggregate values: total records in primary tables, current date ranges, key financial totals
- Note the Access version that currently opens the .mdb (Access 2003, 2007, etc.)
- Identify whether workgroup security (.mdw) is in use — if yes, plan the replacement before migrating (see Security Settings guide)
- Check for a database password on the .mdb (File → Info → Encrypt with Password)
VBA Audit
- Open VBA editor (Alt+F11), run Debug → Compile, fix all compile errors
- Search for
Declare Function / Declare Sub — add PtrSafe to each (see VBA Audit guide)
- Check Tools → References — resolve any "(MISSING)" references
- Search for
CurrentUser() — document all uses (returns "Admin" in .accdb since user-level security was removed)
- Search for early-bound Office automation (Dim xl As Excel.Application) — convert to late binding
- Search for
CreateWorkspace with username/password — remove or replace
SQL / Query Audit
- Export all query SQL and search for unbracketed reserved words (Name, Date, Status, Level, Order, Group, Month, Year, Type, Value) — bracket them all (see Jet SQL Migration guide)
- Review subqueries for ambiguous column references — add table qualifiers
- Review DDL queries (CREATE TABLE, ALTER TABLE) for syntax tightness
- Note any queries referencing Memo fields — they become Long Text, queries still work
Forms and ActiveX Audit
- Open each form in Design View — note any controls with broken/grey placeholders
- Identify the OLE Class for each ActiveX control (property sheet)
- Check if MSCAL.OCX (Calendar Control) is used — replace with built-in Date Picker
- Check if COMDLG32.OCX is used — replace with VBA FileDialog
- Check if MSCOMCTL.OCX is used — plan to re-register updated version
- See the ActiveX Controls guide for full replacement instructions
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Phase 2: Backup
Before Converting
- Copy the .mdb to a separate archive folder (e.g.,
C:\Archive\DatabaseName_backup_2026-01-31.mdb)
- Set the archive copy to read-only (right-click → Properties → Read-only)
- Verify the archive opens correctly in Access before proceeding
- Make a note of the archive location in your change log
Phase 3: Conversion
The Conversion Step
- Open the .mdb in Access (the version you'll use going forward)
- Go to File → Save As → Access Database (.accdb)
- Save to a new location (don't overwrite the .mdb)
- Watch for any error or warning messages during conversion — note them
- After conversion, compact the .accdb: Database Tools → Compact and Repair Database
- Record the .accdb file size (expect smaller or similar size to the .mdb)
Phase 4: Post-Migration Validation
Data Integrity Checks
- Run row count comparison for every table — .accdb counts must match .mdb exactly
- Spot-check 10–20 known records across key tables
- Run key aggregate queries (totals, averages, counts) — compare results to .mdb
- Run referential integrity queries to check for orphaned records
- Verify Long Text (former Memo) fields aren't truncated in large records
Functionality Testing
- Open every form in normal view — no errors on load
- Test every form's add/edit/delete operations
- Test every button and VBA event handler on each form
- Open every report — verify correct data renders
- Run every saved query — verify no SQL errors
- Test any import/export routines in VBA
- Test any code that creates or opens Excel, Word, or Outlook objects
Security Configuration
- Add the .accdb folder to Trusted Locations on the development machine
- Verify database opens without security warning bar after Trusted Location is set
- If multi-user, configure Trusted Locations on all user machines (or via Group Policy)
- If database password was set on .mdb, set a new password on .accdb (AES-encrypted)
- If workgroup security was used, confirm the VBA login replacement is working correctly
Performance Check
- Run Database Tools → Analyze Performance and review recommendations
- Open the slowest reports and verify load time is acceptable
- For multi-user databases, test concurrent access with multiple users
Phase 5: Deployment and Sign-Off
Going Live
- Deploy .accdb to the production location
- Update any shortcuts or batch files pointing to the old .mdb path
- Notify users — give them a one-page summary of any UI changes (e.g., new date picker instead of calendar control)
- Set a 30-day review date to evaluate whether any issues have surfaced
- Keep the .mdb archive read-only and available for 30 days minimum
30-Day Sign-Off Criteria
- No data loss or corruption reported
- All forms and reports working correctly for all users
- Performance is acceptable
- No error logs attributable to the migration
- .mdb archive can be moved to cold storage
For detailed guidance on any section of this checklist, see the full guides in our Complete Guide to Access Database Migration.
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