Step 1- Buy in From Your Organization Ensure that your needs on the cloud are met by your organization (Compliance, Security Legal ) and that you have an Executive Sponsor for the Project to fund it. You can set up a tentative date for the migration once you have a sufficient approvals, however this date will confirmed after a full round of successful testing
Step 2- App Assessment- Ensure that you know exactly which apps you will need in the cloud and that you are aware of the differences between the functionality in Server and Cloud
Apps with available migrations path
Assess and migrate apps with the Cloud Migration Assistant
Shared responsibility matrix
Step 3 a- Set up a Cloud Test Site If you haven’t already, now’s the time to sign up for a cloud site. You'll need to decide if you want to perform your test to a trial site or to your production site.
If you decide to use a trial site you can:
activate your free cloud migration trial
set up a standard 7 day trial (this will revert to a Free plan after the trial)
If you plan to test your migration to a new production site you can choose between a Free, Standard or Premium plan.
The format for your site name (URL) will be https://example.atlassian.net/, where example is a unique character string that you specify.
Site names are chosen for an entire Atlassian cloud site at the time you sign up for your first product – for example, when you first sign up for Jira Software Cloud or Confluence Cloud.
There are a few things to be aware of when choosing your site name:
Your unique character string must be at least three characters.
It can only contain letters, numbers, and hyphens.
Hyphens can't be the first or last character.
Learn more about how to set up a separate testing and staging environment
Step 3 b - Clean up your server instance
Clean up your server instance before migration
Spring Cleaning for Jira
Jira -Premigration checklist
Confluence Pre-migration checklist
Step 3 c- Set up a Server Staging Environment if you’re an Enterprise Customer
Infrastructure recommendations to be found here
Step 4- Have a very Solid Migration Strategy based on your use case and the method you will use to migrate
Step 4a- Finalize the Strategy
Step 4b - Select a methodology
Compare cloud migration methods
Use the Jira Cloud Migration Assistant to migrate
What gets Migrated with Jira Cloud Migration Assistant
Jira Site Import
What gets migrated with Jira Site Import
Step 5- Testing
Set up your server to read only to avoid any delta in the data migrated
Update your Migration Runbook to ensure you have all the steps captured and note down the approximate time the migration will take https://www.atlassian.com/migration/cloud/toolkit#
https://www.youtube.com/watch?v=PKMr4QohPBs
Confirm your production Migration Date
** Best Practises and Useful Articles
Cloud migration journey: 5 pitfalls to avoid
Test your server to cloud Migration
Thank you for this. Really handy.
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