Steps To Plan and Prepare Your Migration

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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

• Choose your migration strategy and method
• How to choose the right cloud migration strategy 
• Determine your user migration 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

• Jira Cloud Migration Assistant vs 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

[josephine]

Thank you for this. Really handy.