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Steps To Plan and Prepare Your Migration

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

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:

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, 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

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

Migration Strategies.png

Step 4b - Select a methodology

Step 5- Testing

** Best Practises and Useful Articles

1 comment


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Thank you for this. Really handy. 

Like Amna Elabbas likes this
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