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Overview

Due to functional differences between the Cloud and Server platforms, we are not able to cannot deliver 1:1 feature parity between the environments. These differences are listed in a feature matrix comparing Comala Document Management Server and Cloud apps product comparison.

For this reason, it is not possible to use the migration tool to migrate your the migration tool does not include the migration of existing Comala workflows from Serverthe server instance.

You must install and license the Comala Document Management for Cloud and either

  • manually create the Comala workflows in your Cloud

instance.
  • site

  • import JSON cloud-compatible workflows from another space or Confluence site

  • translate your server workflows using the server Workflow translator for Cloud and import the workflow using the code editor

Comala Document Management Cloud workflows

in cloud

Currently, some Comala Document Management server app features are not available unavailable or have a different range of functionality in Comala Document Management for Cloud. The breadth and depth of capabilities available in our Comala Document Management server was developed over the last 15 years. Development of our cloud app only started a couple of years ago and it will take us a few years to bring our cloud app up to a comparable feature set.

Current feature differences in our cloud app include

  • different events and action macros available for JSON workflow triggers in Cloud

  • application of a space in cloud can only have one active workflow

Bundled workflows

There are a number of workflows available in
  • workflow cannot be filtered by content label

  • creating, editing, and importing custom workflows is limited to a space administrator

Bundled workflows

The workflows available on installation of Comala Document Management for Cloud

Info

The workflows bundled with the Comala Document Management for Cloud app have different functionality compared to the bundled workflows in the server/data center app. Please ensure you review the functionality of these workflows in cloud.

Custom workflows

However, a custom workflow used in your server instance must be added manually to your cloud instance.

You will need to recreate each custom workflow in Confluence Cloud using either the

You can also use workflow builder

These workflows are added to the document management dashboard in all the spaces in the cloud site.

cdmc_documentmanagementdashboard_bundledworkflows_all_inactive.pngImage Added

These cloud app workflows have different functionalities from the server or data center workflow. Ensure you review the functionalities of these workflows.

Custom workflows

Custom workflows in Confluence Cloud are created or added to the document management dashboard in a space using either the

A custom workflow in your server instance can be added to your cloud instance by

  • manually creating the workflow in the cloud

  • translating the server workflow to cloud-compatible JSON code using the workflow translator for cloud and copying and pasting the JSON code into the cloud code editor in a space

Info

Only a space administrator can create, edit, or import a workflow in Comala Document Management Cloud.

Workflow translator for cloud

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The Workflow Translator for Cloud option (from Comala Document Management for Server and Data Center v6.17.10+) to translate translates the server workflow into cloud-compatible JSON that can be . The translated code is then copied and pasted into the app JSON code editor in a space in the cloud app.

Workflow translator for cloud

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titlev6.17.10+

In server, a workflow can be translated to cloud

site.

In the server and data center app, a workflow is translated to cloud-compatible JSON code using the Workflow Translator for Cloud option in workflow builder.

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Server/data center workflow features that cannot be translated are listed displayed in the Messages dialog box.

The cloud compatible JSON code can be copied using the Copy button. This can be pasted into the cloud app Code editor in your cloud space.

  • use the Copy button to copy the cloud-compatible JSON code

Navigate to a space in the cloud site

  • choose Space Settings>Apps>Comala Document Management

The space document management dashboard is displayed.

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Info

The document management dashboard is populated with three workflows bundled with the app.

In the space document management dashboard

  • choose Create New Workflow to open the visual editor

  • add a temporary workflow name in the visual editor

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  • choose the code editor icon { }

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  • highlight the existing code and paste the copied code into the code editor (overwriting the existing code)

  • choose Save

  • choose Exit

The imported workflow is added as an editable custom workflow in the space document management dashboard.

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Info

Some elements and parameters are not translated by the server Workflow Translator for Cloud tool can and, if available, must be created in the cloud within the limits of the cloud app functionalities. For example, for example triggers and workflow some parameters , as these have different features and functionality functionalities in the cloud platform.

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Further functionality is planned to added to the Workflow Translator for Cloud during the remaining quarters of

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app.

Cloud workflow features 

Some Comala workflow server app features are not available unavailable or have a different range of functionality functionalities in the cloud app. The differences

Differences in the cloud app include

  • workflow triggers include a different range of available

    , conditions and action macros available for JSON triggers
  • there is no difference in workflow draft and final state content visibility -  see Additional app installation 

  • if e-signature is enabled for an approval in a workflow a user MUST use a third
  • some parameters are not supported

    • workflow macro does not include the following parameters

      • header parameter

      • footer parameter

    • workflow state macro does not include the following parameters

      • hideselection parameter

      • hidefrompath parameter - current state cannot be hidden from the progress bar in the workflow popup

      • taskable parameter - manual addition of workflow tasks by a user in a workflow state

      • changeduedate parameter - a user, by default, can edit the due date for a state

  • e-signatures

    • when enabled for a workflow approval a user

      • MUST use a third-party authentication app to generate a security token

    (there
Info

There is no

option to choose to authenticate with their

authentication option using the user Confluence username and password.

  • workflow parameters

    • only user, group and duration parameter type values can be managed at a space level in the document management dashboard

Workflow triggers and workflow parameters are available in Comala Document Management Cloud but have different functionalities. You must review the appropriate cloud app documentation and edit the feature using the cloud workflow builder visual editor or code editor.

If using the Workflow Translator for Cloud (from Comala Document Management Server v6.17.10+)

In addition, due

to create a cloud-compatible workflow template, the workflow translator reports details of the server workflow elements that the tool cannot translate to cloud-compatible JSON code and may need to be added in the cloud app visual editor or code editor.

Migration data

Due to Atlassian Confluence platform limitations,

  • custom content properties on a page are not migrated

from server to cloud. Only
  • only the last workflow state data is copied but the

document cannot be currently migrated.
Tip

We recommend that you involve the process owners and other stakeholders in your organisation in the migration and recreating any workflows.

  • data for a page is not migrated

A full history of the workflow events and actions on a page can be migrated as an attachment on the migrated page. Before migrating a space, a space administrator needs to run the Attach Activity option for a space. This attaches a CSV file of the workflow history to the page for audit purposes.

Additional apps

Based on your migration planning and needs requirements, you may also need to install and configure additional apps. For example, if you require the capability to direct view users to approved content you will need to

use
  • adjust how the workflow works in your Cloud instance

  • if you require users to confirm reading content you will need to install .In server, workflow builder Workflow Translator for Cloud (from v6.17.10+) will include any details of the server workflow that cannot be translated to cloud compatible JSON code. These features may be available in cloud, for example triggers, but with different functionality. You will need to review the appropriate cloud app documentation and manually add the feature to your cloud workflow in the cloud workflow builder or code editor.
    • adds user read confirmations