Migration Process Steps

Owned by Robert Alexander Marshall
Last updated: Mar 13, 2024
4 min read



Migration Process Steps

 

It is highly recommended that you first undertake a test migration of all the content in a single test space and ensure the workflow state names are the same in cloud as in server.

Prerequisites

Only the current page workflow state is migrated but to maintain a compliance record you can

  • run the Attach Activity utility in each space to add the workflow events and activity history as a CSV file attachment for each page with workflow activity that is then migrated with the page

  • choose to retain your legacy server/data center instance in read-only mode

Installation of the latest app version ensures you have the latest updates to support your migration.

On installing Comala Document Management for Cloud, the following workflows are installed and available in each space

Some features of the workflows included with the cloud app may vary from the features found in the server/data center workflow with the same name.

☨ The workflow translator to cloud tool is available in our server and data center app to support creation of a JSON cloud-compatible copy of a server workflow template that can be added to your cloud space. The tool also highlights any workflow features in a server workflow template that cannot be translated to a JSON cloud workflow.

 

To apply your custom workflows, we recommend the creation of these in a test space and then simply copy and paste the JSON workflow markup into the markup editor in the production space Document Management dashboard. You should also validate any workflows created using the server/dc app workflow translator to cloud tool in a test space before adding to your production space.

Migration Process Tasks

PLAN YOUR MIGRATION

 

 

MIGRATE CLOUD TASKS

✝︎Space Reindex is used when migrating/importing a cloud space from another cloud space.