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Migration using Jira Cloud Migration Assistant (JCMA)

Migration using Jira Cloud Migration Assistant (JCMA)

The migration using JCMA is available for:

  • BigPicture/BigGantt version 8.11 and later

  • BigTemplate version 8.17.1 and later

If you don't know how to check the current version, refer to the Checking the App version article.

With the Atlassian JCMA tool, you can migrate selected projects or divide the migration process into a few stages. It is possible to:

  • Migrate Jira On-premise and the BigPicture / BigTemplate / BigGantt plugins to Jira Cloud. 

  • Migrate only Jira On-premise without the BigPicture/BigGantt plugin to Jira Cloud. 

Let's analyze the following example.

You use BigPicture installed on Jira Cloud. When you want to migrate Jira On-premise to Jira Cloud, there are two possible migration scenarios:

  • You can migrate Jira On-premise + BigPicture. After migration, BigPicture from Jira On-premise will overwrite data in BigPicture on Jira Cloud. The state of BigPicture on Jira Cloud before the migration will be replaced with the state of migrated BigPicture from Jira On-premise.

  • You can migrate only Jira On-premise without BigPicture. After migration, BigPicture on Jira Cloud will remain unchanged.

After migration, the App data from Jira On-premise will overwrite data on Jira Cloud.

Make sure you have JCMA installed on your Jira. If you do not have JCMA installed:

  1. Navigate to Jira Administration.

  2. Go to ATLASSIAN MARKETPLACE in the left sidebar.

  3. Select Find new Apps.

  4. Search ‘Jira Cloud Migration Assistant’ and install it.

To find out more about JCMA, read the Use Jira Cloud Migration Assistant to migrate (legacy) article.

In case of any doubts, contact our Support.

What is not migrated

  • What If Scenario is not migrated.

  • JQL can be incomplete and may require manual changes. JQL is used in Scope definition → Additional Filtering and Quick Filters.

How to prepare for migration

The steps below are necessary to migrate the plugins to Jira Cloud. Ensure you have all the plugins (BigPicture, BigTemplate) installed on your Jira Cloud before you begin.

Jira Data Center

When you migrate from Jira Data Center to Jira Cloud, you will be asked to reinstall BigPicture to prepare a JCMA dump.

The reinstallation ensures data consistency in the dump by deactivating BigPicture on other nodes (Jira instances in a Jira Data Center cluster). The reinstallation prevents other nodes from making modifications to the database during database dump creation.

To reinstall BigPicture:

  1. Uninstall the app.

  2. Go to the BigPicture Marketplace page.

  3. Download the JAR file for exactly the same version:

    download-versions.png
  4. Install the app with the file.

    upload-app.png

     

Creating a JCMA snapshot will restart the App and may take a significant amount of time and resources, so the process is recommended during non-business hours. Do not interrupt the process or disable the App until the JCMA snapshot is complete.

  1. Prepare a JCMA snapshot in BigPicture on Jira On-premise:

    1. Navigate to BigPicture App Configuration > Advanced > Database dumps > New dump > JCMA dump.

      Screenshot of the App configuration page.
    2. Enter a unique Migration name, as you will later need to identify this snapshot in JCMA and complete the Description field.
      The provided Migration name can be edited later.

      Screenshot of creating a new JCMA snapshot.
  2. For BigPicture on Jira Cloud:

    1. Navigate to Apps > BigPicture App Configuration > Advanced > Technical info > Others > Data migration.

    2. Enable the Allow JCMA migration option.

      Screenshot of enabling the Allow JCMA migration toggle switch.
  3. On Jira On-premise:

    1. Navigate to Jira Administration > System > Import and Export > Migrate to cloud > Assess your apps.

    2. Assign the Needed in cloud status for each App.

    3. Click Done.

      Screenshot of assessing apps before the migration.

       

Migration process

  1. Initiate a migration process in JCMA:

    1. Navigate to Jira Administration > System > Import and Export > Migrate to cloud.

    2. Click the Create a migration button.

      Screenshot of initiating the migration process.
  2. Get familiar with information about the migration process.

    Screenshot of migration process explanation.
  3. Provide the migration name (the one you used for creating the JCMA snapshot in BigPicture).
    Tip: “Migration 3” and “migration-3” are different names. Make sure that the name matches exactly.

  4. Choose your destination Jira Cloud.

    Screenshot of providing the migration name.
  5. Click on the preferred migration method:

    1. Choose what to migrate; or

    2. Migrate all data at once.

      Screenshot of migration options.
  6. If you have selected Choose what to migrate in the previous step:

    1. Define your migration options, such as Projects, User and groups, and Apps.

    2. When ready, click the Check for errors button.

      Screenshot of checking errors before the migration.
    3. Select All to migrate all the apps with an automated path that are marked as Needed in cloud in your app assessment.
      If you select None, no apps will be migrated.

      Screenshot of selecting apps to be migrated.
  7. Proceed by clicking Review migration.

    Screenshot of checking for errors before the migration.
  8. You can run your migration now or save it and come back later. You will not be able to add or remove projects after you have saved so if you would like to make any changes, perform them now.

    Screenshot of reviewing the migration.
  9. After running the migration, you can track its progress from the Migration dashboard.

    Info: During migration, your BigPicture on Jira Cloud will restart to reflect the state of the migrated BigPicture from Jira On-premise.

  10. Once the migration is complete, the status will be updated accordingly.
    (BigPicture Jira Cloud) You will see the Migration completed successfully message once you enter Apps > BigPicture App Configuration > Advanced > Technical info.
    The message will disappear after the next BigPicture update.

    Screenshot of checking the migration completion on the BigPicture App configuration page.

    (Jira On-premise) The Progress column in the Migration dashboard (Jira Administration > System > Import and Export > Migrate to cloud) informs about the migration status.
    You can also expand the Actions menu and click View details

    jira-administration-system-migration-dashboard.pngaScreenshot of the Migrations dashboard in Jira.

    You will find detailed information on the migration.

    Screenshot of the Migrations dashboard details in Jira.

Additional instructions for the Migrate all data at once option

The following steps apply only to the Migrate all data at once option. 

If BigPicture/BigGantt migration got stuck at 0% and there is no progress in the last 15 minutes, go to BigPicture/BigGantt on the target Jira Cloud instance.

 

Screenshot of additional instructions for the migration.

If you see the following screen, it indicates the lack of sufficient permissions for add-ons on Jira Cloud. In this case, you must follow the procedures described on the Insufficient JIRA Permissions in BigPicture page.

 

Screenshot of a message that access to BigPicture is needed.

 

Once you define sufficient permissions, return to BigPicture/BigGantt on Jira Cloud:

  1. Go to App Configuration > Advanced > Technical info.

  2. Under the Others > Data migration section, enable the Allow JCMA migration toggle switch. 

  3. Under the Pending data migration section, click the Trigger pending migration button.

    Screenshot of the Trigger pending migration button on the BigPicture App configuration page.
  4. After refreshing the page, you will see a message that the migration is in progress.

    Screenshot of the message that migration is in progress.
  5. Now, you can return to the Migration dashboard on Jira On-premise and track the progress.

    Screenshot of the Migrations dashboard in Jira.

How to repeat migration

It is not recommended to reset Jira Cloud to solve migration problems. However, if there is no other way and you decide to reset Jira Cloud, you have to uninstall BigPicture first. Once BigPicture is uninstalled, you can reset Jira Cloud.

In case of any mistakes during the migration process in JCMA (for example, forgetting to provide the correct Migration name of your JCMA snapshot), you can run the migration process again.

  1. Prepare a JCMA snapshot in BigPicture on Jira On-premise.
    You can either: 

    1. Edit the Migration name and use the same JCMA snapshot (if you entered the wrong Migration name for your JCMA snapshot).
      Go to BigPicture App Configuration > Advanced > Database dumps and edit the JCMA snapshot you created before.

      Screenshot of editing a JCMA snapshot on the BigPicture App configuration page.

      or

    2. Create a new JCMA snapshot as described in the How to prepare for migration section above.

  2. Enable the Allow JCMA migration option in Apps > BigPicture App Configuration > Advanced > Technical info > Others > Data migration section on Jira Cloud.
    This option needs to be enabled each time before migration.

  3. Go to the Jira Administration > System > Import and Export > Migrate to cloud > Assess your apps section.

  4. Assign the Needed in cloud status for each App.

  5. Click Done.

    Screenshot of assessing apps before the migration.
  6. Initiate the migration process as described in the Migration process section.

After migration

Once the migration process is finished, it is recommended to check the following:

In Jira:

  • Review imported groups

You will see a message that imported groups need your review. Click on the banner to start reviewing or navigate to Directory > Groups.

Screenshot of reviewing imported users and groups in Jira.

You can select a group to review their pending product roles.

Screenshot of reviewing imported groups in Jira.

You can approve or deny a group.

Screenshot of reviewing imported groups in Jira.

When ready, the status Reviewed will appear next to a group. 

Screenshot of confirming the imported groups in Jira.
  • Verify permissions

  • Check migrated custom fields

Migrated custom fields can be recognized by the (migrated) additional note.
To find out more about duplicates, refer to the Jira Cloud Migration Assistant duplicates and tracking entities article.

Screenshot of checking migrated custom fields in Jira.

Duplicated fields after migration in Jira Cloud
During migration with JCMA to Jira Cloud you can see duplicated custom fields, Migrated and Locked ones. Custom fields marked as Migrated are used for default field mapping in Jira Cloud.

In BigPicture:

  • Field mapping in App Configuration > General > Fields

  • Scope definition in Boxes

  • Content of Boxes such as tasks, projects, etc.

  • Editing and assigning tasks (it can be necessary to correct permissions)

  • Individual resources 

  • Permissions assigned in App Administration > Security

BigTemplate migration

The migration using JCMA is available for BigTemplate version 8.17.1 and later.

You can migrate BigTemplate alone or together with BigPicture using JCMA. As a result, the BigTemplate database and all files with templates are migrated to your Jira Cloud.

How to prepare BigTemplate for migration

Make sure you have BigTemplate installed on your Jira Cloud before you begin. 

  1. A JCMA snapshot for BigTemplate on Jira On-premise is created automatically.

  2. On Jira On-premise:

    1. Go to the Jira Administration > System > Import and Export > Migrate to cloud > Assess your apps section.

    2. Assign the Needed in cloud status for BigTemplate.

    3. Click Done.

BigTemplate migration process

We recommended performing a joined migration for all Apps - this way you can migrate both BigPicture and BigTemplate at the same time (see the migration process steps outlined above). 

The migration process for BigTemplate is almost identical to BigPicture (two preparation steps are not needed when migrating only BigTemplate):

  1. Prepare for migration

    1. Make sure BigTemplate is installed on the cloud.

    2. (NOT NEEDED for BigTemplate only migration) Prepare a JCMA snapshot in BigPicture/ BigGantt on Jira On-premise. 

    3. (NOT NEEDED for BigTemplate only migration) On Jira Cloud, enable the Allow JCMA migration 

    4. On Jira On-premise, go to the Jira Administration → System → Import and Export → Migrate to cloud → Assess your apps section.
      Assign the Needed in cloud status for BigTemplate and click Done.

  2. Initiate a migration process in JCMA (Jira on-premise):

    1. Navigate to Jira Administration > System > Import and Export > Migrate to cloud.

    2. Click the Create a migration button.

    3. Get familiar with information about the migration process.

    4. Provide your migration name and choose your destination Jira Cloud.

    5. Select All to migrate all the apps with an automated path that are marked as Needed in cloud in your app assessment.
      If you select None, no apps will be migrated. 

    6. You can define your migration options, such as Projects, User and groups, and Apps. When ready, click the Check for errors button.

    7. Proceed by clicking Review migration.

    8. You can run your migration now or save it and come back later.

  3. After running the migration, you can track its progress from the Migrations dashboard.

    1. Once the migration is complete, the status will be updated accordingly.

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