Configuration Manager for Jira (CMJ) - Data Center to Data Center Migration Checklist
Prerequisites
Before starting the migration, ensure the following:
CMJ Installed | Install Configuration Manager for Jira (CMJ) on both source and target Jira Data Center instances. |
Licensing | CMJ must be licensed on both environments. You can use a production license on the target and a dev license on test/staging. |
Supported Versions | Confirm Jira and CMJ compatibility for both source and destination environments. |
Install Integrity Check App (optional but highly recommended) | For pre-snapshot validation. |
User Access | Ensure the user performing the migration has Jira System Administrator privileges on both instances. |
Pre-Migration Steps
Perform Integrity Check | Run System Scope or Project Scope check. Resolve all Missing, Duplicate, or Inconsistent configuration errors. |
Create a Snapshot |
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Validate Snapshot Scope | Ensure only the required projects/configs are included. Use Power Admin to validate custom fields, filters, boards, and other elements. |
Perform a Test Deployment (Staging Environment) | Deploy the snapshot to a cloned or staging Jira instance. Use this to validate impact before deploying to production. |
Document Configuration Object Differences | Use CMJ's Analyze Changes feature to compare and adjust mismatches. |
Migration Execution
Stop Scheduled Jobs | Prevent background activity during migration. |
Deploy Snapshot on Target Instance | Upload and deploy using the CMJ UI. Carefully read Warnings, Conflicts, and Errors during Analyze Changes. |
Resolve Conflicts | Use Inline rename for project key conflicts. Address permission or custom field mismatches. |
Confirm Successful Deployment | Review the deployment report. Run a post-deployment integrity check to validate the target configuration. |
Post-Migration
Review Project Integrity | Verify project permissions, schemes, boards, filters, and dashboards. |
User Acceptance Testing (UAT) | Have teams validate workflows, issue views, reporting, and search. |
Audit Logs | Review audit trails for configuration changes made by CMJ. |
Snapshot Backup | Save the deployed snapshot and store the version archive. |
Re-enable scheduled jobs and resume normal operations |
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