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Best practices for migration Jira Server/Data Center to Cloud using Configuration Manager for Jira.

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This article explains the best practices for migrating Jira from Server/Data Center to Cloud using the Configuration Manager for Jira (CMJ) app.

Best Practices

  1. To perform migrations to the Cloud from the Server/ Data Center, one needs to install the Cloud Migration Tool on the Jira Server or Data Center instance and Configuration Manager on your Jira Cloud site.

  2. It is recommended to have the latest version of the Configuration Manager Cloud Migration Tool installed on the source Server/Datacenter so that it has the latest features and bug fixes. You can check the latest compatible versions from the following link:https://marketplace.atlassian.com/apps/1224900/configuration-manager-cloud-migration-tool/version-history. Visit the installation instructions.

  3. One must have either the Standard, Enterprise, or Premium cloud plan on the destination Jira Cloud site. Trial or paid licenses of these three types are supported. Migrations to Jira Cloud on the Free plan are not supported.

  4. Perform the Jira Integrity Check and fix the errors on your instance before the migration. Please refer to https://confluence.atlassian.com/adminjiraserver/using-the-database-integrity-checker-938847667.html

  5. If you have the Integrity Check for Jira app https://marketplace.atlassian.com/apps/1212168/integrity-check-for-jira?hosting=datacenter&tab=overview already installed in your source instance. it is also recommended to Perform an Integrity Check Integrity Check on the source Server/Data Center and fix the errors before the migration. You can install a trial version of the app.

  6. It is recommended to perform a test migration before the actual production migration to capture likely issues in your instance.

  7. Create a migration runbook that includes things like each step in the process, any instructions needed for those steps, who will complete them, and how long they’re expected to take. It will help production migration run smoothly and according to the plan.

  8. Please check and understand what configuration elements are supported: Supported Configuration Elements.

  9. Make sure the Jira Server/Data Center has Internet access. If the Jira Server/Data Center has limited access to the Internet, one must allow it to access the Cloud API https://private-api.cmj.botronsoftcloud.com/ and file storage https://prod-cmjc-snapshot-upload.s3-accelerate.amazonaws.com/

  10. One should have Jira System Administrator or Org Admin permissions on Jira Server/Data Center and Jira Cloud.

  11. One should have an Atlassian API token for one’s Atlassian account. Check API Token about why to need an API token and how to get one.

  12. Review the report of the changes introduced to the cloud in the Analyze changes phase Analyze Changes. The Analyze Changes UI shows the projects, configuration elements, and users that will be migrated to the Cloud site.

  13. Review any warnings, errors, or conflicts between the server and cloud configurations detected by the analysis. Remember that warnings don't block migrations, but conflicts and errors do. Therefore, one needs to resolve any detected conflicts.

  14. Ensure users have a valid email address on the source otherwise, it will be reported as a problem during migration. See User Transformations for more information.

  15. After successful migration, review the migration report Detailed Reports of Successful Migrations to check all the migrated configuration elements and any encountered warnings and errors

  16. After migration, validate and review your Cloud site data and conduct User Acceptance Testing (UAT) to make sure that everything is working as expected.

  17. Please check the road map Product Roadmap: Server-to-Cloud Migration Use Case as we will update it periodically to reflect the features in development and the features planned for the future.

  18. If the migration fails for any reason, please collect the Deployment ID and provide it to us by opening a support ticket in the Support Portal. Refer to our article How to find the deployment ID when a deployment fails using CMJ Cloud.

  19. Also, we advise to download a 'Support Zip' (which contains information and logs from your Jira system and Cloud Migration Tool) and attach it to the support request. Refer to https://confluence.atlassian.com/support/create-a-support-zip-790796819.html.

  20. Atlassian recommends submitting a MOVE ticket once you've committed to planning your migration. They will assign a dedicated cloud migration manager (CMM) to your ticket to assist you throughout the entire migration. The CMM can help you choose the best tools and strategies for your organization.

  21. For more information, refer to our documentation:
    Configuration Manager Cloud Migration Tool: https://appfire.atlassian.net/wiki/spaces/CMT
    Configuration Manager for Jira Cloud: https://appfire.atlassian.net/wiki/spaces/CMJ

Prerequisites

Installation and Upgrade

Cloud Connections

Migrate to Cloud

Migrate Projects and Issues to Jira Cloud

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