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Info

Should you need any migration assistance, please don’t hesitate to contact us via email - atlassian@devsamurai.com or find our Support Desk for 24/7 assistance!

1. Introduction

This guide is for users of ProductGo 's Data Center edition who are looking to migrate to the Cloud edition.

1.1. Pre-migration Checklist

Before proceeding, please review the following official Atlassian documentation:

You will use the Jira Cloud Migration Assistant tool to migrate your data from Server to Cloud.

1.2. Data to be Migrated

Entity

Field

Goal

Summary

Color

Start Date

End Date

Creator

Step

Goal

Issue

Start Date

End Date

Task

Step

Issue

Start Date

End Date

Milestone

Board

Name

Color

Creator

Start Date

End Date

Created At

Updated At

Comment

Board

Comment

Parent

Creator

Created At

Updated At

Quick Filters

Name

Query

Show

Editable

Mark As Default

Include Epics

Portfolio

Name

Owner

Template

Members

Projects

Status

Goal Setting

Epic Settings

Project Style

Persona Setting

Filter Setting

First Level

Created At

Entity

Field

Portfolio Comment

Board

Parent

Creator

Comment

Created At

Portfolio Rank

Board

Issue

Swim Lane

Rank

Create At

Portfolio Relationship

Board

Child Issue

Parent Issue

Rank

Created At

Portfolio Swimlane

Board

Name

Description

Start Date

End Date

Rank

Status

Created At

Portfolio Settings

Board

User

Swim Lane Setting

Goal Setting

Filter Setting

Board Setting

Created At

Persona

Name

Project

Template

Persona Module

Avatar Url

Creator

Created At

Admin Setting

Board Settings

Goal Settings

Card Settings

Field Settings

Roadmap Settings

User Setting

Show Completed Cards

Show Orphan Cards

Show Completed Releases

Use Epic Color

Show Personas

Swim Lane Mode

2. Migration Steps

Ensure you have the latest versions of ProductGo software to avoid any issues during migration.

2.1 Install ProductGo on Cloud Site

Make sure you have the latest version of ProductGo installed on your Cloud site before beginning the migration process.

2.2 Audit apps for your migration to Cloud

Before planning your app migration, it's important to review the apps you currently use. Understanding your existing apps will help you make informed decisions on how to transition them to your new system.

2.3 Assess the Server Apps

As part of the migration process, we'll need to assess existing apps to determine their suitability.

Go to Jira Admin → System → Migrate to Cloud to open the Migration Assistant home

image-20240914-125451.png

The app assessment table displays all the apps on your server or Data Center instance. If you have a large number of apps, loading may take a moment. Click on any app to view additional details in the side panel. Review each app carefully, evaluate the criteria, and assign a status to make your decision.

Note: Confluence and Jira migration assistants look slightly different because they measure different things.

image-20240909-034013.png

For more details please take a look at:

2.4 Run the Migration

There are five steps to set up and run your migration from Server or Data Center to Cloud

image-20240912-104013.png

2.4.1 Connect to cloud

You can link your chosen cloud instance at this step.

If you already have a Cloud site, select Choose cloud site or choose it from the drop-down.

If you don’t have a Cloud site yet, select Get Jira Cloud trial to try one for free.

Learn more about Cloud migration trials

image-20240913-074513.png

2.4.2 Choose what to migrate

You can migrate everything together or break it up into phases.

You can choose:

  • Advanced Roadmaps plans or skip migrating plans

  • All or some of projects

  • All dashboards, boards and filters at once or only those related to selected projects, or none

  • All users and groups from the Jira directory

  • All apps that you marked as Needed in Cloud when assessing your apps

image-20240913-080830.png

2.4.3 Check for errors

In this step, Cloud Migration Assistant looks for warnings or errors it should display as it runs premigration checks on the following groups:

  • System

  • Users and groups

  • Data preparation

  • App

image-20240913-083116.png

2.4.4 Review your migration

If everything looks correct and you want to start your migration, click Run now. If you would like to start your migration later or you still have errors to fix, click Save. If you choose to run your migration, it will still be saved to your dashboard. There, you can view the progress and details of all your migrations.

Screen Shot 2024-09-13 at 15.38.52.png

2.4.5 Manage and run your migrations

Your saved migration will be listed on the migration dashboard, where you can View details, Run, Copy, Archive, and Go to cloud site.

Cloud Migration Assistant will keep you informed about the progress of your migration. You can see if your migrations are Saved, Running, Finished, Stopped, Incomplete, or Failed.

image-20240913-085406.png

2.5 Verify that Data Migrated

After the migration is complete, please verify and confirm that the data is as expected. The data to be checked includes:

  • Story Mapping Board includes the following elements: Goals, Steps, Tasks, Issues, Releases, Comments, and Quick Filters.

  • Roadmap includes Milestones, Release dates, and Timelines for Goals, Steps, and Tasks.

  • Portfolio board comprises Goals, Swimlanes, Stories, Quick filters, and Board settings.

  • Persona includes a list of Project-specific personas and Global personas.

  • Project and user configurations.

3. Unsuccessful Migrations

If the ProductGo migration is unsuccessful during the Jira Cloud migration process, we strongly advise that you attempt it again.

4. Known Limitations

We do not support the migration from two ProductGo DC applications hosted on two separate servers to a single cloud-based application.

5. Migration Notes

  • Enable Logging: We recommend enabling logging by adding the log category com.devsamurai at the 'info/debug' level on your Jira Data Center logging page.

  • Test Before Production: Always test the migration in a test environment before applying it to your live production instance.

  • Avoid Data Changes: Please notify all users, do not make any changes to data during the migration process. Any updates or modifications could cause the migration to fail.

  • Linked Projects: If you have multiple projects that are connected with app, make sure they are migrated together in the same migration process.

  • Check Time Zones: Before migrating, confirm that the time zone settings on your Jira Cloud instance match those on your server or data center instance.

  • Retry if Migration Fails: If the migration fails, you can try running it again. However, before retrying, ensure that the cloud project from the previous attempt has been removed.

  • Performance: We recommend re-indexing the Jira server before migration to enhance performance and reduce data collection time.

6. Conclusion

By following these steps and using the Jira Cloud Migration Assistant, you can successfully migrate your Jira system to the cloud and continue using ProductGo without interruption. If you have any questions or need further assistance, please don't hesitate to contact us.