Data Center to Cloud Migration Using JCMA
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
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.
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
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
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
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
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.
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.
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.
DevSamurai - Team Unified Stronger