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Server to cloud migration guide

Use our step-by-step migration guide for resources and best practices to ensure a successful move to cloud

Introduction
Overview
How we support migrations
Requirements
Phase 1: Assess
Compare cloud vs server
Audit current landscape
Audit and assess apps and integrations
Assemble your team
Phase 2: Plan
Get set up in cloud
Assess size and complexity of your data
Choose your migration strategy and method
Develop your migration plan
Phase 3: Prep
Prep your team and site
Phase 4: Test
Test migration
Choose your migration production window
Prepare training materials
Communicate your plan
Phase 5: Migrate
Set your server to read-only
Run the production migration
Phase 6: Launch
Welcome your team
Celebrate!

Choose your migration strategy and method

The method you choose will depend on your team’s unique needs for migration. Review the sections below to understand and choose the best strategy and method for your team.

Server to cloud migration strategies

Recommended

An “all at once” migration where you assess which data to migrate to cloud and which to leave behind on your server instance for future reference in a read-only state.

Take all of your data - product data, users, and apps - and migrate it to cloud in a single migration.

Migrate data in stages, rather than all at once. As you complete each migration, issues can be worked out and users onboarded and trained in small chunks.

If you’re confident you won’t be working with the majority of your existing server project data going forward, or want to work in cloud immediately, then you may choose the start fresh approach to setting up your cloud site.

 

 

Pros

Everything is migrated at once

Only migrating what you need

Shorter overall migration timeline and reduced migration downtime

Will make cloud simpler for your teams to navigate

May improve cloud performance

May decrease costs to migrate (e.g. resourcing, Partner costs) due to protracted timeline

Cons

All users will need to be onboarded simultaneously

May increase downtime depending on the size of your data

Requires additional planning and work to determine how to optimize

Recommended when

You want to move to cloud in one migration

Your migration is lower complexity (fewer than 5,000 users and 10 apps)

Your critical apps are available in cloud, and have migration paths

You need to migrate Jira Service Management or Portfolio

 

 

Pros

Everything is migrated at once

Shorter overall migration timeline

May decrease costs to migrate (e.g. resourcing, Partner costs) due to protracted timeline

Cons

All users will need to be onboarded simultaneously

May increase downtime depending on the size of your data

May be moving unneeded data and users to cloud, which can increase costs

Recommended when

You need to move to cloud quickly

Your migration is lower complexity (fewer than 5,000 users and 10 apps)

Your critical apps are available in cloud, and have migration paths

You do not need or want to clean up prior to migrating

You need to migrate Jira Service Management or Portfolio

 

 

Pros

Phased user onboarding

Reduced single downtime

Allows you to clean up and optimize over time

Gives users a chance to adapt to new ways of doing things

Cons

Not well supported if you need to migrate Jira Service Management or Advanced Roadmaps (formerly known as Portfolio)

Longer overall migration timeline may lead to increased costs

Can be more complex to manage multiple deployments during the transition

Requires careful planning, since dependencies must be mapped out

Can be harder to fix links after migration when only some Confluence Spaces or Jira Projects are migrated

Recommended when

You are able to move to cloud over an extended timeframe

Your migration is higher complexity (more than 5,000 users and 10 apps)

Some teams' critical apps are not yet available in cloud

 

 

Pros

No or limited migration downtime

If you have a server license, you can keep the data around for archiving purposes

Cons

Users will not have access to old project/space data

Recommended when

You won’t be working with your existing server data

You’re a Jira Service Management customer and dont need quick access to old tickets

You’re are spinning up a new team

You want to expedite your move to cloud

You want to streamline your cloud footprint and reinvent ways of working

Choose your migration method

When it comes to the actual migration methods, there are a few options to choose from. Consider the migration strategy you chose above, and review the migration methods outlined here to decide how you will migrate your data to cloud. Factors that will impact your method include which products you’re migrating, what version of server or Data Center you are on, and how much data needs to moved.