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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!

Phase 2: Plan

Now that you’ve taken the time to assemble your team, do some research, and make the exciting decision to move to cloud, it’s time to start planning the actual migration. As a reminder, we have Cloud Migration Managers who can help advise on your migration so you can confidently move forward.

Get set up in cloud

Using your cloud migration trial or if you aren't eligible, by purchasing a new cloud site, there are two steps that need to be done right off the bat if you are thinking about using Atlassian Access for additional security across your site - setting up your organization and verifying your domain. Note that these are not required, but are a pre-requisite for implementing Atlassian Access.

Get up in cloud

Set up your organization

As a refresher, an organization lets you view all of the Atlassian cloud users at your company (across multiple Atlassian sites and products) in one place, manage your users' accounts, and set up security features like SAML SSO. An organization is automatically created for every site, or you can transfer a site into an existing organization. To access your organization, go to admin.atlassian.com and follow these steps on how to set up, rename, and add products and sites to your organization.

Verifying your domain

Verifying your domain will secure ownership of your company’s domain and claim all users' accounts (also referred to as managed accounts) with that same domain. Choose a method and follow the steps on how to verify a domain for your organization. This can take up to 72 hours, so you’ll want to do this early on.

Decide if you need Atlassian Access

If you need additional security safe-guards like SAML SSO, user provisioning, or want to sync groups from an external directory, then this is a good time to consider whether or not you need to subscribe to Atlassian Access. If you also need a cloud identity provider, sign up for a free Okta account directly within Atlassian Access. If you're not yet sure about Atlassian Access, you can also add this at a later time.