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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

Phase 3: Prep

Now that we have our plan together, it’s time to prep our team, environments, and data for the big move. This phase can take time, anywhere from days to weeks, so ensure that you’re leaving enough time to complete this section. Note that if there are resource constraints or more hands-on support is needed, you can connect with a Solution Partner to manage the heavy lifting.

Prep your team and site

With our plan and estimated timelines in place, start socializing the details of your migration with stakeholders and the teams who will be impacted so users can get up and running smoothly with minimal disruptions to their work. For some companies this step may happen sooner depending on the criticality of the products being migrated. It’s also best to establish a comms cadence for when and how often you’ll be communicating updates so teams can be informed and prepared for the change.

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Use our stakeholder communication play to plan how you’ll give stakeholders the right information, at the right time, and through the appropriate channels.

Communicate your plan

Ensure you’re on a supported server version

Depending on the migration method you chose in Phase 2, you may need to be on a certain version of your server or Data Center instance to execute your migration. Please review the supported versions below:

Clean up your server instance

The more data you migrate, the longer and more complex your migration is likely to be and could affect cloud performance later on. Use your migration as an opportunity to clean up your server instance before running your test migration.

Some things to look out for might be inactive apps or users, old product data such as projects, customizations, or workflows that can be simplified or left behind, and any duplicate data. Refer to our documentation for some guidance.

Complete the pre-migration checklist

Before running your test migration, review our detailed pre-migration checklist to make sure your data and environment is ready to go.

Complete the pre-migration checklist

Install cloud apps

As part of testing, you may want to install and test the full functionality and migration of any apps that you plan on using in cloud. Make sure both you and your stakeholders have tested the cloud functionality and that it suits your teams' needs. Learn more about migrating your apps.