Server to cloud migration guide

Backup your data

Regardless of which migration strategy and method you’ve chosen, we recommend backing up your self-hosted instance prior to migrating it. If there is data in your cloud site already, ensure this is backed up as well.

• Instructions on backing up data for Jira
• Instructions on backing up data for Confluence

User Acceptance Testing

Part of the test migration is conducting User Acceptance Testing (UAT) so your end users can replicate common day to day tasks and make sure they work as expected. Through this process you can uncover any issues that will impact your end users and help your teams prep for the change that comes with cloud. Review step 6 of the testing guide for details on conducting UAT. 

Build your runbook and timeline

Throughout your test migration, put together a runbook or step-by-step checklist of what needs to happen when and any instructions needed, who the owner is for each task, and how long each step will take. It also helps to note what steps are dependent on each other and will prevent you from moving forward if not completed. At the end of your runbook, include a mitigation plan with owners just in case you need to roll anything back.

Once you’re comfortable with your test migration and how it went, move on to choosing your production migration window and communicating your plan in the next step.