Plan your Cloud migration
Documents to help you prepare to migrate your Atlassian Server products.
With this migration option, you build a migration plan and fill it in with data. You can either include everything in a single plan or divide it into many migration plans.
Looking for information on assessments?
You can find information on app and user assessments in these collections:
Complete these steps:
Check what can be migrated with this option. Learn more
Update the assistant and allowlist required IPs and domains. Learn more
Complete the pre-migration checklist to prepare your environment. Learn more
Pre-migrate users, groups, and attachments before project data to reduce downtime. Learn more
Permissions:
To migrate, you need to be an admin in both the source instance and the destination cloud site.
To create a migration plan:
Open the Jira Cloud Migration Assistant.
Select Create new migration.
On the Connect to your cloud site screen, provide the following data:
Example screen | Fields |
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4. On the Migration options screen, select Choose what to migrate.
After selecting Choose what to migrate, you can add the following items to your migration plan.
Example screen | What you can migrate |
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Check how each data type is migrated and what are the best practices:
Advanced Roadmaps plan: How Advanced Roadmaps plans are migrated
Projects: How data is linked in cloud
Users and groups: How users and groups are migrated
Customers: How Jira Service Management customers are migrated
To add Advanced Roadmaps plans to your migration:
On the Advanced Roadmaps plans card, click Select or Edit.
Choose an option to migrate the plans:
Option | Description |
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All | Migrate all supported Advanced Roadmaps plans, and:
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None | Don’t migrate any plans. |
3. When you’re ready, select Add to migration.
To add projects to your migration:
On the Projects card, click Select or Edit.
Select the projects you want to include in your migration.
Choose an option to migrate projects:
Option | Description |
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All | Migrate all supported data and configuration items from the selected projects. |
Attachments only | Migrate only attachments from the selected projects. |
4. When you’re ready, select Add to migration.
To add users and groups to your migration:
On the Users and groups card, click Select or Edit.
Choose an option to migrate users and groups:
Option | Description |
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Only users and groups related to the selected projects | Migrate only users and groups that are referenced in the projects you added to your migration plan. Once you select this option, you’ll also be able to add:
This is useful if you’d like to also migrate users who were assigned projects roles or are members of other migrated groups, but aren’t actually referenced in the projects, which would exclude them from migration. |
All users and groups | Migrate all users and groups from your Jira users directory. If you’re looking to speed up your migration, this option is faster. When migrating only a subset of users, the assistant needs to check them against every project in Jira, which takes time. |
3. Choose whether to preserve group membership or not:
Option | Description |
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Migrate users and groups separately | Migrate selected users and groups without adding them to any groups. Users will be given Atlassian accounts, but they won’t have access to any products or projects, and won’t consume the license. |
Preserve group membership | Migrate selected users and groups, preserving their group membership. Users will have access to their projects and will count towards your license. |
4. When you’re ready, select Add to migration.
To add customers to your migration:
On the Customers card, click Select or Edit. This card is only available if you have Jira Service Management installed.
Choose an option to migrate customers:
Option | Description |
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All Jira Service Management customers | Migrate all customers who have ever created a request using the customer portal or email channel. |
Only customers related to the selected projects | Migrate only customers who have created a request or are referenced on a request in service projects included in your migration plan. |
No customers | Don’t migrate any customers. This option is available if you haven’t selected any service projects. |
3. When you’re ready, select Add to migration.
To add data from apps to your migration:
On the Apps card, click Select or Edit.
Choose an option to migrate:
Option | Description |
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All | Migrate data from all apps that you marked as ‘Needed in cloud’ when assessing and preparing apps, and that have a migration path provided by the app vendor. |
None | Don’t migrate any app data. |
3. When you’re ready, select Add to migration.
Once you’re done, check for errors in your migration. Learn how to check for errors in your migration
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