Migration is the perfect opportunity to clean up your data and move to a cleaner slate in the cloud. The moment you decide to migrate, the primary focus should be on evaluating the value of the data versus the volume of data you will be migrating. The more data you migrate, the longer and more complex your migration is likely to be.
Because of this, we recommend taking the time to clean up your server instance before running your test migration. This can result in a smoother migration, fewer performance issues, and even productivity gains once in cloud.
A thorough diagnosis of the server instance and way of working could include running scripts and negotiating with other stakeholders to make decisions about how to move forward to the cloud. The time frame for the decision-making of what to migrate and what not varies based on the data complexity.
On this page:
Clean up your Jira instance
Review your Jira data
Check for and remove any unused apps or trial data.
Make a list of projects that you want to migrate, and if there are any that you don't need, remove it before migrating. In general, unused projects and issues are a great thing to clean up, since they impact performance as well as impact the time you need to spend managing them.
See how much data you have and if there are opportunities to reduce data size or complexity. You can use the System info page to access this data. Data could include:
Number of projects
Number of custom fields
Number of workflows
Number of screens, issue types, permission schemes
Number of users
Number of inactive users
Fix any duplicate email addresses MANDATORY. Learn more.
Check for conflicts with group names MANDATORY. Learn more.
Use third-party apps like Optimizer for Jira that can help you assess current usage and clean up your system.
To ensure successful migration of the server data, use the Database Integrity Checker (native to Jira Server) and the Integrity Check for Jira app from the Atlassian Marketplace to check the status of your data.
Learn more about great tips and tricks on cleaning up Jira from one of our community leaders.
Some customers choose to delete all their data and migrate only configuration and empty project containers. This may be a good option if you're planning to start fresh in the cloud, but would like the same configuration you have on the server.
Minimize your Jira data customizations
Standardize custom workflows to reduce data complexity before migration.
Review groups and permission schemes to see which are being used, which aren't, and if there are opportunities to standardize or simplify them.
Streamline custom fields, schemes, issue types, statuses, resolutions, boards, filters, and screens.
Warning:
Deleting custom fields can also delete associated data.
Be careful when updating or removing shared configuration entities, such as Issue types, Workflows, Custom fields and Schemes from your server instance if you’re planning to migrate additional projects that share these entities later down the track.
Use Jira Cloud Migration Assistant
Another tactic is to leave behind data you don’t need in cloud. You can use the Jira Cloud Migration Assistant to execute the following pre-migration techniques:
Sort project by “last updated” on the project selection page. This can help you focus on which projects to migrate before others.
Migrate archived projects either ahead or after the migration so that you don’t increase risk and migration downtime for the active projects that matter to current users.
The Jira Cloud Migration Assistant does not migrate all the configurations from your Jira server instance to the cloud. It performs an analysis of what’s needed for the projects you have selected, and only migrates the necessary for those projects to continue working in the cloud. This means that any unmapped or unused configurations like workflow schemes, permissions schemes, custom fields that are not used by the selected projects are not migrated to the cloud.
Generate the pre-migration report to review your data.
Clean up your Confluence instance
Review your Confluence data
Check for and remove any unused apps or trial data.
Consider removing or leaving behind anything that is not in use for long. This could include specific pages, entire spaces, attachments, macros, or apps. Learn more on how to gather usage statistics from confluence.
If you're migrating from Confluence Data Center or a large server instance, you may want to test your migration on some of your larger spaces that have lots of comments or attachments.
Minimize your Confluence data customizations
Find number of pages created by a user between a time frame.
Find last modified date for each space in a given time to look for unused spaces
More information and support
We have a number of channels available to help you with your migration.
For more migration planning information and FAQs, visit the Atlassian Cloud Migration Center.
Have a technical issue or need more support with strategy and best practices? Get in touch.
Looking for peer advice? Ask the Atlassian Community.
Want expert guidance? Work with an Atlassian Partner.