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How Advanced Roadmaps plans are migrated

The Advanced Roadmaps feature of Data Center/Server is referred to as the advanced planning capabilities in Jira Software Cloud Premium and Enterprise. You access it the same way in Cloud as you do in Server via the Plans menu in your Jira navigation bar.

The Jira Cloud Migration Assistant allows you to migrate your Advanced Roadmaps plans including issue sources, such as projects and single-project boards from Advanced Roadmaps Server to Cloud.

Supported version of Advanced Roadmaps

You need to be on the supported version of Advanced Roadmaps:

  • For Jira Software Data Center 8.15 and higher, it’s the bundled version of Advanced Roadmaps.

  • For Jira Server or Data Center 8.14 and lower, it’s Advanced Roadmaps 3.17, or later.

What data is migrated

The following data is migrated:

What is migrated

What isn’t migrated

  • Plans with issue sources as projects

  • Plans with issue sources as single- or cross-project boards

  • Plans that have issue sources as filters

  • Users and groups

  • Shared teams

  • Global configuration

  • Custom issue types, custom fields and custom hierarchy mapping

  • Live plans will be migrated as plans with improved interface

  • Classic plans

  • Plans that have issue sources as private filters

  • Scenario data

  • Saved views

  • User defined custom fields of type

    • Parent Link

    • Team

    • Target start

    • Target end

How best to migrate Advanced Roadmaps

Here’s a few tips on the best way to migrate Advanced Roadmaps.

Migrate plans separately, before project data

If you’re planning to migrate in multiple phases, for example software projects today and Advanced Roadmaps plans tomorrow, we recommend that you:

  1. Migrate Advanced Roadmaps plans first. They will be migrated together with all associated projects, boards, filters (except private filters)l permissions, and users and groups.

  2. Next, migrate all other projects.

If a project fails to migrate and the related Advanced Roadmaps plans are migrated, you can fix the issues and re-migrate the project. The project will be linked to the respective Advanced Roadmaps plans.

Don’t make updates during migration

If you update issue sources or cross-project releases while migrating, the latest updates won’t be migrated.

  • If you update issue sources, you’ll have to migrate the latest changes to the plans again.

  • If you update cross-project releases, you’ll have to delete them in your destination cloud site, and then migrate the changes to the plans again.

When Advanced Roadmaps is installed and you migrate issues, epic links from custom issues at and above the epic (or custom epic) don’t get migrated.

Epic links that do not get migrated

If your epic link data is important to maintain, you can move any affected issue types to the base level in your issue hierarchy.

  1. In the navigation bar, select Plans > Administration, and then choose Hierarchy configuration from the sidebar.

  2. Locate and deselect the affected issue type(s) under the Jira Issue Types column, and select Apply. This will remove the issue type from its current level.

Hierarchy configuration

3. Select Save changes.

How to maintain the issue hierarchy

You can maintain your epic relationships by changing them to different relationships using linked issues.

  1. Open the issue that you want to link to.

  2. Select More > Link.

  3. In the Link window, select Jira Issue

  4. Select the type of issue link. For example, for This issue, select ‘relates to.’

  5. Specify the issue(s) you want to link to by doing one of the following:

    • Type the full issue key. For example, type ‘TRYPROJ1-2’.

    • Select search for an issue to perform a text search or an advanced search.

  6. Add a comment to describe why you're linking these issues and select Link.

  7. Select Epic Link and remove the epic.

Before you begin

Make sure you have Jira Work Management added in your destination cloud site if you have Jira Work Management in your server instance. Depending on the number of Jira Work Management users you've in your server instance, you may need to upgrade to the Jira Work Management Standard plan.

Post-migration tasks

When you finish migrating your Advanced Roadmaps plans, you’ll need to configure your default start and end dates in your cloud site.

In server, the default start and end dates for your plans are Target start and Target end date. In cloud, the default start and end dates are Start date and End date.

If you are using default start and end dates in server, after you migrate, the dates won't appear in cloud because the default fields are different. To resolve this, you'll need to configure the default start and end dates to be Target start and Target end in your cloud site.


More information and support

We have a number of channels available to help you with your migration.

Support for Atlassian Server products ends in February, 2024. Learn more about the Server end of support timeline.

 

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