Collect and upload your data manually
If you can’t connect to your Data Center instance to automatically collect the data, you can run a manual assessment and upload the archive with results to Portfolio insights. The cloud readiness report will look exactly the same.
Before you begin
Here’s what you should know.
Permissions
Data Center: You need to be a System admin to run the assessment.
Cloud: You need to be an Org admin to upload the assessment file.
Data that we scan and collect
For more details on the data we scan and collect, see Security and data handling.
Migration assistant version
You need to update your Jira or Confluence cloud migration assistant to the latest version. You might not be able to run the assessment in earlier versions or upload the results.
Difference between manual and automatic assessment
Manual assessment needs to be started in the migration assistant while the automatic one is triggered when you connect a Data Center instance to Portfolio insights. In both cases, the Cloud readiness report looks exactly the same. Connecting to a Data Center instance has these additional benefits:
Easy way to re-assess and refresh data directly from Portfolio insights
Additional capabilities of Portfolio insights, such as improved instance discovery
1. Run the assessment from the migration assistant
To run the assessment:
Open your migration assistant by going to:
Jira: Administration > System > Migrate to cloud.
Confluence: Administration > General configuration > Migration Assistant.
On the home screen, you should see the Assess your instance card.
Select Begin assessing.
The duration of the assessment depends on your data, but on average it takes a few hours. You should see a more accurate estimate when you start assessing. Once it’s done, you can download a ZIP archive with the results.
2. Get an Atlassian Cloud organization
Portfolio insights lives in admin.atlassian.com, so you’ll need an Atlassian Cloud organization to view it. If you don’t have one already, you can create one for free.
Get started with an Atlassian organization
3. Upload the assessment to Portfolio insights
After you’ve downloaded the ZIP archive from your migration assistant, upload it to Portfolio insights.
To upload the assessment file:
Go to http://admin.atlassian.com, and select your organization.
Go to Settings > Portfolio insights.
Select … > Upload assessment file, and choose your ZIP archive.
Once you upload the archive, your Data Center instance should appear on the Apps list. To view your cloud readiness report, select the instance, then select View insights in the right-hand panel.
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