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Migration Process Steps

It is recommended to undertake a test migration using a single space.

Excerpt
Tip

It is highly recommended that you first undertake a test migration of all the content in a single test space and ensure the workflow state names are the same in cloud as in server.

Info

Prerequisites

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Installation of the latest app version

will ensure

ensures you have the latest updates to support your migration.

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Info

Step 1 Plan your migration

(warning) Remember that you

  • use the Attach Activity option in server to generate and attach a CSV attachment of the page workflow activity to each page in the space

You will need administrator permission for both the server instance and the cloud site.

You can use the Comala Migration Assessment Tool to help analyze your server instance use of the Comala Document Management app.

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Migration on a space-by-space basis (or if a larger instance on a small batch basis) is recommended to help in identifying any issues that may occur.

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Step 2 Prepare Cloud site and test

  • set up an appropriate Confluence cloud instance as the target instance for the migration

  • install the Comala Document Management for Cloud app in your cloud instance

  • familiarize yourself (and your team and stakeholders) with Confluence cloud and cloud app capabilities

  • apply a Comala Document Management bundled workflow or recreate your custom workflow in cloud using workflow builder and testenable migrations in

Once Comala Document Management

global configuration in cloud
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Cloud is installed to your cloud site you can prepare your cloud site.

On installing Comala Document Management for Cloud, the following workflows are available

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Step 3 Migrate

  • refresh the connection between the Confluence instance and the migration service

    • The workflow translator to cloud tool is available in our server app to support creation of a JSON code copy of a server workflow template that can be added to your cloud space. The tool highlights any workflow features in a server workflow template that cannot be translated to a JSON cloud workflow.

    Info

    Step 3 Migrate

    (blue star) You can refresh the connection between the Confluence instance and the migration service in Comala Document Management cloud global administration by moving the Enable migrations slide toggle option to OFF and then back to On in the cloud app global admin.

    This is also a recommended option if you encounter a problem with a migration.

    (green star)

    • *

    * The workflow state names must match (including upper/small case letters) between server and cloud. Otherwise, the current state is not migrated.

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    Tip

    It is recommended that you create a migration for each individual space.

    To apply your custom workflows, we recommend the creation of these in a test space and then simply copy and paste the JSON workflow markup

    to your production space

    Completing your cloud set up will include tasks such as choosing whether to process your workflows to the migrated state or initialize to a different state.

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    into the markup editor in the production space Document Management dashboard. You should also validate any workflows created using the server/dc app workflow translator to cloud tool in a test space prior to adding to your production space.

    Migration Process Tasks

    PLAN YOUR MIGRATION

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    titlePlanning actions
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    cqllabel = "planning" and space = "MIG"

    PREPARE CLOUD SITE & TEST

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    titleCloud site preparation
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    MIGRATE

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    titleAtlassian migration actions
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    cqllabel = "migrate" and space = "MIG"

    MIGRATE CLOUD TASKS

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    titleManual
    taks
    tasks to complete the migration and the setup
    o
    of your cloud site
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    showLabelsfalse
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    cqllabel = "migratecloudtasks" and space = "MIG"
    (info) The workflow state at the time of migration is added as an attachment to the migrated document. To update the document workflow state correctly reindex the workflow applied to content, or if required, initialize your workflow to the required state for all the content. Otherwise, the workflow report for these documents will list documents as "not initialized")

    Ensure that the workflow state names are the same in server and cloud, otherwise the current workflow state is not migrated.

    Info

    Be aware that some available app features may be located or be named in a differently in cloud. For example

    • Page Activity is available as

    Workflow History

    • Document Activity through the page tools menu

    • space administrators access the space app configuration in Space

    Settings>Content Tools>Document Management 

    Migration Guide

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    • Settings>App links>Document Management 

    The workflow state at the time of migration is added as an attachment to the migrated document. The full history of workflow activity is not retained.