Migration Process Steps
Prerequisites
In your Confluence Server / Data Center Instance:
The latest version of Confluence Cloud Migration Assistant
The latest version of Comala Document Management
Confluence Cloud instance with Comala Document Management Cloud installed
On both instances
Confluence admin permission
Space admin permission
Installation of the latest app version will ensure you have the latest updates to support your migration.
Step 1 Plan your migration
review and plan the Atlassian Confluence migration process and the data that Confluence will migrate
review the feature differences of Comala Document Management in cloud compared to server
check what is migrated and what is not migrated to Confluence Cloud
always have an up to date backup of your server/datacenter source instance
Remember that 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
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.
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 test
Once Comala Document Management 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
Step 3 Migrate
migrate your content, users and the current workflow state using the Confluence Cloud Migration Assistant
enable or apply your workflow to your content in cloud and validate
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 into the markup editor in the production space Document Management dashboard.
Completing your cloud setup will include tasks such as choosing whether to process your workflows to the migrated state or initialize them to a different state.
Migration Process Tasks
PLAN YOUR MIGRATION |
PREPARE CLOUD SITE & TEST |
MIGRATE |
MIGRATE CLOUD TASKS |
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").
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 through the page tools menu
space administrators access the space app configuration in Space Settings>Content Tools>Document Management