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Migration Process Steps

Prerequisites

(blue star) Installation of the latest app version will ensure you have the latest updates to support your migration.

Step 1 Plan your migration

(warning) 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

(blue star) 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.

(green star) On installing Comala Document Management for Cloud, the following workflows are available

Step 3 Migrate

(blue star) 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.


Migration Process Tasks




MIGRATE CLOUD TASKS

 Manual tasks to complete the migration and the setup of your cloud site

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 

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

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