Top 5 Tips for Migrating to Atlassian Cloud

Key takeaways Atlassian Cloud saves organizations time and money, while increasing agility and security.

The Atlassian Cloud platform is fast, reliable, and meets a variety of compliance standards including SOC2, SOC3, ISO 27001/27018, and more. Enterprises that migrate enjoy numerous benefits, including:

Top 5 tips for migrating to Less work Atlassian hosts, secures, upgrades, Atlassian Cloud and manages storage infrastructure for customers. In a recent webinar, members of Atlassian’s Migrations team discussed the benefits of migrating to Atlassian Cloud and shared five Lower costs best practices for a successful migration. Customers no longer have to maintain costly hardware or dedicate engineering and IT time Overview to maintenance. Gartner predicts that by 2025, 80% of enterprises will use cloud applications. More Improved security than 125,000 organizations have already adopted Atlassian Cloud. Customers are Security is built into the fabric of our saving time and money, while enhancing their cloud products, infrastructure, and agility. Tens of thousands of administrators processes, so you can rest assured and millions of users rely on Atlassian’s cloud that your data is safeguarded. products to do everything from developing the next big software solution to landing an astronaut on Mars. Greater agility Atlassian efficiently scales cloud services as demand increases. Experience shows that successful migrations Customers no longer have to keep require a multi-stage approach and hardware ready as users grow. thorough advance planning. Atlassian has Recently, Atlassian announced created migration tools, app assessment Premium and Enterprise plans, functionality, and dedicated support teams and increased the cloud user limit to ensure your migration is successful—with to 10,000, more than doubling the minimal disruption. previous maximum. Figure 1: Atlassian Cloud plans

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Atlassian Access one subscription across all products & plans

“When you migrate to Atlassian Cloud, we know you are trusting us with not only your data, but also your livelihood. We take your trust seriously, so we provide full transparency into the current and future states of our security, privacy, reliability, and compliance. Visit the Atlassian Trust Center to learn more.”

Chris Clarke Principal Product Manager, Migrations

Successful cloud migrations have multiple phases and require thorough advance planning.

Migration is a marathon, not a sprint. During migrations, organizations typically go through six stages (Figure 2). In many cases, work begins 6 to 12 months before the actual migration. Figure 2: the phases of Cloud Migration

What's our strategy? Does the migration Help users get set up, What steps will we work? How long learn cloud admin, take to get there? does it take? retire server.

Should we move to Get people, data Data and users are cloud? What will and environments moved to cloud and we gain and lose? ready to migrate. any issues resolved.

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Planning, pre-work, and optimization are Throughout the migration, it is advisable critical to success. Key considerations include: to work with Atlassian to ensure you have the information needed for success. This may include speaking with Atlassian App assessment and migration planning Cloud Migration Managers, who can help with assessing and planning your migration. Pending your team’s level of Developing a plan for user migration and expertise, your migration complexity, cloud user management and timeline, Atlassian Solution Partners are trained to help customers move to cloud successfully and with minimal Deciding on a migration strategy disruption. For large customers, end-to- end migrations often take six months or Testing the migration more. A sample checklist for a complex migration is outlined in Figure 3.

Running user acceptance testing

Preparing materials for communication, onboarding, and training. Figure 3: example Migration project checklist

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Audit your current cloud Decide to migrate Set up Access and SSO if Communicate plan to Send launch End of life server and server license(s) using a cloud identity users and stakeholders communications Sigh up for your free provider (IdP) Take advantage of cloud Assess size and extended cloud trail Inform Atlassian support Onboard users, conduct mobile apps complexity of data Run your test migration (if migrating over a training or run office Assess cloud plans weekend) hours as needed Explore integrations Audit apps (Standard and Premium) Conduct User with other leading cloud Acceptance Testing Run yout production Set server to read-only products Review security and Choose migration (UAT) migration cpmpliance needs strategy (full, partial, Set up cloud billing Implement cloud phased) Develop final timeline Install or migrate apps security best practices Assess costs and create your Celebrate! Develop your migration migration runbook Legal review plan Assess cloud product Prepare training Clean up your server materials as needed instance Assess cloud apps

“The keys to a smooth As enterprises plan to migrate to Atlassian transition are the work done Cloud, keep these five best practices in mind. ahead of time and post migration. Sometimes these phases are more important 1 Get to know Atlassian Cloud. Try before you buy. Although Jira than the data migration. Cloud and Jira Server do the same things, they have different The goal is to set yourself up apps, as well as functional and user interface differences. A big to be successful.” part of migration is getting comfortable with the cloud offering. To set yourself up for success, learn about the differences in Maren Hotvedt detail. Use that information to prepare your onboarding and Product Design training materials.

Atlassian recognizes that migrations don’t happen overnight. We are offering extended cloud trial licenses for current server and data center customers. This helps you explore, test, and migrate to cloud over your existing maintenance period— at no extra cost. You can make sure that cloud is right for you, before leaving your self-managed solution. An added benefit of the Extended Cloud Trial offer is the ability to try both the Standard and Premium Cloud plans to determine which option is best for you.

Be sure to plan and test the migration repeatedly to ensure you are set up for success during the production migration. 2 Develop a user management strategy. Simplify your migration. Bring only what When planning your cloud migration you need and take advantage of migration journey, determine how you will create, tooling. Prepare the server by archiving update, delete, and provision users when unused spaces and projects, cleaning up you move to the cloud. Tackling this first the user base, completing an app audit, avoids complexity later. determining which apps need to be in the cloud, and removing unused customizations and configurations. Server and Data Center customers store users and groups in a variety of places, ranging from internal directories in Making time for cleanup has two benefits: Atlassian products to external directories it will make the move faster and smoother, and identity providers that enable and will improve performance. Atlassian centralized management and provisioning has free migration tools to reduce the from a single source. When migrating to manual steps associated with migration. the cloud, you will want to replicate or The Atlassian Cloud migration assistants perhaps improve upon your current setup. are server apps available on the Atlassian Getting that right requires a cohesive Marketplace. They enable all companies— strategy, before moving data. from startup to enterprise— to migrate data directly from a server to the cloud over a secure connection. The tool is designed to Atlassian Access provides centralized reliably migrate user groups, spaces, and user management and provisioning from projects at once or incrementally. Best of all, a single source. It supports single sign-on the migration assistants allow you to migrate (SSO) and SAML-based user provisioning data in an easy, step-by-step process—instead for industry-leading identity providers, of manual exports. The Confluence Cloud including Okta, Centrify, Bitium, Microsoft Migration Assistant was launched last year Azure AD, OneLogin, Microsoft ADFS, and the Jira Cloud Migration Assistant is now and Google Cloud Identity. Atlassian available on the Atlassian Marketplace. Access also provides APIs to build identity connectors to other types of directory services, including custom solutions. 4 Mind the apps. A time-intensive part of the migration journey is figuring out which Atlassian and marketplace apps or plugins If you adopt Atlassian Access, a best are available in the cloud at the right level of practice is to set up your SSO and user parity. Work with Atlassian support and app provisioning first. After that, you can use vendors to develop a data migration strategy. the migration assistants to migrate core product data. To make it easier for organizations to deal with apps, Atlassian has built an app 3 Simplify your migration. Bring only assessment feature into the Confluence what you need and take advantage of Cloud Migration Assistant. This determines migration tooling. Prepare the server by whether app availability will impact archiving unused spaces and projects, migration. It also helps vendors identify cleaning up the user base, completing an which apps are most important to customers. app audit, determining which apps need App assessment for Jira will be available to be in the cloud, and removing unused for the Jira Cloud Migration Assistant later customizations and configurations. this year. Figure 4: Atlassian Cloud Migration Assistants Frequently asked questions

How do I know if cloud is right for my team? Cloud is best for teams that want to minimize IT overhead, reduce maintenance costs, and increase their team’s productivity. Visit the Cloud Migration Center to learn more and start your free Extended Cloud Trial.

What migration tools are available? Atlassian provides Cloud Migration Assistants for both Jira and Confluence, as well as free Extended Cloud Trials, 5 Don’t go it alone. Atlassian has created a migration support, and a network of dedication migration support team. To reach qualified Solution Partners to help these specialists, create a migration support customers migrate to cloud. ticket online. Weekend support is available to ensure that production migration results Are there instructions for migrating in minimal downtime. Atlassian specialists to cloud? can review your migration plans in advance, Yes, Atlassian provides detailed helping you proactively address issues that documentation on migrating from server to ensure your migration goes more smoothly. cloud and planning your cloud migration.

If you would like migration assistance, Atlassian can connect you with a Solution Additional resources Partner suited to your needs. Atlassian Solution Partners provide advanced Atlassian Atlassian Cloud Migration Center product knowledge, product configuration Everything you need to get started with expertise, and customized solutions and your cloud migration. implementation services. Many Solution Partners offer migration services that go Cloud Migration Documentation above and beyond product support. Step-by-step instructions, best practices, checklists, and more.

“Your migration provides a great opportunity to take Atlassian Migration Community stock of what you have. Think back to the last time Ask questions, get feedback and learn you moved house. You did a bit of triage and didn’t from other customers. move everything. Moving to the cloud is the same.” Cloud Migration Case Study Jason Wong Learn how one company turned a major Principal Product Manager outage into positive digital transformation.