
Migrating your Atlassian instance to the cloud is a significant endeavor that requires meticulous planning and execution to ensure minimal disruption and maximum efficiency. This guide provides a detailed, step-by-step checklist to help you navigate this complex process seamlessly.
Step 1: Assess

The first step in migrating your Atlassian instance to the cloud involves a thorough assessment of your current landscape.
This phase is critical as it helps you understand your existing setup and determine the feasibility and implications of the migration.
1. Audit Your Current Cloud and Server Landscape and Apps
- Identify all Atlassian products you have in both cloud and server environments.
- Determine who is using these products and assess any self-hosted instances or cloud sites you may not be aware of.
- Review the apps installed on your current setup, as these will not be automatically migrated to the cloud.
2. Review Your Security and Compliance Needs
- Consult with your procurement or security teams to ensure that Atlassian cloud products meet your organization's requirements.
- Visit the [Atlassian Trust Center](https://www.atlassian.com/trust) for detailed information on Atlassian’s compliance and security policies for cloud products.
3. Assess Cloud Pricing and Compare Plans
- Evaluate the costs associated with your cloud subscription(s) and compare different plans to ensure you only pay for what you need.
Step 2: Plan

Once you’ve decided to move to the cloud, the next step is to develop a comprehensive migration strategy.
This involves setting up your organization and planning the details of the migration
1. Set Up Your Organization
Create an organization in Atlassian to manage all cloud users, accounts, and security features centrally. This is particularly useful if your company manages multiple cloud sites.
2. Review Your Anonymous Access Settings
Ensure that your anonymous access settings in Jira and Confluence are configured correctly before migration.
3. Set Up Single Sign-On (SSO)
If you plan to use SSO, set it up in advance and verify your domain for seamless integration.
4. Ensure Your Cloud Site Has the Right User Tier
Verify that your user tier supports all the users you plan to import, especially if you have an annual subscription.
5. Determine App Migration Pathways
Identify the apps you need to migrate and determine how to move them while maintaining data integrity.
Step 3: Prep

Preparing for migration involves getting your people, data, and environments ready.
This includes conducting a test migration, cleaning up your self-hosted instance, and planning for minimal disruption.
1. Clean Up Your Self-Hosted Instance
- Review groups and permissions, minimize customizations, and identify inactive projects or spaces.
2. Conduct a Test Migration
- Perform a test migration to ensure the production migration will be successful and to identify any potential issues in advance.
3. Install or Migrate Apps
- Make sure all necessary apps are installed or migrated during the testing phase to ensure they function as expected in the cloud.
4. Conduct User Acceptance Testing (UAT)
- Have end users replicate common tasks to catch any unexpected issues and prepare them for the change.
5. Communicate Your Plan
- Develop a communication plan to inform users about the migration schedule, expected downtime, and other key details.
Step 4: Test

Before the final migration, thorough testing is essential to ensure everything works as expected and to establish a clear timeline for the production migration.
1. Back Up Your Data
- Ensure you back up your self-hosted instance and any existing data in the cloud for safekeeping.
2. Run a Test Migration
- Familiarize yourself with the migration process and ensure all steps are followed accurately.
Step 5: Execute

Finally, it's time to execute the migration. With all the planning, preparation, and testing completed, the actual migration should proceed smoothly.
1. Monitor the Migration Process
- Keep a close eye on the migration progress and be prepared to address any issues that arise promptly.
2. Post-Migration Validation
- Validate that all data has been migrated correctly, apps are functioning, and users can access the new environment without issues.
Migrating your Atlassian instance to the cloud is a detailed process that requires careful planning and execution. By following this step-by-step checklist, you can ensure a smooth transition with minimal disruption to your organization.
Ready to make the move?
Contact Jer-nee Consulting today to ensure a flawless and stress-free migration!
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