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Walkthrough

If you have dashboards with Bar Chart gadgets in your Data Center (DC) instance and you want to migrate them to your Cloud instance, you can do this as part of the standard migration process. This walkthrough explains how.

Prerequisites

As a first prerequisite, please make sure that you use compatible versions of all the apps in questions. We recommend using the latest versions.

Before starting the migration process,

  • please have a look on the Scopes & Permissions to verify that you have the necessary permissions to migrate,

  • please check the data used for the gadget configuration is included in the migration plan,

  • please check that the filters/custom fields used by your Bar Chart gadgets in your DC instance don’t use project references with their ID. If so, delete these filters on Cloud side and include them in your next migration plan.

1. Migration of projects/apps, starting from Data Center (DC)

1.1 Assess instance and apps

First select the Atlassian Cloud Migration Assistant and begin assessing your instance:

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Overview of the Migration Assistant.

This step might take some time. Afterwards you can assess your apps.

Next, select that you will need Bar Charts for Jira in the Cloud, click Done.

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Assess your apps - select that you need Bar Charts for Jira in the Cloud.


1.2 Prepare your apps

Then it is time to prepare your apps.

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Prepare your apps.

You will need to connect to your Cloud site and will have to install Bar Charts for Jira on it (if you haven’t already 😉 )

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Select the Cloud site you want to migrate your Bar Charts to.
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Install your apps on your Cloud site if necessary.

finally, agree to the app migration and click on “Done”.

1.3 Review your email domains/Assess and prepare your users

Before you can start a migration, you have to review your email domains and assets and prepare your users. Please follow the Atlassian documentation here.

1.4 Migrate your users in advance (Optional)

Optionally you can now also migrate your users in advance to your app migration:

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Migrate your users in advance.

1.5 Migrate your data

Finally, click on “Migrate your data” to start a new migration:

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Click on Migrate your data to start a new migration.

This leads to a Pop-up, on which you click on “Continue with Migration Assistant”

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Migration Pop-up.


This will guide you through the different steps, as shown below. After having (again) connected to the Cloud.

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Overview of the guide of the different steps in a migration.


Click on “Choose migration options”. Here you can choose which projects, spaces, dashboards, boards, filters, automation rules, users and groups as well as apps, including Bar Charts for Jira, you want to migrate.

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Migration options

Finally, you can then hit the button “Save and run pre-migration checks”. This will trigger Atlassian’s pre-migration checks .

It may be that Bar Charts for Jira is listed in the success rate check with a warning:

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You can ignore this warning for now, as our migration assistant for Bar Charts was only recently introduced and therefore has an unknown success rate.


In addition to these checks, Bar Charts for Jira runs its own pre-migration check “Bar Charts: gadget projects included in migration plan”, verifying that every Jira project used as data source in a Bar Chart gadget configuration is included in your migration plan.
If such a referenced project is not included in the plan, the check reports a warning and attaches a CSV file listing the affected projects, dashboards and gadgets.
This project check is not blocking the migration as it may sometimes flag a missing project reference for dashboards that are not included in the migration.

The migration will then appear in your dashboard.

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Migration Dashboard. Click on “View details” to see more.

By clicking on “View details”, you can follow its progress.

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The progress of a migration. The different migration processes will appear sequentially after the previous one has been completed.

2. Post-migration checks

2.1 Download report

Check the migration status in the Cloud app’s migration assistant and, if necessary, the migration report.

To find the migration report, just go to “Apps” -> “Bar Charts for Jira” → “Resources” → “Admin settings”,

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Admin settings


this opens the “Cloud Migration Assistant” tab, which provides a short summary of the migration status and content.

Successful migration

If everything migrated without problems, you will see a green banner titled “All gadgets successfully migrated”, stating when the migration concluded and how many gadgets and dashboards were part of it.

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Overview of a successful migration run.

Partially successful migration

If some Bar Chart gadgets could not be exported from your Data Center instance, e.g. the project used as data source by the gadget was not included in the migration, or the gadget is misconfigured, the migration will still complete. In this case you see a green banner titled “Migration partially successful”, summarizing how many gadgets and dashboards had export problems on Data Center side.

We migrate as much as possible. Depending on the reason of the export problem, you may need to adapt the migration plan, e.g. include the missing project, or fix the affected gadget and migrate again. For more information on export issues, you can look into the respective section of the Migration troubleshooting guide.

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Partially successful migration run overview. Click on “Download report” to receive a more in-depth migration report, explaining which gadgets and dashboards caused problems.


We encourage you to click on “Download report” to receive the migration report, which provides further information on the migration run and lists affected gadgets and dashboards as well as the reason for each problem.


In case the Migration Assistants reports an error, look at the Migration troubleshooting page to find help hints for resolving any problems. The migration report provides information on what went wrong for the individual dashboards and its gadgets.

2.2 Open your dashboards on the Cloud site

Have a look at a few migrated dashboards containing Bar Chart gadgets while keeping the known limitations of the migration in mind to check if the dashboards look as expected.

To do it, go to your Cloud site, then open “Dashboards” → “View all dashboards” to see them. If you open one of the migrated dashboards, its Bar Charts gadgets should be there.

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Demo dashboard.

If you don’t see your migrated dashboards, the reason could be that your user on Cloud site does not have the necessary permissions to see it. Visit our Migration troubleshooting for details.