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Walkthrough

If you have dashboards with Custom Content gadgets in your 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.

Before starting the migration process, please have a look on the Scopes & Permissions to verify that you have the necessary permissions to migrate.

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

1.1 Assess your apps

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

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Overview of the Migration Assistant

Next, select that you will need Custom Content for Jira in the Cloud, click Done.

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Assess your apps - select that you need Custom Content in the Cloud

1.2 Assess 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 Custom Content for Jira on it (if you haven’t already 😉 )

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Select the Cloud site you want to migrate your surveys 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 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 you to the migration dashboard. Click on “Create new migration”.

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Migration dashboard

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 what to migrate”. Here you can choose your migration options, such as projects, spaces, dashboards, boards, filters, automation rules, users and groups as well as apps, including the Custom Content for Jira.

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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 Custom Content 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 Custom Content was only recently introduced and therefore has an unknown success rate.

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.

1.5 Allowlist configuration

The app migration merges the admin configuration from the DC instance into the admin configuration of the Cloud instance in a permissive way.

  • If a domain was whitelisted either in the DC instance or in the Cloud instance before the migration, then it will be whitelisted in the Cloud instance after the migration.

  • For “Allow arbitrary domains” and “Allow redirection to arbitrary domains” holds, if it was allowed in either the DC instance or the Cloud instance before the migration, then it will allowed in the Cloud instance after the migration.

Please, have a look at the admin configuration after the migration is finished and clean up the permissions according to your Cloud instance needs.

1.6 Open your dashboards on the Cloud site

Go to your Cloud site, then open ‘Dashboards’ → ‘View all dashboards’ to see your dashboards. If you open one of the migrated dashboards, its Custom Content gadgets should be there.

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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.

1.7 Download report

If you want, you could download you migration report. Just go to “Apps” -> “Custom Content for Jira” → “Resources” → “Admin settings”,

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Admin settings

finally, open the tab “Migration Assistant”.

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Click on Download report

In the case that the Migration Assistants reports an error, look at the Migration troubleshooting page to find help hints for resolving any problems.

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