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Jira Migration and Consolidation: 5 Best Practices

Businesses today are looking for an edge to improve organizational process efficiency. Often, data is stored in different locations or on outdated systems making efficiency difficult to achieve. Looking to optimize processes, teams will invest in Atlassian tools like Jira for issue management and Confluence for knowledge management. However many still face problems because they have several different Jira instances all housing different information.

Organizations determine they need to migrate or consolidate Jira instances into a single instance to centralize the data. However, many are often unaware of the challenges and details to know prior to undergoing a successful Jira migration or consolidation.

Atlassian Solution Partners have knowledge about migrations and consolidations that can benefit organizations looking to optimize processes for continued growth.

Establishing a foundation with a clearly defined plan is paramount to success. After a preliminary review of both the existing system and the capabilities of the new Jira environment, teams can start to shape their data migration plan. Organizations that work with an Atlassian Solution Partner to utilize these best practices build a strong foundation and pathway toward achieving their organizational efficiency goals.

Perform Health Checks

Prior to undergoing a Jira migration or consolidation, the new infrastructure must be inspected to ensure that it can handle data demands, such as Atlassian applications, users, issues, projects, and workflows. Infrastructure that can’t handle an influx of new users or manage multiple projects will fall short of expectations. Based on your needs, server to cloud, or vice-versa, or switching between third-party and Atlassian tools, partners can help facilitate health checks.

Check Versions

Beyond a failure to meet infrastructure needs, having two incompatible systems is a primary reason data migrations fail. Crucial data can be lost that could be detrimental to an entire company and their bottom line. Many organizations may invest in a plugin or API to expedite data transport between systems. However, the likelihood of a successful migration significantly increases if those software systems are the same version.

When discussing Atlassian tools, a Solution partner can help with necessary upgrades before facilitating the migration process, so customers can be sure versions match.

Facilitate Testing

Testing is a third area to inspect to ensure migration or consolidation success. It is important that there are no errors in the plan of execution. As such, running a series of tests, such as data collision analysis, can help identify where data loss or bugs arise.

Additionally, testing can help identify points of downtime and process inefficiencies. The most effective data migrations restore existing data on to new systems while minimizing downtime. Limiting downtime, and ensuring it occurs during non-business or off-peak hours, can help maintain the productivity of the business, even during the migration or consolidation.

Here are some basic testing checks to perform when utilizing a data migration:

  • Integration with other Atlassian Tools and Apps: See if your new instance can integrate with other Atlassian tools and applications. This is critical to improving overall business efficiency.
  • General Configurations: Additionally, validate configurations such as outgoing email, backup routine, workflows, and databases.
  • User Directories: Make sure the user directories are optimized and verify possible clean up on disabled users. In the case of multiple directories, Identify the connection order to be followed.
  • Databases: Check all database connections and look for possible tables or data that needs to be selected or classified before the migration starts.
  • Troubleshooting: Review the Jira log file to determine if there are any errors or if troubleshooting that is required.

Performing these checks, or consulting an Atlassian Solution Partner to facilitate the testing process, is essential in ensuring project success.

Implement Staging Environments

Staging environments can be used to test your migration before moving your data. Users can clone their Jira data and run the migration from the test instance. This approach helps fix any issues in advance, which improves production times with more reliability and security.

While the default option “run first a simulated configuration” is sufficient for most staging data imports, alternatives like “smart custom field contexts” and “continue on errors found on dashboards and filters” may also suit your needs. Testing your migration with a staging environment can ensure data transfer is secure, reliable, and accurate.

Ensure Post-Migration Success

A Jira migration or consolidation should end the same way it began. Continual checks and testing are essential for long-term success to ensure data accuracy. Data reconciliation verifies the information from all of the now-merged instances and the corresponding details, such as issues, fields, workflows and etc.

Once the migration is complete, determine if there are any instances or users that can be deactivated or custom field contexts that can be consolidated. Use this as a way to launch a clean-up of the newly created instance to guarantee optimal performance.

Also, training may be required for new users to better understand the new processes or workflows that may have changed as a part of the migration or consolidation. Lastly, record final findings and compare them with the initial discovery to make sure nothing was left behind.

Undergoing a Jira migration or consolidation is a daunting task for any organization, but following these best practices and connecting with an Atlassian Solution Partner are two ways to confirm migration and consolidation success.