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Table of Contents

How to Prepare for Migration

Checklist for Jira Server/Data Center

  1. Verify the scope of each Checklist Custom Field Context. Ensure that the Context is only marked as “All Projects” for checklists that you truly want to have on all of your Jira issues. (When using checklists on-prem you may have set the Context to “All Projects,” but omitted the Checklist Custom field on screens in certain projects. When migrating to Cloud, this can result in useless data being stored in the database, or unwanted checklists appearing on Jira issues.)

  2. Some items will need to be verified/reconfigured post-migration. Therefore, you may want to prepare an inventory of:

    1. Global items - Once migration is complete, you may want to create Checklist templates that include these items.

    2. Checklist permissions

    3. Checklist conditions, post functions and validators

    4. Default local checklist items

    5. Anywhere you are using checklist custom fields (create and transitions screens, automation rules, board cards, workflows, etc.)

    6. Assigned checklist items - depending on the migration path you used, user IDs may or may not have been mapped from on-prem to cloud. Therefore, once users are set up in Cloud you will need to re-assign checklist items.

  3. Follow the instructions on this page to create the export file.

Issue Checklist Pro

Note

Note that we recommend that you prepare your data first and wait until you are ready to migrate before starting a trail of Issue Checklist for Jira Pro, as the trial is for a limited time.

  1. Install Issue Checklist for Jira Pro.

Executing the Migration

Note

Note that Jira will not be impacted by the migration. However, there will be some downtime when you will not be able to access your checklist data.

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Note that in the Cloud App, global and local items are separated into two different checklists: an issue that had a checklist with both global and local items in the on-prem version will have two different checklists (global and local) in the Cloud version.

Post-migration Configurations

Once the migration is complete:

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