Project Configurator Checklist

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The Project Configurator Checklist includes prerequisites, key tasks, and best practices to help ensure that your data migrations run smoothly with Project Configurator. We recommend that you refer to the Project Configurator Checklist whenever you prepare for a migration process whether you are merging multiple instances or simply promoting a few changes from a development environment to production.

Project Configurator Migration Checklist
Have a paid PC license; you must have a paid license to import to a production instance
Jira version, language, and locale are the same on both source and target instances
Apps installed on your source Jira instance are also installed on your target instance
All User accounts are the same in source and target instances
Provision a staging instance to test before importing to a production environment
Create backups of your source and target instances
Disable outgoing mail for user accounts
Read the list of supported object types to make sure the objects you expect to migrate are supported
Run the Object Dependencies report
Run the Import Conflict Detection report
Review PC's knowledge base articles including Frequent Exporting and Importing Errors to learn how to handle some common errors
Follow a tested and defined process for all your migration tasks
Limit disruption to users by performing tasks out of hours; consider staging the import through separate files and limiting the exporting of attachments

Project Configurator for Jira

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Project Configurator Migration Checklist