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Suppose you have a group of projects in a Jira instance called SOURCE. You want to move this group of projects to a different instance, called TARGET, where none of those projects exist. The original projects in instance SOURCE are going be abandoned because SOURCE is going to be shut down after the merge.




Setup & Best Practice

Ensure Project Configurator is installed on both your source and target instances. You can install Project Configurator either through the UPM or by downloading the app from the Atlassian Marketplace. Apply your license to the target instance only – Project Configurator will allow you to export without a license on the source instance. You must have Jira Administration permissions to complete this process.

While we’ve tried to make Project Configurator as easy to use as possible, there are a few things you should do to ensure a successful import.

  • Make full backups of your source and target database including attachments.
  • Disable Outgoing Mail to not spam users.
  • Run the Object Dependencies report to identify all objects that are directly or indirectly part of the configuration of any project in your instance, and where they are being used or referenced by other configuration objects. 
  • Verify that conflicts don’t exist between both of the instances and if they do, decide how each of them should be handled.

  • Simulate the import on a staging environment to check the system load and to ensure that your target Jira instance performs the way that you expect it to.

  • Perform the configuration promotion out of office hours (it might take some time).


Exporting

  • Open your SOURCE Jira instance.
  • Select Add-ons from the Jira Administration menu, then select Export Projects under Project Configurator in the left sidebar.
  • On the Export Projects page, make your selection(s) (select multiple projects using the Ctrl or Command keys). To export all projects, select the Select All Projects checkbox.
  • Choose Complete Project from the Export Mode options.
  • Click Export Options to refine any of the export settings. It is worth noting that the default settings will work well for 90% of exports.
  • Click Export Complete Project. The app downloads a ZIP file for the selected projects. The export could take some time, depending on the number, complexity, and size of the selected projects. When complete, a summary of the export is displayed, including the location in the SOURCE server where the exported ZIP file has been placed.
  • Note the location and the filename for use in the importing process.

Importing


  • First, create a folder called projectconfigurator under the JIRA_HOME/import in the TARGET Jira installation.
  • Copy the ZIP file created in the export to that folder.
  • Open a Jira session as a system administrator on the TARGET instance, 
  • Select Add-ons from the Jira Administration menu, then select Import Projects under Project Configurator in the left sidebar.
  • On the Import Projects page, type the name of the exported file (include the ".zip" extension) into the Project File input box.
  • Click Import Options.
  • Select Run First a Simulated Configuration Import, then click Import Complete Project.
  • The following page displays the configuration changes that will be applied to TARGET instance, in order to migrate the projects. 
  • Review the proposed changes and, if you are happy with them, click Next
  • When the process is finished, your project(s) will be in the TARGET instance, including their configuration, issues and attachments.

Congratulations!

If you followed along, you have just successfully moved your projects to a different Jira instance. If you would like to watch a demo video of this process, follow the link below.



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