Project Configurator for Jira

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Suppose you have multiple Jira Server instances that you want to move to Jira Data Center but you need to retain all your project data including configuration, history, and user mappings. You want to identify one of your Jira Sever instances to convert to Data Center and then merge your servers with your new instance as seamlessly and as easily as possible.


Assumptions

It is assumed that you have installed Jira Data Center and configured your instance according to Atlasssian's DC installation guide.  It is also expected that you are familiar with the concepts of migrating and merging Jira instances as described in the following Atlassian guides: Migrating Jira Instances and Merging Jira Instances.

Setup & Best Practice

Migrating from Jira Server to Data Center involves upgrading an existing instance to the new Data Center setup and then merging your remaining instances into the Data Center instance. While we’ve tried to make Project Configurator as easy to use as possible, there are a number of things you should do to ensure your data is safely and successfully imported.

  • 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. 
  • Ensure that the same apps are installed on both the source and target instances. You should also ensure that all your instances are on the same Jira version and in the same language and locale.
  • All user accounts must be the same in both the source and target instances whether or not they are used in the target instance.
  • Make full backups of your source and target database including attachments.
  • Read the supported types of objects list verify that the objects you wish to migrate are supported.
  • Disable Outgoing Mail to not spam users.
  • For each instance, 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. 

  • After you have moved your first instance, verify that conflicts don’t exist between your source and target 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.

  • Perform the configuration promotion out of office hours. The larger the amount of data, the longer the process takes. This could mean running the process over multiple days; splitting your projects across multiple export/imports.




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 (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.
  • Repeat this process for each of your source instances.



Importing


  • First, create a folder called   projectconfigurator under the JIRA_HOME/import in the Data Centre 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.
  • Repeat this process for each of your export files.




To learn more about how Project Configurator can work for you, please visit our page in the Atlassian Marketplace. Here you will find our product overview and details on installation, compatibility, and pricing tiers. You can also read user reviews and explore our other popular add-ons for Jira and Confluence.


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