How to migrate Smart Forms app from Jira to Cloud

⚠️ Depending on the size of your instance, migration may take time and could impact system performance. We recommend planning the migration during off-peak hours to minimize disruption.

Before you start

Make sure your environment is properly prepared.

• Jira Cloud Migration Assistant must be installed
  Ensure that Jira Cloud Migration Assistant (JCMA) is installed on your Jira Data Center instance.

• Jira Cloud site must be set up and licensed
  Make sure you have an active Jira Cloud instance with a valid license.

• Administrator access is required
  The migration must be performed by a user with administrator permissions on both the Data Center and Cloud instances.

• Smart Forms is installed and has an active subscription on both instances.

  • Jira Data Center (source)

  • Jira Cloud (destination)

PART 1 - Starting Migration in Jira Data Center

All steps below are performed on your Jira Data Center instance

Step 1: Open System settings

1. Click ⚙️ Settings in the top-right corner

2. Select System

Step 2: Open “Migrate to cloud”

1. Scroll down the left sidebar

2. Find and click “Migrate to cloud”

This will open the Jira Cloud Migration Assistant (JCMA) interface.

After opening JCMA, you will see three main sections:

These sections represent the logical flow of migration.

Assess - is responsible for analyzing your current Jira instance.

• evaluates your data (projects, users, apps)

• checks system readiness

• identifies potential issues before migration

Prepare - at this stage, you prepare your Cloud environment.

• connecting your Cloud site

• installing required apps

• approving app data migration

• validating users and email addresses

Migrate - this is where the actual migration happens.

• select data to migrate

• configure migration scope

• run migration

PART 2 - Migration Execution

Step 1: Assess

Run an assessment of the size, performance, and usage of your instance

This step can be run in the background, and once it is completed, you will be able to download a report that contains the results of the analysis of your Data Center instance.

Assessment and selection of the apps that need to be migrated to the cloud.

After clicking, you will be redirected to a page with a list of all apps detected in your instance.

If the “Needed in cloud” option is inactive, then select “Choose alternative”, click “Next”, and then in the search start typing “Smart Forms for Jira” and select our app.

Click “Done”

Step 2: Prepare

Connect to the Cloud site, install your apps, and give consent to migrate app data.

Click “Begin preparing”, and you will be redirected to the Cloud connection page.

Here you need to click “Choose cloud site”.

You will be redirected to another page where:

• in the “Migrate from” field you specify your Data Center Jira URL

• in the “Migrate to” field you select your Cloud Jira URL from the dropdown

Only Cloud Jira instances where the current user is an admin will be displayed in this list.

Confirm and then click “Continue”. Here you will see a list of apps you selected for migration, and it will also show whether these apps are installed on Cloud.

If the app is installed, it will look like this:

If the app is not installed on the selected Cloud site, you will see this page:

In this case, you need to install the app on the Cloud site.

Next, there will be the final step in app preparation, where you need to agree to migrate the data or change your decision:

After that, click “View policy” and agree to it.

Then you will see the following.

Assessment of user readiness for migration and deciding what to do with invalid users:

Select the Cloud site where users will be migrated:

Run the check, and if everything is fine, you will see results like this:

Review email domains and decide whether to trust them or not. Here you need to select users based on the email domains you will migrate:

Select the Cloud site:

Run the user assessment, and as a result, you will get a list of all domains present in your Data Center instance. Then you need to decide whether you trust each domain or not:

Step 3: Migrate

At the next step, you will see two options: Migrate users only and Migrate Jira data including users and installed apps.

• You need to select Migrate Jira data including users and installed apps.

• To create the first migration, click “Create a migration” and you will be redirected to the migration configuration page:

In the first step:

• enter the migration name

• select “Production migration stage”

• choose the Cloud site where data will be migrated

Next, select the data you want to migrate.

• Choose the “Choose what to migrate” option and manually select specific data.

• Next Click the “Select” button and choose the Smart Forms app to migrate.

• At this step, select “All” to include all apps marked as Needed in cloud

• In the next step, Pre-Migration checks will run, and after completion you will see something like this:

If all checks pass, you can proceed. If there are errors, they must be fixed. JCMA will suggest possible solutions.

After resolving them, proceed to the final review of migration settings:

Below, you will see all entities that will be migrated, for example:

• Make sure that at the bottom you see Smart Forms For Jira:

If everything is correct, you can start the migration.

First, all Jira-related fields are migrated, and at the end, app data is migrated.

When migration reaches Smart Forms For Jira, you can monitor the process using logs and periodically download them in CSV format using the “View logs” button:

After successful migration, you will see:

After migration is complete, you need to perform validation:

• Go to the Cloud site and check migration results

• Review app configuration, filters, and fields

• Test the app functionality