Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Widget Connector
urlhttps://www.youtube.com/watch?v=mmO5miSE5XU





This page describes the migration path you can follow to migrate Xray data from Jira Server/Data Center to Jira Cloud. If you have any questions about which approach best suits your organization, please contact our support team directly.

...

Note
titleRequired steps to migrate

Before migrating from Xray Server/DC to Cloud be sure you've completed the steps recommended at "Steps to a successful migration"

  • Have a valid License for Xray
  • Issue Types names are the same both on Server and Cloud
  • Requirement ↔ Test Link must match both on Server and Cloud

  • Review Issue Security applied to Xray Issues.
  • Xray Custom Fields must be visible on Test Execution Issue Screens SchemeGrant access "any logging user" even if you are using Issue Security Screen Schemes
  • Run the pre-flight checks

Ready for a Checklist? Make Sure you do not forget any step and download our Xray Migration from Server to Cloud Checklist. 

Button Hyperlink
titleDownload Checklist
typestandard
urlhttps://docs.getxray.app/download/attachments/68400923/MigrationChecklist-XRAY.pdf?version=1&modificationDate=1711030857399&api=v2

Learn more at "Steps to a successful migration".

Also make sure you are aware of the differences between Xray Server and Xray Cloud.

Be also sure, that if you select the Xray Cloud Standard you are aware of the storage limit. If the storage offered by Xray Standard is not enough, you might consider upgrading to Xray Enterprise.

Server/DC vs Cloud - Product Comparison

...

  • Jira architecture - The way apps work in Server and Cloud is completely different. In Server, apps can integrate with many aspects of Jira, while on Cloud, there are a lot of integration points missing, e.g. JQL functions, Project Templates, calculated fields at agile boards (like requirement status), etc.
  • Product Age - Xray Cloud is a newer product. Therefore, some of the features are not yet present (e.g. Automated Step Library, Historic Test Coverage report), although we plan to include these features in future releases. Also, we took the opportunity to improve some features (e.g. Project Level Settings).

For a full comparison between the Server/DC and Cloud versions of Xray, please refer to Xray Server and Xray Cloud.


Jira Cloud Migration Assistant

...

E.g., all the Tests in the Test Plans of Project A must be part of the migrated Projects.

Warning

Avoid data change during the migration, otherwise the migration might fail.


Known Limitations

Issue History and Test Run Activity

...

Configuration of Xray gadgets will not be migrated.

Xray Notifications

Xray Notifications (events) will not be migrated. Xray Cloud does not provide this feature.

Archived Issues

Xray data belonging to the archived issues are not migrated.

In the past we've seen migrations failing due to archived projects. Xray does not have visibility/permissions into these projects so please check if you are trying to migrate archived projects.

Document Generator

Templates migrated from the Server must be revised once there are some differences between the server and cloud version.

...

Note

A valid Xray app license is required to migrate Xray data, otherwise, Xray data won't be migrated to the cloud.

Jira migration stage must be successful

Before the Xray migration stage is executed, all issues and Jira entities are migrated by Atlassian's JCMA. In order to guarantee that Xray migration is successful, all these Jira entities must be 100% migrated, without warnings. If you encounter problems in Jira's migration stage, please contact the Atlassian support team.

Edit Issue Type Names

The name of the issue types needs to be the same on both server and cloud before starting the migration.

The Issue Type Precondition/Pre-Condition may have to be changed as it is named differently in the server and cloud versions of Xray.

https://support.atlassian.com/jira-cloud-administration/docs/add-edit-and-delete-an-issue-type/

Note

Due to the way the "Migrate all data at once" option works on JCMA, when choosing this option a few additional steps must be taken to ensure compatibility with the Xray migration. So if you are using the "Migrate all data at once" option, please follow the steps below:

- On the Server side, rename all Xray issue types like this (avoid spaces before and after):

  • Pre-Condition → Xray Precondition
  • Test → Xray Test
  • Test Execution → Xray Test Execution
  • Test Plan → Xray Test Plan
  • Test Set → Xray Test Set
  • Sub Test Execution → Xray Sub Test Execution


- Still on the Server side, and only after the Xray types are renamed, create 6 dummy issue types like the list below:

  • Precondition
  • Test
  • Test Execution
  • Test Plan
  • Test Set
  • Sub Test Execution

After carrying out the previous operations, the issue types on the Server should look like this:

Image Added

After the migration is completed, the dummy issue types created with this purpose can be deleted, and the Xray issue types can be renamed back to their original names.

Warning

Sometimes when migrating with the "Migrate all data at once" option, the issue type avatars can be broken on the Cloud side after the migration (i.e., the migration is successful but the icons of the Xray issue types are missing). If that happens, the icons can be downloaded and updated manually on the Cloud following the procedure described here.

Warning

This procedure is only applicable when using the option "Migrate all data at once" from JCMA. If the migration is carried out using the "Choose what to migrate" option (i.e., choosing the specific projects to migrate), the extra steps described above should be disregarded.


...

The Issue Security Scheme may restrict Xray's access to issues during the migration.

If you are using Security Levels for Xray Issues - e.g.   ( Test, Test Set, Test Plan, Test Execution, Sub-Test Execution and Pre-Condition)  - you'll have to temporarily add "Any Logged in user" to all the security levels used by Xray Issue Types or  remove all the Security Schemes/Levels or, alternatively, grant access to any logged in user for the duration of the migrationfrom those issues.

Preflight Checks

These checks are meant to help you plan your migration by taking into consideration Xray related constraints. The checks will let you know if:

...

  • the group of Projects that you are migrating contain contains any Xray links to data outside of these Projects.

...

The preflight checks are available when the Jira Cloud Migration Assistant is installed and a version of Xray supporting the migration to Cloud is also installed. The page can be found in the Administration → Manage Apps → Xray → Cloud Migration. Here you should add see a table with all the instance projects listed, select all the projects for your migration and then press Validate. If there are no errors, you can leave this page and proceed with your migration through the Jira Migration Assistant. If there are any errors you can see the details and steps to fix the issues.

Image RemovedImage Added

Example: Project XT Xray Test Project was selected for migration. The preflight checks found that there is a link to another project which that is not part of the migration (XDTPXray Dev Test).

Image Added

We'll add select the missing project to projects for the preflight checks and validate.

Image RemovedImage Added

There are no more errors, meaning that these two the projects can be migrated together safely. We can now go back to the Jira Migration Assistant and plan our migration with both projects.

...

titleTemporary Feature

...

.

Migrate all users

It is recommended that you select the option "All users and groups from the Jira directory" when choosing which users to migrate in the Jira Migration Assistant. This is due to the way that Jira checks which users are related to a project which will not consider users assigned to Test Runs.

Image Modified

The Migration Process

The Xray migration starts right after the Jira migration. While Xray is migrating projects, the Xray app screens/actions will be disabled until the end of the migration. Those screens will show a warning and an action to allow the user to see the current progress of the migration. This progress shows details about what is being done.


Image Modified

Xray Cloud also provides a page on the app administration section with all the migration plans in progress and done. Here the Jira administrator could see the history of migration and the ongoing migration plans. Learn more about this here.

Image Modified



Unsuccessful Migrations

If the Xray migration is not successful during the Jira cloud migration plan, we highly recommend trying it again. Before trying again, make sure the cloud project is removed. If the issue persists, please contact our support in order to get help.




Info
titleDo you want to learn more about Migrating from Xray Server to Cloud?

To learn more about migration from Xray Server to Xray Cloud you might want to take our dedicated course available for free at Xray Academy: Migration from Xray Server to Xray Cloud 

...