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ProForma for Jira: Migration Evaluation

September 22, 2021
<p>In this post we will be discussing our assessment on the cloud migration for <a rel="noreferrer noopener" href="https://marketplace.atlassian.com/apps/1215833/proforma-forms-checklist-for-jira?hosting=cloud&amp;tab=overview" target="_blank">ProForma: Forms &amp; Checklist for Jira</a>, developed by ThinkTilt which has been acquired by Atlassian.</p> <p><meta charset="utf-8">To learn more about our Jira app migration evaluation series, take a look at our introductory post:&nbsp;<a rel="noreferrer noopener" href="/blog/jira-app-migration-getting-ready-for-the-cloud" target="_blank">Jira App Migration: Top 10 Apps Evaluated</a>.</p> <hr class="wp-block-separator"> <div style="height:64px" aria-hidden="true" class="wp-block-spacer"></div> <div class="wp-block-columns is-layout-flex wp-container-core-columns-layout-1 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:33.33%"> <div class="wp-block-image"><figure class="aligncenter size-full is-resized"><img loading="lazy" decoding="async" src="https://wordpress.highwaythreesolutions.com/wp-content/uploads/2021/08/ProForma-Logo.png" alt="" class="wp-image-831" width="118" height="118" srcset="https://wordpress.highwaythreesolutions.com/wp-content/uploads/2021/08/ProForma-Logo.png 200w, https://wordpress.highwaythreesolutions.com/wp-content/uploads/2021/08/ProForma-Logo-150x150.png 150w" sizes="(max-width: 118px) 100vw, 118px"></figure></div> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:66.66%"> <p>Shifting ProForma data to the Cloud is pretty straightforward as there is almost 100% feature parity between Server and Cloud environments, and lots of support resources available. All the same, you must be mindful of a few issues that can occur in order to have a successful migration.</p> </div> </div> <figure class="wp-block-table is-style-h3-table"><table class="has-fixed-layout"><tbody><tr><td><strong>Feature Compatibility</strong></td><td class="has-text-align-center" data-align="center"><img loading="lazy" decoding="async" width="264" height="83" class="wp-image-567" style="width: 150px" src="https://wordpress.highwaythreesolutions.com/wp-content/uploads/2021/08/feature-compatibility-partial.png" alt="Partial"></td></tr><tr><td><strong>Migration Complexity</strong></td><td class="has-text-align-center" data-align="center"><img loading="lazy" decoding="async" width="263" height="82" class="wp-image-570" style="width: 150px" src="https://wordpress.highwaythreesolutions.com/wp-content/uploads/2021/08/migration-complexity-medium.png" alt="Medium"></td></tr><tr><td><strong>Migration Method</strong></td><td class="has-text-align-center" data-align="center"><img loading="lazy" decoding="async" width="264" height="82" class="wp-image-572" style="width: 150px" src="https://wordpress.highwaythreesolutions.com/wp-content/uploads/2021/08/migration-method-automatic.png" alt="Automatic"></td></tr><tr><td><strong>Migration Support Available</strong></td><td class="has-text-align-center" data-align="center"><img loading="lazy" decoding="async" width="264" height="83" class="wp-image-575" style="width: 150px" src="https://wordpress.highwaythreesolutions.com/wp-content/uploads/2021/08/migration-support-available-substantial.png" alt="Substantial"></td></tr><tr><td><strong>Supported Jira Migration Methods</strong></td><td class="has-text-align-center" data-align="center"><img loading="lazy" decoding="async" width="264" height="82" class="wp-image-578" style="width: 150px" src="https://wordpress.highwaythreesolutions.com/wp-content/uploads/2021/08/supported-jira-migration-methods-full-site-import.png" alt="Full Site Import"></td></tr></tbody></table></figure> <hr class="wp-block-separator"> <div style="height:64px" aria-hidden="true" class="wp-block-spacer"></div> <h3 class="wp-block-heading">Feature Compatibility</h3> <div class="wp-block-columns is-layout-flex wp-container-core-columns-layout-2 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:66.66%"> <p>Almost all of the features available on ProForma Server, are available on Cloud. The only features that are not available on Cloud:</p> <ul><li>ProForma API, which allows customers to access and manipulate data, and</li><li>Integration with Refined Structure and Theme, which is used to build custom support sites with accessible answers.</li></ul> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:33.33%"> <div class="wp-block-image"><figure class="aligncenter size-full"><img loading="lazy" decoding="async" width="96" height="96" src="https://wordpress.highwaythreesolutions.com/wp-content/uploads/2021/08/icons8-comparing-96.png" alt="" class="wp-image-590"></figure></div> </div> </div> <p>In the Cloud version you can look forward to features such as linking Jira due date fields to a form field and integration with Deep Clone for Jira, neither of which are available in the Server version.</p> <div style="height:64px" aria-hidden="true" class="wp-block-spacer"></div> <h3 class="wp-block-heading">Migration Method and Complexity</h3> <div class="wp-block-columns is-layout-flex wp-container-core-columns-layout-3 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:33.33%"> <div class="wp-block-image"><figure class="aligncenter size-full"><img loading="lazy" decoding="async" width="96" height="96" src="https://wordpress.highwaythreesolutions.com/wp-content/uploads/2021/08/icons8-hard-to-find-96.png" alt="" class="wp-image-591"></figure></div> </div> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:66.66%"> <p>To migrate ProForma data from Server to Cloud, you must complete a full site import which should transfer all of your data.</p> <p>There is currently no support to migrate ProForma with the Jira Cloud Migration Assistant (JCMA).</p> </div> </div> <div style="height:64px" aria-hidden="true" class="wp-block-spacer"></div> <h3 class="wp-block-heading">Migration Support Available</h3> <div class="wp-block-columns is-layout-flex wp-container-core-columns-layout-4 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:66.66%"> <p>If you have any issues with your transition to the Cloud, both ThinkTilt and Atlassian provide a variety of resources to help with your migration needs. Refer to the <a href="https://docs.thinktilt.com/proforma/index.html" target="_blank" rel="noreferrer noopener">ProForma Documentation </a>to understand the migration journey.</p> </div> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:33.33%"> <div class="wp-block-image"><figure class="aligncenter size-full"><img loading="lazy" decoding="async" width="96" height="96" src="https://wordpress.highwaythreesolutions.com/wp-content/uploads/2021/08/icons8-service-96.png" alt="" class="wp-image-592"></figure></div> </div> </div> <p>In addition, ThinkTilt is a close partner of ours at Highway Three so we can provide you with expertise and assistance with your migration.</p> <div style="height:64px" aria-hidden="true" class="wp-block-spacer"></div> <h2 class="wp-block-heading">Possible Challenges</h2> <div class="wp-block-columns is-layout-flex wp-container-core-columns-layout-5 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:33.33%"> <div class="wp-block-image"><figure class="aligncenter size-full"><img loading="lazy" decoding="async" width="96" height="96" src="https://wordpress.highwaythreesolutions.com/wp-content/uploads/2021/08/icons8-warning-shield-96.png" alt="" class="wp-image-593"></figure></div> </div> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow" style="flex-basis:66.66%"> <p>During our ProForma migration testing, we discovered a few complications in the Server to Cloud migration journey. Firstly, ProForma must be notified of the migration date so that they can reset the internal key before your full site import. Resetting the internal key ensures that linked fields work correctly.</p> </div> </div> <p>Secondly, there is no method to migrate individual projects, so all of your forms from all projects are migrated together. The only method to migrate projects separately is to use the JCMA which is presently not supported, but there are plans to integrate ProForma with the JCMA on their <a rel="noreferrer noopener" href="https://www.thinktilt.com/blog/category/Roadmaps" target="_blank">roadmap</a>.</p> <div style="height:64px" aria-hidden="true" class="wp-block-spacer"></div> <div class="wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex"> <div class="wp-block-button is-style-h3-cta-button"><a class="wp-block-button__link" href="/contact" target="_blank" rel="noreferrer noopener">Need help migrating Proforma for Jira to the cloud? Contact us!</a></div> </div> <div style="height:64px" aria-hidden="true" class="wp-block-spacer"></div> <p><strong>Resources:</strong></p> <ul><li><strong><a rel="noreferrer noopener" href="https://highwaythree.atlassian.net/wiki/spaces/AE/pages/1498710024" target="_blank"></a><strong><strong><a rel="noreferrer noopener" href="/blog/jira-app-migration-getting-ready-for-the-cloud" target="_blank">Highway Three Top 10 Apps Evaluated series</a></strong></strong></strong></li><li><a href="https://docs.thinktilt.com/proforma/migrating-to-cloud.1559921266.html#"><strong>Migrating ProForma to Cloud</strong></a></li><li><a rel="noreferrer noopener" href="https://docs.thinktilt.com/proforma/index.html" target="_blank"><strong>ProForma Documentation</strong></a></li><li><strong><a rel="noreferrer noopener" href="https://www.thinktilt.com/blog/category/Roadmaps" target="_blank">ProForma Roadmap</a></strong></li></ul>