Roadmap

Feature

Version

Due

EDM Macro Migration

v1

Q4 21

EDM Data Migration

v1

Q4 21

Page Property Report - EDM Filter migration

v2

Q1/2 22


Migrating from Server to Cloud

Preparations

  • Have the Easy Dropdown Menu installed on your Confluence Cloud instance.

  • Have the Easy Dropdown Menu version 6.5.2 or higher installed on your Confluence Server instance

Migrating

To migrate your configurations to your cloud instance, select the EDM in the Confluence Cloud Migration Assistant. This automatically migrates your global configurations and all space configurations from the spaces you selected. In case a set already exists on your cloud instance, it won’t be added again. However, if this set has differences to the server one, both sets will be merged.

If something went wrong during the migration or you want to update already migrated configurations, you can also do this manually. In this case, go to the global EDM configurations on your server instance and click on the export button. This exports the configuration from the spaces you select including global and gives you a json file to download. Afterwards you can import this file in your cloud instance via the import button in the global configuration migration section.

In a second step you have to migrate all your server macros. After the Confluence Cloud Migration Assistant is finished, the EDM macros on your migrated pages won’t work yet, because they have a different schema on cloud. To migrate your macros, simply go to the global EDM configuration and in the migration section, you will find the button to start migrating your macros to the correct schema. If something went wrong and some pages failed to migrate, you can use the button multiple times.

If the macro migration fails because of the space permissions, please add the needed default group site-admins with all permissions. Migrated spaces don’t have the default groups added automatically.

Page Property Reports with EDM filter will no longer work in your cloud instance. We will provide a migration for those in version two (Q1/2 2022). Either you have to manually adjust the filters or let them be, if you want to migrate them later on.

If you have some more questions or an issue with migrating the EDM, please create a ticket in our Service Desk and we will gladly assist you.


Migrating Manually

Steps to migrate manually:

  1. Manually export the configurations (use the export button in the global configurations of your server instance)

  2. Manually import the configurations (use the import button in the global configurations of your cloud instance)

  3. Scan for all pages with EDM dropdown macros and replace their storage format representation as the schema has changed (use migrate macros button in the global configurations of your cloud instance)

  4. Scan for all pages with page property report macros with EDM filters and replace their storage format representation as the schema of the filters has changed