Using the migration assistant

#How does it work?

The Capable Migration Assistant is designed to significantly reduce the hassle and complexity involved when migrating data from other applications to Capable.

Where possible, we automate the entire migration process to ensure that many migrations can be completed quickly and efficiently with just a few simple clicks.

We offer the largest selection of supported migrators in the Marketplace. If you don't see an app you use on the list, contact us - we work with Solution Partners and Customers to handle edge cases and add more migrators where required.

Changes are written as new page versions, which makes it straightforward and convenient to rollback to a previous state if the migration doesn’t work as expected.

#Prerequisites

• You must be a Confluence administrator to perform migration.

• The migrator can only migrate pages that the current user has read and write access on.

• You must keep the migrator open on your computer while it completes.

• You should take a backup of your site before continuing.

#Step by Step

#1. Log in as a Confluence administrator

In order to perform a migration, you must be logged in as a Confluence administrator.

#2. Open the Confluence Global Settings

Click on the settings ‘cog’ in the top right.

#3. Open the Capable Settings Page

In the sidebar, search for ‘capable’ and click on the relevant app name.

#4. Go to the ‘Migration’ tab

Click on ‘Migration’ in the tab bar at the top of the page.

#5. Choose which apps to migrate

After the list of migrators has finished loading (note - it can take a long time to load), you will be presented with the following user interface:

• Options

  • Additive Mode - if this is enabled, Capable macros will be added next to the existing macros and will not remove the old macros as part of the migration process.

  • Skip errors - if this is enabled, the migrator will continue to the next macro or page when it encounters an error, instead of ‘failing fast’ and stopping the migration.

  • Admin Key Mode - if this is enabled, your Admin Key will be used to perform the API requests as part of the migration. This is an experimental feature.

  • CQL Filter - scope down the migration to specific spaces, pages, labels etc.

• Apps and Macros

  • Each app that supports migration is listed, along with page counts to give you an indication on what apps are in use and which ones can be migrated.

  • Once you click on an app to expand it, you will see a list of macros that are included in that app that can be migrated to Capable.

#6. Perform a validation run

Click ‘Validate’ to run a dry test that checks the following without changing your system:

• Does the current user have the right space permissions on all spaces that are visible to them?

• Does the current user have the right page permissions to perform migration of macros?

• Can we locate the required data for each macro to perform the migration?

#7. Take remedial action

You will see a list of issues to address before running the migrator for real.

#8. Run the migration

When you’re happy that the validation run completed okay, you can go ahead and run the migration.

#9. Verify the migration was a success

Check that the migration was a success by looking at the pages.