Introduction to CircleCI migration
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Before you start your migration process, it is helpful to have a basic understanding of how CircleCI works.
Here are some basic resources to get you started:
You can also enroll in the migrations course with CircleCI Academy to learn more about migrating to CircleCI.
Project migration methodology
Projects can be migrated to CircleCI using the following phases, which are expanded upon in the sections below:
If you are migrating a simple project in which you just need to run a few scripts and tests, the timeline would be roughly:
1 project: < 1 week
5 projects: ~3 weeks
10 projects: ~1 month
For complex projects with a large-scale test suite migration and large workflows, the migration timeline for completing all phases would be roughly:
1 project: ~5 weeks
5 projects: ~4 months
10 projects: ~9 months+
Ensure that your VCS org is linked to your CircleCI account and that your plan is applied. Log in using your VCS credentials as described on the Sign Up and Try CircleCI page.
If using the Server product, ensure that you have been provided with your trial license and that all prerequisites are met as described here.
Prep your team
With your plan and estimated timelines in place, start socializing the details of your migration with stakeholders, and teams who will be impacted, so your users can get started smoothly with minimal disruption to their work. It is best to establish a communications cadence for when, and how often, you will be communicating updates so teams are informed and prepared for the change.
Build your runbook and timeline
Put together a runbook or step-by-step checklist to cover:
What needs to happen when
List of owners for each task
How long each step will take
Document which steps are dependent on each other, and which have the potential to become blockers. At the end of your runbook, include a mitigation plan with owners in case you need to roll anything back.
In this phase you will:
Do a test run and make sure everything is in order
Figure out how long the migration will take
Uncover any issues before the production migration
Do a migration of a smaller, non-mission-critical project as a first step to minimize impact and build confidence in the migration process.
User acceptance testing
Part of the test migration is conducting User Acceptance Testing (UAT) so your end users can ensure that the project works on CircleCI as expected. Through this process you can uncover any issues that will impact your end users and help your teams prepare to work with CircleCI.
Communicate your plan
With final timelines and owners in place, communicate the official plan to your organization. Things to include in your communications are:
When the migration will occur
Details of downtime users can expect
Ask end users to avoid changing anything during the transition
Detail what will happen to the current CI solution after migrating, for example, will it still be accessible or readable?
Details of what CircleCI onboarding materials are available
Keep in mind that there may be issues that occur during the migration that you need to troubleshoot, so call out an adjustment period to your end users to get everything cleaned up and working as planned.
In this phase you will resolve any last-minute issues, run your project migration, and move your users and data over to CircleCI. Be sure you have completed the plan, prep and test phases before beginning this phase.
Help make this document better
This guide, as well as the rest of our docs, are open source and available on GitHub. We welcome your contributions.
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