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Required steps before migrating

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RY for Confluence

RY for Jira

1

On the Server/DC side, upgrade the CCMA plugin to the latest version;

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On the Server/DC side, upgrade the JCMA plugin

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to the latest version;

2

Upgrade Requirement Yogi for Confluence Server to the latest version

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(minimum 3.5.1

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)

Upgrade Requirement Yogi for Jira Server to the latest version (minimum 3.5.2

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)

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3

Install Requirement Yogi on Confluence Cloud.

Install Requirement Yogi on Jira Cloud.

4

Make sure permissions are set up so we can view and create pages in your spaces:

Make sure permissions are set up so we can view and create issues in your projects:

  • More information in section 4.2.

5

Make sure pages with requirements on your Server / Data Center instance are not restricted.

  • If there are page-level restrictions, then the app will not be able to view/edit pages with requirements.

  • See more tips in

Make sure work items (issues) with requirement links on your Server / Data Center instance are not restricted.

  • If there are work item-level restrictions, then the app will not be able to view/edit them to add requirement links.

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4.1 Make sure permissions are correctly set up on Confluence Cloud

On the cloud, if you install an app, an “app user" is automatically created. This user is called Requirement Yogi for Confluence Cloud. Here are the steps to check the user can view and

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create pages in your spaces:

  1. In Confluence Cloud → Settings → Security → Global Permissions:

    • Requirement Yogi for Confluence Cloud is expected to be in a user group in the User groups tab,

    • Requirement Yogi for Confluence Cloud is expected to be listed in the Apps tab,

    • If you need help, see the screenshots below.

Expand
titleScreenshots for Global Permissions:

  1. In Confluence Cloud → Settings → Security → Space Permissions:

    • The user group assigned to Requirement Yogi is expected to be listed in the Default Space Permissions, with permissions to view and add Pages (Confluence doesn’t distinguish between add and edit permissions).

    • Individual spaces where you want to use Requirement Yogi are not expected to override the default space permissions for the RY user group.

    • If you need help, see the screenshots below.

Expand
titleScreenshots for Space permissions:

4.2 Make sure permissions are correctly set up on Jira Cloud

The app automatically creates a Requirement Yogi user. Here are the steps to check the user can view and create pages in your spaces:

  1. In Confluence Cloud → Settings → Security → Global Permissions:

    • Requirement Yogi for Confluence Cloud is expected to be in a user group in the User groups tab,

    • Requirement Yogi for Confluence Cloud is expected to be listed in the Apps tab,

    • If you need help, see the screenshots in Section 1.

  2. In Confluence Cloud → Settings → Security → Space Permissions:

    • The user group assigned to Requirement Yogi is expected to be listed in the Default Space Permissions, with permissions to view and add Pages (Confluence doesn’t distinguish between add and edit permissions).

    • Individual spaces where you want to use Requirement Yogi are not expected to override the default space permissions for the RY user group.

    • If you need help, see the screenshots in Section 2.

4.2 Check page restrictions

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Check page restrictions. Two solutions:

  1. Either you manually include Requirement Yogi in those page restrictions to edit those pages, but that requires that you edit each page restriction,

  2. Either you just let the migration fail, then use our Pages tab, searching for type=page AND macro=requirement AND ryc_isMigrated != true in CQL, and migrate all those pages manually in the future.

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You can also use the Rest API to do a search on the whole space using this query:

https://your-domain.atlassian.net/wiki/rest/api/content/search?cql=type=page AND macro=requirement AND ryc_isMigrated !=true

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