# Finalizing the migration in Cloud

As previously stated there are certain configurations that the migration tool cannot move from the On-prem version of the application to the Cloud version.

These need to be finalized manually by the user, and this document aims to share the details on what needs to be done.

#### 1. Authorizing OAuth2 Outgoing Mail Connections

If any of the migrated Outgoing Mail Connections uses the OAuth2 method for authentication, they should be authorized before usage. 

* Before you authorize replace the redirect URI (The value is always the following: <https://jeti.addon.meta-inf.hu/admin/oauth2/callback>) at your email provider. For more details visit the documentation depending on your provider [Google](https://docs.meta-inf.hu/email-this-issue/administration/email-this-issue-for-jira-cloud-oauth2-credentials/email-this-issue-for-jira-cloud-enabling-oauth2-authorization-in-your-google-account) or [Microsoft](https://docs.meta-inf.hu/email-this-issue/administration/email-this-issue-for-jira-cloud-oauth2-credentials/email-this-issue-for-jira-cloud-enabling-oauth2-authorization-in-your-microsoft-o365-account).
* To authorize, open the connection, then click on **Authorization** and follow the steps on your email provider site. You can find the connecting documentation [here](https://docs.meta-inf.hu/email-this-issue/administration/email-this-issue-for-jira-cloud-smtp-servers).<br>

![Authorizing an Outgoing Mail Connection](https://880912854-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mf8H-oTE_fhOrUtfYrN-2724419853%2Fuploads%2FRf9SBBjGVVvDErovGZBR%2Fimage.png?alt=media\&token=7c377365-3385-473a-af67-56bbae36bd97)

#### &#x20;2. Authorizing OAuth2 Incoming Mail Connections

If any of the migrated Incoming Mail Connections uses the OAuth2 method for authentication, they should be authorized before usage.&#x20;

* Before you authorize replace the redirect URI (The value is always the following: <https://jeti.addon.meta-inf.hu/admin/oauth2/callback>) at your email provider. For more details visit the documentation depending on your provider [Google](https://docs.meta-inf.hu/email-this-issue/administration/email-this-issue-for-jira-cloud-oauth2-credentials/email-this-issue-for-jira-cloud-enabling-oauth2-authorization-in-your-google-account) or [Microsoft](https://docs.meta-inf.hu/email-this-issue/administration/email-this-issue-for-jira-cloud-oauth2-credentials/email-this-issue-for-jira-cloud-enabling-oauth2-authorization-in-your-microsoft-o365-account).
* To authorize, open the connection, then click on **Authorization** and follow the steps on your email provider site. You can find the connecting documentation [here](https://docs.meta-inf.hu/email-this-issue/administration/email-this-issue-for-jira-cloud-incoming-mail-accounts).

![Authorizing an Incoming Mail Connection](https://880912854-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mf8H-oTE_fhOrUtfYrN-2724419853%2Fuploads%2FummuIIRVm3R7bm6fwRDV%2Fimage.png?alt=media\&token=0620f16d-3487-4a66-b7a9-146fed265672)

#### 3. Correcting the mail handler and adding actions

The migrated mail handlers do not contain any actions, due to severe differences in handler functions between the Email This Issue Cloud and On-premise instances. They are, therefore, created as a basic Cloud mail handler and they are using the migrated Incoming Mail Connections.

The Cloud mail handlers have four tabs:

* General handler settings
* Filters
* Find issue
* Rules and actions

The **General handler settings** are by default filled with values during the migration, all they need is a check from the administrator.

**Filter Emails comparison**

The below table shows the email filtering options both in On-premise and in Cloud versions:

<table><thead><tr><th width="258.0696471278549">On-premise option</th><th width="257.0830532885262">Cloud option</th><th align="center">Migration status</th></tr></thead><tbody><tr><td>Bulk emails</td><td>Filter out bulk emails</td><td align="center"> <mark style="background-color:green;"><strong>FULL MIGRATION</strong></mark> </td></tr><tr><td>Delivery status notification emails</td><td>Filter out delivery status notifications</td><td align="center"> <mark style="background-color:green;"><strong>FULL MIGRATION</strong></mark> </td></tr><tr><td>Auto-submitted</td><td>Filter out auto-reply emails</td><td align="center"> <mark style="background-color:green;"><strong>FULL MIGRATION</strong></mark> </td></tr><tr><td>Large emails</td><td>-</td><td align="center"><mark style="color:red;background-color:red;"><strong>NOT AVAILABLE</strong></mark> </td></tr><tr><td>Emails sent from this Jira system</td><td>Filter out emails sent from Jira</td><td align="center"> <mark style="background-color:green;"><strong>FULL MIGRATION</strong></mark> </td></tr><tr><td>Emails sent from other Jira system</td><td>Filter out emails sent from Jira</td><td align="center"> <mark style="background-color:green;"><strong>FULL MIGRATION</strong></mark> </td></tr><tr><td>Emails sent from unknown addresses</td><td>-</td><td align="center"><mark style="color:red;background-color:red;"><strong>NOT AVAILABLE</strong></mark> </td></tr><tr><td>Emails by recipient address</td><td>Accept email if any recipient  equals...</td><td align="center"><mark style="color:orange;background-color:orange;"><strong>NEEDS MANUAL SETUP</strong></mark></td></tr><tr><td>Emails by email attribute</td><td>-</td><td align="center"><mark style="color:red;background-color:red;"><strong>NOT AVAILABLE</strong></mark> </td></tr><tr><td>Emails by sender address</td><td><h4><a href="../../email-this-issue-for-jira-cloud-global-sender-address-filters">Sender email address filters</a></h4></td><td align="center"><mark style="color:orange;background-color:orange;"><strong>NEEDS MANUAL SETUP</strong></mark></td></tr></tbody></table>

**Find Issues for Email**

The below table shows the email filtering options both in On-premise and in Cloud versions

<table><thead><tr><th width="244.2456019760018">On-premise option</th><th width="222.92851036323225">Cloud option</th><th width="265.82588766076594" align="center">Migration status</th></tr></thead><tbody><tr><td>Find issues by issues key appearing in the email subject</td><td>Default issue lookup (no option for enabling/disabling)</td><td align="center"> <mark style="background-color:green;"><strong>FULL MIGRATION</strong></mark> </td></tr><tr><td>Find issues by references in email headers</td><td>Enable issue lookup by mail headers</td><td align="center"> <mark style="background-color:green;"><strong>FULL MIGRATION</strong></mark> </td></tr><tr><td>Find issue by JQL</td><td>Enable issue lookup by JQL</td><td align="center"> <mark style="background-color:orange;">JQL NEEDS TO BE EDITED MANUALLY</mark></td></tr></tbody></table>

You are required to open each Mail Handler, and build up the complete **Rules and actions** secion from scratch manually. You can find the documentation on how to do so [here](https://docs.meta-inf.hu/email-this-issue/incoming-emails-mail-handlers/email-this-issue-for-jira-cloud-mail-handlers2).

#### 4. Checking Email Templates

Depending on the complexity of the migrated templates they may not be working correctly. Please test each template and make the necessary corrections before using them.

1. **Check out the differences between Cloud and on-premise velocity macros on the below document pages:**\
   \- On-premise [documentation](https://docs.meta-inf.hu/email-this-issue/v/email-this-issue-for-jira-server-data-center/documentation/outgoing-emails/email-templates/velocity-context-in-email-templates)\
   \- Cloud [documentation](https://docs.meta-inf.hu/email-this-issue/outgoing-emails/email-this-issue-for-jira-cloud-customizable-email-templates#customizableemailtemplates-velocitycontextfortemplates)
2. **Check all Jira related identifiers:**\
   \- Project key / ID\
   \- Issue type / ID\
   \- Field / custom field ID\
   \- User name / ID\
   \- Group name / ID\
   \- Roles

<figure><img src="https://880912854-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mf8H-oTE_fhOrUtfYrN-2724419853%2Fuploads%2FOcIKE46ClwFR21fPTFu4%2Fmigration_4.png?alt=media&#x26;token=ba89497a-d474-4206-b2c3-85ea68f4c18e" alt=""><figcaption><p>Editing templates on the Cloud</p></figcaption></figure>

#### 5. Check Advanced Email Configuration

This step is necessary if the migration contained any **Advanced Email Configuration**s (It is a mix of the **General Configuration** and the **Context** on the On-prem platforms). \
For more information, please refer to the **Advanced Email Configuration** [documentation](https://docs.meta-inf.hu/email-this-issue/outgoing-emails/email-this-issue-for-jira-cloud-advanced-email-configuration).

* Check that the correct Outgoing Mail Connection is selected
* Correct the **JQL filter** if needed
* Make sure that your **Reply/Forward template** is correct (other template options may be found in the **Manual Email Defaults**)
* Check the **order** field

#### 6. Check Recipients

Places where the Recipients are used:

* Manual Email Configuration recipients
* Notification Event recipients
* Recipient Restrictions

Recipients in the application may take up different input forms. These can be:

* Users
* Email addresses
* Roles
* Groups
* Custom fields
* Other special fields (eg. Reporter, Assignee, Watchers, etc)

If for some reason a value is not migrated by Jira, it cannot be resolved by Email This Issue. You have to check recipients in the settings and fix them manually after the migration process if needed.

Some examples for why the values would not be migrated:

* You are migrating selected projects and project-related users. If you refer to a Role as a recipient, but the project does not have any members in that role, then the role is not migrated and will be missing from the recipients.
* You are migrating selected projects and project-related groups. If you refer to a Group as a recipient, but the project does not have any members in that group, then the group is not migrated and will be missing from the recipients.
* If a custom field is not used on any issues, it is not migrated.

#### 7. Manual Email Configuration

If you have a Manual Email Configuration migrated, correct the **JQL filter** if needed.

#### 8. Check Email Notification details

If you have a Notification configured to use any of the following attachment settings:

* *Added in the last operation* or
* *Attachments from attachment selector field*

they have been migrated as *None* since these options are not availbe in the Cloud. If you have a different option selected, please update this part of the configuration.

Also correct the **JQL filter** if needed.

#### Notification Event mappings

The list of supported events are different on the On-Prem and on the Cloud versions of our product. Here you can see a comparison of supported events and how they are mapped:

|              Server             |                     Cloud                     |
| :-----------------------------: | :-------------------------------------------: |
|          Default Event          | <mark style="color:red;">Not Supported</mark> |
|          Issue Archived         | <mark style="color:red;">Not Supported</mark> |
|          Issue Restored         | <mark style="color:red;">Not Supported</mark> |
|         Request Created         |                 Issue Created                 |
|         Request Updated         |                 Issue Updated                 |
|         Request Resolved        |                 Issue Resolved                |
|         Request Reopened        |                 Issue Reopened                |
| Customer Visible Status Changed | <mark style="color:red;">Not Supported</mark> |

#### 9. Disable data migration to your cloud instance in Email This Issue

When you are done with finalizing your settings on your Cloud instance, disable data migration in Email This Issue **Administration** - **Migration options**.

<figure><img src="https://880912854-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mf8H-oTE_fhOrUtfYrN-2724419853%2Fuploads%2FibXPju9FMh78thquze7E%2Fmigration_5.png?alt=media&#x26;token=de7669e4-d508-45b0-b923-e30e337bdc33" alt=""><figcaption><p>Disable Migration Option</p></figcaption></figure>

#### 10. Workflow post-function

As the workflow postfunctions are not migrated at all please follow the manual migrations steps detailed at [Migrating Post Functions](https://docs.meta-inf.hu/email-this-issue/v/email-this-issue-for-jira-server-data-center/server-to-cloud-migration/server-to-cloud-manual-migration-guide-for-email-this-issue/migrating-outgoing-settings/migrating-post-functions) if you have any on the server side.