Migrating Manual Email Defaults

This section provides information on how to migrate manual email defaults from Server to Cloud.

Note that manual email defaults are configured under Manual Email Defaults and Contexts on Server, but you can configure them under Manual Email Configurations on Cloud.

1. On the Server interface, display the manual email defaults that you want to migrate as follows:

   1. Select Manual Email Defaults under the OUTGOING EMAILS section of the sidebar.

   2. Click the three dots next to the configuration you want to migrate and select Edit.

2. In a separate browser tab, log in to the Cloud interface and migrate the scope-related settings as follows:

   1. Select Manual Email Configurations under the GENERAL CONFIGURATION menu item of the Outgoing Emails configuration tab. and click Add.

   2. Copy and paste the content from the Default Settings panel on Server to the Add Manual Email Configuration panel on Cloud. As shown in the image below, make sure to copy and paste the content of the following fields:

      • Project

      • Issue Type

      • JQL Filter

      • Order

3. Migrate the default recipients as follows:

   1. Click Next on the Add Manual Email Configuration panel of the Cloud interface.

   2. As shown in the image below, copy and paste the content of the following fields from the Manual Email Defaults panel on Server to the Add Manual Email Configuration panel on Cloud:

      • Recipients (To) → Recipient(s) To

      • Copy recipients (Cc) → Recipient(s) Cc

      • (Optional) Copy recipients (Bcc) → Recipient(s) Bcc

4. Migrate the content-related settings as follows:

   1. Click Next on the Add Manual Email Configuration panel of the Cloud interface.

   2. Make sure you configure the same format in the Email Format field on Cloud as on Server, as shown in the image below:

   3. On the Server interface, select Context under the OUTGOING EMAILS section of the sidebar to display the context configuration that you want to migrate.

   4. Click the three dots next to the context configuration you want to migrate and select Edit.

   5. Copy and paste the content from the Edit Context panel on Server to the Add Manual Email Configuration panel on Cloud. As shown in the image below, make sure to copy and paste the content of the following fields:

      • Template → Template

      • Template Categories → Template Categories

      • Response Categories → Canned responses

5. Migrate the comment settings as follows:

   1. Click Next on the Add Manual Email Configuration panel of the Cloud interface.

   2. On the Server interface, go back to Manual Email Defaults.

   3. Click the three dots next to the configuration you want to migrate and select Edit.

   4. Under Comment Settings, check the content of the Comment visibility field, and configure the following fields accordingly in the Add Manual Email Configuration panel of the Cloud interface, as shown in the image below:

      • Add Comment to Issue

      • Comment visibility

6. Click Save in the Add Manual Email Configuration panel.

Your manual email default settings are migrated from Server to Cloud.

For more information, see:

Server documentation: Manual Email Default Settings

Cloud documentation: Manual Email Configuration