1. What version(s) of Atlassian application(s) are you running now?
2. What version(s) do you want to migrate to?
3. What DB is currently used? Who is in charge of DB related questions ie access, running SQL statements if required? Are you planning to continue using this database?
4. Java version: What java version is being used at this time?
5. How much data do you have? What is the size of the latest backup file? How big is in the attachments directory?
6. What kind of user management/integration is in place (embedded, external Atlassian Crowd, LDAP/ActiveDirectory integration, NTLM SSO)?
7. What platform is in use: OS, distributive and version. Is running on a physical host or a VM?
8. Who is looking after this host/VM? What if we need something changed? For example we might need to have more memory allocated because running latest version of the app may require more RAM than before. From experience 2Gb of RAM is a regular requirement nowadays for good performance. We need to ensure your server has enough available RAM to cover this.
9. We strongly recommend to have a test environment and perform upgrade there first using your production data restored from a backup, to see how long the upgrade will take for your dataset and hardware configuration and eliminate possible incompatibilities with plugins and custom add-ons. Do you already have one or should we include building one in our estimates? Will there be a physical box/VM available for these purposes? Would a temporary cloud instance in Amazon EC2 be acceptable (i.e. how sensitive is data)?
10. If the test environment is in-house, after successful test will we have to update the prod environment or can we simply switch DNS to point to the test one?
11. Are the any specific plugins that are considered crucial for your business operation?
12. Are there any configurations that will have to be re-applied (email integration, color schemes, custom icons, custom workflows, issue types, etc.)
13. Are there any custom components/integration in place with 3rd party software that will need to be migrated?
14. Are backups up to date and where can they be found?
15. Will this be an on-site job or can it be done remotely?
16. If working on-site, will we have internet access from the application's environment (to download plugins)?
17. What downtime/outage procedures are observed, who has to be notified/updated on progress?
18. How much time will we have?
19. When approximately is this upgrade expected to be performed?
20. What time will be best suitable for the test run?
21. What time will be best suitable for the prod upgrade?
22. Have you bought a license for new application version already? As AtlassianPartners we can assist with buying/renewing the license and include the price of the license in our final invoice. We are able to offer 10% discount comparing to Atlassian list prices. The amount for the license will be in NZ$ and include GST.
23. Who will be supporting the installation after the upgrade?
24. Are there any documents/agreements that we need to sign? Are there any security checks/requirements we need to fulfill before we can take on this project?
2011/10/06
