Follow
FAQ about Migrating to Another Cluster

***

When we are migrating your Workfront environment to a new cluster, consult this document to answer some of the frequently asked questions about this process.

How do I request a migration to another cluster?

Workfront established very specific business reasons for which you can request your environment to be migrated to another cluster. Contact your Account Representative to see if you qualify for a migration.

What should I know about migrating to a new cluster?

What should I do to prepare for the migration?

  • We recommend that your company's firewall is configured in a way that allows for Workfront to access your environment.
    IMPORTANT If your company needs to whitelist specific IP addresses on your firewall configuration, ensure that the IP addresses we recommend to be accessible through your firewall are whitelisted in order to continue successfully using the following features after the migration:
  • IMPORTANT Ensure that all system administrators can log in to Workfront using their Workfront credentials (not their SSO credentials).
    Your SSO login should work after the migration, but this will ensure that at least the system administrators can log in, should the SSO configuration need to be reset.
  • We recommend that you designate someone in your company to test important workflows in Workfront to make sure they are working correctly after the migration.
  • Notify your users that there will be a disruption in service to ensure everyone is logged out of your environment before the migration occurs. Any users logged in during the migration will be automatically logged out.

How do I log in after the migration?

  • Use your existing URL for your Production environment to log in after the migration has completed: https://[Domain].my.workfront.com.
    Replace [Domain] with your Workfront domain name.
  • If your Workfront instance has been integrated with SSO, log in with your SSO credentials. If this fails and you are a system administrator, log in with your Workfront credentials and test your SSO configuration. If this is not working (this is very rare), contact our Support Team.

What areas of functionality should I include in my testing, after the migration completes?

  • Your Production environment should be accessible after the migration. If you cannot access your Production environment, contact our Support Team.
  • Ensure that your branding customizations are in place.
  • Ensure that your users are able to log in.
  • Test all important workflows. We recommend that you should test the following:
    • All day-to-day workflows for your company, including reports and dashboards
    • Email communication from Workfront (which includes event notifications, reminder notifications, automatic reminders, if they are enabled).
    • Any API integrations, if you have any.
  • Search functionality will take some time to work properly. You should expect full search capabilities within a few hours of the migration.
  • If you find any abnormalities in your data after 24 hours from when the maintenance window closed, contact our Support Team.
  • You will need to manage your subscriptions to notifications you might be receiving from our Trust Site to ensure you subscribe to your new cluster notifications.

What about my sandbox environments?

  • Your Preview environment will be available the Sunday following the migration.
    The URL for the Preview environment will be the same:
    https://[Domain].preview.workfront.com.
    Replace [Domain] with your Workfront domain name.
  • Your Custom Refresh Sandbox will be reset during the migration and will be unavailable for 1-5 days while your data is fully synchronized. Any customization, configurations, or other testing currently in your Custom Refresh Sandbox will be overwritten with a current copy of your production data.
    The URL for the Custom Refresh Sandbox will be the same: https://[Domain].sb01.workfront.com.
    Replace [Domain] with your Workfront domain name.

How do I get help if I have more questions?

  • You can contact our Support Team, the same way you would normally contact them and open a ticket.
    For more information about how you can open a Support ticket, see “How to Open a Support Request.” 

***

This needs to stay in the Admin FAQs because this is a one time reference for people who migrate. Please do not move. 

This article last updated on 2018-01-30 20:17:43 UTC