Planning
Starting October 11, 2024 (Zephyr Enterprise 8.2), the Zephyr Enterprise documentation moved from its current location on Atlassian to a dedicated, standalone Zephyr Enterprise documentation page. Please see: https://support.smartbear.com/zephyr-enterprise/docs/en/migrating-to-zephyr-enterprise/from-hp-alm/planning.html
Planning is an important phase of migration. Before migrating your projects, you need to:
Determine what projects and which entities you want to migrate because not all ALM data can be migrated to Zephyr (see below).
Review hardware and network configurations.
Check memory allocation.
Optimize staging environments, if needed.
Perform a dry run
We recommend that you first perform a dry run in a staging environment before migrating your projects. Migrate a small project to see that everything runs smoothly and the migrated project meets your expectations. To perform this test migration, use the latest versions of Zephyr Enterprise and ALM Migration Wizard.
Hints:
Run the migration wizard on the same network where Zephyr Enterprise and HP ALM are used to avoid network delays.
Do not run the migration wizard on the same computer where Zephyr is running to avoid performance issues.
Schedule migration
You can migrate projects either over a weekend when both HP ALM and Zephyr are shut down for users, or you may take an incremental approach by having both HP ALM and Zephyr available in parallel during the weeks or months, and moving projects from HP ALM to Zephyr based on your business needs.
Entity names
When preparing for migration, keep in mind that some ALM and Zephyr entities have different names. The table below compares the names of the main entities:
Entity name in Zephyr | Entity name in HP ALM |
---|---|
Requirements | Requirements |
Test Repository | Test Plan |
Test Planning | Test Lab |
Test Execution | Test Runs |
Migration specifics & limitations
Not all ALM data can be migrated to Zephyr Enterprise. Also, the migrated data should comply with certain Zephyr requirements. The table below provides detailed information on the migration specifics and limitations you need to keep in mind when planning migration of your projects:
Component | Migration specifics & limitations |
---|---|
Domain | Since Zephyr does not have the domain concept, no domains are created in Zephyr. To differentiate the domains, the name of each migrated project is preceded by the domain name in Zephyr: |
Users |
|
Releases |
|
Requirements |
|
Test cases |
|
Cycles |
|
Cycle phases |
|
Executions |
|
Custom fields |
|
Attachments |
|
Defects |
|
Accounts |
|
Indexing |
|
Authentication |
|
Continue reading
See Also
Migrating to Zephyr Enterprise
Migration Steps
FAQ
Starting Release 8.2, Zephyr Enterprise documentation is moving from its current location on Atlassian to a dedicated, standalone Zephyr Enterprise Documentation page. https://support.smartbear.com/zephyr-enterprise/docs/en/welcome-to-zephyr-enterprise.html