botserver/docs/src/chapter-14-migration/common-concepts.md

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Common Migration Concepts

Core concepts for migrating from cloud services to self-hosted infrastructure.

The Fundamental Shift

From Cloud Services

  • Data on vendor servers
  • Monthly subscription costs
  • Limited control over updates
  • Vendor-specific APIs

To Self-Hosted

  • Data on your infrastructure
  • One-time setup costs
  • Full control over versions
  • Standard protocols

Component Mapping

Cloud Service Self-Hosted Alternative Protocol
Cloud Storage MinIO S3 API
Email Service Various mail servers SMTP/IMAP
Identity Provider Various auth servers OIDC/SAML

Migration Stages

  1. Assessment - What do you have?
  2. Planning - How will you move it?
  3. Testing - Does it work?
  4. Execution - Do the migration
  5. Validation - Verify everything works

Common Challenges

Data Volume

  • Large datasets take time
  • Bandwidth limitations
  • Storage requirements

Authentication

  • Passwords can't be exported
  • Need password reset strategy
  • Federation options

Dependencies

  • Integrated services
  • API changes
  • Custom workflows

Tools Categories

File Migration

  • Cloud storage sync tools
  • API-based transfers
  • Bulk download utilities

Email Migration

  • IMAP synchronization tools
  • Export/import utilities
  • Archive formats

User Migration

  • Directory export tools
  • CSV/LDIF formats
  • API-based extraction

Risk Mitigation

  • Always backup first
  • Test with small datasets
  • Keep source data intact
  • Document everything
  • Have rollback plan

Next Steps