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Migration Resources

General Bots provides comprehensive tools and resources for organizations transitioning from cloud-based productivity platforms to self-hosted infrastructure.

General Bots

Migration Toolkit

Data Import Utilities

General Bots includes import tools for common enterprise data formats:

Email Migration

  • IMAP sync for mailbox migration
  • PST file import support
  • Calendar (ICS) import
  • Contact (VCF/CardDAV) import

File Migration

  • Bulk file upload via S3 API
  • Folder structure preservation
  • Metadata retention
  • Version history import where available

User Migration

  • SCIM provisioning support
  • LDAP directory sync
  • CSV user import
  • Bulk credential generation

BASIC Migration Scripts

Template scripts for common migration tasks:

' migrate-files.bas
PARAM source_api AS string
PARAM auth_token AS string

DESCRIPTION "Migrate files from external storage"

SET HEADER "Authorization", "Bearer " + auth_token
files = GET source_api + "/files"

FOR EACH file IN files
    content = DOWNLOAD file.download_url
    WRITE "/" + file.path, content
    TALK "Migrated: " + file.name
NEXT file

TALK "Migration complete: " + LEN(files) + " files"

' migrate-users.bas
PARAM csv_path AS string

DESCRIPTION "Import users from CSV export"

users = READ csv_path
FOR EACH row IN users
    CREATE USER row.email WITH NAME row.name
NEXT row

API Compatibility

REST API Mapping

General Bots REST APIs follow familiar patterns:

Common Operation General Bots Endpoint
List files GET /api/files/list
Upload file POST /api/files/write
Download file GET /api/files/{path}
List users GET /api/users
Create user POST /api/users
Send email POST /api/email/send
List calendar events GET /api/calendar/events
Create task POST /api/tasks

Identity Federation

Support SSO during migration with identity federation:

  • OIDC provider integration
  • SAML support via Zitadel
  • Hybrid authentication during transition
  • Gradual user migration

Configure in config.csv:

key,value
oidc-provider-url,https://identity.example.com
oidc-client-id,general-bots-client
oidc-client-secret,your-secret

Industry Templates

Pre-built configurations for common industries:

Healthcare

  • HIPAA-compliant configuration
  • Patient communication templates
  • Appointment scheduling workflows
  • Secure document handling

Financial Services

  • SOC 2 aligned settings
  • Secure data handling
  • Audit logging enabled
  • Compliance reporting

Education

  • Student enrollment flows
  • Course management
  • Parent communication channels
  • Assignment tracking

Professional Services

  • Client onboarding templates
  • Project management workflows
  • Time tracking integration
  • Invoice generation

Deployment Guides

Infrastructure Sizing

Organization Size CPU RAM Storage Users
Small 2 cores 4 GB 100 GB 1-50
Medium 4 cores 8 GB 500 GB 50-500
Large 8 cores 16 GB 2 TB 500-5000
Enterprise 16+ cores 32+ GB 10+ TB 5000+

High Availability

For production deployments:

  • PostgreSQL replication
  • Load-balanced botserver instances
  • Distributed SeaweedFS storage
  • Redis/Valkey clustering

Backup Strategy

Automated backup configuration:

SET SCHEDULE "every day at 2am"

' Database backup
result = POST "https://backup.internal/postgres", #{database: "botserver"}

' File storage backup
result = POST "https://backup.internal/seaweedfs", #{bucket: "all"}

' Notify on completion
SEND MAIL TO "ops@company.com" SUBJECT "Backup Complete" BODY result

Training Resources

Administrator Training

  • Initial setup and configuration
  • User management
  • Security settings
  • Monitoring and maintenance

Developer Training

  • BASIC scripting fundamentals
  • API integration patterns
  • Custom keyword development
  • Package creation

End User Training

  • Chat interface usage
  • File management
  • Calendar and tasks
  • Mobile access

ROI Calculator

Estimate savings with self-hosted deployment:

Factor Cloud (100 users) General Bots
Annual licensing $15,000-60,000 $0
AI assistant add-on $36,000 $0
Infrastructure Included $2,400-6,000
LLM API costs Included $600-6,000
Total Annual $51,000-96,000 $3,000-12,000

Typical savings: 75-95% reduction in annual costs.

Support Resources

Documentation

  • Complete keyword reference
  • API documentation
  • Configuration guides
  • Troubleshooting guides

Community

  • GitHub discussions
  • Issue tracking
  • Feature requests
  • Community contributions

Professional Services

For enterprise deployments:

  • Migration planning
  • Custom development
  • Training programs
  • Support contracts

Contact: partners@pragmatismo.com.br

Migration Checklist

Pre-Migration

  • Inventory current services and usage
  • Identify data to migrate
  • Plan user communication
  • Set up test environment
  • Configure identity federation

Migration

  • Deploy General Bots infrastructure
  • Import users and groups
  • Migrate files and documents
  • Transfer email (if applicable)
  • Set up integrations

Post-Migration

  • Verify data integrity
  • Test all workflows
  • Train users
  • Update DNS/routing
  • Decommission old services
  • Monitor and optimize

Case Study Template

Document your migration for internal reference:

Organization Profile

  • Size and industry
  • Previous platform
  • Key requirements

Migration Scope

  • Services migrated
  • Data volume
  • Timeline

Results

  • Cost savings achieved
  • Performance improvements
  • User feedback

Lessons Learned

  • Challenges encountered
  • Solutions implemented
  • Recommendations

See Also