Migrating from Pane

Complete guide to transitioning from Pane to our platform

Introduction to Migration

Migrating from Pane to our platform requires careful planning and execution. This guide walks you through the entire process, highlighting key differences and providing step-by-step instructions for a smooth transition.

Migration Process

Our platform offers significant improvements over Pane, including enhanced performance, better security, and more intuitive workflows. While there are differences in terminology and interface, most concepts from Pane have direct equivalents in our system.

Important Pre-Migration Considerations

Before beginning your migration, ensure you have complete backups of all Pane data. The migration process is designed to be non-destructive to your Pane installation, but having backups is always recommended.

Preparation Phase

Proper preparation will make your migration smoother and help avoid potential issues. Follow these steps before beginning the actual migration.

1

Inventory Your Current Pane Setup

Document all configurations, customizations, and integrations in your current Pane installation. Pay special attention to:

  • User accounts and permissions
  • Custom workflows and automation
  • Third-party integrations
  • Scheduled tasks and reports
Preparation Checklist
2

Review Platform Differences

Our platform differs from Pane in several important ways. Understanding these differences will help you plan your migration strategy.

Pane
  • Single-server architecture
  • File-based configuration
  • Limited API access
  • Basic reporting tools
Our Platform
  • Distributed architecture
  • Database-driven configuration
  • Comprehensive REST API
  • Advanced analytics

Data Migration Process

The core of your migration will be transferring data from Pane to our platform. This process can be broken down into several stages.

1

User Accounts Migration

User accounts should be migrated first to ensure proper permissions for subsequent steps:

  • Export user data from Pane using the administration console
  • Map Pane roles to equivalent roles in our platform
  • Import users using our migration tool or API
  • Verify all users can authenticate successfully
Data Migration
2

Content Migration

Migrating your content requires careful attention to structure and relationships:

  • Export content in batches to avoid timeouts
  • Transform data formats as needed for our platform
  • Preserve metadata and relationships between items
  • Validate content after import

Handling Large Migrations

For installations with large amounts of data, consider migrating in phases. Start with a subset of data to test the process before migrating your entire dataset.

Post-Migration Tasks

After completing the data migration, several important tasks remain to ensure your new environment is fully operational.

1

Testing and Validation

Thoroughly test all aspects of your migrated environment:

  • Verify all users can access the system with their existing credentials
  • Check that all content appears correctly
  • Test critical workflows and business processes
  • Validate integrations with other systems
Testing Process
2

User Training

Our platform has a different interface and workflow from Pane. Plan training sessions to help users transition:

  • Highlight key differences from Pane
  • Show new features and capabilities
  • Provide cheat sheets for common tasks
  • Offer ongoing support during the transition
3

Performance Tuning

After migration, monitor system performance and make adjustments:

  • Review server resource utilization
  • Optimize database queries
  • Configure caching appropriately
  • Adjust worker processes based on load