Managing plans
In the Qlik Analytics Migration Tool, Plans define the scope, structure, and transformation logic used to migrate content from Qlik Sense Client-Managed or QlikView to Qlik Cloud.
Plans are essential components of the migration process. They specify which objects—such as apps, streams, data connections, and users—should be included, how they should be filtered, and how they should be transformed during migration. Plans are later referenced by Projects and executed through Jobs.
Role in the migration workflow
As described in the Migration workflow overview, creating a plan is one of the foundational steps in any migration effort. Each plan provides:
- A configurable definition of what content to migrate
- Object-level control over inclusion, filtering, and transformation
- A reusable reference for one or more projects and their jobs
Plans enable separation of configuration from execution and promote consistency and traceability throughout the migration lifecycle.
Iterative and modular planning
Migration using the Qlik Analytics Migration Tool is not designed as a single, all-at-once operation. Instead, it is an iterative and modular process that expects the use of multiple plans and corresponding projects.
This approach supports:
- Separation by business unit, department, or stream
- Controlled and testable migration phases
- Flexibility in content scope and transformation logic
Each plan may address a distinct segment of the source environment, with its own mappings and filtering criteria. These plans are then referenced by specific projects that organize and execute the migration steps via jobs.
Key characteristics
A migration plan includes:
- Object selection:
Define which apps, streams, and related artifacts are included - Filtering rules:
Apply inclusion logic to narrow scope - Transformation mappings:
Specify user, space, and metadata mappings - Reusability:
Reference the same plan across multiple projects and jobs
Plans require valid connections to both source and target systems. For guidance on configuring those, see Managing connections.