AEM Migration Checklist: Navigating the Transition Smoothly


Are you planning to migrate your Adobe Experience Manager (AEM) instance to a new environment or version? This process can be complex and challenging, but with the right AEM Migration Checklist, you can streamline the transition and ensure a successful outcome. In this detailed guide, we will walk you through the essential steps and considerations for a seamless AEM migration. From planning and preparation to execution and validation, we’ve got you covered.

AEM Migration Checklist

  1. Complete the assessment of your current AEM environment.
  2. Define clear migration goals and timelines.
  3. Create a backup of your AEM data.
  4. Choose the appropriate AEM version for migration.
  5. Review and update custom code and applications.
  6. Conduct thorough testing in a staging environment.
  7. Plan the migration of AEM content.
  8. Monitor and optimize system performance.
  9. Execute the migration according to the plan.
  10. Verify data integrity after migration.
  11. Involve stakeholders in User Acceptance Testing (UAT).
  12. Update all documentation.
  13. Implement enhanced security measures.
  14. Provide training for your team.
  15. Schedule the go-live date.
  16. Offer post-migration support.
  17. Continuously monitor system performance.
  18. Collect user feedback for improvements.
  19. Stay informed about AEM updates.
  20. Document lessons learned from the migration.
  21. Maintain regular backups of AEM.
  22. Explore opportunities for automation.
  23. Conduct compliance and security audits.
  24. Seek expert advice when facing challenges.
  25. Keep your team informed about AEM updates and best practices.

When embarking on an AEM migration, having a well-structured checklist is paramount to your project’s success. This checklist will serve as your roadmap, ensuring that you don’t overlook critical tasks or encounter unexpected issues along the way. Let’s dive into the components of a comprehensive AEM Migration Checklist:

1. Assess Your Current AEM Environment

  • Understand your existing AEM setup, including versions, configurations, and customizations.
  • Identify any dependencies or integrations with other systems.

2. Define Your Migration Goals

  • Clearly define the objectives and desired outcomes of your migration project.
  • Set realistic timelines and allocate resources accordingly.

3. Backup Your AEM Data

  • Create a complete backup of your AEM repository and content to safeguard against data loss during migration.

4. Choose the Right AEM Version

  • Evaluate the available AEM versions and select the one that best aligns with your business needs and goals.

5. Review and Update Custom Code

  • Ensure that any custom code or applications are compatible with the target AEM version.
  • Make necessary code modifications or updates.

6. Test Your Migration Plan

  • Conduct thorough testing in a staging environment to identify and address any issues before the actual migration.

7. Prepare for Content Migration

  • Plan how you will migrate your AEM content, whether through replication, package deployment, or other methods.
  • Consider content cleanup and restructuring if needed.

8. Monitor and Optimize Performance

  • Implement monitoring tools to track system performance during and after migration.
  • Optimize configurations for improved efficiency.

9. Execute the Migration

  • Perform the migration according to your plan, ensuring minimal downtime and data consistency.

10. Verify Data Integrity

  • After migration, conduct thorough data validation to confirm that all content and assets are intact and accessible.

11. User Acceptance Testing (UAT)

  • Involve key stakeholders in UAT to ensure that the new AEM environment meets their expectations.

12. Update Documentation

  • Keep all documentation, including user guides and manuals, up to date with the changes brought about by the migration.

13. Implement Security Measures

  • Review and enhance security settings to protect your AEM instance from potential vulnerabilities.

14. Train Your Team

  • Provide training to your team members to familiarize them with the new AEM environment and its features.

15. Go Live

  • When all checks are complete, schedule the go-live date and migrate to the production environment.

16. Post-Migration Support

  • Offer ongoing support and assistance to address any issues or concerns that may arise after the migration.

17. Performance Monitoring

  • Continuously monitor the performance of your AEM instance and make adjustments as necessary.

18. User Feedback Collection

  • Gather feedback from users and stakeholders to identify areas for improvement.

19. Stay Informed About Updates

  • Keep abreast of AEM updates and new features to make informed decisions for future migrations.

20. Document Lessons Learned

  • Document the challenges, successes, and lessons learned from your migration project for future reference.

21. Maintain Regular Backups

  • Continue to maintain regular backups of your AEM instance to safeguard against unforeseen issues.

22. Explore Automation

  • Investigate opportunities for automation to streamline routine tasks and reduce manual effort.

23. Compliance and Security Audits

  • Conduct periodic compliance and security audits to ensure your AEM environment remains secure and compliant with industry standards.

24. Seek Expert Advice

25. Keep Your Team Informed

  • Maintain open communication with your team regarding any changes, updates, or best practices related to AEM.

Frequently Asked Questions (FAQs)

What is AEM Migration, and why is it necessary? 

AEM Migration refers to the process of moving your Adobe Experience Manager instance from one environment or version to another. It is necessary to stay up-to-date with the latest features, security updates, and improvements in AEM, ensuring your digital experiences remain competitive and secure.

How long does an AEM migration typically take? 

The duration of an AEM migration can vary significantly based on factors such as the complexity of your environment, the volume of content, and the extent of customizations. It can take anywhere from a few weeks to several months.

Is it possible to automate parts of the AEM migration process? 

Yes, certain aspects of the AEM migration process can be automated, such as content replication and data validation. Automation can help save time and reduce the risk of errors.

What are the common challenges in AEM migration? 

Common challenges include compatibility issues with custom code, data integrity concerns, and ensuring minimal downtime during migration. Thorough planning and testing can help mitigate these challenges.

Can I roll back to the previous AEM version if issues arise after migration?

In some cases, it may be possible to roll back to the previous version if you have a backup. However, it’s essential to carefully plan and test your migration to minimize the need for rollbacks.

How can I stay informed about AEM updates and best practices? 

Stay connected with Adobe’s official channels, such as their website and community forums. Additionally, consider joining AEM user groups and attending industry conferences to stay updated.


Migrating your Adobe Experience Manager instance is a significant undertaking, but with a well-structured AEM Migration Checklist and careful planning, you can ensure a smooth and successful transition. Remember to stay informed, seek expert advice when needed, and continuously optimize your AEM environment for the best digital experiences. By following the guidelines and insights provided in this comprehensive guide, you’ll be well-prepared for your AEM migration journey.

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