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Fly-in: Migrating to Forma Cloud

So you finally decided to move your existing Forma LMS to Forma Cloud! We’re glad you’ve chosen our service to host your e-learning platform. To ensure a fast, secure, and seamless migration, we’ve prepared this guide to help you provide all the necessary information.

Migrating your platform to FormaCloud is a structured process that typically takes 2–5 business days, depending on the size and complexity of your installation.

Here’s what will happen during the process:

  • You provide us with the required data

  • We transfer files and databases

  • We update and configure the platform

  • You perform final testing

Required Information for Configuration

To proceed with the migration and activation of your platform, we ask you to send us the following data.

Required Data Description
Platform Name Used as the project name and as part of the default domain (e.g., https://[platformname].forma.cloud).
URL Alias The web address that will be used to access the platform (e.g., learning.yourdomain.it).

Note: At the end of the migration, you will need to configure the DNS records of your domain to point to the new infrastructure: read the dedicated guide!
Email Sender Address The email used for notifications, confirmations, and password resets (e.g., info@yourdomain.it). It must belong to the same domain as the URL alias.
Superadmin Access to the Platform An account with superadmin rights to access your current platform.
SSH/FTP Access to the Current Server

Required to transfer files. Include:

  • Host/Server
  • Username
  • Password
  • Port (22 for SSH, 21 for FTP)

SSH transfer protocol is required for safer and faster data transfer, allowing direct transfer and avoiding the risk of data loss or corruption

 

Warning: if only FTP is available, we won't be able to check and guarantee file integrity after the migration fo Forma Cloud, and won't take any responsibility for possible data lorr or corruption. Please ask your IT or provider for SSH access

 
Database Access Host, Username, Password. Alternatively, you may send us the database file directly or provide a download link (e.g., via WeTransfer or similar services).

Next Steps

1. Sending the Data

You can send us all the required information via email. For added security, you may:

  • send passwords or credentials in a separate email

  • use a secure file-sharing service

2. Putting the Platform in Maintenance Mode

Before the migration, set your platform to maintenance mode. This allows us to transfer an accurate and up-to-date copy of your data.

Plan the migration: to reduce inconvenience for your users, we can agree on specific dates for the intervention based on the availability of our team (during standard business hours, Monday to Friday).

3. Transfer and Configuration

Once we receive the data, during the migration our team will:

  • Perform a preliminary check of the data you provided

  • Transfer files and databases from your servers to FormaCloud

  • Update Forma LMS to the latest compatible version

  • Configure your instance in FormaCloud

  • Configure your alias domain on our servers

  • Run preliminary technical tests

  • Prepare the platform for your final test

We will notify you once everything is ready for testing.

4. Final Testing

After the migration, we ask you to:

  • verify general functionality

  • report any issues

  • apply your customizations

  • update your DNS records

  • disable maintenance mode

Set up your DNS immediately!
Don’t wait until the end of the operations—configure your DNS now to point the alias domain to the new infrastructure. This way, your users won’t experience delays.

Security and Data Protection

The security of your data is our priority. During the migration process:

  • All data you provide is handled in compliance with the GDPR

  • Credentials may be sent through secure channels or separate emails

  • Data is used exclusively for the migration

  • After the transfer is complete, credentials can be deleted or changed at your discretion

Plugins, Custom Modules, and Customizations

If your platform contains custom elements:

  • Custom-developed plugins

  • External modules

  • Custom themes

  • Integrations with third-party systems (SSO, API, etc.)

Please inform us when submitting your data. This will allow us to:

  • Check compatibility with the new infrastructure

  • Make any necessary adjustments or suggest alternatives

  • Ensure correct functionality after the migration

Important: We cannot maintain unrecognized plugins or platform customizations, but we will work with you to find the best possible solution to ensure continuity with your current version.

FAQ – Frequently Asked Questions

Will the platform be offline during the migration?

It will be online but closed for user access (Maintenance Mode)

How long does the migration take?

On average, between 2 and 5 business days.

Can the migration be scheduled at specific days?

Yes, let us know and we’ll find the most suitable time slot.

What happens if I don’t have some of the required data?

We’ll help you retrieve it and, if necessary, we can work with backups provided by you.

Will my data be deleted from the previous server?

No, unless you remove it manually. We copy the data; we do not delete it.

What happens with the login and tracking data of my users and courses?

Nothing! After the migration, your users will be able to log in again with the same credentials, all tracking data will be retained, and all your courses and their configurations will be maintained, compatible with the version of Forma implemented.

Support

If you have questions or difficulty retrieving the required information, our team is here to help. Don’t hesitate to contact us!

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