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docs(relocation): Refresh Moving to SaaS for new flow #9816

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merged 2 commits into from
Apr 26, 2024

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@azaslavsky azaslavsky commented Apr 25, 2024

Pre-merge checklist

If you work at Sentry, you're able to merge your own PR without review, but please don't unless there's a good reason.

  • Checked Vercel preview for correctness, including links
  • PR was reviewed and approved by any necessary SMEs
  • PR was reviewed and approved by a member of the Sentry docs team

Description of changes

Updates the docs to describe the new self-serve workflow, rather than the old export-then-email-support workflow.

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Bundle Report

Changes will increase total bundle size by 73 bytes ⬆️

Bundle name Size Change
sentry-docs-server 7.12MB 52 bytes ⬆️
sentry-docs-edge-server 427.92kB 27 bytes ⬆️
sentry-docs-client 5.76MB 6 bytes ⬇️

@azaslavsky azaslavsky merged commit 052bfad into master Apr 26, 2024
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@azaslavsky azaslavsky deleted the azaslavsky/relocation-docs branch April 26, 2024 17:15
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Thanks so much for writing this!! I have a few wording suggestions, but overall this looks great!

@@ -4,7 +4,7 @@ sidebar_order: 90
description: "Learn more about the reasons to move to Sentry's SaaS solution, which for many customers is less expensive to maintain, and easier to scale and support."
---

Sentry offers a cloud-hosted, software-as-a-service (SaaS) solution in addition to a self-hosted solution, which are both functionally the same. However, many customers find that self-hosted Sentry can quickly become expensive to maintain, scale, and support, making our SaaS product the better and less costly option.
Sentry offers a cloud-hosted, software-as-a-service (SaaS) solution in addition to a self-hosted solution, which are both functionally the same. However, many customers find that self-hosted Sentry can quickly become expensive to maintain, scale, and support, making our SaaS product the better and less costly option. To facilitate moving from self-hosted to SaaS, we provide a self-serve process known as instance "relocation".
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Sentry offers a cloud-hosted, software-as-a-service (SaaS) solution in addition to a self-hosted solution, which are both functionally the same. However, many customers find that self-hosted Sentry can quickly become expensive to maintain, scale, and support, making our SaaS product the better and less costly option. To facilitate moving from self-hosted to SaaS, we provide a self-serve process known as instance "relocation".
Sentry offers a cloud-hosted, software-as-a-service (SaaS) solution in addition to a self-hosted solution, which are both functionally the same. However, many customers find that self-hosted Sentry can quickly become expensive to maintain, scale, and support, making our SaaS product the better and less costly option. To facilitate moving from self-hosted to SaaS, we provide a self-serve process known as "instance relocation".


If your organization started with self-hosted Sentry, you've invested time and effort in configuring and customizing your Sentry org. Once you decide to move to a SaaS account, it's important to know that you can migrate a lot of that investment into your new account instead of starting from scratch.
If your organization started with self-hosted Sentry, you've invested time and effort in configuring and customizing your Sentry org. Once you decide to move to a SaaS account, it's important to know that you can relocate a lot of that investment into your new account instead of starting from scratch.
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Suggested change
If your organization started with self-hosted Sentry, you've invested time and effort in configuring and customizing your Sentry org. Once you decide to move to a SaaS account, it's important to know that you can relocate a lot of that investment into your new account instead of starting from scratch.
If your organization started with self-hosted Sentry, you've invested time and effort in configuring and customizing your Sentry org. Your work won't be wasted if you decide to move to a SaaS account because you won't have to start from scratch. You'll be able to relocate a lot of what you've configured into your new account.

Comment on lines +29 to +38
- All of the organization settings
- The user accounts and options for all of the organization's members
- Projects and their settings
- Teams and their settings
- Alert rules
- Crons
- Dashboards
- Enabled data scrubbers
- Repositories
- Recent and saved searches
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- All of the organization settings
- The user accounts and options for all of the organization's members
- Projects and their settings
- Teams and their settings
- Alert rules
- Crons
- Dashboards
- Enabled data scrubbers
- Repositories
- Recent and saved searches
- All organization settings
- User accounts and options for all organization members
- Projects and their settings
- Teams and their settings
- Alert rules
- Crons
- Dashboards
- Enabled data scrubbers
- Repositories
- Recent and saved searches


![Sentry welcome page](./img/sign-up-welcome.png)
Any data related to specific issues, events, stack traces, or files like replays and source maps won't be coming along. Additionally, for security reasons, you'll need to reconnect and re-authenticate all of your integrations, and your users will need to re-connect their 2FA and mint new API tokens after relocating.
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Any data related to specific issues, events, stack traces, or files like replays and source maps won't be coming along. Additionally, for security reasons, you'll need to reconnect and re-authenticate all of your integrations, and your users will need to re-connect their 2FA and mint new API tokens after relocating.
Any data related to specific issues, events, stack traces, or files like replays and source maps won't be transferred. Additionally, for security reasons, you'll need to reconnect and re-authenticate all of your integrations, and your users will need to re-connect their 2FA and create new API tokens after relocating.

We try to avoid language that may not be as easy to understand for non native English speakers :)


<Note>
Self-serve relocation is only possible from any of the last two minor self-hosted releases. That is, if the latest self-hosted release is 24.2.3, your self-hosted install must be on at least 24.1.0 to be successfully relocate.
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Self-serve relocation is only possible from any of the last two minor self-hosted releases. That is, if the latest self-hosted release is 24.2.3, your self-hosted install must be on at least 24.1.0 to be successfully relocate.
Self-serve relocation is only possible from the two most up-to-date minor self-hosted releases. That is, if the latest self-hosted release is version 24.2.3, your self-hosted install must be on at least version 24.1.0 to be successfully relocated.


This invokes the sentry CLI `export` command on a new isolated instance of our Docker web container.
Your self-hosted installation may have had multiple organizations, each identified by a unique slug. You'll need to collect those from your installed instance, and decide which ones you'll want to keep. You can always change these to whatever you like post-relocation on the organization settings page.
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Your self-hosted installation may have had multiple organizations, each identified by a unique slug. You'll need to collect those from your installed instance, and decide which ones you'll want to keep. You can always change these to whatever you like post-relocation on the organization settings page.
Your self-hosted installation may have multiple organizations, each identified by a unique slug. You'll need to decide which org slugs to keep. You can always change them post-relocation by going to the **Organization Settings** page.

- Team settings
- Saved search queries
- Integration platform metadata (Sentry 10)
### 3. Follow the relocation instructions
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### 3. Follow the relocation instructions
### 3. Follow the in-app relocation instructions


### 4. Send it to us
The remaining pages in the relocation instructions will contain specific details on how to export your self-hosted instance's relocatable data. This will require terminal access to the machine running your self-hosted instance. In brief, you'll save a public key that we generate for you on your self-hosted machine, which you'll then use to execute a command that we provide to generate an encrypted tarball containing your data. You'll then upload this tarball, and we'll take it from there!
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The remaining pages in the relocation instructions will contain specific details on how to export your self-hosted instance's relocatable data. This will require terminal access to the machine running your self-hosted instance. In brief, you'll save a public key that we generate for you on your self-hosted machine, which you'll then use to execute a command that we provide to generate an encrypted tarball containing your data. You'll then upload this tarball, and we'll take it from there!
The rest of the in-app relocation instructions will walk you through the specific details of how to export your self-hosted instance's relocatable data. This will require terminal access to the machine running your self-hosted instance. Here's a quick overview:
- You'll be asked to save a public key (that we generate on your self-hosted machine)
- You'll then use this key to execute a command which will generate an encrypted tarball with all your data
-Lastly, you'll be prompted to upload this tarball

Comment on lines +80 to +82
Once your relocation succeeds, you can take a look at our [plans](https://sentry.io/pricing/) and select one that suits your needs based on the different features and capabilities. Note that plan pricing varies based on the type of _Contract_ and _Monthly Event Volume_, so make sure you are familiar with your current/expected monthly usage (number of events per month).

If you're expecting higher volumes or you're interested in our Enterprise capabilities (priority support and SLAs, and single-tenant options, for example), please [contact us](https://sentry.io/contact/enterprise/) regarding our **Enterprise Plan**.
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Once your relocation succeeds, you can take a look at our [plans](https://sentry.io/pricing/) and select one that suits your needs based on the different features and capabilities. Note that plan pricing varies based on the type of _Contract_ and _Monthly Event Volume_, so make sure you are familiar with your current/expected monthly usage (number of events per month).
If you're expecting higher volumes or you're interested in our Enterprise capabilities (priority support and SLAs, and single-tenant options, for example), please [contact us](https://sentry.io/contact/enterprise/) regarding our **Enterprise Plan**.
Once your relocation is complete, you can choose the [pricing plan](https://sentry.io/pricing/) that best suits your needs. Note that plan pricing varies based on your [Event Volume](/product/accounts/quotas/).
If you're expecting higher volumes or you're interested in our Enterprise capabilities (priority support and SLAs, and single-tenant options, for example), please [contact us](https://sentry.io/contact/enterprise/) regarding our **Enterprise Plan**.

I think it's better to send them to our quota management docs in case they're not familiar with their expected monthly usage :)


Alternatively, you can send us an email at [support@sentry.io](mailto:support@sentry.io) with the subject: `Self-Hosted Migration Application`.
Though your project data has been fully relocated, the DSNs for all of your projects will have changed, as they are now located at https://sentry.io rather than your prior self-hosted domain name. This means that you'll need to update the [DSN](/product/sentry-basics/dsn-explainer/) you use in each of your SDKs for each relevant project. Once you complete this step, you'll should start to see issues and events (though hopefully not too many!) appearing as before.
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Though your project data has been fully relocated, the DSNs for all of your projects will have changed, as they are now located at https://sentry.io rather than your prior self-hosted domain name. This means that you'll need to update the [DSN](/product/sentry-basics/dsn-explainer/) you use in each of your SDKs for each relevant project. Once you complete this step, you'll should start to see issues and events (though hopefully not too many!) appearing as before.
After the move, your project data will be fully relocated, but the DSNs for all of your projects will now be located in https://sentry.io instead of your prior self-hosted domain name. This means that you'll need to update the [DSN](/product/sentry-basics/dsn-explainer/) you use in each of your SDKs for each relevant project. Once you complete this step, you should start seeing issues and events appearing as before.

azaslavsky added a commit that referenced this pull request Apr 26, 2024
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