{"id":31120,"date":"2023-09-13T07:00:00","date_gmt":"2023-09-13T14:00:00","guid":{"rendered":"https:\/\/cloudinary.com\/blog\/?p=31120"},"modified":"2024-10-23T17:38:43","modified_gmt":"2024-10-24T00:38:43","slug":"cloudinary-migration-overview","status":"publish","type":"post","link":"https:\/\/cloudinary.com\/blog\/cloudinary-migration-overview","title":{"rendered":"Cloudinary Migration: An Overview of Essential Considerations"},"content":{"rendered":"\n<p>Organizations across industries are increasingly recognizing the need to migrate their digital media experience to keep pace with technological advancements and evolving customer expectations. Whether it&#8217;s moving from an outdated legacy system to a modern cloud-based infrastructure, or transitioning from an on-premises solution to a scalable SaaS platform, digital platform migration has become a critical strategic initiative for businesses seeking to remain competitive and agile.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Our Customers Say<\/h2>\n\n\n\n<p>That was the case for <a href=\"https:\/\/cloudinary-marketing-res.cloudinary.com\/image\/upload\/v1670018579\/cloudinary_case_study_Rapha_1122.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Rapha<\/a>, one of the world\u2019s best-loved cycling apparel brands. The company upgraded to Cloudinary and adopted a full MACH strategy, radically improving the way it works with and delivers visual media.<\/p>\n\n\n\n<p><a href=\"https:\/\/cloudinary-marketing-res.cloudinary.com\/image\/upload\/v1694024789\/case_study-neiman_marcus.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Neiman Marcus<\/a> also chose Cloudinary when it abandoned its legacy systems, Scene7, in favor of a new image and video platform. Over the years, Cloudinary has provided ongoing support of the luxury retailer\u2019s e-commerce efforts by automating and enhancing its massive visual assets library, reducing its photoshoot-to-web time by 50%.&nbsp;<\/p>\n\n\n\n<p>The below is especially important if you\u2019re planning or recently started using Cloudinary.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Before You Start<\/h2>\n\n\n\n<p>It is a high-level and general article, intended as a basis for a detailed planning of migration. Not all topics apply to your specific migration or Cloudinary plan, and there is no deep dive into any specific use case. And if you need to migrate from Scene7, make sure to <a href=\"https:\/\/res.cloudinary.com\/cloudinary-marketing\/image\/upload\/v1650990966\/scene7_to_cloudinary_migration.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">read these special considerations<\/a>.<\/p>\n\n\n\n<p>Also not covered are setting goals, success criteria, and timelines, which are crucial to the success of any project.<\/p>\n\n\n\n<p>The target audience is small business owners, application managers, CTOs, marketing managers, digital asset management (DAM) managers, and any other stakeholder who can decide or manage the way digital media is used in an organization. If you work in an enterprise, then we have <a href=\"https:\/\/cloudinary.com\/pricing-2023\/customer-success\" target=\"_blank\" rel=\"noreferrer noopener\">premium Professional Services<\/a> that will allow you to focus on your own KPIs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Before Go-Live<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/cloudinary.com\/users\/register_free\" target=\"_blank\" rel=\"noreferrer noopener\">Sign up<\/a> for a new account, if you didn\u2019t do so already. A random environment name will be generated automatically, so you would like to change it to a meaningful name, go to your <strong><a href=\"https:\/\/cloudinary.com\/users\/login?RelayState=%2Fconsole%2Fsettings%2Faccount\" target=\"_blank\" rel=\"noreferrer noopener\">Account Settings<\/a><\/strong>. Note that this change is possible only for environments with fewer than 1,000 assets.<\/li>\n\n\n\n<li>By default, your environment is hosted in data centers in the U.S. Enterprise customers with a business core in Europe or Asia Pacific can request their customer success manager (CSM) to install the environment in the relevant geo.<\/li>\n\n\n\n<li>The default Cloudinary delivery URLs use <code>https:\/\/res.cloudinary.com<\/code>. It&#8217;s highly recommended to deliver media using your domain, a feature called custom CNAME and is available for premium customers. Contact <a href=\"https:\/\/support.cloudinary.com\/hc\/en-us\" target=\"_blank\" rel=\"noreferrer noopener\">Cloudinary Support<\/a> for further details.<\/li>\n\n\n\n<li>Most customers use folders to organize their assets in Cloudinary. Here are some guidelines:<br>&#8211; In most implementations, folders would appear as part of the delivery URLs, so they should be SEO friendly.<br>&#8211; Permissions are granted on folder level, so different permission groups need to have different folders.<br>&#8211; <a href=\"https:\/\/cloudinary.com\/documentation\/user_generated_content\">User-generated content<\/a> should be in a folder of its own.<\/li>\n\n\n\n<li>Some customers are using multiple environments with Cloudinary. The typical use cases are:<br>&#8211; Separating between Development\/Staging\/Production environments.<br>&#8211; Separating between different brands, companies, or cost-centers.<\/li>\n\n\n\n<li>If you\u2019ll have multiple users working in your account, we recommend assigning them <a href=\"https:\/\/cloudinary.com\/documentation\/dam_admin_users_groups\" target=\"_blank\" rel=\"noreferrer noopener\">roles and folder-level permissions<\/a>.<\/li>\n\n\n\n<li>You can log in to your local environment via social logins (Google, GitHub), <a href=\"https:\/\/support.cloudinary.com\/hc\/en-us\/articles\/7627315976082-SAML-SSO-Single-sign-on-with-Cloudinary-FAQ\" target=\"_blank\" rel=\"noreferrer noopener\">SAML SSO<\/a>, and or local (app) users. If you\u2019re using the local users&#8217; method, then it&#8217;s highly recommended to enable 2FA (two-factor authentication).<\/li>\n\n\n\n<li>Assets backup is useful in case assets were deleted by accident, by a rogue script, etc. The <a href=\"https:\/\/cloudinary.com\/documentation\/backups_and_version_management\" target=\"_blank\" rel=\"noreferrer noopener\">automatic backup<\/a> is a no-brainer.<\/li>\n\n\n\n<li>Cloudinary is extensible in so many ways that I can only list the links:<\/li>\n<\/ol>\n\n\n\n<p><strong>When uploading assets<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/cloudinary.com\/addons\">Add-ons<\/a> to inspect, analyze, and manipulate new media.<\/li>\n\n\n\n<li><a href=\"https:\/\/home.mediaflows.cloudinary.com\/\">MediaFlows<\/a>: Cloudinary media automation platform.<\/li>\n\n\n\n<li><a href=\"https:\/\/zapier.com\/apps\/cloudinary\/integrations\">Zapier<\/a>: General purpose automation platform.<\/li>\n\n\n\n<li>(2) Programmatic automation with <a href=\"https:\/\/cloudinary.com\/blog\/a_blueprint_for_aws_secured_webhook_listeners_for_cloudinary\" target=\"_blank\" rel=\"noreferrer noopener\">webhooks and listeners<\/a>.<\/li>\n\n\n\n<li>Modifying the original asset with <a href=\"https:\/\/cloudinary.com\/documentation\/transformations_on_upload#incoming_transformations\" target=\"_blank\" rel=\"noreferrer noopener\">incoming transformations<\/a>.<\/li>\n\n\n\n<li>(1) Eagerly transform assets with <a href=\"https:\/\/cloudinary.com\/documentation\/transformations_on_upload#eager_transformations\" target=\"_blank\" rel=\"noreferrer noopener\">eager transformations<\/a>.<\/li>\n\n\n\n<li>(2) Calculate upload parameters in JavaScript with the <a href=\"https:\/\/cloudinary.com\/documentation\/upload_parameters#evaluating_and_modifying_upload_parameters\" target=\"_blank\" rel=\"noreferrer noopener\">eval parameter<\/a>.<\/li>\n<\/ul>\n\n\n\n<p><strong>When delivering assets<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>(1) Apply different transformations to different assets with <a href=\"https:\/\/cloudinary.com\/documentation\/conditional_transformations\" target=\"_blank\" rel=\"noreferrer noopener\">conditional transformations<\/a>.<\/li>\n\n\n\n<li>(1)(2) Customize client-side functions with <a href=\"https:\/\/cloudinary.com\/documentation\/custom_functions#webassembly_functions\" target=\"_blank\" rel=\"noreferrer noopener\">WASM code<\/a>.<\/li>\n\n\n\n<li>(1)(2) Customize image transformations with <a href=\"https:\/\/cloudinary.com\/documentation\/custom_functions#remote_functions\" target=\"_blank\" rel=\"noreferrer noopener\">remote functions<\/a>.<\/li>\n<\/ul>\n\n\n\n<p><strong>When using the Media Library:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check the <a href=\"https:\/\/cloudinary.com\/documentation\/digital_asset_management_overview#optional_apps_for_extending_your_dams_functionality\">built-in apps<\/a>.<\/li>\n<\/ul>\n\n\n\n<p>(1) &#8211; Advanced technique.<\/p>\n\n\n\n<p>(2) &#8211; Developer needed.<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"10\">\n<li>If you plan to manage your assets on Cloudinary, you should plan using <a href=\"https:\/\/cloudinary.com\/documentation\/dam_admin_structured_metadata\" target=\"_blank\" rel=\"noreferrer noopener\">Structured Metadata<\/a>, a powerful way to organize assets and make them discoverable. There are also unstructured metadata types; here&#8217;s a <a href=\"https:\/\/cloudinary.com\/documentation\/dam_manage_metadata#custom_metadata_comparison_table\" target=\"_blank\" rel=\"noreferrer noopener\">summary table<\/a>.<br><br><strong>Tip:<\/strong> Our most popular structured metadata fields are Asset type, Status, Brand, and Source.<\/li>\n\n\n\n<li>Assets migration (without metadata) is well described in this <a href=\"https:\/\/cloudinary.com\/blog\/migrating_your_media_assets_to_the_cloud_using_cloudinary\" target=\"_blank\" rel=\"noreferrer noopener\">blog<\/a> and the more recent <a href=\"https:\/\/support.cloudinary.com\/hc\/en-us\/articles\/202520662-How-can-I-bulk-upload-my-images-\" target=\"_blank\" rel=\"noreferrer noopener\">support article<\/a>. We also have a <a href=\"https:\/\/training.cloudinary.com\/courses\/migrating-media-assets-using-cloudinary-sdks-and-add-ons-50-minute-workshop\">video course<\/a>.<br><br><strong>Tip: <\/strong>Consider importing only the best part of your assets.<\/li>\n\n\n\n<li>It&#8217;s useful to combine <a href=\"https:\/\/cloudinary.com\/documentation\/cloudinary_add_ons#:~:text=Available%20add%2Dons-,Auto%2DTagging,-Protection\" target=\"_blank\" rel=\"noreferrer noopener\">auto-tagging<\/a> and\/or <a href=\"https:\/\/cloudinary.com\/documentation\/transformations_on_upload#incoming_transformations\" target=\"_blank\" rel=\"noreferrer noopener\">incoming transformations<\/a> with asset migration.<\/li>\n\n\n\n<li><strong>Metadata migration.<\/strong> If you have existing metadata, it&#8217;s recommended to add the metadata to the assets when migrating the assets. Alternatively, you can use the Media Library UI to <a href=\"https:\/\/cloudinary.com\/documentation\/dam_manage_metadata#bulk_updating_structured_metadata\" target=\"_blank\" rel=\"noreferrer noopener\">import metadata from a CSV file<\/a>.<\/li>\n\n\n\n<li><strong>Web performance. <\/strong>A major factor in your users\u2019 experience and SEO.\n<ul class=\"wp-block-list\">\n<li>Cloudinary will deliver optimized media via global CDNs, so you should expect performance improvements.<\/li>\n\n\n\n<li>You can measure your website performance and get actionable recommendations with <a href=\"https:\/\/www.webpagetest.org\/\" target=\"_blank\" rel=\"noreferrer noopener\">WebPageTest<\/a> and <a href=\"https:\/\/pagespeed.web.dev\/\" target=\"_blank\" rel=\"noreferrer noopener\">PageSpeed Insights<\/a>, among others.<\/li>\n\n\n\n<li>These tools would allow you to see your historical and current real users&#8217; performance, collected by Google on Chrome and Android browsers: <a href=\"https:\/\/treo.sh\/sitespeed\/\" target=\"_blank\" rel=\"noreferrer noopener\">Treo Site Speed<\/a>, <a href=\"https:\/\/colab.research.google.com\/github\/GoogleChrome\/CrUX\/blob\/main\/colab\/crux-history-api.ipynb\" target=\"_blank\" rel=\"noreferrer noopener\">Google Colaboratory<\/a>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>SEO considerations other than web performance:<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use image sitemaps and update Google on the URLs change.<\/li>\n\n\n\n<li>Implement HTTP 301 redirects from the old media URLs to the new ones, if possible. If 301 isn&#8217;t possible, then at least keep the old media service in place. Recommended reading: <a href=\"https:\/\/developers.google.com\/search\/docs\/crawling-indexing\/what-is-site-move\" target=\"_blank\" rel=\"noreferrer noopener\">Google migration guide<\/a>.<\/li>\n\n\n\n<li>Free\/freemium recommended services to monitor your SEO: <a href=\"https:\/\/www.semrush.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Semrush<\/a>, <a href=\"https:\/\/ahrefs.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Ahrefs<\/a>, <a href=\"https:\/\/search.google.com\/search-console\/about\" target=\"_blank\" rel=\"noreferrer noopener\">Google Search Console<\/a>.<\/li>\n\n\n\n<li>Check how your web pages unfurl on popular social apps with <a href=\"https:\/\/metatags.io\/?url=https%3A%2F%2Fcloudinary.com%2F\">metatags.io<\/a>. Cloudinary can help you with automatic resizing and cropping a different image for each webpage using <a href=\"https:\/\/cloudinary.com\/blog\/smart-cropping-just-got-smarter\">Cloudinary AI (c_auto,g_auto)<\/a>.<\/li>\n\n\n\n<li>Highlights from <a href=\"https:\/\/developers.google.com\/search\/docs\/appearance\/google-images\" target=\"_blank\" rel=\"noreferrer noopener\">GooImagemage SEO best-practice guide<\/a>:\n<ul class=\"wp-block-list\">\n<li>Advanced formats are recommended, but some Google systems will not consume JP2, AVIF, animated WEBP, etc. Please validate the spec of any SEO system you rely on, and request Cloudinary support to adjust the automatic encoding accordingly.<\/li>\n\n\n\n<li>Original imagery is encouraged, but it doesn\u2019t mean that stock imagery is discouraged. It is only discouraged to have it with non-original texts.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\" start=\"16\">\n<li><a href=\"https:\/\/cloudinary.com\/documentation\/upload_presets\" target=\"_blank\" rel=\"noreferrer noopener\">Upload presets<\/a> are the best way to ensure consistency in your assets. They control folders, permissions, naming conventions, and much much more. It is highly recommended to define a default upload preset, as well as a dedicated upload preset for each non-default use case.<\/li>\n\n\n\n<li><a href=\"https:\/\/cloudinary.com\/documentation\/image_transformations#named_transformations\" target=\"_blank\" rel=\"noreferrer noopener\">Named transformations<\/a> are the best way to ensure consistency in media delivery. Each art direction, layout, or styling would enjoy a dedicated named transformation.&nbsp;<\/li>\n\n\n\n<li><strong>Automatic encoding\/format.<\/strong> Your media URLs should specify f_auto\u2019 so the best media encoding\/format would be served. <code>f_auto<\/code> should be added even when using a named transformation and cannot be included in the named transformation itself.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Go-Live<\/h2>\n\n\n\n<ol class=\"wp-block-list\" start=\"19\">\n<li>Go-live planning and execution:\n<ul class=\"wp-block-list\">\n<li>Never plan the go-live to the end of the day\/week.<\/li>\n\n\n\n<li>In the first hours of the go-live, carefully monitor <a href=\"https:\/\/console.cloudinary.com\/console\/errors\" target=\"_blank\" rel=\"noreferrer noopener\">your account errors<\/a>.<\/li>\n\n\n\n<li>In the first days, monitor both the above error reports and the <a href=\"https:\/\/console.cloudinary.com\/console\/reports\/delivery\" target=\"_blank\" rel=\"noreferrer noopener\">delivery reports<\/a>. Check for Cloudinary automatic tips, and investigate any unexpected data of those curated dashboards.<\/li>\n\n\n\n<li>Enterprise customer? Plan your go-live with your Cloudinary contacts.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Post Go-Live<\/h2>\n\n\n\n<ol class=\"wp-block-list\" start=\"20\">\n<li>Automatic notifications from Cloudinary:\n<ul class=\"wp-block-list\">\n<li>New features: <a href=\"https:\/\/cloudinary.com\/documentation\/programmable_media_release_notes#register_for_notifications\" target=\"_blank\" rel=\"noreferrer noopener\">Programmable Media<\/a> and <a href=\"https:\/\/cloudinary.com\/documentation\/digital_asset_management_release_notes#register_for_notifications,\" target=\"_blank\" rel=\"noreferrer noopener\">Assets<\/a>.&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/status.cloudinary.com\/\">Service status<\/a>.<\/li>\n\n\n\n<li>Adjust the email notification on <strong><a href=\"https:\/\/console.cloudinary.com\/settings\/profile\" target=\"_blank\" rel=\"noreferrer noopener\">My Profile<\/a><\/strong> &gt; <strong>Email Notifications<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Getting support:\n<ul class=\"wp-block-list\">\n<li>You can open tickets with a <a href=\"https:\/\/support.cloudinary.com\/hc\/en-us\/requests\/new\" target=\"_blank\" rel=\"noreferrer noopener\">direct link<\/a> or the <strong>?<\/strong> icon on the <a href=\"https:\/\/console.cloudinary.com\/console\" target=\"_blank\" rel=\"noreferrer noopener\">console<\/a>.<\/li>\n\n\n\n<li>There&#8217;s also the <a href=\"https:\/\/community.cloudinary.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Community<\/a> assistance.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Additional resources to boost your Cloudinary skills:\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/training.cloudinary.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Cloudinary Academy<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/cloudinary.com\/documentation\" target=\"_blank\" rel=\"noreferrer noopener\">Documentation<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/cloudinary.com\/blog\/tag\/monthly-releases\">Blog<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.youtube.com\/@Cloudinary\/videos\">YouTube<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h1 class=\"wp-block-heading\">Conclusion<\/h1>\n\n\n\n<p>A successful Cloudinary migration requires careful planning, evaluation, and a clear understanding of your organization&#8217;s objectives. By considering the essential points outlined in this overview, you can lay the groundwork for a comprehensive migration strategy. Remember, every migration is unique, and while not all topics may apply to your specific case, this overview serves as a valuable starting point for your detailed planning process. In upcoming articles, we&#8217;ll dive deeper into specific use cases and provide actionable insights to help you navigate the challenges and maximize the benefits of your digital platform migration. Stay tuned!<\/p>\n\n\n\n<p>Want to discuss the topic of this blog in more detail? Then head over to the <a href=\"https:\/\/community.cloudinary.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Cloudinary Community<\/a> or its associated <a href=\"https:\/\/discord.gg\/Cloudinary\" target=\"_blank\" rel=\"noreferrer noopener\">Discord<\/a> and get all your questions answered.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Organizations across industries are increasingly recognizing the need to migrate their digital media experience to keep pace with technological advancements and evolving customer expectations. Whether it&#8217;s moving from an outdated legacy system to a modern cloud-based infrastructure, or transitioning from an on-premises solution to a scalable SaaS platform, digital platform migration has become a critical [&hellip;]<\/p>\n","protected":false},"author":87,"featured_media":31130,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_cloudinary_featured_overwrite":false,"footnotes":""},"categories":[1],"tags":[25],"class_list":["post-31120","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-asset-management"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.6 (Yoast SEO v26.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Cloudinary Migration: An Overview of Essential Considerations<\/title>\n<meta name=\"description\" content=\"Organizations across industries are 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