Self-guided migration playbook

This is for:

Developer

Take full control of your migration efforts using Coveo’s documentation and resources. This is best for teams with strong technical skills and experience with similar projects.

Audit your implementation

Take inventory of your current JavaScript Search Framework use case, including all custom integration and out of the box components. List all JavaScript Search Framework components used in your search interface and document any custom logic, templates, or integrations.

Map components to modern equivalents

Identify the JavaScript Search Framework components in your current implementation and find their equivalents in Atomic, Quantic, or Headless. This mapping will help you plan your migration and validate feature parity.

Tip

Reference the JavaScript Search Framework component equivalences documentation during your mapping efforts. It offers a table based breakdown that compares JavaScript Search Framework components to their Headless, Atomic and Quantic counterparts.

Plan your migration

A well-structured migration plan is typically essential for minimizing risk, ensuring continuity, and achieving your project goals. Planning a software migration involves more than just moving code or components, it requires careful consideration of timelines, resources, dependencies, and communication.

General guidelines for planning a software migration:

  • Define clear objectives: Understand what you want to achieve with the migration.

  • Assess current state: Document your existing system, including architecture, integrations, and customizations.

  • Identify stakeholders: Involve all relevant parties, whether that be developers, business owners, or end users.

  • Evaluate risks: Consider potential challenges such as data loss, downtime, or compatibility issues.

  • Develop a timeline: Break the migration into phases with realistic deadlines and milestones.

  • Allocate resources: Assign roles and responsibilities to validate accountability.

  • Plan for testing: Establish criteria for success and plan for thorough testing at each stage.

  • Prepare a rollback strategy: Have a contingency plan in case issues arise during migration.

  • Communicate: Keep stakeholders informed throughout the process.

Follow these guidelines to create a migration plan that minimizes risk and ensures a smooth transition to your new Coveo implementation.
A well thought out plan won’t only help you stay on track, but also provide clarity and confidence to both your team and stakeholders as you move forward with the migration process.

Implement and test

The implementation and testing phase is where your migration plan comes to life. This step involves replacing JavaScript Search Framework components with their modern equivalents, adapting custom logic, and validating that your new implementation meets your requirements. Thorough testing is critical to validate feature parity, performance, and a seamless user experience.

General steps for implementation and testing:

  • Replace JSUI components: Begin by replacing JavaScript Search Framework components with their Atomic, Quantic, or Headless equivalents.
    Refer to the component mapping table to guide this process.

  • Adapt custom logic and templates: Migrate any customizations, such as templates, event handlers, or integrations, to the new framework.

  • Test incrementally: Test each component or feature as it’s implemented to catch issues early.

  • Validate feature parity: Validate that all features from your original implementation are functioning as expected in the new framework.

  • Optimize performance: Use tools like browser developer tools or performance monitoring software to identify and address bottlenecks.

  • Document changes: Keep a record of all changes made during implementation for future reference.

Once implementation and testing are complete, you’ll be ready to deploy your new search interface to production. This phase ensures that your migration is stable, functional, and optimized for your users.

Conclusion

By following the self-guided migration approach, you take full control of the process, leveraging your team’s technical expertise and the resources provided in this guide. This approach empowers you to tailor the migration to your specific needs, ensuring that your new search interface aligns with your business goals and technical requirements.

With careful planning and execution, your self-guided migration will set the foundation for a modern, scalable, and high-performing search experience.