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Chapter 14: Migration Guide

Migrate from cloud services to self-hosted General Bots with complete data sovereignty.

Why Migrate?

Cloud ServicesGeneral Bots
Data on vendor serversData on YOUR servers
$40-60/user/month~$7/user/month
Vendor-controlled AITransparent, traceable logic
Black box processingExtensible via BASIC
Subscription foreverOne-time deployment

Core Principles

Component Architecture

Install only what you need:

./botserver package install mail      # Email
./botserver package install drive     # Storage
./botserver package install directory # Users
./botserver package install meet      # Video

Standard Protocols

  • Storage: S3 API (MinIO)
  • Email: SMTP/IMAP/JMAP
  • Auth: OIDC/SAML/LDAP
  • Video: WebRTC

Knowledge Base Integration

USE KB "company_docs"
USE WEBSITE "https://sharepoint.company.com/docs"
' Documents now searchable via natural language

Migration Timeline

PhaseDurationActivities
AssessmentWeek 1-2Inventory services, identify dependencies
InfrastructureWeek 2-3Deploy BotServer, configure auth/storage
Data MigrationWeek 3-6Users, email, files, documents
Process MigrationWeek 6-8Convert workflows to .gbdialog
ValidationWeek 8-10Testing, training, documentation
CutoverWeek 10-12User migration, decommission old

Migration Paths

SourceGuide
Microsoft 365M365 Migration
Google WorkspaceGoogle Migration
DialogflowDialogflow Migration
BotpressBotpress Migration
n8n / Zapier / MakeAutomation Migration
NotionNotion Migration

Prerequisites Checklist

  • Executive sponsorship
  • Infrastructure provisioned
  • Backup strategy defined
  • Rollback plan documented
  • User communication ready

Success Metrics

  • Performance: Response times, availability
  • Adoption: User login frequency
  • Cost: TCO reduction (target: 80%+)
  • Security: Compliance achievement

See Also