Customer cloud data migrations doc updates

content/departments/technical-success/ce/process/Cloud-Migration-for-Onprem-Customers.md

@@ -1,3 +1,5 @@
+# Sourcegraph Self-Hosted to Cloud instance migration
+
 This document is to help CE/TA's migrate existing customers to cloud. The migration is executed by the IE team (#ask-implementation).
 
 > [!NOTE] It is the responsibility of the TA/CE to own the customer relationship, co-ordinate all the internal/external resources and activities for a successful cloud migration.
@@ -14,16 +16,17 @@ Once the commercials are squared away, the migration can begin. The Cloud will c
 
 ### Steps for Migrating from Self-Hosted to Cloud
 
-1. The CE/TA makes a copy of [this doc](https://docs.google.com/document/d/1QcaAMG2YsaOnnht1YIZyMQ1mOfygSVfdXgBdbNc00GA/edit?usp=sharing) and works with the customer to fill it out
+1. (CE/TA owned) Make a copy of [this doc](https://docs.google.com/document/d/1QcaAMG2YsaOnnht1YIZyMQ1mOfygSVfdXgBdbNc00GA/edit?usp=sharing) and works with the customer to fill it out
 
-2. The CE/TA asks the customer if data migration is required. In most cases, it's not! All repos can be re-indexed and the instance can be reconfigured with insights, saved searches and etc. However, this saved searches, contexts, notebooks, etc. from the self-hosted instance will not be available unless a data migration is performed.
+2. (CE/TA owned) Ask the customer if data migration is required. In most cases, it's not! All repos can be re-indexed and the instance can be reconfigured with insights, saved searches and etc. However, this saved searches, contexts, notebooks, etc. from the self-hosted instance will not be available unless a data migration is performed.
 
    - Some data like active-inflight batch changes and usage history will be lost forever and can't be recreated.
    - This list is not fully comprehensive there might be other parts of the product which can't be re-configured manually.
 
-3. If a data migration is required, contact the IE team to own. As the src snapshot utility tool will be used to perform the migration, customers must qualify for a data migration. To qualify, they must:
+3. (CE/TA owned) If a data migration is required, contact the IE team to own. As the src snapshot utility tool will be used to perform the migration, customers must qualify for a data migration. To qualify, they must:
 
-   - have a Sourcegraph instance on v3.20.0 or later (<b><em>in most circumstances, IE will recommend upgrading the self-hosted instance to the most recent version of Sourcegraph before migrating</em></b>
+   - have a Sourcegraph instance on v3.20.0 or later
+     - If the instance is on an earlier version, the self-hosted instance will need to be upgraded to a version that supports multi-version upgrades (v3.20.0 or later) before performing the data migration
    - use databases on Postgres 12 or later
    - _not_ have [on-disk database encryption](https://docs.sourcegraph.com/admin/config/encryption) enabled
    - have the [latest release](https://github.com/sourcegraph/src-cli/releases) of [`src`](https://github.com/sourcegraph/src-cli)
@@ -32,11 +35,11 @@ Once the commercials are squared away, the migration can begin. The Cloud will c
 
    See [On-prem data migration to Cloud v2: Requirements](../../../cloud/technical-docs/v2.0/onprem_data_migration.md#requirements) for more details.
 
-4. Request a cloud instance [as per our handbook page](../../..//cloud/#managed-instance-requests) (CE/TA owned)
+4. (CE/TA owned) Request a cloud instance [as per our handbook page](../../..//cloud/#managed-instance-requests)
 
-5. Perform the data migration and/or instance configuration (IE owned)
+5. (IE owned) Perform the data migration and/or instance configuration
 
-6. Cloud/Sourcegraph enablement - work with customer to provide cloud or Sourcegraph enablement and training as required, to make sure all the users are onboarded (CE/TA owned). See [On-prem data migration to Cloud v2: Process](../../../cloud/technical-docs/v2.0/onprem_data_migration.md#process) for more details.
+6. (CE/TA owned) Cloud/Sourcegraph enablement - work with customer to provide cloud or Sourcegraph enablement and training as required, to make sure all the users are onboarded. See [On-prem data migration to Cloud v2: Process](../../../cloud/technical-docs/v2.0/onprem_data_migration.md#process) for more details.
 
 ### Different strategies for cloud migration