mirror of https://github.com/zulip/zulip.git
help: Improve and extend "Export your oganization" documentation.
- Document compliance exports. - Make structure of all the sections consistent. - Make other tweaks to improve clarity. Co-authored-by: Alya Abbott <alya@zulip.com>
This commit is contained in:
Alex Vandiver
Tim Abbott
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commit
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@ -7,23 +7,38 @@
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documentation on [server export and import][export-and-import] or
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[server backups][production-backups].
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Zulip has high quality export tools that can be used to migrate from the
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hosted Zulip Cloud service (zulip.com) to your own servers. There are
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three types of Zulip Cloud exports.
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Zulip has high quality export tools that can be used to migrate from the hosted
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Zulip Cloud service to your own servers. Two types of data exports are available
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to all Zulip Cloud organizations:
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* **Export of public data**: An export of all users, settings, and all the data that
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appears in public streams.
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* **Full export with member consent**: Everything in export of public data, plus all
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the private data of members that opt-in to the export.
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* **Full export without member consent**: All the data in the organization.
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* [**Export of public data**](#export-of-public-data): Complete data for your
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organization *other than* [private stream](/help/stream-permissions) messages
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and [direct messages](/help/direct-messages).
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All organizations have access to the first two kinds of export. Only corporate
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Zulip Cloud Standard customers have access to **full export without member consent**.
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* [**Full export with member consent**](#full-export-with-member-consent):
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Everything in the export of public data, plus all the [private
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stream](/help/stream-permissions) messages and [direct
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messages](/help/direct-messages) of members who opt in to have their data
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exported.
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Two additional types of data exports are available to **corporate** [Zulip Cloud
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Standard][standard] customers:
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[standard]: https://zulip.com/plans/
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* [**Full export without member consent**](#full-export-without-member-consent):
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All the data in the organization.
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* [**Compliance export**](#compliance-export): A targeted, human-readable export
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of messages matching some combination of criteria (e.g., sender, recipient,
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message keyword, or timestamp).
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## Export of public data
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{!admin-only.md!}
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{!not-human-export-format.md!}
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{start_tabs}
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{settings_tab|data-exports-admin}
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@ -35,64 +50,122 @@ file from that page.
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1. Import the tarball using [Zulip's logical data import tool][import-only].
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{end_tabs}
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!!! warn ""
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Note that generating the export can take up to an hour for organizations
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with lots of messages or uploaded files.
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Generating the export can take up to an hour for organizations
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with a large number of messages or uploaded files.
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{end_tabs}
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## Full export with member consent
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{!owner-only.md!}
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{!not-human-export-format.md!}
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In addition to your organization's public data, this export includes all the
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messages received by any user in the organization who consents to the data
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export. In particular, it includes any [private
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stream](/help/stream-permissions) messages and [direct
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messages](/help/direct-messages) where *at least one of the recipients* has
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given consent.
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Users who do not provide consent will have their settings and stream
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subscriptions exported, but will have no personalized message history.
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{start_tabs}
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1. Email support@zulip.com with your organization's zulip.com URL, asking for
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a full export with member consent. Email us from the same address that
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you use to sign in to Zulip.
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1. Email [support@zulip.com](mailto:support@zulip.com) with your
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organization's `zulipchat.com` URL, asking for a **full export with
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member consent**. Please send the email from the same address
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that you use to sign in to Zulip, so that Zulip Support can verify
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that you are an owner of the organization.
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1. We will verify that you are an organization administrator, and email you
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instructions on how to collect member consent.
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1. You will receive an email with instructions on how to collect member consent.
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Follow the instructions, and notify
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[support@zulip.com](mailto:support@zulip.com) when the process has been
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completed.
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1. The end result of that process with be an archive in the same
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format as the exports of public data discussed above, including extra
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private stream and direct message data for users who gave consent.
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1. You will receive an archive in the `.tar.gz` format containing all public
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information for your organization, plus [private
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stream](/help/stream-permissions) messages and [direct
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messages](/help/direct-messages) for users who gave consent.
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1. Import the tarball using [Zulip's logical data import tool][import-only].
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{end_tabs}
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Note that such an export will include all the messages received by any user
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in the organization that consents to the data export. In particular, it
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will include all public stream content and any private stream or direct
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message content where at least one of the participants gives consent.
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Users who do not provide consent will have their settings and stream
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subscriptions exported, but will otherwise be treated as new users after
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import.
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## Full export without member consent
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{!owner-only.md!}
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This export is limited to paid Zulip Cloud Standard customers, though in rare
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cases may be available to other organizations in case of due legal process.
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{!not-human-export-format.md!}
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To start this export, email support@zulip.com with your zulip.com
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URL, asking for a full export without member consent.
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{!export-without-consent-requirements.md!}
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You'll also need to email us evidence that you have authority to read
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members' direct messages. Typically, this will be because the zulip.com
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URL is administered by a corporation, and you are an official
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representative of that corporation. By requesting and approving this export,
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you will also assume full legal responsibility that the appropriate employment
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agreements and corporate policy for this type of export are in place. Note
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that many countries have laws that require employers to notify employees of
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their use of such an export.
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{start_tabs}
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1. Email [support@zulip.com](mailto:support@zulip.com) with your
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organization's `zulipchat.com` URL, asking for a **full export without
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member consent**. Please send the email from the same address
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that you use to sign in to Zulip, so that Zulip Support can verify
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that you are an owner of the organization.
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1. Once your authority to request the export has been verified, you will receive
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an archive in the `.tar.gz` format containing all the information for your
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organization.
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1. Import the tarball using [Zulip's logical data import tool][import-only].
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{end_tabs}
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## Compliance export
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{!owner-only.md!}
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This type of export is recommended if you plan to work with the exported data
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directly (e.g., reading messages or processing them with a script), rather than
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importing the export into a new Zulip organization.
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{!export-without-consent-requirements.md!}
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{start_tabs}
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1. Email [support@zulip.com](mailto:support@zulip.com) asking for a **compliance
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export**. Please send the email from the same address that you use to sign in
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to Zulip, so that Zulip Support can verify that you are an owner of the
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organization. You will need to specify:
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1. The `zulipchat.com` URL for your organization
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2. What limits you would like on the export. Currently, compliance
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exports can apply any combination of the following filters:
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- Message sender
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- Message recipient
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- Message contents, by specific keywords
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- Sent timestamp before, after, or between dates
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If you need other limits, please ask.
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3. Your preferred format for the export: CSV or JSON.
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4. Whether or not you want to receive copies of all attachments referenced in
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the exported messages.
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1. You will receive the requested information once your authority to request the
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export has been verified.
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{end_tabs}
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## Related articles
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* [Import into an on-premises installation][import-only]
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* [Change organization URL](/help/change-organization-url)
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* [Deactivate your organization](/help/deactivate-your-organization)
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* [Import organization into a self-hosted Zulip server][import-only]
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* [Compliance exports for self-hosted organizations][compliance-exports-self-hosted]
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[production-backups]: https://zulip.readthedocs.io/en/stable/production/export-and-import.html#backups
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[export-and-import]: https://zulip.readthedocs.io/en/latest/production/export-and-import.html#data-export
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[import-only]: https://zulip.readthedocs.io/en/latest/production/export-and-import.html#import-into-a-new-zulip-server
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[export-and-import]: https://zulip.readthedocs.io/en/stable/production/export-and-import.html#data-export
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[import-only]: https://zulip.readthedocs.io/en/stable/production/export-and-import.html#import-into-a-new-zulip-server
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[compliance-exports-self-hosted]: https://zulip.readthedocs.io/en/stable/production/export-and-import.html#compliance-exports
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@ -0,0 +1,13 @@
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To perform this export, your organization must meet the following requirements:
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- You are a paid [Zulip Cloud Standard][standard] customer. In rare cases,
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exceptions may be made in case of due legal process.
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- You have authority to read members' [direct messages](/help/direct-messages).
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Typically, this will be because your Zulip organization is administered by a
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corporation, and you are an official representative of that corporation.
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By requesting and approving this export, you will assume full legal
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responsibility that the appropriate employment agreements and corporate policy
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for this type of export are in place. Note that many countries have laws that
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require employers to notify employees of their use of such an export.
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|
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@ -0,0 +1,4 @@
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!!! warn ""
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The format of this export is designed for importing into a self-hosted
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installation of Zulip. It is not designed to be human-readable.
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