mirror of https://github.com/zulip/zulip.git
help: Add a guide on moving to Zulip.
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Alya Abbott
Tim Abbott
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## Guides
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* [Getting started with Zulip](/help/getting-started-with-zulip)
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* [Trying out Zulip](/help/trying-out-zulip)
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* [Zulip Cloud or self-hosting?](/help/zulip-cloud-or-self-hosting)
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* [Moving to Zulip](/help/moving-to-zulip)
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* [Setting up your organization](/help/getting-your-organization-started-with-zulip)
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* [Moderating open organizations](/help/moderating-open-organizations)
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* [Setting up Zulip for a class](/help/setting-up-zulip-for-a-class)
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* [Keyboard shortcuts](/help/keyboard-shortcuts)
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## Setting up your organization
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* [Trying out Zulip](/help/trying-out-zulip)
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* [Zulip Cloud or self-hosting?](/help/zulip-cloud-or-self-hosting)
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* [Migrating from other chat tools](/help/migrating-from-other-chat-tools)
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* [Create your organization profile](/help/create-your-organization-profile)
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* [Customize organization settings](/help/customize-organization-settings)
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# Moving to Zulip
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Welcome to Zulip! This page will guide you through the process of transitioning
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your organization to Zulip. It assumes that you have [completed you initial
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evaluation](/help/trying-out-zulip) of Zulip, decided [whether to use Zulip
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Cloud or self-host](/help/zulip-cloud-or-self-hosting), and are ready to
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introduce Zulip to your organization.
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The following steps are described in more detail below:
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{start_tabs}
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1. [Create your organization](#create-your-organization).
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1. [Sign up for a plan](#sign-up-for-a-plan).
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1. [Configure your organization](#configure-your-organization).
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1. [Prepare users for the transition](#prepare-users-for-the-transition).
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1. [Invite users to join](#invite-users-to-join).
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1. [Update your guidelines](#update-your-guidelines).
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{end_tabs}
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Each organization is unique, but we hope these common practices will help you
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think through the transition process in your own context.
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## Create your organization
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You can create a new Zulip Cloud organization in less two minutes. Setting up a
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self-hosted server will take a bit longer, but is easy to do with Zulip's
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[robust
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installer](https://zulip.readthedocs.io/en/stable/production/install.html).
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Zulip has import tools for [Slack](/help/import-from-slack),
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[Mattermost](/help/import-from-mattermost) and
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[Rocket.Chat](/help/import-from-rocketchat). You can import your organization's
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chat data, including message history, users, channels, and custom emoji. To
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inquire about importing data from another product, [contact Zulip
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support](/help/contact-support).
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Data is imported into Zulip as a new organization, so the best time to import is
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when your team is about to start using Zulip for day-to-day work. This may be
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part of your evaluation process, or after you've made the decision to move to
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Zulip.
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{start_tabs}
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{tab|new-organizations}
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1. If you plan to self-host, [set up your Zulip
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server](https://zulip.readthedocs.io/en/stable/production/install.html). You
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can self-host Zulip directly on Ubuntu or Debian Linux, in
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[Docker](https://github.com/zulip/docker-zulip), or with prebuilt images for
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[Digital Ocean](https://marketplace.digitalocean.com/apps/zulip) and
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[Render](https://render.com/docs/deploy-zulip).
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1. Create a Zulip organization [on Zulip Cloud](https://zulip.com/new/) or [on
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your self-hosted
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server](https://zulip.readthedocs.io/en/stable/production/install.html#step-3-create-a-zulip-organization-and-log-in).
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{tab|imported-organizations}
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1. If you plan to self-host, [set up your Zulip
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server](https://zulip.readthedocs.io/en/stable/production/install.html). You
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can self-host Zulip directly on Ubuntu or Debian Linux, in
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[Docker](https://github.com/zulip/docker-zulip), or with prebuilt images for
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[Digital Ocean](https://marketplace.digitalocean.com/apps/zulip) and
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[Render](https://render.com/docs/deploy-zulip).
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1. To import data, follow the steps in the detailed import guides:
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* [Import from Slack](/help/import-from-slack)
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* [Import from Mattermost](/help/import-from-mattermost)
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* [Import from Rocket.Chat](/help/import-from-rocketchat)
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{end_tabs}
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## Sign up for a plan
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If you require features that are not available on [Zulip Cloud
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Free](https://zulip.com/plans/#cloud) or the [Zulip
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Free](https://zulip.com/plans/#self-hosted) plan for self-hosted organizations,
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you will need to upgrade your plan.
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{start_tabs}
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{tab|zulip-cloud}
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1. Follow the
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[instructions](/help/zulip-cloud-billing#upgrade-to-a-zulip-cloud-standard-or-plus-plan)
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to upgrade to a Zulip Cloud Standard or Plus plan. If your organization may
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be
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[eligible](/help/zulip-cloud-billing#free-and-discounted-zulip-cloud-standard)
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for a free or discounted plan, you can [apply for
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sponsorship](/help/zulip-cloud-billing#apply-for-sponsorship).
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{tab|self-hosting}
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1. Follow the [instructions](/help/self-hosted-billing#upgrade-to-a-paid-plan)
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to upgrade to a Zulip Basic or Zulip Business plan. If your organization may
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be [eligible](/help/self-hosted-billing#free-community-plan) for a free or
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discounted plan, you can [apply for
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sponsorship](/help/self-hosted-billing#apply-for-community-plan). To inquire
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about Zulip Enterprise, please reach out to
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[sales@zulip.com](mailto:sales@zulip.com).
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{end_tabs}
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## Configure your organization
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{start_tabs}
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1. [Create your organization profile](/help/create-your-organization-profile),
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which is displayed on your organization's registration and login pages.
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1. Review [organization permissions](/help/roles-and-permissions), such as who
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can invite users, create channels, etc.
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1. If your organization uses an issue tracker (e.g., GitHub, Salesforce,
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Zendesk, Jira, etc.), configure [linkifiers](/help/add-a-custom-linkifier) to
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automatically turn issue numbers (e.g., #2468) into links.
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1. Set up [custom profile fields](/help/custom-profile-fields), which make it
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easy for users to share information, such as their pronouns, job title, or
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team.
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1. Review [default user settings](/help/configure-default-new-user-settings),
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including language, [default visibility for email
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addresses](/help/configure-email-visibility), and notification preferences.
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1. [Create channels](/help/create-channels), unless you've imported
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channels from another app. Zulip's [topics](/help/introduction-to-topics)
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give each conversation its own space, so one channel per team should be
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enough to get you started.
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1. *(optional)* [Set up integrations](/help/set-up-integrations) so that your
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team can experience all their regular workflows inside the Zulip app. Zulip's
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[Slack-compatible incoming
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webhook](https://zulip.com/integrations/doc/slack_incoming) makes it easy to
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move your integrations when migrating an organization from Slack to Zulip.
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{end_tabs}
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## Prepare users for the transition
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{start_tabs}
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1. Plan how you will introduce users to Zulip. You may want to:
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- Share Zulip's [getting started guide](/help/getting-started-with-zulip).
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- Prepare a live demo / training session. Consider recording it for
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future use.
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1. Inform users about the transition, including why you're moving to Zulip, the
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timeline, and what they'll need to do.
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{end_tabs}
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## Invite users to join
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{!how-to-invite-users-to-join.md!}
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## Update your guidelines
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{start_tabs}
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1. Update any links and login instructions to point to your Zulip organization.
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1. Share basic instructions for getting started with Zulip. You can refer users
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to Zulip's [help center](/help), [getting started
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guide](/help/getting-started-with-zulip), and any onboarding content you've
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created.
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1. Consider updating your organization's communication policies and best
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practice recommendations to take advantage of Zulip's organized
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conversations:
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- Many organizations find that with Zulip, there’s no longer a reason to use
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email for internal communications. You get the organization of an email
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[inbox](/help/inbox) together with all the features of a modern chat app,
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like instant delivery of messages, emoji reactions, typing notifications,
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@-mentions, and more.
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- Using Zulip, you can discuss complex topics and make decisions with input
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from all stakeholders, without the overhead of scheduling meeting. Are
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there standing meetings you might not need?
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- With conversations organized by topic, you can review prior discussions to
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understand past work, explanations, and decisions — your chat history
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becomes a knowledge base. Should it be standard practice to link to Zulip
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conversations from docs, issue trackers, etc. for additional context?
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{end_tabs}
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Congratulations on making the move! If you have any questions or feedback
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throughout this process, please [reach out](/help/contact-support) to the Zulip
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team.
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## Related articles
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* [Trying out Zulip](/help/trying-out-zulip)
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* [Zulip Cloud or self-hosting?](/help/zulip-cloud-or-self-hosting)
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* [Migrating from other chat tools](/help/migrating-from-other-chat-tools)
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* [Getting started with Zulip](/help/getting-started-with-zulip)
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"by-invoice": "Pay by invoice",
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"for-a-bot": "For a bot",
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"for-yourself": "For yourself",
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"new-organizations":"New organizations",
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"imported-organizations":"Imported organizations",
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"new-organizations": "New organizations",
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"imported-organizations": "Imported organizations",
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}
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