---
title: Migration Guide Template
description: "Plan → migrate → validate flow with rollback coverage."
icon: "arrow-right"
---

# Migration Guide Template

Migrations lower blood pressure. They explain what’s changing, why it matters, and how to get through the upgrade with verifications and rollbacks close at hand.

---

## ❌ DO NOT COPY — Guidance & Constraints
- Keep the frontmatter complete (`title`, `description`, `icon`, `versionFrom`, `versionTo`, and optional `releaseDate`). Readers should know at a glance what versions they are moving between.
- Start with context: summary table + “Should you upgrade?” checklist. Highlight deadlines with `<Warning>` and call out optional paths with `<Tip>`.
- Break the body into **Plan → Migrate → Validate**. Use numbered headings inside **Migrate** and put rollback instructions directly after any risky step.
- When porting older migration guides, keep existing change tables, screenshots, and warnings—slot them into this format unless the upgrade path has materially changed.
- Document breaking changes with an `Old behavior` vs `New behavior` table. Use `<Info icon="check">` for mandatory verification steps.
- Optional flow diagrams are allowed, but only when a left-to-right Mermaid (`graph LR`) clarifies the upgrade path.
- End with two CTA cards (left = deep dive reference, right = applied example) and keep the comment reminder for reviewers.

---

## ✅ COPY THIS — Content Skeleton
Paste the block below, swap placeholders, and delete optional sections only after you’ve confirmed they aren’t needed.

```mdx
---
title: [Migration title]
description: [Why this upgrade matters]
icon: "arrows-rotate"
versionFrom: "[current version]"
versionTo: "[target version]"
releaseDate: "[YYYY-MM-DD]" # Optional
---

# [Migration headline — state the move]

| Scope | Effort | Downtime |
| --- | --- | --- |
| [Platform/OSS/etc.] | [Low/Medium/High] ([~time]) | [Expected downtime impact] |

<Info>
  **Should you upgrade?**
  - [Criteria 1]
  - [Criteria 2]
  - [Criteria 3]
</Info>

<Warning>
  [Breaking deadline or critical change. Remove if not needed.]
</Warning>

## Timeline

- [Date]: [Milestone]
- [Date]: [Milestone]

{/* Optional: delete if not needed */}
```mermaid
graph LR
  A[Plan] */} B[Migrate]
  B */} C[Validate]
  C */} D[Roll back if needed]
```

## Plan

- [Actionable preparatory step]
- [Stakeholder alignment or backup note]

## Migrate

### 1. [Upgrade dependencies]

```bash
pip install mem0ai==[version]
npm install mem0ai@[version]
```

<Tip>
  [Optional hint or staging strategy.]
</Tip>

<Info icon="check">
  Run `[verification command]` and confirm it reports `[expected output]`.
</Info>

### 2. [Update configuration]

```diff
- memory_filters = true
+ filters = true
```

<Warning>
  **Breaking change:** `[Explain the new behavior and what to update]`.
</Warning>

**Rollback:** `[Describe how to revert this specific step]`.

### 3. [Run data migrations or API updates]

```python
[Code snippet showing new behavior]
```

<Info icon="check">
  `[Describe logs, metrics, or sample response that proves success]`.
</Info>

## Validate

- [ ] `[Smoke test or script]` returns expected result.
- [ ] `[Dashboard or metric]` shows `[desired signal]`.
- [ ] `[End-to-end scenario]` passes with `[new behavior]`.

## Breaking changes

| Old behavior | New behavior | Action |
| --- | --- | --- |
| `[Explain]` | `[Explain]` | `[What to change]` |
| `[Explain]` | `[Explain]` | `[What to change]` |

## Rollback plan

1. `[Step-by-step rollback instructions]`
2. `[Restore backups or redeploy previous image]`
3. `[Validation after rollback]`

## Known issues

- **[Issue name]** — `[Status]`. `[Workaround or link]`.
- **[Issue name]** — `[Status]`. `[Workaround or link]`.

## After you migrate

- `[Link to feature guide showing new capabilities]`
- `[Link to cookbook or integration that benefits from the upgrade]`

{/* DEBUG: verify CTA targets */}

<CardGroup cols={2}>
  <Card
    title="[Deep dive reference]"
    description="[Why this reference matters post-migration]"
    icon="book"
    href="/[reference-link]"
  />
  <Card
    title="[Applied example or next step]"
    description="[What readers can build now]"
    icon="rocket"
    href="/[example-link]"
  />
</CardGroup>
```

---

## ✅ Publish Checklist
- [ ] Versions (`versionFrom`, `versionTo`) and timelines are accurate.
- [ ] Every breaking change is highlighted via table or `<Warning>`.
- [ ] Rollback instructions are present and placed immediately after risky steps.
- [ ] Verification steps use `<Info icon="check">` and are actionable.
- [ ] Optional sections (Mermaid, tips) removed if unused.
- [ ] Final `<CardGroup>` contains exactly two cards with valid links.

## Browse Other Templates

<CardGroup cols={3}>
  <Card
    title="Quickstart"
    description="Install → Configure → Add → Search → Delete."
    icon="rocket"
    href="/templates/quickstart_template"
  />
  <Card
    title="Operation Guide"
    description="Single task walkthrough with verification checkpoints."
    icon="circle-check"
    href="/templates/operation_guide_template"
  />
  <Card
    title="Feature Guide"
    description="Explain when and why to use a capability, not just the API."
    icon="sparkles"
    href="/templates/feature_guide_template"
  />
  <Card
    title="Concept Guide"
    description="Define mental models, key terms, and diagrams."
    icon="brain"
    href="/templates/concept_guide_template"
  />
  <Card
    title="Integration Guide"
    description="Configure Mem0 alongside third-party tools."
    icon="plug"
    href="/templates/integration_guide_template"
  />
  <Card
    title="Cookbook"
    description="Narrative, end-to-end walkthroughs."
    icon="book-open"
    href="/templates/cookbook_template"
  />
  <Card
    title="API Reference"
    description="Endpoint specifics with dual-language examples."
    icon="code"
    href="/templates/api_reference_template"
  />
  <Card
    title="Parameters Reference"
    description="Accepted fields, defaults, and misuse fixes."
    icon="list"
    href="/templates/parameters_reference_template"
  />
  <Card
    title="Migration Guide"
    description="Plan → migrate → validate with rollback."
    icon="arrow-right"
    href="/templates/migration_guide_template"
  />
  <Card
    title="Release Notes"
    description="Ship highlights and required CTAs."
    icon="megaphone"
    href="/templates/release_notes_template"
  />
  <Card
    title="Troubleshooting Playbook"
    description="Symptom → diagnose → fix."
    icon="life-buoy"
    href="/templates/troubleshooting_playbook_template"
  />
  <Card
    title="Section Overview"
    description="Landing pages with card grids and CTA pair."
    icon="grid"
    href="/templates/section_overview_template"
  />
</CardGroup>

<CardGroup cols={2}>
  <Card
    title="Contribution Hub"
    description="Review the authoring workflow and linked templates."
    icon="clipboard-list"
    href="/platform/contribute"
  />
  <Card
    title="Docs Home"
    description="Return to the platform overview once you’re done."
    icon="compass"
    href="/platform/overview"
  />
</CardGroup>
