Digital Ocean hand off to Client's instance

we use DigitalOcean as our default go to platform for web hosting would that be a headless CMS like Strapi to handle some complex data structures then injected to Shopify, or a Droplet to handle PDF generation as a step inside Pipedream Automation we setup our choice - Digital Ocean

Mainly because it allows very easy hand off's you just invite Client to the instance and invite yourself as a contributor and then they can provide their billing details and handle the payments for the hosting.

Below is our SOP for putting Clients DO instance into Clients hands.

Required time to complete this: 2.5 - 3h

1. Pre-Handoff Preparation

Zoom Call with Client

1. create Digital Ocean Team and Droplet with Client
2. Get invited using our invites account [[email protected]] to the team and get member permissions
3. Get invited to Cloudflare or any other DNS management panel for the domain to configure updated information there after migration
4. Confirm with the client the handoff date and necessary information

2. Migration Steps

Client's Server - Configure droplet with the same specifications as the instance we used on our internal server (OS version, Node version, PHP version etc)

Our Server - Sign out all active sessions on the staging instance and block access to it before making DB dump and files dump

Our Server - Dump files and DB

Client's Server - Put files and DB dump to Client's server - Use rsync or scp to transfer all files and databases from the Our instance to the new droplet.

Client's Server - Ensure all file permissions and ownerships are correctly set.

Potential Post-Migration Hiccups

IP will change so whenever previous server was used to run a process it will require an update in Pipedream or accordingly in other systems to ensure uninterrupted operations of the automation.