Migrating Existing Accounts

Perform a one-time bulk migration to transfer accounts to that were not previously provisioned in Shared Services to the current release of Shared Services.

Note:

To retain existing passwords, migrate accounts using the previous release of Performance Scorecard, before upgrading to this release.

Before migration, ensure the following:

  To migrate accounts:

  1. Start the Shared Servicesserver.

  2. In the Performance Scorecard, select Administration, and then User Provisioning Migration.

    The Shared Services Administrator For Migration page is displayed.

  3. Enter the User ID and Password for the Administrator. The migration administrator must exist in Shared Services.

  4. Click Perform Pre-Migration Check to create the required database tables.

  5. When prompted, click Next.

    The Externalize Users page is displayed, identifying all user accounts, account details, and service providers.

  6. Perform these steps for the accounts to not migrate:

    1. Click Edit.

      The Migration dialog box is displayed.

    2. From Migration Action, select Do Not Migrate for each user, and then click Save.

    3. Repeat steps a and b to exclude users from migration.

  7. Optional: Select Externalize Groups to migrate group accounts.

  8. When prompted, click Next to display the Migration to Shared Services page.

  9. Click Test migration.

    A confirmation is displayed when the test migration finishes.

  10. Click OK.

    If a problem is indicated in the migration status messages, correct any errors and try again.

  11. Click Migrate.

    A message is displayed to advise the migration has been successfully completed.

  12. In Shared Services, select Administration, and then Provision Report to confirm users have been migrated correctly.

    All migrated users are displayed, and have the inherited Scorecard attributes for their security roles.