Product Documentation

To migrate users to different user plans in bulk with the Package Migration Wizard

Jun 05, 2015
Use the Package Migration Wizard to move multiple users from one user plan to another user plan. When you specify the service and user plan from which to migrate, Services Manager can automatically select the customers and users who match the criteria. If the users you are migrating belong to customers that have not been provisioned with the target user plan, Services Manager can create the required package and complete the migration.

This process creates a bulk provisioning request that you can track on the Provisioning Requests page. To make tracking easier, you can specify a unique name and description for the request.

  1. From the Services Manager menu bar, click Configuration > Provisioning & Debug Tools > Package Migration Wizard.
  2. Under Wizard Setup, select any of the following wizard options and then click Next:
    • Select all customers selects for migration all customers with the specified source plan.
    • Select all users selects for migration all users in the Services Manager system with the specified source plan.
    • Generate missing destination packages enables Services Manager to create the target user plan for users belonging to customers who are not provisioned with the target user plan.
  3. Under Service Selection, in Service, select the service containing the user plan from which you want to migrate and then click Next.
  4. Select the user plan from which you want to migrate and click Add selected packages. The selected user plan appears in a table, in the Source column.
  5. From the package table, in the Destination column, select the plan to which you want to migrate and then click Next. A table displays the customers that match the selected service and source user plans.
  6. Ensure the customers you want to migrate are selected and then click Next. The source and destination user plans are displayed.
  7. To verify the appropriate users are selected, perform the following actions:
    1. Click the source user plan and then click the customer name.
    2. On the Users screen, select or clear the Selected check box as required for any users that you do or do not want migrated.
    3. Click Save and then click Save again to save your changes.
  8. Under Request Details, enter a name and description for the provisioning request so it can be easily tracked on the Provisioning Requests page.
  9. Click Finish. Services Manager creates the provisioning request and sends it to the provisioning engine. To view the status of the request, click Configuration > Provisioning & Debug Tools > Provisioning Requests.