In a large organization, a User may be placed in one Group, and highly customized with services, settings, greetings, devices, and memberships in Group services. But later the User needs to be moved to a different Group. Example 1: The User's original Group may have grown impractically large, so that provisioning and management tools are inefficient. Example 2: Another reason to move a user between groups may be Call Pickup Groups (CPG): if a user needs to be in the same CPG with another, they must be in the same Group.
In these cases, deleting the User from one Group, then adding them back to the other, is a disruptive operation. A human operator needs to collect details on every setting, and on the User's device. To minimize the effect on Users moved, even their passwords must be migrated to their new group.
This feature, User Migration, provides a function that allows BroadWorks' Users to be moved from one Group to another Group with no loss of information, settings, passwords, greetings, or attached files.
User Migration performs a sequence of information retrieval prior to migration to ensure that the User meets the set of requirements that will allow the User to successfully migrate to the Destination Group. There are two types of restrictions that would prevent a valid migration - Requirements and Encumbrances. If either one of the restrictions contains errors then the migration will not be allowed to procede.
Following the information retrieval process the full details of the User are backed up for recovery purposes. The settings information retrieved is backed up as JSON. Announcement files and device configuration files are backed up in their original format. These files collectively can be used for recovery purposes.
Requirements are restrictions that are determined by inspecting the desired Destination Group to determine if the User can be moved into the Destination Group successfully.
Encumbrances are restrictions that are contained within the User’s settings and the User’s Access Device’s settings. These restrictions do not require a Destination Group to be determined and can be checked in advance for potential migration targets.