Studio Manager to Evolve Migration - Automate_Studio_Manager - Latest

Planning

We recommend planning a minimum of four-hours for the migration. Ideally, migrations are scheduled over a weekend to allow for unanticipated issues such as a rollback.

Process

1. Find your Studio Manager licenses and SKUs in Salesforce.

2. From within Salesforce, submit a request to Winshuttle for Evolve licenses. Winshuttle then create a license order for Evolve.

3. From within Studio Manager, add the Evolve activation code. Winshuttle then deactivates the Studio Manager licenses and creates new Evolve licenses. You can then decide whether your users will be assigned to the new Evolve licenses manually or automatically. Please see below for instructions for each of those options.

Manual License Assignment

If you require complete control over license assignments, assign users manually.

Follow these steps, which apply to both offline and online activation:

1. Use the license admin credentials to activate the activation code.

2. Prior to starting the transition from Studio Manager to Evolve, the Admin exports all users from Studio Manager – in CSV format.

3. Users are then moved from Studio Manager to Evolve without licenses. In Evolve, user settings such as credentials, roles, and permissions remain as they were in Studio Manager.

4. In the CSV file, the Admin updates license and license type fields as required for their use of Evolve. The Admin can opt to update roles and permissions.

5. After the license migration is complete, the Admin imports the CSV file into the Evolve set up.

6. The CSV file import process transfers both unchanged and updated licenses into Evolve.

7. If you need to add new users via the import process, you must add them using a separate CSV file. [Do not use the CSV file you exported from Studio Manager.]

Automatic License Assignment

If the number of licenses you require in Evolve is either the same as or greater than the number you required in Studio Manager, select automatic license assignment. Users will be automatically assigned licenses in Evolve upon migration.

If you require fewer licenses in Evolve than you required in Studio Manager, revoke the user licenses you will not need in Evolve; ensure that you revoke them prior to the start of the migration.

Follow these migration steps, which apply to both offline and online activation:

1. If you require more licenses in Evolve than you had in Studio Manager, the license admin is assigned a license automatically with the same credentials, roles, and permissions they had in Studio Manager. For the new additional (new) Evolve licenses, the license admin’s credentials are used to activate the activation code.

2. When your migration process is underway, selectAutomatic license assignment and click Continue.

3. All users and user licenses, roles, and permissions will be migrated from Studio Manager to Evolve.

4. Users without a license assignment will move to Evolve with their roles and permissions intact.

5. You will receive an email confirming that the migration has started, and an email confirming that the migration is complete.

Activation codes – status descriptions