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Pre Migration Provisions, Key, Activity, Business Responsible, ITS…
Pre Migration Provisions
Create Test Environment
Undertake Internal UAT
Send Comms email to Users offering them the chance to UAT
Undertake External UAT
Arrange Migration Date with Bentley
Plan to give business at least 3 weeks notice
Send Comms to affected users
Send Initial Comms to users using the Permissions Flow
Send a calendar invite for 1 hour prior to migration cut off
Send flow triggered email on the migration weekend confirming the new area is live, with an attachment to the guidance document
Migration
Create Cloud Datasource
Data Transfer
Transfer data from old to new datasource
Supporting Document Upgrade
Upgrade to existing material mentioning outdated processes
Update file paths to Link Converter Macro
Deactivation of old Datasource
The users of the old datasource need to be deactivated after the transfer is successful except for PWADMIN and admin user accounts
LIVE Testing
1 more item...
Update Champions reference material
Call the new Datasource the existing name
Rename the old datasource with a prependix of 'Superseded'
Send dedicated comms to champions to ensure they understand the impacts and processes to follow
Key
Activity
Business Responsible
ITS Responsible
Bentley Responsible
Lessons Learned