Difference between revisions of "My Boards"
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== Migration Quick Steps== | == Migration Quick Steps== | ||
This section lists the main steps that will be needed to migrate from the Service Manager ''My Boards'' feature to the Board Manager app. Each of these steps are detailed in the documentation below. | This section lists the main steps that will be needed to migrate from the Service Manager ''My Boards'' feature to the Board Manager app. Each of these steps are detailed in the documentation below. | ||
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# Delete any unused Service Manager boards that you don't want to migrate | # Delete any unused Service Manager boards that you don't want to migrate | ||
# Start using Board Manager | # Start using Board Manager | ||
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Revision as of 21:20, 2 November 2021
Home > Service Manager > My Boards | Index |
- Important Notice
The Service Manager feature My Boards has been superseded by the Hornbill Board Manager App. This is an important message to let you know that the My Boards feature is nearing its end of life. An option to migrate your Service Manager Boards to the Hornbill Board Manager app will be provided and the instructions will be available on this page.
IntroductionIn place of the Service Manager My Boards feature, you can install the subscription free Board Manager app. Board Manager is available within the Hornbill App Store. If you are currently using the Service Manager My Boards feature, you will be presented with an option to migrate your existing Service Manager boards over to Board Manager once the Board Manager app has been installed. Feedback and Questions can be provided on our Community Forum. |
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Migration Quick StepsThis section lists the main steps that will be needed to migrate from the Service Manager My Boards feature to the Board Manager app. Each of these steps are detailed in the documentation below.
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Installing Board ManagerBefore migration can take place, The Board Manager app must be installed. Board Manager is a free application that can be accessed by any user that has a Hornbill Collaboration subscription
After the Board Manager App has been installed, the Administration options can be found within the Admin Portal under Home->Applicaions->Board Manager |
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Assign RolesThis next step requires that you give access to the appropriate users that are currently using the Service Manager Boards. They will need access to Board Manager in order to migrate their Service Manager Boards.
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Migration ToolThe migration tool is available on each individual Service Manager Board. This is accessed through the red Migration button located at the top right of each board. This button will only be visible to users that are both the owner of the Service Manager Board and have the new Board User role associated to their user profile. The automated steps that are completed by the migration tool are:
The Migration tool runs a pre-migration check that identifies BPM workflows and reports that are associated the board that is being migrated. The updating of these workflows and reports is a manual process and will need to be done following the migration. BPM workflows will continue to work without applying any changes, but the original Hornbill Automations for the Service Manager My Boards will no longer be available to use or configure. Before continuing, make a note of the list of workflows and reports. |
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Administration
Roles
Once all Service Manager Boards have been migrated or deleted, a Service Manager Role called My Boards can optionally have all users removed from this role.
- In the Admin Portal navigate to Home->Applications->Service Manager
- On the Service Manager page select the Roles tile
- Search for the role called My Boards and click on the role
- Select the Assigned Users tab
- Click on the top check box in the far left column to select all users
- Click on the Remove from Role button
Using Board Manager
Information on how to use Board Manager can be found here