Difference between revisions of "My Boards"
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== Installing Board Manager == | == Installing Board Manager == | ||
Before 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 | Before 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 | ||
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After the Board Manager App has been installed, the Administration options can be found within the Admin Portal under Home->Applicaions->Board Manager | 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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[[file:AppStoreBoardManger.png|200px|center]] | [[file:AppStoreBoardManger.png|200px|center]] | ||
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== Assign Roles == | == Assign Roles == | ||
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{{bullet1|Board Super User|Full unrestricted access to all boards}} | {{bullet1|Board Super User|Full unrestricted access to all boards}} | ||
{{bullet1|Board User|Access to the Board Manager Application. This will give users access to view boards that have been shared with them or to create boards of their own. Once this role has been given to anyone that owns a Service Manager Board, the migration option will become available to them.}} | {{bullet1|Board User|Access to the Board Manager Application. This will give users access to view boards that have been shared with them or to create boards of their own. Once this role has been given to anyone that owns a Service Manager Board, the migration option will become available to them.}} | ||
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== Migration Tool == | == Migration Tool == | ||
The 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 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: |
Revision as of 22:13, 2 November 2021
Home > Service Manager > My Boards | Index |
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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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AdministrationRolesOnce 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.
Using Board ManagerInformation on how to use Board Manager can be found here |