Reporting

The Reporting section (Migrate > Reporting) allows a user to quickly view the current migration status for your domain. Domain level statistics are updated every 30 minutes, and individual configurations are refreshed every minute.

When you navigate to the section, you will notice that a progress wheel will briefly appear as the latest information is collated from CloudM Migrate. 

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Reporting Statistics

At the top of the screen, you will see a simple overview of some key statistics about migrations to your domain. These include:

  • Users in Progress - You can see how many users are currently being migrated in to your domain. 
  • Licenses Consumed - You can see how many of your licenses have been used (and how many you have left) so that you know if you need to acquire additional licenses. 
  • Total Items - You can see the sum total of items that have been migrated to your domain across all configurations.
  • Total Volume - You can see the sum volume of data that have been migrated to your domain across all configurations.
  • Total Success Rate - You can see how successful your migrations have been overall (displayed as a percentage). 

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Configuration Statistics

In the next section, you will see a table displaying each migration configuration that you have run to the domain. 

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If you want to search for a specific configuration, either enter the name in the Search field or use the drop down arrow within the Search field to filter the results displayed.

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For each configuration, you can see:

  • Last updated - You will see the time and date that the configuration was last updated.
  • User - You will see the user that made the last update to the configuration.
  • Phase - You will see the Phase type that has been associated to the configuration. Please see Projects Page - Configuration Overview for more details on Phases.
  • Source - You will see an icon representing the source platform that data is or has been migrated from into your domain. Hovering over the icon will display the source platform name (e.g. Hosted Exchange, Azure Storage, Personal Gmail etc).
  • Configuration - You will see the name associated to the configuration.
  • Run Date - You will see the time and date that the migration was last run.
  • Status - You will see the current status of the migration (Success, Failed, Stopped etc.) with a traffic light colored icon displayed so you can quickly spot issues with your configurations (yellow and red icons).

 

Automate Users (Add users to a new or existing Smart Team)

Smart Teams allow you to quickly and simply ensure that your users have the correct CloudM Automate resources (Permissions, Email Signatures, Offboarding Policies etc) automatically allocated to them.

You can now create a new Smart Team to include all users migrated in a configuration (or several configurations) or add them to an existing Smart Team. The user needs to have the required permissions to manage Smart Teams.

 

To create a new Smart Team:

  • Place a tick in the checkbox of each relevant configuration.
  • You will now see that the Automate Users button will be enabled.
  • Click on the Automate Users button to show a pop-up screen.
  • Enter the name of the new Smart Team that you want to create. It must be unique on the domain.
  • Add a unique Tag name to the Smart Team. This will allow you to add the tag to other users within CloudM Automate and automatically add them to the Smart Team.
  • Select Next.
    • If the Smart Team name is not unique, a message will be displayed and you should change the name. Names and Tags will also be checked against Group names.
  • You will now be taken to the Smart Team creation wizard to continue the configuration and creation process.

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To add users to an existing Smart Team (and Groups):

  • Place a tick in the checkbox of each relevant configuration.
  • You will now see that the Automate Users button will be enabled.
  • Click on the Automate Users button to show a pop-up screen.
  • Enter the Tag name associated with the existing Smart Team.
    • To find the Tag, select Directory > Smart Team > {The required Smart Team} > Edit and use the tag name (everything after tag:) in the Search Query field. Please note that Tags can also be used to add users to Groups.
  • Enter at least 4 characters in the Smart Team name field. This value will not be used if the tag name can be found (associated to a Smart Team).
  • Select Next to add the users to the existing Smart Team.

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