Simmplr to Simpplr Migration Tool


What is the Simpplr to Simpplr migration tool?

The tool allows us to decouple Simpplr instances from their Salesforce CRM. Since Salesforce instances are usually shared within a company, this migration will allow customers to have a standalone Simpplr instance.

This requires having a source and destination instance, as well as dedicated admin users to execute the migration. The customer must be on Cerro (No earlier/later release).

After the migration is completed, some app settings and integrations will need to be manually reset. 


What exactly is done on the Simpplr side? 

  1. An independent page will be provided to initiate the migration.
  2. User suffix will be added.
  3. The site owner will be changed (in case the owner is an inactive user).
  4. Migration is started.


Before you're in the tool

The customer will need a new environment and two dedicated admin users. Profile information and prerequisites must be completed in the new instance before the migration.  


When you're in the tool

Plug in the source and destination instances, the two admin users, and run the migration. 


When you're finished with the tool

Set up the integrations and app settings that weren't captured in the migration:

  1. The service accounts have to be re-connected.

  2. ServiceNow notifications have to be re-connected.

  3. Smart search has to be re-enabled.


Key Points

What is migrated?

    1. Under Manage Application:

      • Setup

        • General

        • Governance

        • Privileges

        • Navigation

        • Email

        • Troubleshooting

      • Defaults

        • Email notifications

        • Home feed

      • People

        • User syncing

        • Profile fields

        • People category

        • Licensing

      • Integrations

        • Analytics & embeds

        • File management

        • Messaging

        • People data

        • Search

        • SSO

        • Support & ticketing

        • Social campaigns

    2. Profile Detail screen

    3. Events data

    4. Must read data

    5. FAVORITES data

    6. Simpplr tickets (ServiceNow)

    7. MANAGE SITES data

    8. Manage Topics data

    9. BRANDING data

    10. Home defaults

    11. AUDIENCES data

    12. SUBSCRIPTIONS data

    13. Social Campaigns data

    14. Newsletter data

    15. ALERTS data

    16. Home and Sites dashboard data

    17. Sites data

    18. PEOPLE data

    19. CONTENT data

      1. Pages/Blogs + links (to other intranet pages + external pages)

      2. Events

      3. Albums

      4. Topics

      5. Intranet Files (used in Simpplr i.e. attached to content/feed)

      6. Intranet Images

      7. Version history

      8. 'Not useful' history

      9. Moderation history

      10. Must read history (If applicable)


      12. Content - Feed

      13. Favorite

      14. Date/Time logs to be retained

      15. Related content

      16. Files

      17. Inline items in the body - Simpplr's content added inline, people links, mentions, topics to be migrated

    20. FEED data

    21. External Apps data

    22. NOTIFICATIONS data

      1. Last 50 notifications

      2. All unread Must Reads

    23. All ANALYTICS data


    25. Expertise data

    26. Quick Start Tour data

      1. The user who has already seen the tour, should not be prompted to see the same.

    27. Segment data

    28. Site Files and Folders

    29. SandInBlue

What is not migrated?

    1. Newsletter: Post-migration, tracking from old org will not be there

    2. Feed poll choice and feed poll vote

    3. Feed Favorite

    4. Feed TrackedChange

    5. Site Files and Folders - CRM files

    6. No Feed mentions

    7. No Hashtag

    8. Site mention in the content feed

    9. Browser URL - Marked favorite

    10. Post-migration need to reindex for search

    11. Any Salesforce setup needs to be done again -

      1. DKIM Key

      2. Single sign-on

    12. Post-migration, scheduler jobs are to be manually scheduled.

    13. Manage App → email → From email sender address in the destination org. to be manually filled

How are users handled?

    1. Users are fetched from the source org

    2. Suffix to be added

    3. Users are migrated to the destination org (Active + Inactive)

      1. Migrate

        1. user metadata

        2. Profile image

        3. Manager

    4. Only those users are migrated who have Simpplr People set to TRUE (this applies to old users)

    5. New user names will be created post-migration

      1. In the case of SSO → No change for the end-user during the login process


How long does it take (minutes/hours)

    1. <<PENDING>>

Other points

    1. No inactive user can be site owner, need to change the same before initiating the migration

    2. There is a setting in Salesforce CRM Content → Autoassign feature licenses to existing and new users which needs to be set off (licensing issue)

    3. Custom tiles and/or HTML code?

    4. Content in draft mode?

    5. IMAGES - we need to be super confident these all come over. And if not WHAT are the conditions etc.?



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