Group Migration

Introduction

A BroadWork's Group can be highly customized with Users, Devices, and various service instances such as Call Centers. This configuration process can be extensive and time consuming. If later the Group needs to be moved to a different Service Provider or Enterprise the process of deleting the Group and rebuilding in another is a disruptive operation. Collecting all the details from the source Group to perform the migrate is time consuming. And tracking down information such as User passwords to migrate is exceptionally difficult.

This feature, Group Migration, provides a function that allows BroadWorks' Groups to be moved from one Service Provider or another Service Provider without a loss of Users, Devices, settings, passwords, greetings, or corresponding attached files.

Procedure

Group Migration performs a sequence of information retrieval prior to migration to ensure that the Group meets the set of requirements that will allow the Group to successfully migrate to the Destination Service Provider. There are two types of restrictions that would prevent a valid migration - Requirements and Encumbrances. If either one of the restrictions contains errors then the migration will not be allowed to procede.

  • Check Migration Validity
  • Remove Users from Group
  • Remove Group
  • Remove Phone Numbers from Service Provider
  • Add Phone Numbers to destination Service Provider
  • Create New Group
  • Authorize Services and Service Packs
  • Add Group Settings that need to be added before Users
  • Add Devices
  • Add Users
  • Add Service Instances
  • Add Device Users
  • Add Group Settings that need to be added after Users
  • Add User Service Settings
  • Add Group Service Settings
  • Add Credentials

Recovery

Following the information retrieval process the full details of the Group are backed up for recovery purposes. The settings information retrieved is backed up as JSON. Announcement files and device configuration files are backed up in their original format. These files collectively can be used for recovery purposes.

Limitations

These items are not included in Group Migration.

  • Trunk Group User Creation Tasks

Requirements

Requirements are restrictions that are determined by inspecting the desired Destination Service Provider to determine if the Group can be moved into the Destination Service Provider successfully.

  • User Requirements
    • If one of the User's within the Group have limiting requirements from this migration type then the Group also has requirements.
  • Office Zones
    • The Office Zones available to the Source Group must also be available Destination Service Provider.
  • Domains
    • The Domains that are available to the Source Group must also be available in the Destination Service Provider.
  • Service and Service Pack
    • Services and Service Packs that the Source Group has available must also be made available by the Destination Service Provider.
  • Route Point External System
    • The Route Point External Systems that are available to the Source Group must also be available in the Destination Service Provider.
  • Meet Me Conferencing Ports
    • If the Source Group has Meet Me Conferencing Ports allocated to it then the Destination Service Provider must have at least that many ports availble for allocation.
  • Network Class of Service
    • The Network Class of Services that are available to the Source Group must also be available in the Destination Service Provider.
  • Communication Barring Profile
    • The Communication Barring Profiles that are available to the Source Group must also be available in the Destination Service Provider.
  • Schedules
    • The schedules contained within the Group’s Source Service Provider and System must also be contained within the Groups’s Destination Service Provider and System.
  • Location Dialing Codes (only applies to Groups in an Enterprise)
    • The Location Dialing Code used by the Group, must not be in use already by a Group in the destination Enterprise.

Encumbrances

Encumbrances are restrictions that are contained within the Group's settings. These restrictions do not require a Destination Service Provider to be determined and can be checked in advance for potential migration targets.

  • User Encumbrances
    • If one of the User's within the Group have limiting encumbrances from this migration type then the Group also has encumbrances.
  • Route Point
    • If the Source Group is using a Route Point, the Group cannot be migrated.
  • System or Service Provider Access Device
    • If the Source Group is using System or Service Provider Access Devices then it cannot be migrated.
  • Hunt Group
    • If a Hunt Group within the Source Group has Users from another Group, then the Group cannot be migrated.
  • Busy Lamp Field
    • If a User in the Source Group has a Busy Lamp Field that monitors Users outside of the Source Group then the Group cannot be migrated.
  • Meet Me Conferencing Bridge Hosts
    • If the Source Group has a Meet Me Conferencing Bridge that has hosts that are outside of the Source Group then the Group cannot be migrated.

Clone

Unlike a regular Group Migration, Group Clone migrated a Group from one BroadWorks Cluster to another but instead of removing the Group from the Source, it will remain. Upon completion of the Group Clone, two copies of the Group will exist, one on the Source and one on the Destination. Because the Group is being copied, this type of Migration can only happen between two BroadWorks Servers that do not share a Network Server.

Procedure

Group Clone has the same procedure as Group Migration except the Remove Group step is not performed.

Requirements & Encumbrances

Group Clone has the same Requirements and Encumbrances as Group Migration plus it's own set of Group Clone Requirements that perform checks against the Destination BroadWorks Cluster.

Group Clone Requirements

  • Device Types
    • All Identity/Device Profile Types that are being used within the Source Group must be available on the Destination.
  • Number Availability
    • All number being used by the Source Group must be available for use on the Destination.
  • MAC Availability
    • All MAC addresses being used by the Source Group must be available for use on the Destination.
  • Ids
    • All Ids, including Group, Users, and Admin, that are being used within the Source Group, must be available for use on the Destination.
  • Recording Platform
    • All Recording Platforms being used by the Source Group must be available for use on the Destination.
  • User Licenses
    • The Destination must have enough User Licenses available for the Source Group.
  • Service License
    • The Destination must have enough Service Licenses available for the Source Group.
  • TimeZones
    • The TimeZones being used by the Source Group and its Users must be available for use on the Destination.