Differences

This shows you the differences between two versions of the page.

--- support:legacy_account_migration [2022/08/04 20:04] – created dpatenaude
+++ support:legacy_account_migration [2024/05/23 16:35] (current) – [Account Type Comparison] kerhart
@@ Line 1: / Line 1: @@
 ====== .decimal Legacy Account Migration ======
+This article provides a detailed comparison overview of the .decimal Legacy account features and the new .decimal account features. It also outlines, at a high level, the process which users will take to migrate their existing Legacy accounts to the new .decimal account.
 ===== Account Type Comparison =====
 The below table details the main difference in features between the Legacy .decimal accounts and the new .decimal Accounts.
+|< - 60%em 5em 5em >|
-^  Feature                 ^  Legacy  ^  Auth0  ^
+^  Feature                 ^  Legacy  ^  New  ^
-^  Self Management  ^^^
+^  User Self Account Management  ^^^
-| Change Password Option   |   Yes    |  [[direct:userguide#password_changing|Yes]]             |
+| Self Change Password Option   |   Yes    |  [[direct:userguide#password_changing|Yes]]             |
 | Forgot Password / Reset  |  [.d]    |  Yes             |
-| Enable MFA/2FA           |          |  [[support:security:mfa#user_self_managementenabling_disabling_mfa|Yes]]             |
+| Enable [[support:security:mfa|MFA/2FA]]           |    --      |  [[support:security:mfa#user_self_managementenabling_disabling_mfa|Yes]]             |
+| Forced non-shared logins (unique to each user) |   --     |  Yes  |
 ^  Manager Level Account Management  ^^^
 | Add & Invite Other Users |  [.d]    |  [[direct:userguide#managing_users_on_your_site|Yes]]             |
 | Remove users from site   |  [.d]    |  [[direct:userguide#removing_users_from_your_site|Yes]]             |
-| Require all users to use MFA   |      |  [[support:security:mfa#site_managersmfa_management_options|Yes]]             |
+| Require all users to use [[support:security:mfa|MFA]]   |  --  |  [[support:security:mfa#site_managersmfa_management_options|Yes]]             |
-| Push app version updates to all users | |  [[direct:userguide#changing_application_versions|Yes]]         |
+| Push app version updates to all users |  --  |  [[direct:userguide#changing_application_versions|Yes]]         |
-| Change default shipping address in decimal Direct | |  [[direct:userguide#changing_site_information|Yes]]         |
+| Change default shipping address in decimal Direct |  --  |  [[direct:userguide#changing_site_information|Yes]]         |
 ^  Application Features  ^^^
-| Use [[decimalauncher:decimallauncher|decimal Launcher]] to install and launch .deicmal applications  | |  Yes  |
+| Use [[decimalauncher:decimallauncher|decimal Launcher]] to install and launch .decimal applications  |  --  |  Yes  |
-| Automatic emails for new application versions  | |  Yes  |
+| Automatic email alerts for new application versions and releases |  --  |  Yes  |
@@ Line 25: / Line 27: @@
 |  [.d]        | .decimal staff must perform this task   |
 |  Yes         | This feature is available to end users  |
-|              | This feature is not available to end users |
+|  --          | This feature is not available to end users |
+===== Account Migration Overview =====
+Currently .decimal staff are required to migrate your existing Legacy accounts to the new .decimal account. Once your existing accounts have been migrated your Site Manager will be able to [[direct:userguide#managing_site_preferences|manage your site]] and [[direct:userguide#managing_users_on_your_site|manage your users]].
+==== Migration Process ====
+At a high level, the migration process for existing sites and users looks as follows:
+=== Account Migration ===
+  - .decimal staff with send the new system and security requirements documents to you and your clinic (e.g.: p.d 5.4's [[pdotd:rn-29|RN-29]] and [[pdotd:rn-30|RN-30]])
+    * Your clinic's IT department should ensure the new network requirements are satisfied
+  - .decimal staff will prepopulate for your account:
+    * Your [[direct:userguide#changing_site_information|Site Information]]
+    * Add the licensed .decimal applications to your site
+  - .decimal staff will conduct a quick site survey to determine who, if anyone, at your site should be given [[direct:userguide#managing_site_preferences|Site Management]] permissions
+  - .decimal staff will migrate any desired existing Legacy accounts that should be converted to the new account
+    * Existing Legacy accounts will have their login username changed to their email address associated with the Legacy account. **Note: Users will be unable to use the Legacy login once this step has been performed.**
+    * During the migration step each user will receive an email notification to the email address associated with their existing Legacy account
+    * The email notification will contain a link for the existing Legacy user to set their password to complete the migration
+=== New Software Installation ===
+  - Legacy users will be instructed to manually uninstall existing p.d versions from their local work stations
+  - Each user at each work station will be required to login to [[https://direct.dotdecimal.com|decimal Direct]] and [[decimalauncher:decimallauncher#installation|download and install decimal Launcher]]
+    * This step should only take a few minutes once the user has already setup their new password from the previous step
+  - Users can then open the decimal Launcher application, select their site (if your organization has more than one), and launch the appropriate .decimal application