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support:legacy_account_migration [2022/08/04 20:28] – [Account Type Comparison] dpatenaudesupport:legacy_account_migration [2024/05/23 16:35] (current) – [Account Type Comparison] kerhart
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 The below table details the main difference in features between the Legacy .decimal accounts and the new .decimal Accounts. 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  ^  New  ^ ^  Feature                  Legacy  ^  New  ^
-^  Self Management  ^^^+^  User Self Account Management  ^^^
 | Self Change Password Option     Yes    |  [[direct:userguide#password_changing|Yes]]             | | Self Change Password Option     Yes    |  [[direct:userguide#password_changing|Yes]]             |
 | Forgot Password / Reset  |  [.d]    |  Yes             | | Forgot Password / Reset  |  [.d]    |  Yes             |
-| Enable [[support:security:mfa|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  |+| Forced non-shared logins (unique to each user) |   --     |  Yes  |
 ^  Manager Level Account Management  ^^^ ^  Manager Level Account Management  ^^^
 | Add & Invite Other Users |  [.d]    |  [[direct:userguide#managing_users_on_your_site|Yes]]             | | 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]]             | | Remove users from site    [.d]    |  [[direct:userguide#removing_users_from_your_site|Yes]]             |
-| Require all users to use [[support:security:mfa|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  ^^^ ^  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 email alerts for new application versions and releases | |  Yes  |+| Automatic email alerts for new application versions and releases |  --  |  Yes  |
  
  
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 |  [.d]        | .decimal staff must perform this task   | |  [.d]        | .decimal staff must perform this task   |
 |  Yes         | This feature is available to end users  | |  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 ===== ===== 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]] or [[direct:userguide#managing_users_on_your_site|manage your users]].+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 ==== ==== Migration Process ====
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 === Account Migration === === 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]] +  - .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+    Your clinic's IT department should ensure the new network requirements are satisfied
   - .decimal staff will prepopulate for your account:   - .decimal staff will prepopulate for your account:
-    Your [[direct:userguide#changing_site_information|Site Information]] +    Your [[direct:userguide#changing_site_information|Site Information]] 
-    Add the licensed .decimal applications to your site+    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 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   - .decimal staff will migrate any desired existing Legacy accounts that should be converted to the new account
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 === New Software Installation === === New Software Installation ===
  
-  - Legacy users will be instructed to manually uninstall p.d versions from their local work stations+  - 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]]   - 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     * 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   - Users can then open the decimal Launcher application, select their site (if your organization has more than one), and launch the appropriate .decimal application
  
support/legacy_account_migration.1659644880.txt.gz · Last modified: 2022/08/04 20:28 by dpatenaude