What is an Environment?
If a workflow is a series of action steps, an environment is the receiver of those actions. In the Workflow Wizard, you will choose two environments, a source and a target, that the workflow will take actions against.
Where do I manage Environments?
To manage environments, select an environment from the Environment Summary table on the dashboard and click the Manage button.
How are Environments added?
The Workflow Wizard will guide you in adding a Source and Target Environment.
How do you export a list of Users, Groups, Contacts, and Devices in an environment?
On the dashboard, click the Manage button under the Environment Summary table. On the Environments page, select an environment and click the Details button. Expand an object list and click the Export button to download a CSV file of the Users, Groups, Contacts, and Devices.
How do you unmatch Users, Groups, Contacts, and Devices so they will not be synchronized?
On the dashboard, click the Manage button under the Environment Summary table. On the Environments page, select an environment and click the Details button. Expand an object list.select an object in the table and click the Unmatch button. The Match Status for the object will change to "Unmatched" and the object will not be synchronized.
How do you view logs for local environments?
Select a local environment in the Environments table and then click Discovery Logs to export a CSV with password or discovery information.
How do you discover local environments?
Select a local environment in the Environments table and then click Discover to begin the discovery process for the environment.
What is the Directory Sync agent?
The Directory Sync agent is the key component that communicates with the Active Directory environment.
Where do you install the agent?
The agent must be installed in every forest that you plan to include as a Directory Sync environment. We suggest that you create a virtual machine exclusively for this purpose. Review the Requirements for the minimal hardware and software requirements.
How do I download and install the agent?
You will be able to download the latest version of the agent from the Deploy a new agent screen of the Workflow wizard. Copy the URL and the access key that will be needed during the install of the agent. The downloadable executable is the same for all projects, it is the Registration URL and Registration Key that makes the agent unique when it is installed.
To install of the agent enter credentials that have read or read\write access to the domain, depending on the direction of synchronization.
Copy and paste the information from the Directory Sync agent screen.
No further action is needed on the workstation. A look at services confirms that the Directory Sync agent is running.
A list of agents appears on summary screen, including status information as well as the registration URL and access keys should you need them again in the future.
Please Note: If using the agent Auto-Upgrade feature and deployment software that uses MSI ProductCode based detection, the Auto-upgrade feature should be disabled after initial deployment or the detection method should verify via a folder path.
Where do I manage agents?
To manage agents, select the Manage button under the Environment Summary table on the dashboard. Then select an environment on the Environments page and click the Settings button. Select the Agents tab to manage the environment’s agents.
How do I manage the agents?
On the Agents page, you can check the current status of your current agents or add new ones. Select an agent for additional options. You have the option to copy the Registration URL or the Registration Key if you need to reinstall the agent for any reason. The History button will give you details on the run history. When the agent is updated, any agent using the old version will offer you the upgrade option so that you can update your current agent installation.
How do I uninstall an agent?
If you need to uninstall an agent from any machine, in order to reinstall on the same machine, you must first delete the registry folder located at HKEY_LOCAL_MACHINE> SOFTWARE> Quest > Agent and then uninstall.
Afterwards, simply create a new agent (with a new access key) under Agents managements from the left navigation menu before re-installing on the same machine.
What is a Migration Profile?
A Migration Profile is a collection of common settings used to manage the domain join process during Device Cutover which can be defined once and then applied to multiple Devices. Migration Profiles are used for AD and Hybrid Microsoft Entra ID device migrations.
How are Migration Profiles created?
To create a Migration Profile:
- On the Migration section of the Profiles page, click the Add button. The Add Your Migration Profile window appears.
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Enter values for the following fields, then click Next:
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Profile Name - A name to identify this profile (for example, "10 Second Reboot Delay").
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Domain Join Delay - The delay time a Device agent processing a Cutover job applies before attempting to change the computer's domain to join the new domain.
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Reboot Delay - The time for a Device agent processing a Cutover job to delay after joining the new domain before rebooting the computer.
Note: If set to any value other than zero (0), the user will receive a pop-up notification informing them that the workstation will be rebooted when the Cutover is performed. If set to zero, no notification will appear.
- Enter values for the following fields, then click Next:
Note: End users may get an error message that their Recycle Bin has been corrupted after migration if the Recycle Bin is not empty. See Troubleshooting for more information about this issue.
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Specify Target OU - The target OU where the Device will be created. If this field is left blank, they will default to the Computers container.
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Join to Existing Computer Account - Select Yes if you expect to join the Device to the existing target Computer during Cutover. Select No if you want the Device to be created in the target by the Cutover job.
- Click Save Profile. The new migration profile is added to the list.
