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Migration Manager for PSTs Enterprise Edition 7.2 - Administrator Guide

Actions, Roles, and Groups

Actions are used delegate access to specific roles. Each action correlates with a feature of the Portal. Actions can be used to grant as much access is necessary to a given role.

Roles can be created as are required and be built to suit the needs of the project. For a smaller project where limited resources are engaged throughout the entire project, one role for all the actions may be sufficient. Larger organizations may wish to create more roles for a higher degree of permission segmentation. For example, an organization may permit a help desk role to see details about a user's progress, but not wish for them to see information related to the project as a whole. Roles can be prioritized to resolve rights assignment when a user is a member of multiple roles.

Groups are used to associate AD groups with Roles and Locations configured. This enables the ability to create project groups of users that are managed within AD and associate them with the role types created. Groups also have the ability to associate an email address for the product to email the group it is affiliated with when action items are required.

The combination of these three components creates the security configuration for the role based Portal administration.


There are several Portal components associated with an Action and available for assignment. Each Portal component is created with the goal to resolve a project need. The following discusses the functions of each of the available components of the Portal.

User Search

This component provides a handy utility to search for a user or account name and return information about the current status of that user. This utility is frequently helpful for a help desk or equivalent group who receives initial calls from an organization's users for questions concerning the migration project. The interface can provide information on the user and each of the PST files associated with the users. Initially, it provides an overview of that user's migration. Details can be obtained by drilling into the info button against the user or any of their files. The User Search is associated with the AccessHelpdeskSection Action under Settings > Environment > Roles of the Admin Console.

Self-service Portal

The user search is also leveraged as a resource for users to see the progress of their personal migration. Appending "SelfService" to the UserSearch page will return the user page for the authenticated user. This portal may be included in project FAQ's or communication to the user as a method to keep users informed as to the progress of their migration, while lessening the burden on teams supporting the migration. There is no Action associated with this function, but any user from the domain scanned by the product can view their migration's status and progression by accessing the Self-service portal.

An example of the URL used to access this page is as follows:


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