In this topic:

• Dashboard
• Users
• Workstations
• Settings
• Notifications
• Working with Lists
• Searching

Dashboard

The Dashboard displays key information and metrics about device migration. It provides a centralized overview of important data to help users monitor progress, manage migration schedules, and make informed decisions.

To open the Dashboard, follow the steps below:

1. Login to Quest and choose an organization if you have set up multiple organizations.
2. From the navigation pane, click Migrate > Self Service > Device Migration.

The components of the Dashboard are described below:

Notification panel - presents relevant information and shortcuts to migration activities. Appears only when a system notification is available.

Dashboard tiles

• Workstations Status - presents a summary of the migration status of various devices in the source tenant. Click View Details to open the Workstations tab for more information about workstations. The status values are as follows:
  • Total - number of workstations discovered in the source AD.
  • Not Ready - number of devices that are configured in the source tenant but are not ready to be migrated. Additional preparation is required.
  • Ready to Migrate - number of devices in the source tenant are configured and ready for migration. A workstation or device is in this state when all of the following conditions are true:
    • Device is registered in ODMAD.
    • Device is assigned to a Self-Service Profile in ODMAD.
    • Device is ReACLed in ODMAD.
  • Scheduled - number of devices that are scheduled for migration.
  • In Progress - number of devices that are being migrated.
  • Migrated - number of devices that have been successfully migrated.
  • Canceled - number of devices that were manually stopped from being migrated.
  • Failed - number of devices that could not be migrated.
• Migration History - presents a summary of the migration status of various devices in the source tenant filtered by date ranges: Last 24 Hours, Last 7 Days, and Last 14 Days. Click View Details to open the Workstation tab for more information about workstations filtered by the applied date range.

  This summary also indicates the following metrics

  • Completed - number of devices that have been successfully migrated.
  • Bar chart - graphical color-coded indicator of the number of devices that were migrated successfully (Completed) and the number of devices that could not be migrated (Failed).

• Migration Schedule - presents a summary of the migration schedules of various devices in the source tenant filtered by Status = Scheduled and date ranges: Last 24 Hours, Last 7 Days, and Last 14 Days. Click View Details to open the Workstation tab for more information about workstations that are scheduled within the selected date range.

Users

The Users tab helps you to notify users, set up migration schedules and migrate devices that are listed and categorized by linked user profiles. See Users for more details.

Workstations

The Workstations tab helps you to setup migration schedules, migrate devices, and notify users. See Workstations for more details.

Settings

The Settings tab helps you configure the schedule, schedule limits, and user email used for notifications. See Settings for more details.

Notifications

The Notifications tab lets you setup the templates that administrators and end-users can use to send notifications to intended recipients. See Notifications for more details.

Working with Lists

Details of users, workstations, their migration states and other pertinent details are displayed in lists.

Each list has multiple columns that display properties of the list items. The first column in the list is the list selector. All lists have this column and cannot be hidden.

The list header contains the list selector and column headers.

To select the columns to display

1. Click Edit Columns.
2. From the drop-down, select the columns you want to display, or clear the check boxes of columns you want to hide. The list will be automatically updated to reflect your choices.

To configure the number of list items displayed on a page

Large lists can be better managed with paging. A long list is divided into smaller subsets called pages. Each page contains a fixed number of items or records. Only one page of data is displayed at a time, with navigation controls allowing users to move between pages.

At the bottom of lists, the count of items displayed in a page is indicated on the left-hand side, and page controls are available on the right-hand side.

1. Click the Show dropdown. Then select the predefined number of items (25, 50 or 100) to display one page.
2. Use the navigation controls to move between pages. The current page number is displayed as you scroll through the pages.

To select or deselect specific list items

When you want to perform an action on one or more list items, you must select the items.

1. Select the corresponding check box in the list selector column of each list item that you want to select, or clear the check box to deselect the list item. Details of the most recently selected list item is displayed in the details pane that opens.
2. Click anywhere in a specific list item to view the details of the item. Although you can view the list item details, the item is not considered as selected unless you select the check box in the corresponding list selector column.

To select or deselect multiple list items automatically

• Select the check box in the list selector column header. All list items across all pages are selected. Alternatively, click the drop down icon in the list selector column header, and then click Select All.
• Click the drop down icon in the list selector column header. Then click Select All on Page to select all list items on the current page.
• Click Reset Selection to clear all previously selected list items across all pages.

Searching

Lists could be large and hard to manage. You cannot scroll past 10,000 items or rows in a view. Use the Search box above this list to look for items that match your custom criteria.

To start a search:

1. Use words, phrases, and special queries in your search.
2. Click Search to get the search results. The search is performed across the following fields: User, User Email Address, Workstation.
3. Click the ✖ icon in the filter box to clear the search criteria.

TIP: User email address can be searched with the "contains" operator but the others are only searchable with "starts with"