The changing needs of your business often demand a switch from your current provider to a more robust solution like Hexnode UEM. While there are no general rules for migration, proper planning is essential. This guide answers the most critical questions about moving your device fleet and provides a detailed checklist for every phase.
What actions should be completed before the MDM migration?
The pre-migration phase is about auditing your current environment and preparing your users. Use this checklist to define your strategy before moving a single device.
| Action Item |
Description |
| Audit Device Inventory |
- Create a list of all OS platforms to support.
- Identify if devices are Corporate-owned or Personal (BYOD).
- Tip: Export device details from your previous MDM console.
|
| Map User Hierarchy |
- List individual users and those sharing devices.
- Group users based on departments or technical roles.
- Export user groups from the previous MDM if possible.
|
| Survey Requirements |
- Identify features users need (that might be missing in the old MDM).
- Determine the list of permissions/restrictions required.
|
| Define Policy |
- Update policies to meet current security requirements.
- List new features to implement in Hexnode (e.g., Kiosk mode, Geofencing).
|
| Enrollment Strategy |
- Decide who performs enrollment: Employees (Self-Enrollment) or IT Team.
- Determine if remote employees require technical assistance.
|
| Create Timeline |
- Identify the right time for migration to minimize downtime.
- Prepare a schedule for the rollout.
|
| Prepare End Users |
- Inform users about the switch to prevent confusion.
- Provide training materials or documentation for the new enrollment process.
|
| Backup & Wipe |
- Crucial: Back up device data to a cloud service.
- Wipe and unenroll devices from the current MDM to prepare them for Hexnode.
|
How to execute the MDM migration process?
Once you have planned your strategy, use this checklist to set up the Hexnode portal and formally migrate to your ecosystem.
| Action Item |
Description |
| Portal Setup |
- Sign up for Hexnode UEM and explore features via the trial.
- Choose the pricing plan that best fits your organization.
|
| Assign Roles |
- Create accounts for technicians and assign specific roles (e.g., Admin, Reporter) to manage the portal.
|
| Configure Settings |
- Configure general admin settings (Email, SMS) prior to enrollment.
|
| Integrate Directory |
- Integrate Active Directory (AD), Microsoft Entra ID, or Google Workspace to import users and groups for automated assignment.
|
| Migrate Tokens |
- Apple: Move ADE (Enrollment) and VPP (App) tokens to Hexnode.
- Android: Configure Android Enterprise, Samsung KME, and Android Zero-Touch (ZTE).
|
| Send Invites |
- If users are self-enrolling, upload a CSV of user details and send bulk email invites.
- Set a strict deadline for enrollment completion.
|
| Enroll Devices |
- Initiate automatic enrollment (ADE/ZTE) for corporate devices.
- Monitor the process to ensure devices are onboarding correctly.
|
| Track Progress |
- Check the Hexnode dashboard for real-time enrollment status.
- Schedule reports to identify users who have been invited but have not enrolled.
|
Your migration isn’t finished until you verify compliance and decommission the old system.
| Action Item |
Description |
| Verify Inventory |
- Compare Hexnode reports with the exports from your previous MDM.
- Identify any pending or failed enrollments.
|
| Decommission Old MDM |
- Unsubscribe and exit the previous MDM provider.
- Notify users of the deactivation to ensure everyone has migrated.
|
| Configure Devices |
- Ensure all management policies (Wi-Fi, VPN, Apps) are successfully applied.
- Verify that devices are compliant with corporate rules.
|
| Feedback & Support |
- Conduct a survey to collect user feedback on the new system.
- Troubleshoot any remaining issues with the Hexnode UEM support team.
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