The changing needs for your business may demand a change from your current MDM provider to a more robust solution like Hexnode MDM. Although there are no general rules for migration, there are a few things that you must take into consideration while switching your MDM providers. The following is a list of tasks you must follow during the pre-migration, migration and post-migration phases.
Pre-migration checklist – Actions to complete before your migration
The first step towards migration is reviewing the mobile device management needs of your organization. It will be helpful if you could re-evaluate the existing MDM platform and identify the areas that need improvement to properly plan your migration and clearly define a migration strategy.
|✓||Create the list of devices.||
Note: Export the device details from your previous MDM console if possible.
|✓||Create the list of users.||
Note: Export the user details and user groups created in your previous MDM console if possible.
|✓||Survey users for evaluating requirements.||
Determine what all permissions needed to be granted to the users at this phase.
|✓||Define your device management policy.||
|✓||Define your enrollment strategy.||
|✓||Create a logical achievable timeline.||
|✓||Prepare the end users for the transition.||
|✓||Back up device data to your preferred cloud service.||Store the required data from your devices to a cloud storage service before wiping the devices.|
|✓||Prepare your devices for migration.||Wipe and unenroll devices from the previous MDM.|
Migration checklist – Best practices for a successful migration
It’s at this phase that you formally begin transitioning your devices to Hexnode MDM. Learn about the enrollment process and plan your transition using the best possible method. Please make sure that you are on the most suited MDM pricing plan before starting the migration.
|✓||Sign up for Hexnode MDM and set up the portal.||
|✓||Create technicians and assign roles.||If you have multiple technicians to manage your MDM portal, create additional technicians and assign them roles.|
|✓||Configure MDM settings.||Prior to enrollment, configure the admin settings like email settings, SMS settings and many more.|
|✓||Integrate directory services.||Integrate AD and Azure AD to import users and groups for easy enrollment and policy assignment.|
|✓||Migrate tokens and sync your accounts with MDM.||
|✓||Send enrollment requests to users (if enrollment is done by users).||
|✓||Enroll devices.||Choose automatic enrollment options or any other enrollment methods to get the devices enrolled.|
|✓||Track device enrollment.||
Helps in finding out the users who have been invited but not enrolled.
Post-migration checklist – Tasks to perform after your MDM migration
It is important to ensure that all devices are migrated from your previous MDM solution to Hexnode MDM. Conduct a survey after the migration to get user feedback on the new MDM vendor. Your MDM migration can be said to be successful only after completing these post-migration tasks.
|✓||Check device inventory.||Access the scheduled reports and compare them with the device details exported from the previous MDM console to find out the devices which are still not enrolled, if any.|
|✓||Unsubscribe the services of the old MDM.||
|✓||Configure devices.||Apply management policies to the devices.|
|✓||Conduct surveys to collect user feedbacks.||