Migrate workspaces to Enterprise Grid
Looking to incorporate a workspace into your Enterprise Grid org? This guide will help org owners migrate workspaces with the help of a customer success manager (CSM). Read on to learn how to prepare and what you can expect along the way.
As you prepare to migrate a workspace, you'll first need to review member accounts and the workspace's settings and preferences.
Accounts & access
Settings & preferences
Review members' accounts and consider the type of access they'll need on the org. Here's what we recommend:
Grant access to the connector
Give incoming members access to the Enterprise Grid connector in your identity provider (IDP).
Review members' email addresses
Slack will match members' accounts based on their email addresses. If people use email aliases, accounts won't match and duplicates will be created. To review emails, download a .CSV list from the Members page.
Assess members' roles and permissions
Each member should have the right level of access before migrating to the org. Bear in mind that members can only have one role at a time. Also, pay attention to guest accounts. (Should they also have a guest account on the org?)
Once you've reviewed members' email addresses and their access level, your CSM will work with you to determine which settings are best for the migrating workspace. Here's what you'll cover:
Turn off account provisioning
Turn off provisioning to prevent accounts from being de-provisioned when disabling the connector.
Switch member access preference
Opt to sign all members out when the migration completes. This will require members to securely sign in with single sign-on (SSO) to access the org.
Manage custom profile fields
Decide how to handle custom profile fields. You can move the custom fields to the org, migrate fields that have a matching field on the org, or choose not to migrate any custom fields at all.
Below is an overview of how org owners can view and approve migrations, plus what to expect once the migration is underway.
View and approve migrations
When it's time to move a workspace, your CSM will schedule the migration and org owners will receive a Slackbot notification. From the admin dashboard, org owners can approve upcoming migrations and view any that are in progress:
- From your desktop, click your workspace name in the top left.
- Select Settings & administration from the menu, then click Organisation settings.
- Click Organisation.
- Select Migrations.
- Approve or Decline scheduled migrations, or choose View Status for migrations that are in progress.
Note: If more than one workspace will be migrated in a short period of time, notifications will be combined into one Slackbot message.
What to expect during a migration
- The workspace will be unavailable to members for a portion of the migration. Members can use their workspace while direct messages (DMs) migrate in the background.
- Members will receive a message shortly before the migration begins to let them know their workspace will be temporarily unavailable.
- Shared channels and their related direct messages won't be accessible to either organisation. Until the migration has been completed, the non-migrating workspace will see a message letting them know these things are temporarily unavailable.
- Large workspaces may take a few hours to complete. We recommend giving members advance notice to avoid disruption.
- Org owners can track the progress of their migration from the admin dashboard. (Use the steps above to access this info.)
- Members will receive an email and Slackbot message when their workspace has joined the org.
Once migration is complete, here's what to expect:
Message history, files, apps and emoji
Members will have access to channel and direct message (DM) history, files, apps and custom emoji. DMs across workspaces will be merged together.
During the migration process, members' profile details are merged based on a matching email address. If more than one workspace was moved, profile details from the first workspace will be applied by default. Members can always update their profile after migrating if needed.
The org's settings and policies will override individual workspace settings. Depending on permissions, workspace owners and admins may be able to make adjustments to their workspace settings. Read about roles and permissions on an org.
By default, any org member can request to join the migrated workspace. Org owners can adjust how members find and join the workspace by changing the access preference.
The old workspace URL will redirect to the org's sign in page. Members can sign in using the IDP connector. Guests can sign in using SSO, or they can use their email address and password to access the workspace.
- Org Owners
- Available on the Enterprise Grid subscription