Deployment Unit - Schedule (Module) Tab

Modified on Mon, 2 Feb at 6:04 PM

TABLE OF CONTENTS

Schedule Tab Overview
Accessing the Schedule Tab
Schedule Tab Layout
Using the Context Menu
Scheduling Users
Keyboard Shortcuts
Further Support

Schedule Tab Overview

The Schedule tab displays a list of items (such as users) within a deployment unit on a grid. Project Administrators can use this section to schedule items for migration projects. Items and their statuses are colour-coded for easier and more efficient scheduling.

Accessing the Schedule Tab

To access the Schedule tab:

Select Deployment Units (1) from the left-hand menu.
Choose one of the following:
- My Deployment Units (2): Displays deployment units assigned to the logged-in user.
- All Deployment Units (3): Displays all deployment units within the project.
Double-click a deployment unit in the main grid to open its details panel (4).
The deployment unit’s associated module will determine the Schedule tab displayed (for example, a User Migration deployment unit will show a User Migrations tab).

Schedule Tab Layout

Select the appropriate Schedule (1) tab (e.g., Schedule - User Migrations) from the tabbed menu bar.

Control Bar: Located at the top of the tab (2), provides quick access to common features such as:
- Reload
- Search Grid
- Clear search
- Toggle Column Group Bar
- Select All
- Select None
- Invert
- Copy to Clipboard (Selected)
- Export to Excel
- Export to CSV
- Pivot to Chart
- Pivot to Table
- Grid Column Chooser
- Help
Main Grid: Displays item details (3). For user migration, the columns include:
- Details
- Status (user’s scheduled status)
- First Name
- Last Name
- Sam Account
- Domain
- Migration Type
- Email
- Id
- Migration Slot Start
- Migration Slot End
User Count: Shows the total number of users in the deployment unit (4).

Additional columns can be enabled for each module in the grid. For example, to manage user migration columns, go to:
Administration → User Migrations → Self-Schedule & DU

Right-click the grid to open the context menu and perform actions on one or more selected items. Select multiple items using CTRL or SHIFT with left-click.

Context Menu Option	Description
`Send Emails: Send Request Email`	Sends an email to invite selected users to choose a booking slot.
`Send Emails: Send Reminder Email`	Sends a reminder email to users who have not booked a slot.
`Send Emails: Send Complete Email`	Sends booking confirmation to selected users.
`Send Emails: Send Update Booking Email`	Notifies users of changes to their slot.
`Send Emails: Send Cancel Booking Email`	Notifies users that their slot has been cancelled.
`Auto Schedule Slots`	Assigns a percentage of selected items (e.g., users) to slots at random, creating intentional gaps for flexibility.
`Add to Migration Slot`	Assigns selected users to a specific migration slot; does not overbook or overwrite existing slots.
`Override Migration Slot`	Allows out-of-bounds slots and exception handling, including unlocking to rebook after standard windows have expired.
`Clear Migration Slot`	Removes users from slots and resets exception flags.
`Copy Self-Schedule Url`	Copies the booking page URL for the selected item to the clipboard.
`Copy Details`	Copies selected fields to the clipboard.
`Add to Deploy Unit`	Adds selected items to the current deployment unit.
`Remove from Deploy Unit`	Removes selected items from the current deployment unit.

Scheduling Users

Before scheduling users, define the following in the schedule configuration:

Deployment unit start date/time
Deployment unit end date/time
Number of migration slots
Any specific constraints

Users can be scheduled using one of the following methods:

Manual Scheduling

Select users (1) in the grid.
Right-click to open the context menu.
Choose Add to Migration Slot (2).
Select an available migration slot from the expanded list (the number of free slots is indicated) (3).
- The slot will not be overbooked or overwrite an existing user booking. Use Clear Migration Slot before reassigning.

Upon assignment, the users' status will change from No Date Booked to Scheduled (1), and their Migration Slot Start date/time will update (2).

Auto Scheduling

Select users in the grid.
Right-click and select Auto Schedule Slots from the context menu (1)

Set the percentage of users to be automatically scheduled (1).
- The system will assign selected users to available slots, starting with the earliest, allowing for scheduling flexibility.
Click OK to apply auto-scheduling (2).

Self Scheduling

Select users in the grid.
Right-click and select Send Emails → Send Request Email.
Users receive an email with a self-scheduling link.

Users follow the link to the web portal, view available migration slots, select a slot, and confirm.
- A confirmation is displayed in the portal.
- A booking confirmation email is sent to the user (optionally with an ICS calendar file).

Keyboard Shortcuts

Refresh or reload grid: CTRL+R

Further Support

For further assistance, visit the ManagementStudio Service Desk to search the knowledge base or create a support ticket.