TABLE OF CONTENTS

• Introduction
• Accessing the Schedule (Module) Tab
• The Schedule Tab Layout
• Using the Context Menu
• Scheduling Users
  • Manual Scheduling
  • Auto Scheduling
  • Self Scheduling
• Keyboard Shortcuts
• Further Support

Introduction

The Schedule tab presents the list of items in the deployment unit on a grid. In this section, a Project Admin has the ability to schedule a list of items within a particular deployment unit for a Migration project For example a list of Users. The Users and Status are colour coded to make scheduling easier and efficient. 

Accessing the Schedule (Module) Tab

To view the Schedule tab:

• Click on Deployment Units (1) menu from the left hand pane and select one of the following:
• My Deployment Units (2) to display all deployment units that are assigned to the logged on ManagementStudio user or
• All Deployment Units (3) to display all deployment units within the project
• Double click a deployment unit (4) from the main grid to open the details panel.

The deployment Unit's Target module will reflect the corresponding Schedule tab i.e A User Migration DU will have a User migrations tab and a Devices DU will display Devices.

• Select Schedule - User Migrations (1) from the tabbed menu bar

The Schedule Tab Layout

• The Control Bar across the top (2) provides quick access to common features.  From left to right:
  
  • Reload
    
  • Search Grid
  • Clear search
  • Toggle Column Group Bar on and off (required if grouping information by a particular heading).
  • Select All
  • Select None
  • Invert (selection)
  • Copy to Clipboard (Selected)
  • Export to Excel
  • Export to CSV
  • Pivot to Chart
  • Pivot to Table
  • Grid Column Chooser
  • Help
• The Main grid displays details of users in the deployment unit (3).  The button menu bar interacts with this grid. The details from left to right:
  • Details
  • Status - Scheduled status of the user
  • First Name
  • Last Name
  • Sam Account
  • Domain
  • Migration Type
  • Email
  • Id
  • Migration Slot Start
  • Migration Slot End
• The total number of users (4) within the deployment unit

Additional columns for each module can be enabled to be displayed within the Schedule main grid. For example, for a User migration, switch to Administration\User Migrations\Self-Schedule & DU

Using the Context Menu

The context menu (right-click on the grid) provides multi-select functionality to the grid. It is possible to select one item using the left click of the mouse, or multiple items using a combination of CTRL or SHIFT and left-click.

Scheduling Users

Before attempting to schedule the users on the grid, it is recommended to have the following defined within the schedule config tab:

• A deployment unit start date/time
• A deployment unit End date/time
• Number of Migration Slots
• Any specific constraints

Users on the grid can be scheduled via the following options:

1. Manual Scheduling
2. Auto Scheduling
3. Self Scheduling

Manual Scheduling

• Select the Users (1) to schedule on the grid
• Right click on the selected users
• Select Add to Migration Slot (2) from the context menu
• This will expand a list of all available Migration slots in the DU (3), the number of free slots in each session will be shown in brackets
• Click the Session to add the selected users to

 Assign a specific slot to a group of users. This will not overbook a slot with more Users than it can hold and it will not overwrite a Users' current slot of one is present. Use the 'Clear Migration Slot' action first if changing an existing booking is required.

• Upon adding the selected users to the chosen session, the status of these users will change (1) from 'No Date Booked' to 'Scheduled'
• The corresponding Migration Slot Start date and time (2) is also updated against the selected users

Auto Scheduling

• Select the Users to schedule on the grid
• Right-click on the Users and select Auto Schedule Slots (1) from the context menu
• ManagementStudio will add these users to the available slots starting at the earliest and working its way towards the latest

ManagementStudio will take a percentage of the selected Users and gives them a randomly selected slot. This allows gaps in the schedule so that there is room for Users to move their slot when they are asked to confirm their slot time

• You have the ability to increase or decrease the percent of items to schedule (1)
• When you have chosen your preferred percent, click on OK (2) to initiate the process of auto scheduling the selected users

Self Scheduling

• Select the Users to send out the self schedule link to on the grid
• Right click, select Send Emails -> Send Request Email
• The selected Users will receive an email with a Self Schedule link embeded similar to the below screenshot

• Clicking on the link, opens the portal with all available Migration Slots

• The User clicks on Book Slot to select a convenient Migration slot 
• Clicks Confirm on the confirm migration slot window
• A confirmation message is displayed on the portal, followed by
• A sent booking confirmation email with or without an enclosed ICS file

Keyboard Shortcuts

• Reload: CTRL+R

Further Support

If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.