TABLE OF CONTENTS

• Introduction
• Create Deployment Unit Survey
• Sending out the Portal/Survey Link
• Further Support

Introduction

Due to constraints within a project, it might be useful to have a Deployment unit owner, a project coordinator, Scheduler carry out the scheduling on behalf of the end-users. ManagementStudio provides the ability to present the available migration slots within a deployment unit to the scheduler via a web portal. This article will outline the steps required to configure this. It is assumed, the deployment unit has been created, with a set start and end date, the schedule config configured. 

Create Deployment Unit Survey

• Switch to Administration->Deployment Units (1).
• Select Surveys (2).

• Click New Survey (1).
• Enter the Name of the Survey (2).
• Click OK (3).

• Turn off most of the survey features:
• Pass/Fail/Save buttons
• Lock on complete
• Show completed by
• Comments trigger fail
• Show comments box
• Click on Display Fields (1) from the tabbed menu on the left.
• Click on New Field (2).
• Ensure the Special Control dropdown is set to Datamining Report (3).
• Set the Width to 12 (4).
• Set the Special Control Args to (5):

• ReportName: User Self-Schedule Report;
  Columns: Expression_ScheduleUser, Expression_FullName, UserMigrations_DeployUnitSlotStart, Expression_Booked;
  

• Click Save Changes (6).

Sending out the Portal/Survey Link

• Switch to the Deployment Units (1) module.
• Select and double click on the corresponding deployment unit on the grid (2).
• Click on the Surveys tab (3).
• Select the newly created survey (4) from the tabbed menu on the left.

Ensure you have the deployment Unit's owner email address in the primary email address field.

• Click on Send Email and select Send Request Email (5).

• The User will receive an email similar to this

• Upon clicking on Complete Allocation, the user will be presented with the scheduling portal page similar to the below screenshot.

• The DU owner clicks on Schedule User and allocates a migration slot for the user.
• The end-user receives a confirmation email advising the date and time of their appointment.

Further Support

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