Migrate workspaces to Enterprise Grid
Looking to incorporate a workspace to 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 address. 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. Keep 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 out all members 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 Administration from the menu, then Manage Organization.
- Click Organization on the Admin Dashboard.
- Choose 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 temporarily unavailable to members. They'll see a message letting them know.
- Large workspaces may take a few hours to complete. We recommend giving members advance notice to avoid disruption.
- Org Owners can review the estimated completion time from the Admin Dashboard. (Use the steps above to access this info.)
- Members will get an email and Slackbot message when their workspace has joined the org.
Once a 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.
- Workspace settings
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.
- Workspace access
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.
- Member access
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 will work with Slack to migrate workspaces to an Enterprise Grid org
- Available on the Enterprise Grid plan