Skip to main content

Use OnePlan

How to Migrate OnePlan to a New Tenant

This article explains what you, as a OnePlan admin, need to do to successfully migrate OnePlan to a new tenant.

  1. Set up 2 user accounts with owner/admin permissions in the current (old) tenant.

    1. One as a user for the current tenant.

    2. One user will be migrated to the new tenant.

    Important

    We strongly recommend using 2 service accounts for this process.

  2. Update user GUIDS and emails if needed, except your admin user for the current tenant (from step 1a above).

    Note

    You can use the Resource API to update the Office365Id and email fields. This method is usually only recommended for large organizations with a lot of users.

  3. Migrate your new tenant admin user (from step 1b above) to the new tenant. For the new tenant admin user, swap out the Office365Id to match the new tenant Id. You will now have access to the new tenant once the admin user is migrated.

  4. Login to the new tenant and create a test OnePlan site.

  5. Contact OnePlan to update the Tenant Id.

    Important

    Provide the Group Id and New Tenant Id.

In this section: