This article provides details needed to properly plan for migration to EloView 4

We understand the importance of a smooth migration and have designed the Assisted Migration process to help simplify and minimize the possibility of unforeseen issues. Assisted Migration partners you with your Elo technical representative throughout the process – including the migration of your account for you.

Though we will be there each step of the way, it is important that you and your team review the below and follow the guidelines provided prior to moving forward with Assisted Migration.

Plan

• Review your existing account to ensure you have a full understanding of your device quantities and OTA versions, list of groups, and document all users, roles, and permissions. 
• Determine which devices need to be updated to EloView migration compatible OTA versions (in your EV3 account, go to Dashboard and then on the right side of the screen click on Migration Dashboard). 
• Provide your Network Admin / IT team the EV4 Network Whitelisting requirements for implementation located here .
• Start training your internal team on EloView 4 use and device management. A temporary EV4 account can be provided for this purpose if needed, but users must be set up using separate credentials than what is currently being used in EV3.  
• Review the Temporary Provisioning (device enrollment) process located here with your team. Current Elo Android Devices point to EV3 out of the box. We provide a simple process that allows you to add devices to your EV4 account and email Elo Support a list of the serial numbers. We will ensure your devices are converted properly.

Discuss & Document

• Meet with other stakeholders and gather their feedback and concerns and document.
• Decide which days and times of day would best for Assisted Migration to occur.
  • Your EV3 account will be locked at the onset of Assisted Migration with no user access and will remain locked. Users will access EV4 post migration using the secure.eloview.com URL.
  • What are your slowest days and times?
  • Be aware that the migration process can take between 1-2 days depending upon the number of devices in your account.
• Determine if any aspect of your current content relies upon information provided by EloView 3 (an example is content that references device_id provided by the EloView 3 portal which will differ in EloView 4 - instead of using a fixed reference that does not change such as serial number). It is extremely important that any concerns be addressed with your Elo technical representative prior to beginning the migration process. 
• If using SAML logins, begin planning for a secondary instance to be used in EV4. Singular SAML instances cannot be shared across EloView platforms.
• For TeamViewer users, gather TeamViewer login credentials and have available. These credentials will need to be added to your EV4 account post migration.  
• Contact your Elo technical representative to schedule a meeting to review the above and discuss next steps.

Final Steps

• Prior to moving forward, hold a final review with your team to ensure all users are aware of the plan and schedule.
• Consider 'what ifs' and plan accordingly. 
• Provide your Elo technical representative an internal contact's information to be used for escalations and troubleshooting during migration.   
• Confirm with your Elo representative 24 hours prior to the agreed upon start date for Assisted Migration to ensure no last-minute changes or concerns.
• Post-migration your team can contact your Elo technical representative, email support@elotouch.com or search our Knowledge Base (search: EV4) for further assistance.