Procedure to Move an Enterprise Account to Another Site

Note:
The current account transfer process through MEMO has changed. Prior to the College Identity Management Project (CIMS), the current account transfer process is as follows. New processes for CIMS will be documented in the future.

Steps for the User to Complete

If you have not received notification from the site Memo administrator/HelpDesk at your current site regarding transferring your account to another site, please notify your current site Memo administrator/HelpDesk via email that there is a move pending.

Delete all unnecessary messages and folders from your mailbox.
Delete all messages and folders from Trash.
Unsubscribe yourself from all Subscriber lists. You will need to re-subscribe with your new email address once your account is transferred.
If you are a calendar user you should export your calendar data into a file using the vCalendar File format. More information on exporting and importing calendar data can be found at Training Services. The suggested method for transferring this file to the new location is to mail it to yourself as an attachment.
You must be logged out of your account for processing to start.
Once the move process has been started your account will be disabled and will remain disabled until all move processing is completed.
When your account becomes available on the destination domain, you will need to login to Pat using your Directory Name and current password, change your password, and add challenge questions if you have not already done so.
A move may take up to 48 hours to complete
The move process will not transfer local mail, campus server mail, bookmarks, or personal address books. These items will need to be saved separately.
Once your account has been transferred, send notification of your new email address to all your contacts who do not have a Memo address.

Steps for the Current Site Memo administrator/HelpDesk to Complete

The current or new site will need to initiate a HelpDesk ticket in the name of the user to be transferred. Be sure to include employee # (in the technical notes) and CC the HelpDesk for both the current site and the site to which they are moving. Both the current and receiving sites should be indicated in the ticket.
Please be aware that the account will not be transferred until HR shows indication that the user has an active job at the new site.
The current site should send an email containing the steps outlined in the user section above to the user who has a move pending.
If the user has a calendar account, the current site should confirm with them that they have backed up their calendar data (as indicated in the user steps above) and then delete their calendar account.
The District Office Memo support staff will be notified via the HelpDesk ticket created above that the user intends to move to another site. They will procede to move the account.

Steps for the Receiving Site Memo administrator/HelpDesk to Complete

If you are informed that a user has already physically transferred to your site and no HelpDesk ticket has been created to move their Memo account, please initiate a HelpDesk ticket in the name of the user to be transferred. Be sure to include employee # (in the technical notes) and CC the HelpDesk for both the current site and the site to which they are moving. The user and the current site should then complete the steps as outlined above.
Once the account has been transferred, assist the user as needed with:

Account profile set up
Re-creation of calendar account
Importing old calendar data

Modified on June 30, 2009