11 Dec 2019 by Mike Weaver
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An important aspect of any data migration is staying informed on progress, key milestones, and any areas where issues or errors have surfaced.
You can create email templates within Archive Shuttle – our email archive migration tool – that can be used to send emails about the migration process. The templates can be customized with text and tokens specific to your migration. After creating a template, simply add a task to a Stage 2 workflow policy and it triggers an email to be sent to a target user or administrator, notifying them of a certain event related to the migration process.
For example, you could configure and send an email to an administrator when a certain VIP user’s migration is complete. Or, you could send an email to a user telling them their migration is complete and instructing them to restart their client.
Keep reading to learn how to create a template and use it to send an email.
Before sending emails through Archive Shuttle, you need to ensure outbound SMTP settings are correct. To do this, go to Configuration > System Configuration > SMTP Settings.
Here’s how it might look:
Next, ensure your email formatting, tokens, and SMTP settings are correct by generating a test email. To do this, follow these steps:
A notification displays in the top right corner of Archive Shuttle telling whether the test email was successfully sent.
To send an email using one of the email templates, you must add a step to a Stage 2 workflow policy that causes the email to be sent. Here’s how to do it:
Here’s how an email might look:
And here’s a video showing these steps: