Why are tags and OUs assigned?

Following the previous step, the folder structure of version 7 is displayed. Due to the already mentioned amendments to the operating concept in version 8, it is now possible to define how the data will be categorised in future. This involves defining whether folders from version 7 are converted into an organisational unit or a tag in version 8. The icons shown in the overview have the following meanings:

Migrate the folder as an organisational unit
Migrate the folder as a tag
No category is created for the marked folder

The slider is used to define how far up the hierarchy folders will be converted into organisational units during the migration – all underlying folders will be converted into tags. Thus a certain pre-selection can be made, which can then be manually refined. Repeated clicking will switch between tag, organisational unit and unallocated folder.

Further options can be opened via the context menu (right mouse button):

  • Categorise all sub-objects as organisational units
  • Categorise all sub-objects as tags
  • Ignore all sub-objects
  • Delete all previous markings

In the following diagram, a possible process for assigning the folders to organisational units and tags is illustrated:

It is also possible to include the folder names in the record description. For this purpose, a corresponding button is provided for every folder.

This option can be activated for all folders via the context menu.

Finishing the migration

Press the Finish button to transfer the data to the database. The migration can take several hours depending on its scope. If Master Key mode has not been selected, the imported users will receive randomly generated passwords via email and can directly log in. At the first login, these passwords must be changed. If configured, the user who carried out the migration is immediately deleted.

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