Learn how to move devices from one tenant to another, including quick tips to make migration easier.
You may have a development tenant to test your devices on. When it’s time to move those devices to a tenant where they’ll interact with customers, you can copy your assets from one tenant to another.
There are many ways to copy assets from one tenant to another. This guide covers how to use Esper’s support tools for our Templates experience.
Tip: Ensure that any parameters set for your previous tenant are also set for your new tenant. You may need to contact Esper before moving devices to a new tenant.
In this article:
- Copying Template
- Recreating the Groups
- Saving a Device Report
- Resetting Devices
- Setting Up Devices in the New Tenant
There are several ways to copy a Template from one tenant to another, but overall, EAST is the most efficient way to copy over Template information.
Use the Esper API Support Tool to quickly copy Templates from one tenant to another. To get started, see the Getting Started with EAST guide.
After setting up EAST, add the tenants you’d like to copy the Templates to and from. Click on File > Add New Tenant and add the tenant information.
After adding the two tenants, switch to the tenant you want to copy the Template from by going to the Tenants menu and selecting the appropriate tenant.
Then go to Run > Clone > Clone Template.
Select the (previous) Source Tenant and the (new) Destination Tenant and search for the name of the Template you’d like to copy. A preview of the Template will appear. Then press OK to begin cloning the Template.
Note: Search results are case sensitive.
If there’s an asset in the Template that’s not present in the tenant you’re cloning it to, EAST will attempt to add that asset to the tenant. Assets can include:
- Linked Groups
Applications: Google Play Store applications will not carry over to tenants that aren’t enrolled in EMM. However, the Template will still copy over without those applications.
Groups: Only the Group linked to the Template will copy over. Subgroups or parent groups will not copy over. Groups that are copied over will become a subgroup of the All Devices Group.
Recreating the Groups
If you copied Linked Groups from a Template, the Group will appear in Devices & Groups in the new tenant. You may need to Move Groups to recreate the subgroups from the previous tenant and create any unlinked Groups through the Console interface.
|String. The name of the group.
|String. The ID of the parent group.
"name": "group name",
"parent": "parent id"
Saving a Device Report
Before migrating devices, you should generate a report so you can reference any device information from the previous tenant before the devices are removed.
EAST’s device reports also contains the following information which is especially useful for migration:
- Serial Number
- IMEI 1
- IMEI 2
Once you’ve created the Templates and Groups you need in the new tenant, it’s time to move devices. Devices will need to be Factory Reset. Use EAST to perform a bulk factory reset. In EAST, navigate to Run > Bulk Factory Reset. Your account will need permissions to Factory Reset the selected devices.
There are different requirements for devices communicating with Esper (online) and those that are not (offline). Learn how to perform a factory reset in both of these cases.
Setting Up Devices in the New Tenant
After a Factory Reset, devices may be provisioned in the new tenant using any of the provisioning methods.
When you provision the devices with a Template that has a linked Group, the devices are automatically assigned to that Group.
If you were able to provision the devices with Templates and the appropriate Group, then you can start working with devices on your new tenant!
If, for some reason, you weren’t able to link the new Groups to devices, you can also use the device report and our developer tools to move the devices manually. See the following sections for more information.
Match the Devices Using Device Reports
You should have a report of the devices from the previous tenant. Once you’ve provisioned devices in the new tenant, use EAST to generate a new report. You can then match the new Device IDs to their IMEI or serial numbers in a spreadsheet program. After matching them, you should be able to create a spreadsheet matching the new device IDs to their previous Groups.
Tip for interacting with our Developer Tools
Whenever you interact with the API (that is, our developer tools), it’s a good idea to perform actions in batches. You can, for example, move 20 devices at a time to ensure you are not rate limited by your network or ours. Start with smaller batches before working up to larger ones.
Use EAST to move devices into Groups. You’ll be able to move 500 devices at a time. Although devices will not have the same IDs they had in the previous tenant, their IMEI information will remain the same. You can use the device report generated in the previous step to verify that the devices are placed in the correct Group.
In EAST, first select the devices you’d like to move by clicking on Select Devices.
Ensure that the devices are selected by clicking on them in the device list.
Then click on the Action dropdown menu and select Move Selected Device(s) to new Group.
You’ll then be prompted to select the Group.
You’ll be able to verify that the devices were moved by running a device report in EAST or interacting with the devices in the tenant.
Using the API
You can also use the device report to group devices into the Groups on the new tenant. Use a spreadsheet program to organize devices by Groups and add the new Group IDs. Then input the information into the API request. If you’re a developer, you can also programmatically use the API to achieve this at scale with a script.
Use the following API request to move the devices into their Groups:
Once you’ve moved devices into their Groups, ensure other features on the previous tenant are also set up on the new tenant such as Alerts, Content Management files, Geofences, and more.