Migrate Nulab Account to Managed Account

Account migration function is available when you’ve started a trial or subscribed to Nulab Pass. The account migration function helps the administrator easily migrate the organization’s Nulab Accounts to Manage Accounts. 

 

Contents

1  Things to note before migration

2  Administrator’s guide for migration

2.1  Migration steps

2.2  Check migration status

3  User’s guide for migration

3.1  Migration steps

3.2  When the migration fails

 

Things to note before migration

Before you begin the migration, check out the Summary of account migration for an overview of the migration process and the restrictions during the migration process. Check out the Managed Account article to learn more about Managed Account and how it differs from Nulab Account. 

Administrators need to know the following before beginning the migration process: 

• Make sure you have verified the organization’s domain. 
• The administrator can only migrate Nulab Accounts that have emails with the verified domain. 
• Set up the SAML authentication configuration.

Users need to know the following to prepare for migration: 

• You will be logged out from your Nulab Account when the migration process is initiated. After the migration, log in with your Managed Account and Organization ID. 

 

Administrator’s guide for migration

This section is the administrator’s guide for account migration. 

Migration steps

Follow the steps below to start your migration. 

Step 1: Select the account you wish to migrate to Managed Account

On the Organization Settings, Members page, select the user account(s) to migrate to Managed Account by selecting the checkbox beside the user name. 

Notes: Only Nulab Accounts that have email addresses with verified domains can be migrated. The number of accounts you can select for migration is limited to the number of users you have subscribed to in Nulab Pass including any current Managed Account users in your organization.

Step 2: Migrate the accounts

After you have selected the accounts, select Migrate existing and a dialog will prompt to show the total number of the accounts selected for the migration. Select Next and a confirmation dialog will prompt. Select Migrate to start the migration. 

Once you have performed the migration, a migration request email will be sent to the selected Nulab Account users to inform them about the migration and the migration steps.

Notes:  If the  Nulab Pass subscription or trial is expired or suspended, the “Migrate existing” function and “Add managed account” function will not be shown on the Members page.  If an account does not have the verified domain’s email address, or is a Managed Account or account already being migrated, it will be automatically excluded in the selection.

Check migration status

Administrators can check the migration status on the Members page. To check on the account migration status, select View > Account migration status. 

There are four different migration statuses as below: 

• Pending
  When the migration request is sent to the targeted migration accounts and the user has yet to agree on the email for migration.
  
  The administrator can cancel the account migration request during this status by selecting Cancel below the Pending status. A migration canceled email will be sent to the targeted users. 
  
  
• Migrating
  When the targeted migration users have agreed on the email for migration.
  

• Complete
  When the migration process is complete.
  

• Failed
  When the migration failed. An email will be sent to the targeted users to update them that the migration has failed. 

To learn more about the user’s migration process, refer to the User’s guide below. 

Tips:  You can change or sort the results with the Sort by function.  It will take around a minute from Migrating status to Complete status.

User’s guide for migration

This section is the user guide for their account migration. 

 

Migration steps

Follow the steps below to start your migration. 

 

Step 1: Receive the migration request email and start the migration

When you received the account migration request email from Nulab, you can start the migration process by selecting the Migrate Account button in the email. 

 

*If you are not logged in to your Nulab Account, it will navigate you to the login page.

*If you are currently logged in with a different Nulab Account, not the targeted migration account, you will be redirected to an error page. Select Logout and login again with another account to re-login to the correct account.

Once successful, you will navigate to the account migration confirmation page.

On this page, select Migrate account, and a confirmation dialog will prompt. Select Start migration. 
*If you select Not now, you will be redirected to the Organization Settings, Members page. 

When migration is initiated, you will be logged out from all Nulab products.

Step 2: When the migration completed

When the migration is completed, you will receive an email with the login information. To log in, click on the Log in button in the email, and it will navigate you to the “Log in to your Managed Account” page with the prefilled Organization ID. 

Select Log in with SAML and enter your SAML login username/email and password.  

To learn more about login with SAML and the subsequent login process, refer to the Login with SAML article.  

 

Notes:  After the migration, your login method to the specific organization will change to Managed Account with SAML login.  If you are participating in other organizations that are not using Managed Account, you will need to use your existing Nulab Account associated with them for logins.

 

When the migration fails

When the migration fails, you will receive an email from Nulab with the “Request ID.” Contact us via the Contact form with the Subject and Message provided (including the Request ID). Our support team will get back to you for further assistance.