Governance, Security and Compliance22% of the exam
Migrating workspaces into an Enterprise org
When a workspace migration is the right tool and how it runs: eligible plans, the Org Owner request and Primary Owner approval, seeding a new org from one workspace, pre-migration tasks, the checklist, downtime, and what members keep afterwards.
Given a scenario, determine when to initiate a workspace migration into Enterprise Grid.
~7 min read · 10 practice questions ·
What the exam expects
- Decide when migration is the tool (a workspace outside the org) versus moving channels (two workspaces already in the org).
- Know which plans can migrate and who requests and approves a migration.
- Sequence the first migrations into a new org so the right workspace's settings seed it.
- Prepare a workspace: IdP provisioning, custom profile fields, guest sign-in, audit logs, SSO email matching, matching and conflicting accounts.
- Set expectations on downtime, Slack Connect channels with the org, history and sign-in after the migration.
Key terms:
- Enterprise org: an Enterprise organization (Enterprise Grid or Enterprise+ plan) that contains multiple workspaces.
- Workspace migration: moving an external Free, Pro or Business+ workspace, with its members and data, into an Enterprise org.
- Migration checklist: the Org Owner's task list in Organization settings > Workspaces > Migrations, available after the request is approved.
- Conflicting account: a migrating account that shares some profile fields with an org account but is not an exact match.
- Consolidation: merging workspaces that serve the same purpose; inside an org it is done by moving channels.
Key facts
Eligible plans
- Detail
- Free, Pro and Business+ workspaces
Who requests
- Detail
- Org Owner, with workspace ID and URL
Who approves
- Detail
- The migrating workspace's Primary Owner
Seeding org settings
- Detail
- Only one workspace's settings can be copied; migrate it first
Custom profile fields
- Detail
- Not carried into an existing org; migrated for a new org
SAML workspace
- Detail
- Turn off IdP provisioning before disabling the connector
Audit logs
- Detail
- Export before migrating
Slack Connect channels with the org
- Detail
- Become org-wide multi-workspace channels
Duration
- Detail
- Larger workspaces may take a few hours
Consolidating inside an org
- Detail
- Move channels, Enterprise+ only
- Why must the workspace with the preferred settings be migrated first into a new org?
- When is moving channels the right tool instead of a migration?
- Who must approve a migration request before the checklist appears?
- What happens to the old workspace URL after the migration?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Slack Administrator pack
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