Introduction

The following is a comprehensive user guide for Admins who will facilitate the migration of appointments from the Outlook Plugin to the Outlook Add-in. This migration process is a coordinated effort between the TeamConnect Admin, the Office Suite Admin (permissions described below), and the end user.  Before diving in, if you have not done so, we suggest acquainting yourself with the O365 Add-In 4.0 released with TeamConnect 7.1 (November 2023). 

Please avoid concurrent usage of the  Office Suite Plugin and Add-in.  It is vital users stop using and uninstall the Office Suite Plugin (for Outlook) after the datastore file has been uploaded and before the end users start using the Add-in. Concurrent usage will cause data issues such as duplicate appointments, deletion of data within appointments, etc. Other noteworthy things include:

1. Appointment migration from Plugin to Add-in is only supported for versions beyond TeamConnect 7.1 PB1, and is only applicable if users were using appointments in the Outlook Plugin 
2. Due to browser issues beyond our control, the Add-in does not work with Safari, please use an alternative web browser. Please note the Add-in is compatible with desktop environments on both Windows and Mac operating systems.
3. The TeamConnect O365 Add-In is not supported on Outlook 2019 or earlier versions on the
   desktop.
4. Please note that file check-In/check-Out is supported in the Outlook Add-In, rather than in Word, PowerPoint, and Excel. Users can efficiently manage files through Outlook Add-In or directly through TeamConnect for seamless file handling.
5. Once you have uploaded your datastore file, DO NOT use the Plugin again; instead, you should use the Add-in. 
   Note: If end users accidentally use the Plugin again, they will need to generate/upload another datastore file in the Add-in.

Objectives  

This document is intended for Outlook admin users of TeamConnect O365 Add-In 4.1 who are already using appointments in the Outlook Plugin for appointments.   The following steps must be completed to prevent duplicate appointments from appearing on users’ calendar. 

• To learn more about the reasons behind the transition from the Office Suite Plugin to the Outlook Add-in, refer to O365 Outlook Plugin Vs Add-in.

Office Suite Migration Process 

To migrate from the Plugin to the Add-in, the following steps must be followed. 

1.Permissions/Set-up

TeamConnect Administrators are responsible for the user access setup. Users designated to the  "Office Suite Admin" group play a crucial role in overseeing the Office Suite Migration within TeamConnect.

Set Up User Access for Office Suite Migration Screen

This migration process is a coordinated effort:

1. Office Suite Admin(s) are designated by TeamConnect (TC) Admins 
2. End users upload their data store file 
3. Office Suite Admin(s) complete the migration and troubleshoot any issues issues 

When TeamConnect Admins install the module, two groups are created: "Office Suite Admin" and "Office Suite User." These groups come with predefined views. TeamConnect Admins are responsible for assigning Office Suite Admins and all end users who need to migrate a file.  The following are permissions for each group:

Assign user to Office Suite User View

Once the TeamConnect Admin accesses the Office Suite Migration screen, users can be set to ‘Office Suite User View’. 

The default user view is set in the following way:

Instructions	Screenshot for Reference
Log in to TeamConnect. Navigate to Setup → Default Object Views. Scroll down to locate "Office Suite Migration" and select "Office Suite Migration User View" from the dropdown menu.  Click "Save and Close" to confirm the changes. This action will establish the selected user view as the default setting.

This default view grants end users access only to the "Upload File" section of the Office Suite Migration screen.

Steps to Assign User to Admin Group

Instructions

Screenshot for Reference

Navigate to the "Admin" tab within the TeamConnect user interface. Next, choose the "Groups" option. Within the Groups menu, select "All groups". Identify and select the specific group to which you intend to grant user permissions. Now, move to the "Office Suite Migration" section and select "Office Suite Migration Admin View" from the dropdown menu.  Confirm the changes by clicking on "Save and Close."  The user is now successfully assigned to the user group and can execute all admin functions on the Office Suite Migration screen.

By following these steps, TeamConnect admins can effectively manage user access and permissions on the Office Suite Migration screen, ensuring smooth execution of migration tasks. Once assigned to the admin group, Office Suite Admin users will gain access to all three sections of the Office Suite Migration screen: "Upload File," "Pending Migration," and "Migration Results." Outlook Admins can now perform all operations related to appointment migration.

2.Upload Datastore Files

3.Migrate Datastore Files

Once the end-user has uploaded their datastore file, the Office Suite Admin can now migrate all uploaded files, so appointments created in the Plugin are visible in the  Add-in. To successfully complete the migration, complete the following steps: 

Instructions	Screenshot for Reference
Log into TeamConnect From the home page, navigate to All → Office Suite Migration. In the left navigator, locate and click on "Pending Migration" to load the interactive grid, which displays three columns: User, Datastore file, and Upload Time.
Select the checkbox corresponding to the users for whom you wish to complete the migration for. Please note: If no user is selected and the "Migrate" button is clicked, an error notification will display "No User selected, you must choose at least one user to proceed."  If no datastore files have been uploaded the page will load an empty interactive grid with a corresponding message.
Click the "Migrate" button.  If the migration is queued successfully: Notifications will pop up confirming "Migration is in progress" and "Migration triggered successfully" (remain until the page loads).
While a migration is in progress, a static message will display "Migration in progress,” and the button to initiate another migration will not be available.
Upon completion, results can be viewed by clicking the “Migration Results” page on the left navigator.

4.Migration Results

The "Migration Results" page contains detailed information about completed migrations including the following: User, Datastore File, Migration Status, Appointment Results, Task Results, Previous Runtime, and Migration Result Details.
The "Migration Status" column indicates the status of an appointment, showing whether the migration was 'successful', 'failed', or 'partially failed'.
To view migration result details on a per-user basis, click on the hyperlink in the last column to download a CSV and troubleshoot further.

5.Troubleshooting Failed Migrations

In the event a migration fails or partially fails follow these steps:

1. Download the CSV File from the Migration Result Details page 
2. Review the errors or discrepancies in column H that may have led to the migration failure. 
3. If needed, you can retry the migration by selecting the checkbox next to the appointment and clicking the "Retry Migration" button.

4. If you are still having failed syncs seek further assistance and contact customer support.