slide 1: Introduction
Overview
Migration Manager captures and transfers user state between PCs Remote Desktop Services hosts
virtual images or from o ine Windows translating the captured user state when needed to match
operating system and application upgrades.
Migration is a painful costly process for any organization. Migration Manager dramatically lowers the
cost reduces the labor and increases the success rate of any PC refresh or OS migration project. The tool
ensures a smooth repeatable process that can be used to migrate a single user’s system or automate
migration for hundreds or thousands of PCs. Migration Manager not only moves data les but eliminates
time spent con guring settings on the new platform. Moreover it increases user satisfaction and reduces
support calls post-migration. Migration Manager also can be used to back up user state in order to restore
settings and data when needed. The software proves invaluable in case of loss or damage of key
employee PCs.
What is User State
The user state represents everything that makes a computer personal and productive for a user. This
includes operating system settings application settings and the user’s data les stored locally on the
computer.
Note
The Migration Manager user interface uses the term Personality instead of User State. The meaning is the
same in both cases.
Migration Manager Users Guide
slide 2: Operating System Settings
Operating system elements handled by Migration Manager include the user’s desktop background
Windows Explorer settings task bar and start menu settings control panel settings wireless pro les etc.
Application Settings
Migration Manager translates literally thousands of application settings from common applications such
as Microsoft O ce. This includes e-mail and web browser settings cookies and favorites. The software
can also be con gured easily to support settings from any commercial or custom application.
Documents and Data Files
Migration Manager locates and moves documents and les to ensure no data is missed including
application data in directories not visible to the user. Migration Manager also nds documents not only in
the user’s pro le folders like My Documents or My Pictures but in any location on the computer.
Custom Applications
Migration Manager can be con gured to support any application through its File and Registry Rule
features see File Rules and Registry Rules for more information.
How Does Migration Manager Work
Migration Manager has 3 major components:
Core Engine
User Interface
Content
Core Engine
The Core Engine in Migration Manager takes the de ned con guration see Con guring Migration
Manager for information and the associated content see below and executes the migration.
User Interface
Primarily intended for administrators to use when con guring migrations it can also be used to do
interactive operations. The Migration Manager user interface makes it easy to con gure exactly what
should be done and when used for interactive operations eliminates the need for remembering command-
line parameters to use.
slide 3: Content
Migration Manager content de nes:
Where application settings are stored.
How application settings are stored.
How application settings should be transformed when going from one version to another e.g. going
from Word 2013 to Word 2019.
What le types to migrate.
The content that should be included in a migration is part of the con guration see Extract User State for
more information on con guring content
Process
Planning a Migration Project with Migration Manager covers recommended steps for performing
migration projects using Migration Manager but at a high level the sequence of events is this:
1. Install Migration Manager in a central location see Installing Migration Manager.
2. Create one or more con guration les using the user interface see Con guring Migration Manager.
3. Run Migration Manager on each of the source systems from which user state data should be
extracted read. See the “Automating Migration Manager” guide for more information on how this
can be automated.
4. Run Migration Manager on each of the target systems to which user state data should be injected
written to. Note that this process can also be automated.
Automating Migration Manager
Almost every aspect of Migration Manager can be scripted and automated through the use of the
extensive command-line support provided by Migration Manager. Please see the separate “Automating
Migration Manager” guide for a complete reference of the command-line features of Migration Manager.
It is also possible to use Migration Manager to migrate individual systems or a small number of systems.
The process descriptions in Planning a Migration Project with Migration Manager cover these scenarios.
Flexible Application Support
The Migration Manager Core Engine is very exible and designed to keep pace with new versions of
applications and operating systems. The engine also provides File and Registry Rule technology see File
slide 4: Rules and Registry Rules which enable IT administrators to quickly and easily add support for any
application.
Using Imaging Software with Migration Manager
Migration Manager and imaging software for operating system and application deployment work hand-in-
hand as part of an overall deployment process. Imaging technology ensures that identically con gured
computers are deployed to users with the right version of the operating system applications required
patches etc.
Prior to imaging Migration Manager extracts the user state from the source computers. After the
imaging is complete Migration Manager injects the previously-extracted user state into the freshly
imaged computer.
ITSM Environments and Appliances
Migration Manager works in IT Service Management environments and on appliances where o ine users
can easily be extracted. With a single install to a shared network location Migration Manager can be run
from 32-bit or 64-bit Windows PE environments.
Moving Applications
Migration Manager moves application settings and data associated with those applications but does not
move the applications themselves. There are many reasons for this but some of the more important are:
It’s easy to get into a state where you violate the licensing terms of the software by having it
installed on 2 systems instead of the 1 licensed computer
Many software vendors only support applications that have been installed by the appropriate
installer not installed by other means
When migrating users this typically happens as part of an overall operating system and application
deployment with both the operating system and applications being upgraded to a more recent
version rendering the idea of moving the applications moot
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Planning a Migration Project