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Sometimes we have break ups

  • May 5, 2022
  • 7 replies
  • 94 views

dklinger
Hero III
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Being rather new with the system - I wanted to see if folks had a feel for a strong order of operations when it comes to how to work through a corporate breakup 😐.

Dont worry - I am not hard deleting anything anywhere….but if I had to think of an order of operations and from a systems perspective?

I am attacking (after understanding what TSAs are in place or not in place):

  1. learning visibility (in the form of courses, training materials, catalogs).
  2. page and menu access
  3. disable integrations that will generate/terminate users
  4. disable user access
  5. send a user report with a smiley face on it

For those that have lived through this before - especially in the Extended Enterprise...any thoughts on - did I pretty much cover it?

7 replies

Annarose.Peterson
Hero III
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You know what I did in the past, move all the accounts from a deactivated client into a special Deactivated branch. (Each client had their own sub-branch, so we would just move the sub branch folder under the deactivated branch).

Nothing anything was assigned to that deactivated branch, so once we moved the sub-branch over, they immediately lost visibility to everything in one swoop. 


dklinger
Hero III
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  • Author
  • Hero III
  • May 5, 2022

You know what I did in the past, move all the accounts from a deactivated client into a special Deactivated branch. (Each client had their own sub-branch, so we would just move the sub branch folder under the deactivated branch).

Nothing anything was assigned to that deactivated branch, so once we moved the sub-branch over, they immediately lost visibility to everything in one swoop. 

That is a crazy powerful approach @Annarose.Peterson - what a great idea.

I have been working with a branch that has nothing assigned to it when it comes to disabled accounts and accounts that should be removed by audit.


lrnlab
Hero III
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  • Hero III
  • May 5, 2022

Same as @Annarose.Peterson mentions...it’s the most direct and definitive way to do this. Just make sure to pull your reports before you makes such a move fro archiving...


steveninfinger
Helper III
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I think we have a slightly different overall EXE use case, but close enough to have a similar requirement. When we have a customer organization leave their branch is moved to an Inactive branch similar to what everyone else is saying, so 3 votes for a working solution that might work for you also.

 


Bfarkas
Hero III
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  • Hero III
  • May 5, 2022

Same as @Annarose.Peterson mentions...it’s the most direct and definitive way to do this. Just make sure to pull your reports before you makes such a move fro archiving...

This this and this! When it doubt pull more reports/data for backups.


gstager
Hero III
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  • Hero III
  • May 5, 2022

Something I learned many years ago…

“Save early. - Save often.”

Still good advice.


Bfarkas
Hero III
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  • Hero III
  • May 5, 2022

Something I learned many years ago…

“Save early. - Save often.”

Still good advice.

I have a cubicle neighbor who stares angrily at the “auto save” cloud icon in his office programs now a days and mumbles “I don’t believe you”