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  6. Migrate to an enterprise hierarchy
  7. Promote custom attributes and alert folders

Promote custom attributes and alert folders

During migration, you specify at which level the custom attributes and alert folders are defined: at the system, the enterprise, or the suborganization. If just a small group of users in a suborganization needs access to an attribute, it should be handled locally. However, for most user attributes or alert folders, the system or enterprise level is the typical location.
To promote custom attributes, complete the following steps:
  1. Open the Enterprise Migrator tool and click 
    User Attributes
    .
  2. Determine how many instances there are of an attribute at the suborganization and enterprise organization level and promote if it seems efficient. If you promote an attribute to the enterprise level, it is promoted from all the suborganizations within that enterprise.
  3. Verify that you want to promote the attributes. You cannot undo this step.
    Verify the attributes you want to promote
  4. Select the attribute name and click 
    Promote to Enterprise
     or 
    Promote to System
     to move them up to a higher level.
    Promote an attribute from suborganization to Enterprise if the entire enterprise needs to use the attribute. Keep the attribute at sub-organization if you want to restrict access to that organization. For example, promote a general attribute like 
    DepartmentName
     to  enterprise because each employee needs to be grouped in a department. Alternatively, keep an attribute like 
    SoftballTeam
     at the suborganization because its members have joined a lunchtime league.
  5. Click 
    Alert Folders
    .
  6. Select an alert folder type to promote, and click 
    Promote to Enterprise
     or 
    Promote to System
     based on what types of alerts certain personnel should see.
    For example, promote an alert folder like 
    FireDrills
     from suborganization to Enterprise if the entire enterprise needs to receive alerts from that alert folder. Keep the alert folder like 
    ExecutiveSafety
     at suborganization if you want to restrict access to operators and users that have a need to know.
  7. Save your changes.
You have completed the reorganization.