Portal Onboarding Guide
This guide walks you through the end-to-end onboarding steps for OpsoleMigrate, including account registration, migration method selection, Entra app configuration, and required platform settings to prepare for device migration.
Overview
This guide explains how to onboard your organization to the OpsoleMigrate portal. You will create your user account (or accept an invitation), complete sign-in verification, select the correct migration method, configure the required tenant details, validate connectivity, and complete the initial setup to access the dashboard.
Once onboarding is complete, continue with Additional Configuration in the portal to prepare for execution of the migration workflow.
Before You Begin
Ensure the following are ready before onboarding:
- You have received either:
- An account registration URL, or
- An invitation email to join your organization in the Opsole platform
- You have the Tenant Configuration details prepared as part of the prerequisites
For prerequisite preparation, refer to: OpsoleMigrate Prerequisites
Step-by-Step Onboarding Process
1) Access the Registration Page
You will be provided either:
- An account registration URL, or
- An invitation email to join your organization in the Opsole platform
Open the registration URL or accept the invitation to proceed.
2) Create Your Account
After you accept the invitation or open the registration URL, the Create your account page will be displayed.
Enter the following details:
- Full Name
- Email Address
- Password
Click Create Account.
After submitting the account registration form:
- An Account created successfully confirmation screen will appear.
- Click Login to proceed to the login page.
4) Sign In to OpsoleMigrate
On the login page:
- Enter your email address and password
- Click Sign in
5) Complete OTP Verification
An OTP verification prompt will appear.
- Enter the OTP sent to your registered email (or configured verification method)
- Complete verification to continue
6) Open Migration Configuration
After successful login, the portal will open the Migration Configuration window.
This is where you configure your migration scenario and tenant details.
Select the Migration Type
Choose the migration type that matches your rollout plan.
For example:
- If your plan is Hybrid Joined Device to Entra Joined, select the Hybrid Joined Device to Entra ID migration type.
Once you select the migration type, the required configuration fields will automatically populate.
- Enter the required tenant configuration details prepared during prerequisites. OpsoleMigrate Prerequisites
- Click Verify Credentials to validate the provided tenant configuration values.
- Click Complete Setup
You will then be redirected to the Portal Dashboard.
After Onboarding
Once onboarding is complete and you are on the dashboard, continue with the portal’s additional configuration settings required before starting migrations.
Additional Portal Configuration
Next Documents in the Migration Journey
After completing onboarding, proceed in this order:
- OpsoleMigrate Prerequisites
- Provisioning Package & Directory Setup
- Additional Portal Configuration
- Known Issues and Limitations
- Start Your Migration
- Troubleshooting Guide
Support
If you face any issues during onboarding (account creation, OTP verification, credential validation, or setup completion), contact Opsole Support for assistance.
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Official documentation for Opsole Migrate - Modern device migration solution
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