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Inform your users that your Marketplace will be down for potentially several hours on the day of migration. This is the extent of any “outage” that they might experience.
Approximately 1 week before migration, you should complete user “housekeeping” by deleting users from your V1 org that you are confident are old/inactive/etc. No point migrating users that are no longer active
1-2 days before the migration date, you should stop all user management processes. For organizations with large numbers of users, Validic will start to replicate the user IDs over to V2 prior to migration day (with no effect on V1). We rely heavily on having accurate user counts during migration so if your system is adding or removing users during this time it can throw off our counts and result in a longer time to complete the migration.
Either the night before, or early on the day of migration, you should disable your V1 marketplace access for users and instead display your maintenance page. This will need to remain in place until the migration is complete later in the day on migration day.
On migration day, all you have to do is wait for Validic to let you know that you can turn the marketplace back on, only this time it will be the V2 marketplace
Process Summary
Day 1: CSE opens a support case and you receive the intake form to fill out A Validic team member will open support case that will be the central point of communication throughout the migration process. The first meeting is scheduled through the support case. All relevant client contacts are added to the support ticket for visibility.
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