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titleDescription of Issue

User account history needs to be moved from one account to another.

New user account created and old deleted due to case sensitivity.

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titleContext

  • User History

  • Move History

  • User Attributes

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titleCause

A user has changed usernames or needs to have their history moved to another User ID for other reasons. 

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titleResolution
ccept

  1. Log into Munis with an account that has System Administration permissions

  2. Navigate to System Administration > Security > User Attributes

  3. Locate the User ID whose history will be moved

  4. In the ribbon, click Move History

  5. Read the message that pops up. When ready to proceed, click Next

  6. Enter the target User ID

  7. Check off additional options as desired

    1. See below for additional information

  8. Click Next

  9. Click Finish

  10. Enter TylerCM administrative username (ex: tcmadmin)

  11. Enter TylerCM administrative password

  12. Click

A

  1. Accept

  2. Upon completion of the Move History action, the new user account includes all history from the original user account

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titleAdditional Information

Field

Description

User ID

The target user to whom you are moving history and settings; this is the new user.

Copy roles and attributes from source user ID’s to target user ID’s?

When migrating to a new user for the purpose of a name change, check this box so the new User ID will have the exact same permissions as the original User ID.

Enable the target account’s status if needed?

Leave unchecked to retain control of when this new user account can be used.  This allows other user detail to be addressed prior to activating the account.  Check this option if the new user account should become immediately available after the migrate history step is complete.

Disable the source account’s status if needed?

When migrating to a new user for the purpose of a name change, check this box so the original user account is disabled while the final migration steps are completed.

Copy user master fields from source to target record (if they are missing)?

When migrating to a new user for the purpose of a name change, check this box so the new User ID will have the exact same account attributes as the original User ID.

Move e-mail address from source to target record (if it missing on target)? 

If the new user has the same email address, select this option. E-mail addresses must be unique on Munis user accounts.

Move employee number from source to target record (if it missing on target)?

If the new user has the same employee number, select this option. Employee numbers must be unique on Munis user accounts.