Once my move to Engineering Workbench is confirmed, what happens next?
Migration to Engineering Workbench includes a freeze period on the Enterprise platform that begins no more than 14 days from your new contract start date. Once the freeze period begins, you will notice some features turned off within Enterprise. This ensures the technology team has enough time to configure your Engineering Workbench account with data extracted from your Enterprise account.
Migration
What features will be turned off during the freeze period/migration process?
The following features are disabled during the migration process: list creation and modification, user creation and modification, and external references.
List Creation and Modification
- For existing lists, you will not be able to change the list name, share with additional users, change security settings, or add/remove documents.
- For new lists, you will not be able to create them during this time.
User Creation and Modification
SSO remains functional for existing Enterprise users during this time – only users attempting to register new accounts are impacted. For a new user, account creation will be disabled from:
- For existing lists, you will not be able to change the list name, share with additional users, change security settings, or add/remove documents.
- For new lists, you will not be able to create them during this time.
External References
- As a subscription administrator, you cannot create or edit any external references during the freeze period. Any existing external references remain accessible.
What if a user needs to be added to or removed from the subscription?
If user accounts need to be created or removed during this time, an administrator can contact Customer Care for assistance.
Can administrators help users locked out of their Enterprise account?
Yes, administrators can still provide support to users locked out of their account by sending a password reset request or unlocking the user account from their Admin module.
Can users access existing lists in Enterprise?
Yes, existing lists (public, private, group) can still be accessed. Users will not be able to subscribe, duplicate, share or add documents to an existing list or create a new list. Users can continue to download a csv version of the list.
Can users access previously purchased single copy purchase documents?
Yes, any previously purchased single copy purchase documents can be accessed and downloaded from Enterprise during this time.
Can users request building blocks?
Yes. If there are unused building blocks for a catalog on your subscription, users can continue to submit requests and building block administrators can continue to process requests.
Can users access subscription content?
Yes. If a document is on your subscription, users can continue to interact with that document as normal via downloading a PDF or opening in the Viewer. Please note that any downloaded secure PDFs will automatically expire when your Enterprise subscription expires.
What if I need other help during the freeze period?
If you are a subscription user, direct your questions to your subscription administrator first.
If you are a subscription administrator, direct your questions to our world class Customer Care team.
Dual Access
The post-migration period lasts for 30 days, during which time you will have dual access to Enterprise and Engineering Workbench. During this transition period, users can access content on both platforms.
During your dual access period, new activity – adding users or content – should occur in Engineering Workbench as that will be your platform going forward. Anything changed in the Enterprise platform during this time will not be present in your Engineering Workbench account nor will it be accessible after your Enterprise subscription expires.
Enterprise functionality remains the same as it was during the freeze period.
- Lists can be accessed but not created or edited.
- Users cannot be created or removed.
- User accounts can be unlocked.
- Content can be accessed and downloaded. Please remember that any downloaded secure PDFs will automatically expire when your Enterprise subscription expires at the end of the dual access period.
- Content should not be added via building block if some were not used during the contract term; this content will not transfer and should be added directly to the active subscription on Engineering Workbench.
- Single copy purchase content can be accessed and downloaded.
If you are a subscription administrator, please pull any required reports before your dual access period ends. This includes any usage, login, or legacy reports.