Migrating device field data between devices

You can copy Device Field data from one device to another device, resulting in identical values for both devices.

To copy stored data from one device (Device A) to another device (Device B):

1. Log in to the Secure Endpoint Console as a user with Manage permissions for Device Fields.

2. Do one of the following:

   • On device A's Device Details: Custom Fields page, click Edit Device Fields.

   • On the navigation bar:

     1. Click Settings > Custom fields > View and edit device fields.
     2. Click Actions > Choose device.
     3. On the Choose device dialog, search for Device A and select it.
     4. Click Request.

   The View and edit device fields page opens with Device A's Identifier shown next to Data for the Device. Both the Fixed Device Fields and the Custom Device Fields tables refresh to show any values previously assigned to this device.

3. Click Actions > Copy data to new device. The Copy Data to Another Device page opens.
4. At the Device B area, click Select Device for Copy.
5. On the Choose device dialog, search for Device B and select it.
6. Click Request. The Copy Data to Another Device page refreshes to show the information for Device B.
7. Review the details shown for each device to verify that you have selected the correct devices.

8. Select the data fields that you want to copy:

   1. Click Copy data.
   2. On the Copy data from A to B page, select the checkbox next to each field that you want to copy. To select all fields, select the checkbox in the header. To clear all selections, clear the checkbox in the header.
9. Click Copy from A to B.
10. On the Warning dialog, review the warning message and click Copy if you want to proceed.
11. On the confirmation dialog, click Close.

12. On the Copy data from A to B page, verify that the information you wanted to copy shows for Device B and click Close.

    The View and edit device fields page refreshes to show the Data for the Device: <Device B’s Identifier> specific information in both the Fixed and Custom Device Fields locations.

13. Click Save changes and on the confirmation dialog, click OK.

A confirmation message indicates that Device B now has the field data copied from Device A.

Moving data differs from copying data in that when complete, the selected data fields associated with the first device (Device A) are cleared and left blank.

To move stored data from one device (Device A) to another device (Device B):

1. Log in to the Secure Endpoint Console as a user with Manage permissions for Device Fields.

2. Do one of the following:

   • On device A's Device Details: Custom Fields page, click Edit Device Fields.

   • On the navigation bar:

     1. Click Settings > Custom fields > View and edit device fields.
     2. Click Actions > Choose device.
     3. On the Choose device dialog, search for Device A and select it.
     4. Click Request.

   The View and edit device fields page opens with Device A's Identifier shown next to Data for the Device. Both the Fixed Device Fields and the Custom Device Fields tables refresh, showing any values previously assigned to this device.

3. Click Actions > Move data to new device. The Move Data to Another Device page opens.
4. At the Device B area, click Select Device for Move.
5. On the Choose device dialog, search for Device B and select it.
6. Click Request.
7. Review the details shown for each device to verify that you have selected the correct devices.

8. Select the data fields you want to move as follows:

   1. Click Move Data.
   2. On the Move data from A to B page, select the checkbox next to each field that you want to move. To select all fields, select the checkbox in the header. To clear all selections, clear the checkbox in the header.
9. Click Move from A to B.
10. On the Warning dialog, review the warning message and click Move if you want to proceed.
11. On the confirmation dialog, click Close.
12. On the Move data from A to B page, verify that the information you wanted to move is showing for Device B and click Close.

The View and Edit Device Fields page refreshes to show the Data for the Device: <Device B’s Identifier> specific information in both the Fixed Fields and Custom Device Fields locations.

When you migrate data using the Switch Data option, the two selected devices exchange data values with each other. Neither device retains its original values.

To switch stored data between devices:

1. Log in to the Secure Endpoint Console as a user with Manage permissions for Device Fields.

2. Do one of the following:

   • On device A's Device Details: Custom Fields page, click Edit Device Fields.

   • On the navigation bar:

     1. Click Settings > Custom fields > View and edit device fields.
     2. Click Actions > Choose device.
     3. On the Choose device dialog, search for Device A and select it.
     4. Click Request.

   The View and edit device fields page opens with Device A's Identifier shown next to Data for the Device. Both the Fixed Device Fields and the Custom Device Fields tables refresh to show any values previously assigned to this device.

3. Click Actions > Switch data with another device. The Switch data with another device page opens.
4. At the Device B area, click Select Device for Switch.
5. On the Choose device dialog, search for Device B and select it.
6. Click Request.
7. Review the details shown for each device to verify that you have selected the correct devices.

8. Select the data fields you want to switch as follows:

   1. Click Switch Data to open the Switch page.
   2. On the Switch data between A and B page, select the checkbox next to each field that you want to switch. To select all fields, select the checkbox in the header. To clear all selections, clear the checkbox in the header.
9. Click Switch between A and B.
10. On the Warning dialog, review the warning message and click Switch if you want to proceed.
11. On the confirmation dialog, click Close.
12. On the Switch data from A to B page, verify that the information for each device is correct and click Close.