After the connection is made, you will select the entities (Systems/Accounts, Collections, and Users) to migrate, review the data, and then start the migration.

1. After the Connected status displays on the Connection tab, click Select Data to Migrate. The Selection tab displays.

2. On the Selection tab, select the entities to migrate from TPAM in the order you determined earlier (see Identify the order of migration).

   IMPORTANT: Do not migrate directory Assets and Accounts. After the migration, you can add them to Safeguard.

   If you select Accounts/Systems, you can migrate Account passwords or not:

   • Select Include Passwords to migrate the Account passwords.

     IMPORTANT: You must stop the password reset schedule on TPAM so account passwords are not reset by the schedule during the migration.

   • Leave Include Passwords clear to not include passwords in the migration. Later, you can perform another migration of Systems/Accounts and include the passwords or you can enter the passwords directly in Safeguard.

3. Once the selections are made, click Collect Data.

   The message "Collecting data" displays along with a the number of objects collected and the total objects (e.g. 2 of 7).

   When collection is complete, the following message displays: "TPAM data collection complete." The number of records collected in the temporary database displays in parenthesis.

4. You can migrate all the data or select records to be migrated. To view and potentially select records:

   1. Click .

   2. In the search field, enter characters to search all the fields and filter the results.

   3. Select the records that you want to migrate to Safeguard, if any. If you do not select records, all the records will be migrated. To toggle between viewing selected records or all records, click Show Only Selected or Show All.

      IMPORTANT: Do not migrate users that are in TPAM and Safeguard because permissions will be modified, the password will be reset, and other problems may occur.

   4. Click Save. The number of selected records and all records display in the parenthesis.

      NOTE: If you selected Systems, the number of accounts reflects the accounts for the selected Systems. For example, the collection may return 1000 Systems and 1300 accounts. If you select 300 of the 1000 Systems, there may be 500 accounts associated with the selected Systems.

5. Export the data to a .csv file to review the data details prior to starting the migration.
   1. Click to export all entities or individual entities, as applicable.
   2. Save the file in the desired location. The .csv file name identifies the data is from TPAM (for example TPAM_Users_Export.csv).
   3. Review the TPAM .csv data before starting the migration. For example, you will see that a disabled designation for a Disabled user in TPAM carries over to Safeguard. You will also see the time zones are matched or, if there is no match, the default assigned. Columns on the right pertaining to the migration will be populated after the migration (for example, Is Valid and Is Exported).

6. When the data is ready to migrate, click Start Migration.

7. This message displays: "Overwrite data? Would you like to overwrite previously migrated data." Click Yes to overwrite the data or click No to migrate only data that is not already in Safeguard.

   During the migration, this message displays: "Migrating data to Safeguard...".

   IMPORTANT: Do not exit the migration tool. If you exit, the migration will stop and partial data may be migrated. If you do exit, you will need to start the migration again and overwrite existing Safeguard data.

   When the migration data is ready for your review, this message displays "Migration Complete." The number in parenthesis is the total migrated and the second represents all the records originally collected from TPAM. The bar represents the number of successful records (green), overwritten (yellow), and failed (red).

8. When the migration processing is done, continue to Reviewing data and finishing the migration.