The old IXON Cloud (connect.ixon.cloud) will be retiring on September 1, 2023. After which it will no longer be available and instead you will be automatically redirected to the Migration Wizard.

The new IXON Cloud (portal.ixon.cloud) offers several benefits, some of which are listed below:

• Faster platform and easier access to your machines worldwide
• Improved usability and continued development
• More features, such as IXON Studio for countless customization options

Our Migration Wizard is created to ensure an easy migration process from the old IXON Cloud to the new IXON Cloud.

How do I migrate to the new IXON Cloud?

If you only have a small number of users or devices, you can choose to use the migration wizard directly: portal.ixon.cloud/migration-wizard.

Otherwise, please continue reading for an extensive step-by-step manual.

Step-by-step migration guide

The Migration Wizard helps to make migration to the new platform easier. Before you start please read closely what will be migrated:

• All settings such as VNC, HTTP, or WebSocket Service
• Data sources for Cloud Logging and Cloud Notify
• Licenses, variables, tags and alarms

Data reports will not be migrated. You will need to recreate them in new pages, the necessary steps for that are explained below in the step-by-step migration guide.

Step 1. Create a new company account

Go to portal.ixon.cloud and click on “Register” to create your company account on the new platform. You can use your existing email address and the same company name.

Step 2. Set up user roles and groups

In the new platform you are required to connect a role to every user. If you would like to configure this later, you can choose from our predefined settings during the migration process.

The new user management system (RBAC) consists of three core elements:

• Roles determine what permissions a user has
• Groups determine which devices a user can access
• Access categories determine which pages and services a user can access

How to set up your own roles:

1. Open the Admin app via the top right Apps menu
2. Go to Main menu > Roles to see which predefined roles are available
3. Click “Add role” if you want to create your own
4. Select whether it is a

• Company-wide role: gives users access to all devices, groups and templates
• Group/-device-specific role: only gives access to a single device or group of devices

Select which permissions to give users with this role

Click “Add” to finish

If you use a non-company-wide role, the user needs to be assigned to a group. To create your group:

1. Open the Admin app via the top right Apps menu
2. Go to Main menu > Groups to see which predefined groups are available
3. Click “Add new group” if you want to create your own
4. Enter the desired name and press “Add”

There is a predefined access category available. If you wish to create your own access categories before migration, see the support article for a step-by-step guide.

Step 3. Start the Migration Wizard

We recommend you start with testing one or two devices first to understand the migration process.

Go to the Migration Wizard. You will migrate devices and users from a source company (old platform) to a target company (new platform). The wizard will guide you through the process steps:

1. Log in with your IXON Cloud user account
2. Select source and target company accounts
3. Migrate devices
4. Migrate users
5. Summary

Good to know:

• Once migrated, devices are removed from the source company and only accessible in the target company.
• Users can exist in both old and new company accounts. Only when “delete from source company” is selected, will the user’s access be removed from the old platform.
• During migration the access category of each alarm will be set to the default value. You can change the category in the platform afterwards.

If you choose not to migrate all your users and devices at once, you can always come back to the Migration Wizard to finish your migration.

Step 4. Recreate your data reports

Existing data reports in the old platform cannot be migrated to your new account.

You will need to set up your data reports by creating pages:

1. Open the Studio app via the top right Apps menu
2. Go to Main menu > Pages to see which predefined pages are available
3. Click “Add new page” to start creating your report
4. Fill in the desired name (as shown in Studio app) and title (as shown in the Portal)
5. Click “Add” to start building your page: add, edit and move components to build the desired report
6. Click “Publish” and confirm

Next you need to assign your newly created page(s) to your devices:

1. Open Fleet Manager via the top right Apps menu
2. Go to Main menu > Devices
3. Select the device you want to link the page to
4. Go to View
5. Click on “Add a page”
6. Select which page you want to add to the machine
7. Select the access category* to decide which users can view the page
8. Click “Add”

* If you haven’t created your own access categories before, there is a predefined access category available. If you want to create your own now, see the support article for a step-by-step guide.

Step 5. Migrate your entire company

After you have tested the previous steps on a couple of devices, you can migrate the rest of your fleet.

For questions look at our FAQ below. If you need any assistance please send us an email at support@ixon.cloud.

Frequently Asked Questions

What do I need to know before I start migration?

Before you start please read closely what will be migrated:

• All settings such as VNC, HTTP, or WebSocket Service
• Data sources for Cloud Logging and Cloud Notify
• Licenses, variables, tags and alarms

Data reports will not be migrated. You will need to recreate them in new pages, the necessary steps for that are explained in the step-by-step migration guide.

How will users in my company experience the migration?

Users will receive a new invitation email when migrated which they need to accept. Users need to be informed of the change in login URLs:

• Login to the new platform: portal.ixon.cloud
• Old platform login: connect.ixon.cloud

Do I need to make any changes to my IXrouters or IXagents?

No, they are fully compatible with the new IXON Cloud. No extra steps need to be taken.

Does the new IXON Cloud support sub-companies?

The sub-companies feature of the old platform has been replaced with groups. How to set this up:

• First create a dedicated group for each sub-company before migration
• Go to the Migration Wizard
• Migrate every sub-company as a different ‘source’ company to the same ‘target’ company
• Add all devices of a certain sub-company to the previously created group

What do I need to know about migrating Live Monitoring, Cloud Logging or Cloud Notify?

Cloud Logging and Cloud Notify licenses, data and alarms will be transferred automatically when you transfer a device.

Data reports will not be migrated. You will need to recreate them in new pages, the necessary steps for that are explained in the step-by-step migration guide.

What will happen with my premium branding URL?

When you use our premium branding solution, users will be able to keep using your current URL. After you set up the new IXON Cloud company account:

• Contact us to activate premium branding in your new IXON Cloud company account
• Update your CNAME record: change "premiumbranding.ixon.cloud" to "branding.cname.ixon.cloud"
• Delete the premium branded URL from your old IXON Cloud company account at My company > Custom domain name
• Activate your premium branded URL in your new IXON Cloud company account at Admin > Identity > White Label Premium > Custom domain name

What will happen with the IXON mobile app?

The new platform has a new, dedicated mobile application. It consists only of the IXON Portal app. The Fleet Manager, Admin and IXON Studio are only accessible via browser.

The existing mobile app will continue to work for the old platform.

Download the new IXON Portal app here:

• Apple App store
• Google Play store

Don’t forget to inform users and customers about the change as well.

Please contact us when you are ready to migrate your custom branded app.