After Migration – What’s Next?
Post-Migration Verification
Once data migration is complete, the ExamSoft engineering team will verify its success. Your Onboarding Consultant will confirm this verification with you.
Next, your team must complete key checks outlined in the Post-Migration Portal Checks guide. These steps are required before granting team members access to the Enterprise portal. (The link above provides a printable PDF of this process, which is also outlined below.)
Plan for this verification process in advance to ensure faculty and student access remains uninterrupted.
Customer Verification
To confirm a successful migration, log in with the following user types and complete a portal review. Notify your Onboarding Consultant once verification is complete. Other users should avoid accessing the Enterprise portal until verification is finalized.
User Types:
- Institution Admin
- Department Admin
- Course/Bank Admin
Ensure you log in with both pre-existing Legacy and Enterprise-created admin accounts.
Verification Checklist:
Categories
- Can be viewed, navigated, and moved
Courses
- Start/end dates are accurate
- Expired courses appear in gray
- Archived courses are hidden (check using filters)
- Students are enrolled
Content Banks
- All Banks are visible
- Navigation through multiple levels works
- Banks can be moved
For more information, check out our Content Banks guidance.
Assessments
- Can be opened, edited, and duplicated into another Bank/Course
- Questions can be added from another Bank
Questions
- Can be opened, edited, and moved between Banks/Courses
Additional Considerations by Role
- Department Admins: Must be promoted by an Institution Admin
-
Course/Bank Admins:
- Users with Legacy folder access should be assigned as Bank Admins
- Only see courses they have specific admin rights for
- Banks are shown as hyperlinks (gray if only sub-bank access)
Legacy Portal Access
After migration, the Legacy portal will be read-only. You can still view historical data and run reports, but no new activity can occur.
Student Preparation (New & Returning)
Once ExamSoft and customer verifications are complete, your Onboarding Consultant will send updated Student Welcome Letters. These documents contain new Examplify registration instructions, as your Institution Code has changed.
- Returning Students should receive a letter with steps to clear their Examplify registration and re-register with the new Institution Code. This process is required only once.
- New Students should receive standard registration instructions for the new Enterprise portal.
Before sending these letters, ensure that:
- New student accounts are created in the Enterprise portal via Course Syncing or Excel student-account import (if not LMS-integrated).
Your admin team discards old welcome letters and registration instructions. -
Note: The Legacy Portal Institution’s title will be updated to "DO NOT USE" to prevent students from mistakenly registering there.
First Enterprise Mock Exam
Now that migration is complete and students have new Examplify instructions, you’re ready to run your first Enterprise Mock Exam. For more information, check out Enterprise Portal: Create and Preview a Practice Exam.
This exam verifies that:
- The portal is functioning correctly
- Migrated students are successfully enrolled
Schedule the mock exam within a migrated course and inform your Onboarding Consultant of the date and course.
A successful mock exam marks the formal completion of migration. Your Customer Success Manager will be your primary contact moving forward.