Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Project Manager at Alpha.
A tenant split can happen when a company splits into two separate companies. This consists of migrating workspaces (including all models in it) and users from source tenants into a target tenant. Let’s quickly walk through a helpful guide if you’re about to go through this process at your organization.
Before you begin
To kick things off, your Anaplan Customer Success BP will raise a ticket three weeks before the intended tenant split. In this ticket you will want to provide several required details to help with a successful migration. Let’s group these details under three categories. First, names and IDs. This starts with source and target customer IDs and customer names. After that, you will want to record workspace IDs, app URLs and a list of users that will be moving. Next, integrations. You will probably need to consider SSO (Single Sign-On) configurations next. In addition, you’ll want to mention if BYOK (Bring Your Own Key) is being used or if any workflow templates need to be migrated. Post tenant split, you may have to update some of your existing integrations. We will get to that shortly! Lastly, approvals. Include tenant admins from both the source and target customers on the support case as they will need to provide written approval for all workspaces and users moving across tenants.
The day of the tenant split
The tenant split itself will be handled by Anaplan Support. You will have a dedicated resource assigned to the migration who will be familiar with the details provided above. The split will take place during working hours, Monday through Thursday. This is important to note when considering downtime as the users will not be able to access the workspace or models while the split is taking place. Support will copy apps and pages over to the target tenant first. If you use a CA certificate, the customer will want to remove it from the source tenant at this time. Anaplan estimates a two-hour window of downtime, but that will vary based on the complexity of the move. Once the migration is complete, the support team will email the customer, letting them know that the tenant split is complete.
Post migration
Once the tenant split is complete, you will have access to the workspace again, but it may need to be updated prior to a successful move. The customer may have to recreate integrations, upload CA certificates, reconfigure SSO, or prepare ALM models. For example, if you use Anaplan Connect, the integrations will still work but the customer ID will need to be updated in your script. Also, any CA certificates will need to be reuploaded to the target tenant if used. SSO servers can either be kept from the old tenant or merged with the new tenant. It is important to note that models will no longer be compatible with each other from the source tenant after the merge. ALM compatibility can be restored for either the DEV or PROD model with a new DEV or PROD model, but they cannot restore compatibility with each other. After the model updates have been performed, the customer can test and make sure everything is working properly. Tenant admins will respond to support team that migration has been fully completed. In general, the Anaplan support team will reach out after a period in case there are any additional questions.
That’s it — you’re done! You have successfully performed a tenant split. I want to leave you with a couple things to remember:
First, Anaplan Support is moving the models and workspaces from one tenant to another. This means your models and workspace IDs will remain the same. This also means that those models and workspaces will cease to exist in the source tenant. In addition, model history and archived models are also part of the migration.
Second, if users are part of the tenant split, what email addresses will be used for their accounts? If new email addresses are being provisioned, that may require additional work configuring SSO in addition to setting up role and selective access in Anaplan. This can be the most time-consuming part of the entire process!
Questions? Leave a comment!
