For the efficient operation of the entire service, it is important to adhere to the correct hierarchy. Hierarchy in Wialon is a connecting thread on which functions, rights, and objects of Wialon are strung like beads.

The importance of the hierarchy manifests itself at the time of maturity of the service when its structure has already formed. At the initial stage of working with Wialon, there may be no problems, but later it turns out that the created structure is not optimal. This leads to issues with managing access rights, shared resources, and restrictions on the operation of such services as Google maps and SMS, for example. In such cases, it is worth correcting the structure and transferring the system objects to a new place in the hierarchy.

This article proposes tools for correcting the hierarchy by transferring system objects to help make operating the service more convenient and secure. Depending on the type of transferred objects, both automatic and manual transfer tools are available.

Automatic transfer

The automatic transfer means a full-fledged transfer that preserves all the properties and relationships of the transferred objects. Still, it is only available for two types of objects — accounts and units. Below, we will consider the instructions for transferring these objects within the same service.

Accounts

During the automatic transfer, accounts are transferred entirely, preserving all content, all relationships, user passwords, session IDs, etc. This transfer is carried out using internal Wialon tools and is not available in the user interface. To transfer accounts automatically, send a request to support@wialon.com. Automatic account transfer is available only for Wialon Hosting.

In case when you need to transfer only part of the account objects, you must use manual transfer. We provided instructions for such cases below.

Units and messages

To transfer units, you should use the Transfer units from one account to another tool in the CMS Manager interface.

The following video will provide you with detailed instructions on transferring units from one account to another and possible questions related to this case.

Manual transfer

The manual transfer involves re-creating the necessary objects in a new location and setting them up afterward. Some of the settings can be transferred using the import and export tool. Additionally, in this case, you will have to re-set user rights and relationships between micro-objects (for example, geofences in report templates and notifications), as well as user passwords.

Below, we will consider instructions for transferring individual system objects within a single service.

Accounts

An account is a fundamental service object which consists of a resource, a user, and a billing plan. Therefore, the transfer of an account is a complex process that includes:

• transferring the user-creator;
  
• creating a new account;
  
• assigning the desired billing plan;
  
• transferring the content of the resource;
  
• transferring the other objects belonging to the original account: users, units, groups of units, and retranslators.
  

To transfer an account, log in to the CMS Manager interface and follow the instructions:

1. Export the settings of the user-creator of the account to a WLP file (Export to file → Complete copy).
2. Change the names of the account and its user-creator. For example, you can add _old to the end of the name.
3. Create a copy of the user-creator of the account. Hold down the Ctrl key and click on the required user in the list. When copying a user, their properties that are not exported (such as access rights and email addresses) will be transferred. While copying, follow the next steps:
   
   • Enter and confirm the user's password. It is important to note that user passwords are not transferred. If the service owner has saved the current passwords, the users can set the same passwords after the transfer. In the other case, the users will have to set new passwords.
   • In the Creator field, select the user-creator of an account, under which you plan to place the new account.
     
     
4. Import user settings from the WLP file.
5. Create a new account. When creating, select the Existent user option and select the user created in step 3.
6. If necessary, transfer the remaining objects of the account according to the instructions below.
7. After making sure that all the account settings and contents have been transferred correctly, delete the old account marked _old in the name.

Resources content

A resource is a storage for the following objects:

• geofences and groups of geofences;
• jobs and notifications;
• report templates;
• drivers, trailers, passengers, as well as groups of drivers, trailers, and passengers;
• orders.

All the resource content objects are available for the transfer except for orders. You can transfer both the entire content and individual objects. To transfer, follow the next steps:

1. Export the content of the transferred resource to a WLP file, selecting the objects you want to transfer.
   
2. Import the content of the existing resource into a new one.

Orders can be exported and imported directly in the Logistics application.

Users

1. Export the settings of the original user to a WLP file (Export to file → Complete copy).

2. Rename this user, for example, by adding _old to the end of the name.
   
3. Create a copy of the user. In CMS Manager, hold down the Ctrl key and click on the required user in the list. When copying a user, their properties that are not exported (such as access rights and email addresses) will be transferred. While copying:
   
   • Enter and confirm the user's password. It is important to note that user passwords are not transferred. If the service owner has saved the current passwords, the users can set the same passwords after the transfer. In the other case, the users will have to set new passwords.
     
   • In the Creator field, select the user-creator of a parent account of a new user.
     
     
4. Import user settings from the WLP file.
   
5. After making sure that all the account settings and contents have been transferred correctly, delete the old user marked _old in the name.
   

Unit groups

1. Create a copy of the unit group. In CMS Manager, hold down the Ctrl key and click on the desired unit group in the list.
   
2. When copying the group, select the user-creator of the account you want to transfer to in the Creator field.

Retranslators

It is currently impossible to export the retranslator settings. To transfer a retranslator, you need to recreate it in the required account and manually copy the settings of the original retranslator into it.

Retranslators cannot be created on behalf of another user. Therefore, to create a retranslator in a particular account, you must be logged in as the user-creator of that account.

Routes

It is currently impossible to export the route settings. To transfer a route, you need to recreate it along with the schedule in the required account and manually transfer the settings of the original route into it.

Kristina Malakhovskaya,Customer Service Engineer 2023-02-28