Understanding the User Migration to the Adobe Admin Console - Salt Lake City July 2024

Understanding the User
Migration to the Adobe
Admin Console
July 31, 2024
Virtual SLC Meeting
Andrew Parker & Trent Cross

Agenda
• Housekeeping Items
• “Preparing Marketo Engage on Adobe Identity”
• Wrap

© 2024 Adobe. All Rights Reserved. Adobe Confidential.
Adobe User Group House Rules
In order to ensure our User Groups stay user-focused and a
safe space for members of the Marketing Nation to learn,
network, and problem solve, we ask that all attendees follow
these rules:
• No self-promotion or pitching of any kind is permitted at
user group events
• Don’t contact people outside of the User Group without
their consent
• If members share their use case at the User Group, please
don’t share that information without their consent

This MUG Meeting is being Recorded.
 To ensure that we are abiding by the MUG Code of
Conduct, we are informing all user group attendees at
today’s meeting, that this meeting will be recorded
and posted on the YouTube Channel to promote
training, education, and future learning.
 If you do not wish to participate in a LIVE recorded
session, please feel free to watch the recording at a
later time, which will be linked after the meeting
concludes, and send us any questions you may have to
one of the user group leaders

Need to update your Marketo Engage certification?
Adobe now has 3 certifications for Marketo Engage
• Adobe Certified Professional - Adobe Marketo Engage: This new exam is ideal for marketers who have about
3 - 6 months of Marketo Engage training and hands-on experience. (Update to the former Marketo Certified Associate)
• Adobe Certified Expert - Adobe Marketo Engage Business Practitioner: This exam is ideal for marketers and
marketing consultants who have at least 18 months of Marketo Engage hands-on or field experience. (Update
to the former Marketo Certified Expert)
• Adobe Certified Master - Adobe Marketo Engage Architect: This certification defines a new standard and
process at the highest level. This certification is ideal for current Adobe Certified Experts who have at least 5
years of experience designing marketing automation using Marketo Engage
Visit https://express.adobe.com/page/8OCuJK38uQWuT/ for more information & exam
guides!

Save the Date – Marketo Engage Skill Exchange on August 8
The Skill Exchange is a digital event spread over 5 days, each
with a specific Adobe solution focus for peer-to-peer learning.
Marketo Engage sessions will be hosted on August 8 from 9
AM – 12 PM PT.
Registration will soon open globally in June. Don’t miss out on
this opportunity to connect with the community!
August 8
9 – 12 PT

New Resource: New Instance Best Practice Checklists
Who is this for?
• Marketo Admins adopting a new instance
What is it?
• Checklists with configuration steps
• Includes downloadable checklists for offline
usage
What is an example of the content covered?
• IT setup outside your instance
• Adobe Admin Console
• Peer best practices of implementation
Where can I access this?
Click here or scan the QR code on this slide
Note: As your instance migrates to Adobe Identify, please leverage the “User Setup” checklist for onboarding guidance.

FOR SLC MOPs, RevOps, SalesOps
USERS!!!
Slack Group:
bit.ly/3yb1IZH
Join today!

The Main Event!
Understanding the User
Migration to the Adobe
Admin Console

Agenda
• Marketo Engage on Adobe Identity
• Migration Journey Overview
• User Migration - Key Areas:
• Migration Console
• Pre-Migration
• Migrations to Adobe Identity
• Self-Service User Migration
• Helpful Resources
• Next Steps for Your Organization
• Q&A

Marketo Engage on Adobe Identity
 Adobe Identity (Adobe ID) – based on unique email address
 Admin Console – where Adobe product licenses and users are managed.
 Adobe Org – a holding place for a set of product licenses you own and users.
o Can link multiple Orgs and access from a single admin console using an org selector

Marketo Engage on Adobe Identity: Administrative Roles
Admin Console
System Admin
•Responsible for setting
up identity concepts for
the Adobe org and the
Marketo Engage product
in the Adobe Admin
Console.
•Granted role at Adobe
organization setup.
Admin Console
Product Admin
•Responsible for entitling
users for the Marketo
Engage product in the
Adobe Admin Console.
•Granted role in Adobe
Admin Console.
Admin Console
Product Profile
Admin
•Responsible for
administering users
within a product profile.
•They cannot manage
users outside of that
specific profile.
Admin Console
Product Support
Admin
•Responsible for
contacting Adobe
Support for Marketo
Engage products
covered by an Adobe
support plan.
•e.g., Starting chat
sessions, opening and
reviewing cases
Marketo Engage
Admin
•A person who has been
given access to Marketo
Engage with
Administrative
privileges.
•Granted role in Marketo
Engage, not Adobe
Admin Console

Existing Marketo Customer
Migration Journey Overview

Marketo Engage Subscription and User Migration Journey
Subscription Migration
Email To: System Admin(s)
Product migration to
Admin Console is complete
(with link to consent if
applicable)
Schedule User
Migration Start Date
Email To: System &
Product Admin(s)
User migration date is
scheduled
Prep for
User Migration Day
Email To: System &
Product Admin(s)
User migration reminder is
sent 1 day before the
scheduled date
During User Migration
Email To: Migrated Users
How to sign in with Adobe
Identity
User Migration
Complete
Email To: System &
Product Admin(s)
User migration is complete
• Marketo Product
Card(s) appear on
Admin Console
• No change to user
management or login
• User Migration Console
visible to Product
Admin(s) in Marketo
• Default start date set to
30 days in future
management or login
• Start date is locked 7
days prior and can’t be
changed in the Migration
Console
management or login
• 12am**admins migrated
automatically, then users
• May lose access for 1–2
min max if logged in
• Can add new Product
Admins and users in the
Admin Console
• Sign in to Marketo with
Adobe Identity
• Migration complete
banner displayed to
Admins in My Marketo
• The Migration Console is
no longer accessible
What’s
Changing?
How do I
know?
What does my
organization
need to do?
Adobe provisions on
Admin Console
After SSO setup and
consent, if applicable
1 week before
scheduled migration
start date
On migration start
date
Migration end date
1 2 3 4 5
System Admin(s)
• Set up SSO if needed
• Consent to migrate
Marketo users if existing
Admin Console has other
products
Product Admin(s)
• Can modify default start
date in the Migration
Console*
• Communicate migration
date and actions users
need to take if applicable
Product Admin(s)
• Remind your users and
communicate impacts
Product Admin(s)
• No action required for
automated migration
(users <75 and no SSO setup)
• Select all users or
batches to migrate in 1-
30 days for self-service
migration (users >=75 or
SSO set up)
Product Admin(s)
• Mark complete in the
Migration Console if self-
service migration
• Add new/manage
Marketo admins and
users in Admin Console
only
Support Migration
Start
Product Support Admin(s)
Redirected to the new
Support Portal from
Support Case Portal on
Marketing Nation
Community.
All subscriptions in an
org have migrated
6
• No action is required
• Submit support cases via
new support portal

1. Migration Console
2. Pre-Migration
3. Migrations to Adobe Identity
4. Self-Service User Migration
User Migration – Key Areas

1. Migration Console
Upon user migration scheduling, all Marketo Engage administrators will
 Gain access to Migration Console: Admin > Integration
 Access the Pre-Migration tab in your Migration Console
When user migration begins, the Pre-Migration tab will no longer be
available
 Automated
 Migration Console under Integration will disappear.
 Admins will see a banner indicating the status of migration completion on the My
Marketo page.
 Self-Service
 Admins will gain access to the self-service migration tool, migration status, and user
migration tab, in the Migration Console.
 A banner appears on the My Marketo Page alerting admins that user migration has
started, directing them to the Migration Console to execute.

2. Pre-Migration - Modifying User Migration Start Date
2a. Before user migration begins, a Marketo Engage
Admin can modify the user migration start date for their
subscription by navigating to the Pre-Migration Console.
2b. When editing the date, an administrator can choose
a date no later than 30 days and no sooner than 8 days
from that day’s date.
NOTE: Due to the complexity of the migration, date changes are restricted to no more than 30 days beyond the
scheduled date and cannot be rescheduled within a week of the scheduled migration date.

When a default user migration start date is scheduled, Marketo Engage administrators will
 See a banner upon login on the My Marketo page
2. Pre-Migration – User Migration Scheduled Communication
 Receive an email notification with the subject line: Upcoming migration of existing users to
the Adobe Admin Console for Adobe Marketo Engage <<SUBSCRIPTION PREFIX>>

2. Pre-Migration - User Email Verification
Email verification is required for all users (except for API only) to be migrated to an Adobe Identity
Adobe activates email verification when it is time for your subscription(s)
 Admins will see an in-app message that Email Verification has been activated
 Users will receive an Email Verification Request email with a link (stays valid for 3 days)
 An active user session is required for Email Verification success. Need to sign in to Marketo subscription using your
Identity Provider (IdP) URL first.
Users can send themselves by going to
Admin > My Account > Account Settings and
clicking Resend Verification.
Admins can re-send the request by selecting
an unverified user’s record and clicking the
Verify Email button.

3. Migrations to Adobe Identity
1. When will user migration start on the scheduled migration date?
 Subscriptions in the U.S. time zone will begin at midnight, Pacific Standard Time
 Subscriptions NOT in the U.S. time zone will begin at midnight of the subscription’s specified time zone
2. What changes?
 User management is no longer available in the Marketo Engage Admin area (incl. ‘expires on’ feature)
 System Admins will manage Marketo Engage subscription(s) and other Adobe products, if any on the
Admin Console
 Product Admins will manage users and their product access on the Admin Console
 Users will sign in to Marketo Engage with Adobe ID
3. What does NOT change?
 How you manage all other functionality within the Marketo Engage application itself - Role management,
permission, API-only (local) user management, workspaces, etc.

3. Migrations to Adobe Identity (cont.)
4. What happens when user migration begins?
Adobe will automatically migrate all admins in a Marketo Engage subscription with verified emails first and;
 Add to the subscription as Adobe Product Administrators on Adobe Admin Console
 Entitle to the Marketo Engage subscription with Adobe ID
 Grant an Admin role within the Marketo Engage application, along with any roles they previously had
 Send two emails for
 1) Adobe Product Admin assignment. Subject Line: Your administrator rights for the Adobe Admin Console
 2) Marketo Engage product entitlement. Subject Line: Action Required: Important change in how you sign into Marketo
Engage

5a. Subscription with <75 users without SSO  AUTO
 Adobe automatically migrates all eligible users (no actions required of the admins).
 Marketo Migration Console will no longer appear in the Marketo Admin navigation area.
5b. Subscription with >75 users or SSO configured  SELF-SERVICE
 Product Admins gain access to the Self-Service User Migration tool in the Migration Console.
 Product Admins are alerted via a banner upon login on the My Marketo page.
 Product Admins are required of completing the user migration using the Self-Service User Migration tool (within 30
days).

6. What happens during user migrations to Adobe IDs?
 User migration occurs concurrently but each eligible user is
migrated independently from one another
 A user logged into Marketo during user migration could lose
access up to 1 minute
 Users receive an email on how to sign into Marketo Engage with
an Adobe ID upon successful user migration
 The invitation needs to be accepted via the button link in the
email.
 Subject Line: Action Required: Important change in how you sign into
Marketo Engage

7. What happens if a user migration failure occurs?
 Adobe will continue to process migrations of other eligible users
 Email notification is sent to all administrators
 Subject Line: Migration of existing users pending issue resolution for Adobe Marketo Engage
 No action required by an administrator
 Adobe Engineering will be working to address the issue as soon as possible
 If user is logged into Marketo Engage during migration
 Could lose access for up to 2 minutes maximum, while migration reattempts occur.
 Can continue to access Marketo Engage with their Marketo identity
 Will receive email invitation to sign into Marketo Engage with an Adobe ID once migration succeeds

4. Marketo Self-Service User Migration
1. The Migration Status Tab allows
you to monitor
 How many days remaining (out of 30
days from the start) to complete the
self-service migration
 Progress of users’ email verification
prerequisites
 Users’ migration and activation
status
 Completion of the subscription
migration.
 The confirmation button appears when
all the users have been accounted for.
 Admins must click the button to
confirm

4. Marketo Self-Service User Migration (cont.)
2. User Migration Tab allows you to act on
 Triggering verification emails via the
‘Verify Email’ button
 Skipping users who can/should not be
migrated via the ‘Skip Migration’ button
 Migrating selected user(s) on demand via
the ‘Migrate Now’ button
 Scheduling selected user(s) to migrate on
a specific date via the ‘Schedule
Migration’ button
 Migrating ALL eligible users on demand
(no user selection) via the ‘Migrate All
Users’ button

Bookmark These Helpful Resources
 Adobe Identity Management Quick Guide
 Migrating to Adobe Identity
 Understanding Marketo Subscription and User Migration to the Adobe Admin Console
 User Setup Checklist
 Adobe Experience Cloud Interface Overview

Prepare Your Organization
1. Familiarize yourself with the changes and impacts of migrating to Adobe Identity.
2. Draft announcements for your internal teams.
3. Identify your System Admin(s) and discuss actions they may need to take (if applicable).
 You can contact your Adobe Account team or marketocares@marketo.com to find out your System Admins if you don’t know.
 SSO implementation can start independently ahead of user migration.
 Consent is required only if other products are managed in the same Adobe Org with Marketo Engage.
4. Mark the migration date on your marketing and marketing operation teams’ calendars once
scheduled.
 Can modify the migration date on the pre-migration console to align better with your internal timeline (2x up to 30 days from the
default scheduled date)

Frequently Asked Question - 1
Q: Where do I set up users on additional Workspaces once my Marketo Engage subscription is on
Adobe Identity Management System (IMS)?
A: Marketo Engage. When a user is added to a Marketo Engage subscription as a Standard User on
Admin Console, the default workspace will be assigned. Assigning users to additional workspaces can
be done in ‘Admin > Edit User’ if multiple workspaces are set up in your subscription.

Frequently Asked Questions - 2
Q: I am a Marketo Engage Admin. Can I remove an Adobe Product Admin in ‘Admin > Users & Roles’?
A: No, Adobe Product Admin role is assigned on Admin Console and cannot be removed in Marketo
Engage. Adobe System Admins can remove the Adobe Product Admin role from a user who should no
longer hold this role on the Admin Console.

Q: I have a new hire on my Marketing Operation team. This person is not expected to manage user
access in Adobe Admin Console. Which user and role will best apply?
A: You can add this person as a Standard User on Admin Console. If this person is expected to
perform administrative tasks as a Marketo Engage Admin, you can grant him/her an admin role in the
product: ‘Admin > Users & Roles > Edit User.’

Q: Do you mark the entire subscription as migrated or is that done on a user-by-user basis in a self-
service mode?
A: In Self-Service, all users must either be migrated or skipped to "complete" user migration of the
individual subscription.

Q: Does an SSO user also need to go through the email verification process?
A: Yes. All users except API-only users need to verify their email. Please reference this product
documentation for details.

Q: My organization purchased additional sandboxes. Are sandboxes also getting migrated? Is sandbox
migrated before or after Production? Do I modify the migration start date for each or all
subscriptions?
A: Yes, production and sandbox subscriptions are all being migrated to Adobe Identity.
As general rules, Adobe will schedule multiple Marketo Engage subscriptions in the same Adobe Org
with the same default migration start date. However, there may be exceptions to this due to multiple
contract end dates associated to them and other reasons.
You can modify the migration start date for each subscription in the Pre-Migration tab of the
migration console to align with your organization’s needs. Each subscription has its own pre-
migration console in the subscription’s Admin area.

Q: Do all Marketo Engage Users have an Adobe ID to be migrated? Do Admins need to check if all
users already have an Adobe ID? If they don’t, does an Adobe ID need to be created for these users
before user migration?
A: Marketo Engage users may or may not already have Adobe IDs prior to their user migration. It
would depend if these individuals use other Adobe products. Marketo Engage users are not using
Adobe IDs to access Marketo until after their user migration is complete.
During user migration, Adobe IDs will be created for migrating Marketo Engage users if they don’t
have one already.

Q: If we have two or more Marketo Engage Admins, can we choose who is the Primary Adobe Admin
Console Product Admin to lead the project internally?
A: There is no distinction between Adobe Admin Console Product Admins to indicate their "primary”
role. Your organization can determine who they would like to drive the migration.

Q: Where do deactivated users go? Their email is not verified. Do they get migrated to the new
console?
A: Deactivated users, as well as active users who have not verified their email addresses will not
migrate to Adobe Identity and Admin Console.

Q: What happens to the support on the Marketo Engage community when user migration is
happening?
A: No changes. Users who are Authorized Support Contact(s) can still file and view a case via the
Support Portal on Marketo Engage Community during user migration. Migration to the new support
portal occurs after all Marketo Engage subscriptions in an Adobe Org are migrated. Authorized
Support Contacts will be redirected from the existing support portal to the new support portal when
it becomes available.

Understanding the User Migration to the Adobe Admin Console - Salt Lake City July 2024

Understanding the User Migration to the Adobe Admin Console - Salt Lake City July 2024

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