Migrating from Integris

Before you send us your Integris details, we need to confirm your migration date. If you haven't done this already, please contact your Customer Onboarding Manager or the Onboarding Team to agree on a migration date.

Arbor migrates your data directly from your Integris account. As such, you do not need to request anything from Integris.

Logging in to your secure portal

Arbor will send two emails to your nominated data/IT lead (or the person taking responsibility for sending the data migration backup to Arbor). Please make sure that this person is clearly listed on your implementation workbook.

After your Kick-Off, you will receive two emails from Arbor:

1. The first email will contain a link to your schools unique secure portal and a username you will use to log into the portal.
2. The second email will contain the password to log in to the portal.

If you're a Primary / Special School, you should expect to receive your access to our secure portal 8 day's before your booked migration slot, so if you have not received these emails, please contact the Onboarding Team as soon as possible.

If you're a Secondary School, you should expect to receive your access to our secure portal the day before your booked migration slot, so if you have not received these emails, please contact your Customer Onboarding Manager as soon as possible.

Enter your details into the secure portal

To start the process you'll need to input your admin login details for Integris, this should be the details of any person in the school that has full system access (admin). The details you will need to enter are:

• URL of Integris School 
• Integris Admin Username
• Integris Admin Password

Important Top Tip! 

When entering the URL of your Integris school, make sure that the URL ends in .com - below is an example of what the URL needs to look like.

Example of correct URL: https://xxxxx.yyyyy.com

Example of incorrect URL : https://xxxxx.yyyyy.com/xxx/zzzz/yy?xxx

If your school access Integris via RM Unify please see the extra steps below, as these will need to be carried out prior to logging into the secure upload portal

URL of Integris School - When entering the URL of your Integris school, make sure that the URL ends in .com - below is an example of what the URL needs to look like.
Example of correct URL: https://LA.integris-education.com, where the ‘LA’ is replaced by your local authority e.g. https://derbyshire.integris-education.com

Integris Admin Username - The admin username must belong to an account that has the ADMIN role assigned to it. If the account has either or both of the ADMIN_NO_CONTRACTS or ADMIN_NO_STAFF role assigned to it a different account will need to be used.

Steps for schools that use RM Unify

For schools that access Integris via RM Unify extra steps will need to be taken to ensure the secure upload portal works correctly.
Schools will need to set the login method back to Integris. To do this, within Integris, follow the steps below:
1. Go to Modules > System Management > Preferences
2. Click on the ‘Security’ tab along the green bar
3. Click ‘Edit’ in the top right corner
4. Within the ‘Authentication Method’ section, click the radio button next to Integris
5. Click ‘Yes’ to the pop-up warning
6. Enter in a date into the ‘Expiry Date’ field that is after your migration (a maximum of 90 days can be set)
7. Click ‘OK’ in the bottom right corner
You may need to remind yourself of your Integris username and reset the password which can both be done by going to Modules > System Management > User Management.

That’s it! Now you just need to sit back and relax. Unless there is a problem (such as an incorrect password or corrupt file), the next you will hear from us is when your new Arbor site is ready!