Automated Email Identity Migration Using Relationship Data

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Solution Overview

Problem

Current email, identity, and file migration solutions fail to provide a robust migration of users to new platforms, struggling to identify and manage relationships between data and identity objects, leading to difficulties in determining which objects should migrate together to minimize organizational impact.

Innovation Solution

A system that uses a processing device to create collections of related accounts based on source directory information and survey data, identifying relationships through delegation attributes, organizational charts, group membership, and communication patterns to automatically migrate objects between email or identity domains.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If manual lists and spreadsheets are used to create master object lists for migration, then migration can be performed, but it becomes very difficult to manage large numbers of objects and collate accurate relationship information

Engineering Contradiction:
Improvemigration speedVSAvoidspreadsheet management complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system automatically generates the master object list and relationship information by querying directory services and analyzing communication patterns, eliminating the need for manual spreadsheet creation and management. The system serves itself by collecting necessary data from existing sources and performing automated analysis to identify migration groups.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The manual mechanical process of creating and managing spreadsheets is replaced with an automated computational system that queries directory services, analyzes email communication patterns, and generates migration recommendations automatically through algorithmic processing rather than manual manipulation.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Device complexity

If relationship information is not included in migration spreadsheets, then spreadsheet size is reduced, but it becomes very difficult to determine which objects should migrate together

Engineering Contradiction:
Improvespreadsheet structureVSAvoidrelationship identification difficulty
Core Design Contradiction:
Device complexityVSDifficulty of detecting and measuring

Solution Approach 1:

The system introduces an intermediary automated analysis process that bridges the gap between simple spreadsheet data and complex relationship identification. This intermediary system queries directory services and analyzes communication patterns to infer relationships, serving as a mediator that transforms basic data into actionable migration groupings without requiring direct manual analysis.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system implements feedback loops by continuously querying directory services and analyzing communication patterns to refine relationship identification. The system uses feedback from the data itself (communication metadata, directory relationships) to automatically determine which objects should migrate together, creating a self-correcting process that improves accuracy over time.

Inventive Principle:
Principle #23Feedback

3Measurement precision

If automated relationship analysis is implemented, then migration accuracy improves, but system complexity and data processing requirements increase

Engineering Contradiction:
Improverelationship identification accuracyVSAvoidsystem architecture
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system achieves high relationship identification accuracy by leveraging universal, multi-functional data sources that already exist in the environment (directory services, email systems, communication metadata). By making these existing systems serve multiple purposes - both their original functions plus relationship analysis - the system avoids adding significant complexity while maintaining high measurement precision.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS10109022B2Email and identity migration based on multifactor relationship data provided by users and systems
Publication Date: 2018.10.23 QUEST SOFTWARE INC
  • US10109022B2 patent drawing
  • US10109022B2 patent drawing
  • US10109022B2 patent drawing

AI summary

Methods, systems, and apparatuses for creating collections of associated accounts for a migration process. An example system includes a processing device and memory that stores accounts in accordance with at least one domain. The processing device may create a collection of related accounts stored in accordance with the at least one domain based on active directory information of the stored accounts and information gathered from a survey and may migrate information included in the at least one domain.