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Client Admin Guide

EBF Onboarder 3.0

Scope

This guide is for Client Admins to show the differences between the old version and the new EBF Onboarder 3.0.

This is a screenshot showing the new design of a project.

1. Dashboard

The numbers below match the red circles on the new Dashboard screenshot.

Projects overview card – shows the total number of migration projects and how many are deleted, at a glance.
Search bar – search projects by name, platform, admin, or host directly from the Dashboard (new).
Grid / list view toggle – switch between the card view and a compact list view of all projects (new).
Quick actions – Schedules, Statistics and Export are now available directly from the Dashboard toolbar (new).

2. Projects / Migration Details

The numbers below match the red circles on the new Project Details screenshot.

Retire / Wipe buttons – moved directly onto the Source card header for one-click access.
Migration status chart – new Donut/Funnel visualisation of where every device is in the pipeline (not invited, invited, reminded, done, compliant, noncompliant).
Devices table actions – the „More…“ menu groups Enrollment Advice, Transformation, Reload, Fetch Status, Download, Mobile Config and Windows Enrollment in one place.
Sort by device migration status
Search for devices.
Detailed information about messages sent to users.
Automatic refresh for a project in an open browser – every 5 min
Connection check for the source and target system.

New project details, with numbered callouts.

New Action Drop down.

Schedule in the project.

Scheduling info in the project.

Scheduling info of a project in the dashbaord.

3. Projects / Migration Details

Statistics are now available in xlsx and pdf format.

In the project...

...and in the automated reports:

4. Device Status Icons

Both systems use the same status-icon logic for each device. The icons themselves look slightly different, and the new system adds one extra state („welcome notification sent“) instead of the blue hook. Use the Legend button on any project page to see this reference at any time.

Meaning	Old system	New system
User not informed / mail queued / pending / info mail sent	Grey / beige / yellow / blue „i“	Same four-stage colour progression
Failed	Red	Red
Success	Green	Green
User has opened the link	Eye icon	Eye icon
User failed to login on a system	Eye-with-slash icon	Eye-with-slash icon
Found in target / non-compliant / confirmed from computer / registered	Checkmarks and icons	Checkmarks and icons
Welcome notification sent	Not available	New icon with a Blue star icon