The Sonar portal instance stores individual accounts in Sonar. Under General->Contacts->drop down (Portal Credentials). The Sonar portal doesn’t store anything locally, just like Platypus. I’m not sure why this is an issue for you now as it is the same for Platypus. Sonar portal connects back via API to your Sonar instance. You just run a VM with their code (which is more secure than the platypus one), which has a handy dandy installer and you’re done. The platypus web portal was MUCH harder to setup than Sonar’s.
We went through the migration as well early last year and elected to have people re-create their accounts the first time they paid their bill or tried to login. They’d get an email to the email address on file in Sonar and they got in. Easy peasy. This was so we didn’t keep insecure passwords that were stored in plain text in Platypus. Sure it sucked the first month, but it’s more secure and they get much better experience via the Sonar portal than they ever did via Platypus one. If you want to set all their credentials to the same as it was with Plat, I guess you could do that as well. We just put a banner on the portal the first few months saying “hey, we switched billing systems, click the button below and we’ll email you a new portal credentials login request”. We did a lot of our data export from Plat and import into Sonar ourselves with help from Sonar (Simon) on the import. It took a bunch of go’s to make sure it worked right and we got everything we needed. We kept working through what we needed to get of Plat and getting it validated into Sonar until it was more or less ready to go. Then one night we shut plat, did the export, import into sonar and the next morning all our users and staff used Sonar going forward. -c -- ---- Cassidy B. Larson CTO - InfoWest, Inc. Voice: 435-773-6073 [email protected] ---- > On Jan 12, 2018, at 10:50 AM, Sterling Jacobson <[email protected]> wrote: > > Plat encrypts stuff, but you can see their account password if you elect to I > guess. > So yeah, that could have carried over I think. > > BUT it appears to be two different systems with Sonar at that point. > There is the Sonar instance, and then a completely separate website portal > instance which stores it’s own username/password I guess. > That’s different from Plat, where Plat does have a separate website instance, > but it just a front for the SQL database. > Sonar appears to be more new in that it has it’s own published API fronting > the database and the portal instance uses that I guess. > > Yes, I am paying them during the transition period, but I got them to just > charge me the base amount per month while we do it. > Transition was ‘free’. Which in my case means I still spent about $1000 to > have Spencer Lambert use some half broken scripting to “mostly” move my data > over. It was still well worth that money to save me time transferring > accounts and preserving autopay information though. > > > > From: Af [mailto:[email protected] <mailto:[email protected]>] On > Behalf Of Josh Luthman > Sent: Friday, January 12, 2018 9:12 AM > To: [email protected] <mailto:[email protected]> > Subject: Re: [AFMUG] Sonar Migration from Platypus > > So you're paying them monthly and being charged to migrate? Seems harsh. > > You're paying someone to migrate and fixing it yourself? What are you paying > for? > > > Josh Luthman > Office: 937-552-2340 > Direct: 937-552-2343 > 1100 Wayne St > Suite 1337 > Troy, OH 45373 > > On Fri, Jan 12, 2018 at 8:16 AM, Mike Hammett <[email protected] > <mailto:[email protected]>> wrote: > Doesn't Plat store things in plaintext? Why can't that be carried over? > > > > ----- > Mike Hammett > Intelligent Computing Solutions <http://www.ics-il.com/> > <https://www.facebook.com/ICSIL> > <https://plus.google.com/+IntelligentComputingSolutionsDeKalb> > <https://www.linkedin.com/company/intelligent-computing-solutions> > <https://twitter.com/ICSIL> > Midwest Internet Exchange <http://www.midwest-ix.com/> > <https://www.facebook.com/mdwestix> > <https://www.linkedin.com/company/midwest-internet-exchange> > <https://twitter.com/mdwestix> > The Brothers WISP <http://www.thebrotherswisp.com/> > <https://www.facebook.com/thebrotherswisp> > > > <https://www.youtube.com/channel/UCXSdfxQv7SpoRQYNyLwntZg> > From: "Sterling Jacobson" <[email protected] <mailto:[email protected]>> > To: [email protected] <mailto:[email protected]> > Sent: Thursday, January 11, 2018 10:47:23 PM > > Subject: Re: [AFMUG] Sonar Migration from Platypus > > It gets worse. > > I wasn’t aware that ALL of my customers are now going to have to re-create > their account login credentials because they don’t carry over from Plat. > I guess this is universal with SONAR, if you want a billing portal for your > customers, they will ALL have to be sent some notification or link asking > them to re-create that info or make new credentials based off their account > email address. > > What a cluster F > > I’m going to cry > > From: Af [mailto:[email protected] <mailto:[email protected]>] On > Behalf Of Sterling Jacobson > Sent: Thursday, January 11, 2018 9:38 PM > To: [email protected] <mailto:[email protected]> > Subject: Re: [AFMUG] Sonar Migration from Platypus > > Well, I manually fixed all my account types. > > Now, a week later, the billing portal hosted part is showing up, BUT nothing > works, no login and their guy Jacob is MIA again. > > I’ve had accounts and cash flow FROZEN for a week for this. > > It’s crazy, I’m about to lose my mind with SONAR. > > Damnit! > > > From: Af [mailto:[email protected] <mailto:[email protected]>] On > Behalf Of Adam Moffett > Sent: Wednesday, January 10, 2018 8:30 PM > To: [email protected] <mailto:[email protected]> > Subject: Re: [AFMUG] Sonar Migration from Platypus > > My wife had a temp job once re-entering accounts for an insurance company > which was migrating systems. > As long as the human meat computer operating the keyboard is smart enough to > solve more problems than they create then it sounds good in theory. > > > ------ Original Message ------ > From: "CBB - Jay Fuller" <[email protected] > <mailto:[email protected]>> > To: [email protected] <mailto:[email protected]> > Sent: 1/10/2018 6:05:02 PM > Subject: Re: [AFMUG] Sonar Migration from Platypus > > > > we have done something like 3...maybe 4 purchases of networks upwards to 350 > customers / devices. Each time I've had our people manually enter data. Too > risk adverse of import problems or things not working right. I've had them > do the data entry and I've come behind them to check everything. I'm not > sure at this point I'd do it any other way. I remember Evan doing something > similar - he had 3-4-5 data entry people entering people at one time during a > conversion. > > It is never pretty but in the end when you're done it is a pretty good > feeling. > > > ----- Original Message ----- > From: Adam Moffett <mailto:[email protected]> > To: [email protected] <mailto:[email protected]> > Sent: Wednesday, January 10, 2018 2:44 PM > Subject: Re: [AFMUG] Sonar Migration from Platypus > > Sorry, I wasn't trying to say you were doing it wrong or anything. > > > ------ Original Message ------ > From: "Sterling Jacobson" <[email protected] <mailto:[email protected]>> > To: "[email protected] <mailto:[email protected]>" <[email protected] <mailto:[email protected]>> > Sent: 1/10/2018 3:40:27 PM > Subject: Re: [AFMUG] Sonar Migration from Platypus > > >Sure, in my spare time I'll just create some DB scripts and then go > >through every account to make sure it worked out and reload. > > > >Oh wait, how is that saving me time and money? > > > >It isn't. > > > >I elected to take their import, do some brief overview to make sure > >things were generally ok. > >Then modify/update the ones that have problems. > > > >Though that takes time, it's still less effort than starting from > >scratch. > > > >What I was told was it would be easy to migrate in a day or two and get > >running. > > > >So not the case. > > > > > > > >-----Original Message----- > >From: Af [mailto:[email protected] <mailto:[email protected]>] On > >Behalf Of Adam Moffett > >Sent: Wednesday, January 10, 2018 1:36 PM > >To: [email protected] <mailto:[email protected]> > >Subject: Re: [AFMUG] Sonar Migration from Platypus > > > >If I recall correctly, the Sonar documentation suggested using the API > >to write a script to set everything up. I think the idea is you can > >test your import script, then just blow away the Sonar instance and try > >again if you have problems. Repeat until your script does everything > >you want. Then when flag day comes you have a well tested process. > > > >I know I heard that somewhere....if it wasn't in the docs it might have > >been in one of the videos. > > > >-Adam > > > > > >------ Original Message ------ > >From: "Sterling Jacobson" <[email protected] > ><mailto:[email protected]>> > >To: "[email protected] <mailto:[email protected]>" <[email protected] <mailto:[email protected]>> > >Sent: 1/10/2018 2:51:58 PM > >Subject: [AFMUG] Sonar Migration from Platypus > > > >>So here is a current update on my months long progress moving from > >>Platypus to Sonar. > >> > >>It's not automatic by any means. > >> > >>Data import is taking a long time and its painful and costs a lot > >>extra. > >> > >>I'm having to manually correct/add accounts to Sonar with rate group > >>changes, address validations etc. > >> > >>They appear to be understaffed. > >> > >>A lot of their system isn't theirs too, which is OK I guess, just > >>didn't realize that. > >> > >>Import is a third party process if you don't want to do it yourself. > >>Actual payment site isn't them, you host it yourself or get a hosting > >>company, and have to maintain it yourself. > >>Paper statements are not directly them, you have to set up a third > >>party account and pay/manage them. > >> > >>This is just a 'simple' import of billing function only. > >> > >>I didn't even have any network information for any accounts, so I > >>shudder to think how that would have migrated. > >> > >>Also I didn't really see them emphasizing the fact that their database > >>and Plat could get seriously out of synch if you are not careful. > >> > >>I've had to manually suspend everything in Platypus to assure data > >>isn't out of sync with the new system until it comes online. > >> > >>That means it's been days of people calling/contacting me trying to > >>pay > >>bills and I'm stuck in the middle. > >> > >>Don't want to roll back since I've spent so many hours now on > >>migration. > >> > >>Can't go forward yet because I'm still waiting on massive fixes to > >>rates on customers, and web site creation/setup for billing. > >> > >>Let's just say I'm excited to get onboarding done and running, but I'm > >>also crying because it's not there yet and help is slow to come some > >>days. > >> > >> > >
