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Adds requirement for matching account groups to be created before assessment to the docs #4017

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May 2, 2025
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Adds requirement for matching account groups to be created before assessment to the docs #4017

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Add requirement for matching acc groups to be created before assessment
pritishpai May 2, 2025
328cac9
Add different ways to create account groups.
pritishpai May 2, 2025
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Move the new statements
pritishpai May 2, 2025
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10 changes: 9 additions & 1 deletion docs/ucx/docs/reference/workflows/index.mdx
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Expand Up @@ -12,13 +12,21 @@ steps of the [migration process](/docs/process). You can view the status of depl
The assessment workflow can be triggered using the Databricks UI or via the
[`ensure-assessment-run` command](/docs/reference/commands#ensure-assessment-run).

> Account groups matching workspace local groups in which UCX is installed need to exist before running assessment.

The account groups can be created in one of three ways:
1. Manually created using the "Account Console".
2. Using SCIM or other service utilizing the Account API.
3. Using the [`create-account-groups` command](/docs/reference/commands#create-account-groups) command.

The assessment workflow retrieves - or *crawls* - details of [workspace assets](https://docs.databricks.com/en/workspace/workspace-assets.html)
and [securable objects in the Hive metastore](https://docs.databricks.com/en/data-governance/table-acls/object-privileges.html#securable-objects-in-the-hive-metastore)
relevant for upgrading to UC to assess the compatibility with UC. The `crawl_` tasks retrieve assess and objects. The
`assess_` tasks assess the compatibility with UC. The output of each task is stored in the
[inventory database](/docs/installation#installation-resources) so that it can be used for further analysis and decision-making through
the [assessment report](/docs/reference/assessment).


1. `crawl_tables`: This task retrieves table definitions from the Hive metastore and persists the definitions in
the `tables` table. The definitions include information such as:
- Database/schema name
Expand Down Expand Up @@ -106,7 +114,7 @@ to manage groups from a single place: your Databricks account. We expect UCX use
centrally while most other Databricks resources that UCX touches are scoped to a single workspace.
For extra confidence, run [`validate-groups-membership` command](/docs/reference/commands#validate-groups-membership) before running the
group migration. If you do not have account groups matching groups in the workspace in which UCX is installed, you can
run [`create-account-groups` command](/docs/reference/commands#create-account-groups) before running the group migration workflow.
run [`create-account-groups` command](/docs/reference/commands#create-account-groups) before running the assessment and group migration workflow.

The group migration workflow is designed to migrate workspace-local groups to account-level groups. It verifies if
the necessary groups are available to the workspace with the correct permissions, and removes unnecessary groups and
Expand Down