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On Demand Migration Current - User Guide

About On Demand Migration Working with On Demand Migration Account Migration Mailbox Migration OneDrive Migration Microsoft Teams Migration Microsoft 365 Groups Migration SharePoint Migration Public Folders Migration Troubleshooting Finalizing the Migration Appendix A: Using PowerShell

Migrating Groups

Before you start, verify that you have provisioned all the Microsoft 365 groups without teams. See Provisioning Groups for more information. Migration will be skipped for all groups that are not yet provisioned.

When groups are migrated, the account that is assigned the Migration Manager role is added to the group. If dynamic membership is enabled, the rules are modified to include this account. This temporary role is required for migrating groups by the On Demand Migration service.

To migrate Microsoft 365 Groups:

  1. Log in to Quest On Demand and choose an organization if you have multiple organizations.
  2. From the navigation pane, click Migration to open the My Projects list.
  3. Create a new project or open an existing project.
  4. Click Teams from the project tiles. Click Open from the Teams tile to open the Teams dashboard.
  5. Click theM365 Groups tab.
  6. Select one or more groups from the Groups List View that are provisioned (State = Provisioned)
  7. Click Migrate. The New Groups Migration Task wizard opens.
  8. Step 1: Migration Options
    1. Group mailbox - Select this option to migrate Group Mailbox.
    2. SharePoint Content - Select this option to migrate associated SharePoint sites including files, One Note, OneDrive Shared Library and other supported tools.
    3. Planner - Select this option to migrate the group Planner.
    4. Group Membership - Select this option to migrate group members. If this option is not selected, group members will not be migrated.
  9. Step 2: File Version Options
    1. Choose the migration option for file versions associated with groups selected for migration.
      • Latest version only - This is the default selection. The most recent version of the file will be migrated. All other versions will be ignored.
      • More versions - Additional versions of a file will be migrated based on the options described below. Large version sets take a significantly long time to migrate.
        • Number of versions - The maximum number of version to migrate. The available choices are: 2, 5, 10, 30, 60, 90 and 365. When you specify the number of versions, additional options can be selected.
          • Latest version and preceding versions - The version count includes the latest version and the preceding versions in chronological order restricted to the Size Limit of the latest version. For example, if you choose to migrate 5 versions, then the most recent version and 4 preceding versions will be migrated as long as the most recent version does not exceed the selected size limit specified.
          • Latest version and daily latest from preceding days - The version count includes the latest version and the latest version from each preceding day restricted to the Size Limit of the latest version. For example, if there are many versions of a site and you choose to migrate 5 versions, then the most recent version and the latest version from each of the 4 preceding days will be migrated as long as the most recent version does not exceed the selected size limit specified.
          • Size limit - This setting is available if the Latest version and preceding versions or the Latest version and daily latest from preceding days option is selected. By default, the size limit is 80 MB. You can configure the size limitation by selecting from one of the possible values in the dropdown list. If the size of the latest file version exceeds the selected size limit, the latest version will be migrated and previous versions will be ignored. If the size of the latest file version does not exceed the selected size limit, then the file and its versions will be migrated based on your selection between Latest version and preceding versions or Latest version and daily latest from preceding days.
      • All Versions - The latest version of the file will be migrated, and all previous versions of the file will be migrated if the latest version does not exceed a specified size limit. This option requires significantly more time to migrate all the versions.
        • Size limit - This setting is available if the All Versions option is selected. By default, the size limit is 80 MB. You can configure the size limitation by selecting from one of the possible values in the dropdown list. If the size of the latest file version exceeds the selected size limit, the latest version will be migrated and previous versions will be ignored. If the size of the latest site version does not exceed the selected size limit, then the file and its versions will be migrated.
    2. Click Next.
  10. Step 3. SharePoint Permission Options
    1. Select how Sharing Links permissions are migrated. Direct permissions are always migrated.
      • Migrate permissions - select this option so that unique permissions associated with web, list and list items are migrated. If you clear this option all other options in this step are deactivated and permission migration is prevented. When permissions are not migrated, the permissions for new migrations of web, list and list items, that are not already on the target tenant, will be inherited from its parent. The permissions will not be changed for migrations of content that was already migrated to the target tenant.
      • Migrate permissions only for previously migrated webs and lists - select this option to migrate permissions for webs and lists only. Permissions will be merged with any existing permissions on the target tenant. List item permissions are not migrated with this option because list item permissions cannot be migrated separately from the list item. To re-migrate list items and its permissions, re-migrate the whole list without selecting this option. Selected objects must be in a migrated or migrated with issues state for this option work.
      • Do not migrate Sharing Links permissions - select this option to ignore Sharing Links permissions.
      • Migrate Sharing Links permissions as direct permissions. Migration is slower - select this option to migrate Sharing Links permissions. These permissions will be migrated as direct permissions. The conversion and migration of Sharing Links permissions takes more time to migrate.
    2. Click Next.
  11. Step 4. SharePoint File Options
    1. Choose from the following options to determine how changes to list items that were previously migrated should be remigrated:
      • Refresh list items - an incremental migration is performed to repair and update the target list with missing or new items.
      • Migrate all list items - all list items are remigrated.
    2. Choose a conflict resolution option.

      NOTE:

      • Conflict resolution rules are applied only to list items that have been previously migrated.
      • Conflict resolution rules will not be applied if the Migrate all list items option is selected in the previous step. All files in the target tenant will be overwritten if all files are migrated.
      • Conflict resolution rules will not be applied to Site Pages and Site Assets system libraries.
      • Overwrite target files - all migrated files in the target tenant will be overwritten. Migration is fastest with this option selected.
      • Skip if target list item is the same version or newer - ignore list items in the target tenant with the same or newer version. If the item does not exist in the target tenant, a copy of the source item will be migrated.
      • Create a copy if target list item is the same version or newer - preserve the list item in the target tenant with the same or newer version and migrate a copy of the source item. When you choose this option, you must choose from one of the following file suffix options: _Copy, _Source, _Older, _Backup, and _1.
    3. Migrate list and library comments - select this option to include list and library comments in the migration task. A large number of list and library comments increase task processing time.
    4. Auto re-run list item migrations to retry missing items - select this option to automatically re-run the list item migration during list migrations to retry and repair missing items.
    5. Click Next.
  12. Step 5: Notification
    1. Send notification email once the task is completed - select this option to send a notification email when a migration task completes.
      • Only in a case of failure - select this option to send the email if the migration task fails to complete successfully.
    2. Recipients - enter the email address of the recipients of this email. You can specify multiple recipient email addresses separated by semicolon.
    3. Click Next.
  13. Step 6: Reporting

    Select the check box Generate detailed report of migration errors to generate a migration error report when you run the migration task.

    You can download the report from the Reports tab of the Teams migration workspace by clicking the Download link in the Error Log column. If there are no migration errors, a download link is not available. Error reports are retained for 30 days. After 30 days the download link is replaced with the label Expired and you can no longer download the report. For more information about error reports, see Reports.

  14. Step 7: Schedule
    1. Choose from one of three options to schedule the task. The scheduler will be activated only after you complete the task wizard.
      • Run now - task runs immediately.
      • Run later - task must be started manually.
      • Schedule - task will be started at a future date and time entered in the corresponding calendar field.
    2. Click Next.
  15. Step 8: Summary
    1. Verify the task specifications as described below:
      • Name - Name of the task. The default name is Migrate Groups. You can specify a custom name.
      • Source tenant - Name of the source tenant in this project.
      • Target tenant - Name of the target tenant in this project.
      • Scheduled start - Date and time when the task will start. Now indicates that the task will start immediately.
    2. Click Back to revise or review a previous step or click Finish to complete the task wizard and start the task as scheduled.

The migration task is created. You can track its progress from the Tasks tab, view the summary on the Dashboard or monitor alerts and notifications from the Events tab.

NOTE: If a group from the source tenant is merged with a group in the target tenant during the provision process, any new mail items, SharePoint files and Planner items that are generated in the source tenant will appear in the target group.

Renaming and Mapping Teams and Groups

You can rename and map teams and M365 groups, or rename, map and merge one or more source teams (or M365 group) to a specific team (or M365 group) in the target tenant in two ways:

Renaming and Mapping Teams and Groups automatically

  1. Log in to Quest On Demand and choose an organization if you have set up multiple organizations.
  2. From the navigation pane, click Migration to open the My Projects list.
  3. Create a new project or open an existing project.
  4. Click Teams from the project tiles, or click Open from the Teams tile to open the Teams dashboard.
  5. Click the Teams tab or the M365 Groups tab and select one or more teams or groups that you want to rename and map.
  6. Click More Actions and then click Rename and Map. The New Teams & Groups Rename and Map Task wizard opens.
  7. Step 1: Mapping options
    1. Enter the information as described below:
      • Add prefix - specify a prefix for the team or group name.
      • Add suffix - specify a suffix for the team or group name.
    2. Rename mail nick name - select this option to add a prefix or suffix to the target team or group.
    3. Click Next.
  8. Step 2: Notification
    1. Send notification email once the task is completed - select this option to send a notification email when a mapping task completes.
      • Only in a case of failure - select this option to send the email if the mapping task fails to complete successfully.
    2. Recipients - enter the email address of the recipients of this email. You can specify multiple recipient email addresses separated by semicolon.
    3. Click Next.
  9. Step 3: Schedule
    1. Choose from one of three options to schedule the task. The scheduler will be activated only after you complete the task wizard.
      • Run now - task runs immediately.
      • Run later - task must be started manually.
      • Schedule - task will be started at a future date and time entered in the corresponding calendar field.
    2. Click Next.
  10. Step 4: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. You can specify a custom name. The default name is Rename and Map Task.
      2. Source tenant - name of the tenant in this project.
      3. Target tenant - name of the target tenant in this project.
      4. Scheduled start - date and time when the task will start. Now indicates that the task will start immediately.
    2. Click Back to revise or review a previous step or click Finish to complete the task wizard and start the task as scheduled.

The task is created. You can track its progress from the Tasks tab, view the summary on the Dashboard or monitor alerts and notifications from the Events tab.

Mapping, Renaming and Merging Manually from a File

To rename Microsoft 365 groups or merge one or more source groups to a specific group in the target tenant, a CSV file is used to indicate the mapping between source and target groups as described below.

To creating a mapping file:

  1.  Prepare a comma-separated values (CSV) file with the source and target group names.

    TIP: Export selected groups to a comma-separated values (CSV) and then edit this file. See Exporting Groups for more details.

  2. The header row defines the names of the source and target attribute used for mapping. Subsequent rows list the mapping values of the attributes.

    The columns are as follows:

    • Source Mailnickname - unique name of the source group. The following column header variations are supported: SourceMailNickname, Source MailNickname, Source MailNickName. The column header is case sensitive.
    • Target Mailnickname - unique name of the target group. The following column header variations are supported: TargetMailNickname, Target MailNickname, Target MailNickName. The column header is case sensitive. You can merge multiple source groups to a single target group when you specify the same Target Mailnickname in a mapping file.
    • Target Group Name - display name of the target group. The column header is case sensitive.

    Example 1: Row 2: Simple change of name.

    The source group display name and mailnickname are changed.

    Example 2: Rows 3 and 4: Different target groups with the same display name.

    The Target Mailnicknames are different but the Target Group Names are the same. The Target Mailnickname takes precedence and the groups will be mapped to distinct target groups but the display name of each target group will be the same. It is recommended that you use unique display names to avoid confusion.

    Example 3: Rows 5, 6 and 7: Merge multiple source groups with the same target group.

    The Target Mailnickname is the same. The source groups will be merged with the same target group with the specified display name.

  3. Save the CSV file.

NOTE: File names with non-ASCII characters are not supported.

To upload a mapping file:

  1. Log in to Quest On Demand and choose an organization if you have multiple organizations.
  2. From the navigation pane, click Migration to open the My Projects list.
  3. Create a new project or open an existing project.
  4. Click Teams from the project tiles, or click Open from the Teams tile to open the Teams dashboard.
  5. Click the M365 Groups tab.
  6. Click More Actions and then click Map from File. The New Mapping from File Task wizard opens.
  7. Step 1: Mapping file
    1. Click Browse and select the CSV mapping file. The selected file name appears next to the Browse button.
    2. Click Next.
  8. Step 2: Notification
    1. Send notification email once the task is completed - select this option to send a notification email when a mapping task completes.
      • Only in a case of failure - select this option to send the email if the mapping task fails to complete successfully.
    2. Recipients - enter the email address of the recipients of this email. You can specify multiple recipient email addresses separated by semicolon.
    3. Click Next.
  9. Step 3: Schedule
    1. Choose from one of three options to schedule the task. The scheduler will be activated only after you complete the task wizard.
      • Run now - task runs immediately.
      • Run later - task must be started manually.
      • Schedule - task will be started at a future date and time entered in the corresponding calendar field.
    2. Click Next.
  10. Step 4: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. You can specify a custom name.
      2. Source tenant - name of the tenant in this project.
      3. Target tenant - name of the target tenant in this project.
      4. Scheduled start - date and time when the task will start. Now indicates that the task will start immediately.
    2. Click Back to revise or review a previous step or click Finish to complete the task wizard and start the task as scheduled.

The task is created. You can track its progress from the Tasks tab, view the summary on the Dashboard or monitor alerts and notifications from the Events tab.

 

SharePoint Migration

On Demand Migration offers a fast and convenient way to transfer SharePoint content between Microsoft 365 tenants. SharePoint migration functionality requires additional licensing.

IMPORTANT: Before migrating any SharePoint sites, you must ensure all impacted accounts exist in the target tenant. Account matching or migration should be completed.

The Getting Started tile on the SharePoint migration Dashboard with Quick help helps you to prepare, start and perform all the steps to migrate your SharePoint sites. The basic SharePoint migration workflow consists of the following steps:

Step Description
1 Configure the SharePoint migration project defaults (optional)
2 Verify prerequisites are met
3 Discover sites (top-level sites) in the source tenant
4 Discover site contents like members, webs and lists (optional)
5 Map geo-locations (optional)
6 Map source sites to custom target sites (optional)
7 Match source sites to with existing target sites (optional)
8 Map Lists (optional)
9 Override migration defaults for specific migration tasks (if necessary)
10 Migrate site collections and their content
11 Monitor the progress and track issues

IMPORTANT: Quest recommends performing test and pilot migrations before starting the full-scale migration of the production environment. This helps you better plan the migration project and align the migration tasks with the organization requirements.

Caution: Finish all account migration tasks that are pending before starting the SharePoint migration.

What We Migrate

Migration limitations indicated below may not be an exhaustive list of limitations as some may appear in unique customer migration scenarios, or arise due to platform or legacy support restrictions. In some cases, a solution to a limitation may already be on the product roadmap.

Quest On Demand migrates the following SharePoint components:

NOTE: You can migrate files with a maximum size of 250 GB. Quest On Demand supports Shared with me panel functionality on the user's Office portal OneDrive pages for the documents and folders shared using SharePoint.

Microsoft public preview features are not supported.

Objects and content types

Object Support Notes
Site collections and sites

Modern experience: top-level sites and sub-sites

Document ID service feature ✔  
Global and site term groups ✔  
Hub settings and associations ✔  
Language settings
 ✔  
List templates ✔  
Lists and Libraries ✔  
Navigation elements ✔  
People and groups ✔  
Quick launch ✔  
Regional settings ✔  
SharePoint Designer settings ✔  
Site collection admins ✔  
Site collection feature activation
 ✔  
Site collection owner ✔  
Site columns ✔  
Site content types ✔  
Site feature activation ✔ Active site feature will be activated on the target during migration but the impact of activating the feature may not be supported on the target.
Site permissions ✔  
Sub-sites ✔  
Themes gallery ✔  
Title, description and logo ✔  
Top navigation ✔  
Web parts gallery ✔  
Site templates

Sites and webs based on unsupported templates are not supported for migration and will be skipped unless they are remapped. Unsupported site templates listed below is selective of common and popular templates.

Community site (COMMUNITY#0) ✔  
Classic project site (PROJECTSITE#0) ✔  
Classic team site (STS#0, SPSMSITEHOST#0) ✔  
Document Center (BDR#0) ✔  
Enterprise Wiki (ENTERWIKI#0) ✔ Some limitations are applicable
Modern communication site (SITEPAGEPUBLISHING#0) ✔  
Modern Microsoft 365 group site (Group#0). ✔ The Group or Team site based on the Group#0 must already exist on the target before the migration is allowed to be performed. The Group or Team sites cannot be set to be cleared before migration.
Modern team site without Microsoft 365 group (STS#3) ✔  
Publishing Portal (BLANKINTERNET#0, BLANKINTERNET#2, CMSPUBLISHING#0) ✔ Some limitations are applicable
Point publishing sites (POINTPUBLISHINGHUB#0, POINTPUBLISHINGPERSONAL#0, POINTPUBLISHINGTOPIC#0) ✖ Can be remapped.
Project Web App site (PWA#0) ✖ Can be remapped.
Record Center (OFFILE#1) ✔  
Search Center (SRCHCEN#0, SRCHCENTERLITE#0, SRCHCENTERLITE#1) ✖ Can be remapped.
Content types
Advanced settings ✔  
Column ✔  
Column Order ✔  
Document set settings ✔ The Document set setting to define default content is not currently supported
Name and description ✔  
Column types of site, list, and content type
Choice ✔  
Currency ✔  
Date and time ✔  
Hyperlink or picture ✔  
Image ✔  
Managed metadata ✔  
Multiple lines of text ✔  
Number ✔  
Person or group ✔  
Single line of text ✔  
Yes/No ✔  
List and libraries
Advanced settings
  • Folders
  • Search
  • Offline client availability
  • List experience
  • List attachments
  • List item-level permissions
  • List index non-default views
  • Library Document Templates
 ✔  
Audience targeting settings
✔ Only Classic audience targeting is supported for document libraries.
List alerts ✔  
List columns ✔  
List content types
  • New content type button order
  • Default content type
 ✔  
List name, description and navigation ✔  
List permissions ✔  
List views ✔  
Modern list comments ✔  
Pages libraries ✔  
Validation settings ✔  
Version history of documents (optional) ✔ Version history transfer means a significant increase in migration time.
Version history of list items (optional) ✔  
Version settings ✔  
List templates
Announcements ✔  
Contacts ✔  
Custom list ✔  
Custom list in data sheet view ✔  
Discussion board ✔  
Document Library ✔  
Events and Calendar ✔  
Issue tracking ✔  
Links ✔  
Picture library ✔  
Promoted links ✔  
Tasks ✔  
Tasks with timeline and hierarchy ✔  
Wiki page library ✔  
Folder
Properties ✔  
Folder permissions ✔  
List item
Alerts on list items ✔  
Attachments ✔  
Authorship properties
  • Created date
  • Created by
  • Last modified data
  • Last modified by
 ✔  
Column data ✔  
List item permissions ✔  
Document
Alerts on documents ✔  
Authorship properties
  • Created date
  • Created by
  • Last modified data
  • Last modified by
 ✔  
Document ID service feature ✔  
Document permissions ✔  
Document properties ✔  
Site pages
Modern site pages ✔  
Classic pages ✔  
Web Parts

Supported web parts have been verified to ensure all links and references to SharePoint entities are updated during migration as required. Unverified web parts are migrated as is to the target tenant, links and references to other SharePoint entities may remain linked to the entities on the source.

Modern web parts partial
Supported web parts
Bing Maps Hero Quick Chart
Button Highlighted content Quick links
Call to action Image Recent documents
Code Snippet Image gallery Site activity
Countdown Timer Kindle instant Preview Sites
Divider Link Spacer
Document Library List Text
Embed List properties Twitter
Events Markdown Weather
File viewer News World Clock
Group Calendar Page Properties YouTube
  People  
     
Unsupported web parts    
Conversations Microsoft Power Apps Organization Chart
Highlights My Feed Planner
Microsoft Forms Office 365 Connectors Power BI
    Saved for Later
     
Classic web parts partial
Supported web parts
About the community Get started with your site Page Viewer
Blog Archives Image Viewer Picture Library Slideshow
Blog Notifications Join Community Project Summary
Blog Tools Library Site Feed
Community Tools List Site Users
Content Editor My Membership What's happening
     
Unsupported web parts    
Business Data category Media and Content category Social Collaboration category
Content Rollup category Search category  
Filters category Server-driven content category  
     
Custom web parts ✔  
Workflow and Forms
Microsoft InfoPath Forms ✔ Migrating InfoPath Forms requires a SharePoint token to be associated with the migration project to allow access to the Microsoft retention policy and InfoPath form APIs. For more information see Migrating Record Center Retention Policies and InfoPath Forms.
Microsoft Forms ✖  
Nintex Classic Forms, Responsive Forms, and workflows ✖  
SharePoint 2010 Workflows ✖ SharePoint 2010 workflows are no longer supported in SharePoint Online.
SharePoint 2013 Workflow definitions and subscriptions ✔ Migration is attempted on a best effort basis and it is recommended that you must review the workflow definitions after the migration.
Workflow instances ✖ Any references to in-progress or completed workflows are not migrated
M365 security and compliance features
Legal Hold ✖  
M365 Compliance Customer Lockbox ✖  
Microsoft Information Protection policies and labels ✖  
Retention Labels ✖  
Power Platform features
Power Apps ✖  
Power Automate (Flow) ✖  
Power Pages ✖  
Power Virtual Agents ✖  
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