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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

Configuring the Migration Project

  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. From the project Dashboard click Open in the SharePoint tile.
  1. Click Configure Project on the SharePoint project dashboard menu. The Edit Project wizard starts
  2. Step 1: Project Settings
    1. Set Migration Defaults

      Default Target User - Specify the default target user to use as the site collection owner when the existing owner has no match in the target tenant. During the migration, On Demand Migration checks whether accounts associated with the source site are matched with accounts in the target tenant. Depending on the results, one of the following actions is performed:

      SharePoint Entity Matched owner found Matched owner missing Matched owner and default user missing
      Top-level sites (site collection) Target account matched with source owner Default target user Migration Task fails
      Sub sites System account

      System account

      Lists

      System account

      System account

      Folders Target account matched with source owner Default target user

      NOTE: Migrated list items and files will retain the source user metadata if the user has not been matched with Accounts in the target tenant. This includes Created by, Modified by and Person column metadata on list items and documents. The default target user is not used for matching list items or files.

    2. Set SharePoint Admin Center Urls

      The SharePoint migration service builds the expected SharePoint Admin Center URL based on SharePoint's default naming convention. If a customer has custom SharePoint Admin Center URLs, these URLs should be set manually.

      • Source SharePoint Admin Center Url - Enter the SharePoint Admin Center Url of the source tenant.
      • Target SharePoint Admin Center Url - Enter the SharePoint Admin Center Url of the target tenant.

      NOTE: On Demand Migration does not validate SharePoint Admin Center URLs. These URLs are a subject of special request to Microsoft. Do not change the default URL if the custom one is not yet approved by Microsoft.

    3. Click Next.
  3. Step 2: Multi-Geo settings

    Migrated SharePoint sites can be mapped to geo locations in the target tenant with the Map Geo Location Task. The task requires a CSV file that contains the mappings for the migrated sites. For more information about the CSV file format see Mapping geo locations. You can control how the mapping in the target tenant is determined by configuring the following settings:

    1. When the SharePoint project is created a task (Name = Refresh Project) runs. The task determines whether the target is enabled for geo location, and retrieves the set of active geo locations from the target teanant.
      • Default target geo location - choose a default geo location from the set of active geo locations discovered in the target tenant.

      NOTE: If a new geo location is added to the target tenant after the SharePoint project is created, the task (Name = Refresh Project) must be rerun.

    2. Choose an option for migrating sites to a multi-geo tenant.
      • Use target geo location. If undefined use geo location of source site. Otherwise use default target geo location - The Target Location column in the CSV file that is used for geo mapping sites, will be used by the Map Geo Location Task to determine the geo location of the migrated site in the target tenant. If the column value is blank or invalid, the geo location of the site in the Source Location column will determine the geo location in the target tenant. If the column value is blank or invalid, the Default target geo location will be used.
      • Use target geo location. If undefined use default target geo location - The Target Location column in the CSV file that is used for geo mapping sites will be used by the Map Geo Location Task to determine the geo location of the migrated site in the target tenant. If the column value is blank or invalid, the Default target geo location will be used to determine the geo location in the target tenant whether or not a geo location is specified for the site in the Source Location column of the CSV file.
  4. Click Finish.

Discovering Term Store

When you start a task to discover the term store, the task discovers all the term stores across geo locations in your organization. If your organization has a common location, only one term store will be discovered for the default geo location of your organization. If you have multi-geo enabled, you will see one term store per active region.

NOTE: Discovering and migration of term stores is optional. If you don't use managed meta data from the term store in your SharePoint sites then you don't need to discover and migrate the term stores.

To discover terms stores:

  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. From the project Dashboard click Open in the SharePoint tile.
  5. Click the Term Store tab.
  6. Click Discover. The Discover Term Store wizard opens.
  7. Step 1: Notification
    1. Send notification email once the task is completed - select this option to send a notification email when a discovery task completes.
      • Only in a case of failure - Select this option to send the email if the discovery 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.
  8. Step 2: Schedule
    1. Choose from one of three options to schedule the task. The scheduler will be activated 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.
  9. Step 3: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Discover Term Store. You can specify a custom name.
      2. Source tenant - name of the tenant where the site discovery occurs.
      3. 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.
  10. When the task completes, the Term Store list displays the term groups with Migration State = Discovered and Task Status = New. The Global Term Store tile in the Dashboard will also indicate the status of the task.

NOTE: If you want to migrate SharePoint Term Stores to a geo located target tenant, you must map the discovered source tenant Term Stores to active geo locations in the target tenant. For more information see Mapping Geo Located Sites.

Mapping Geo Located Term Stores

If you want to migrate SharePoint Term Stores to a geo located target tenant, you must map the discovered source term stores to active geo locations in the target tenant using a CSV file. This is a two-step process:

Step 1: Prepare the CSV file

NOTE:

  • You need to map only the URLs that will change in the target Tenant.
  • You can download a CSV template when you start the New Map Geo Locations Term Store Task wizard and click Download Example File from the Mapping File step.
  • CSV file names with non-ASCII characters are not supported.

To prepare a CSV file with geo mapped SharePoint sites, use the CSV format described below:

  • Source Location - column header for the geo location of the source term store. The geo location could be blank if your source tenant is not geo enabled.
  • Target location - column header for the geo location of the term store in the target tenant. The geo location could be blank if you choose to use the Default target geo location in the SharePoint project settings.

Step 2: Start the Map Geo Locations From Term Store Task

The New Map Geo Locations Term Store Task wizard maps the geo locations of migrated SharePoint Term Stores based on the mappings in the CSV file described in the previous section.

  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. From the project Dashboard click Open in the SharePoint tile.
  5. Click the Term Store tab. Then click More Actions and then select Map Geo Locations. The New Map Geo Locations Term Store Task wizard opens.

  6. Step 1: Mapping File
    1. Click Browse and select the CSV file with the geo location mappings that you prepared.
    2. Click Open in the File Explorer window to load the file into the wizard
    3. Click Next.
  7. Step 2: 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.
  8. Step 3: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Map Geo Locations From Term Store Task. You can specify a custom name.
      2. Source tenant - name of the tenant where the statistics will be collected.
      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.

Discovering Sites

The On Demand Migration for SharePoint service must have a reference list of all the sites that can be migrated to the target tenant.

in this topic:

NOTE: Before you begin, ensure the you have migrated all the accounts to the target tenant. At the minimum, ensure that all SharePoint users are migrated. For more information see Account Migration.

Discovering all sites

This is the simplest approach which uses the Discovery Task to inspect the source tenant and discover all the site collections.

To start the Discover Site Task:

  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. From the SharePoint tile on the project dashboard click Open. The SharePoint Migration Workspace opens.
  5. Go to the SharePoint Contents tab. Then click Discovery > Discover All Sites. The New Discover All Sites Task wizard opens.
  6. Step 1: Notification
    1. Send notification email once the task is completed - select this option to send a notification email when a discovery task completes.
      • Only in a case of failure - Select this option to send the email if the discovery 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.
  7. Step 2: Schedule
    1. Choose from one of three options to schedule the task. The scheduler will be activated 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.
  8. Step 3: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Discover All Sites Task. You can specify a custom name.
      2. Source tenant - name of the tenant where the site discovery occurs.
      3. 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.
  9. When the task completes, the SharePoint Contents list is updated. The Provision state of each site is set to Discovered.

Discovering sites from a file

When you want to migrate a few sites, you can run the discovery process by using a CSV file. The file contains the site URLs and restricts the discovery of sites to the list of URLs provided in the CSV file. This is a two-step process:

Step 1: Preparing the CSV file

NOTE: CSV file names with non-ASCII characters are not supported. Using a CSV file provides the following additional benefits:

  • The CSV file could contain more columns. The extra columns are ignored. If there are multiple columns with the headers URL, URI or SourceURL, all the columns will be processed.
  • The URL could be either a relative URL or a URL with a fully qualified domain name. For the root site (e.g. https://starzcorp.sharepoint.com) use "/" as the relative URL.
  • The specified URL can be in upper, lower or mixed case. Case is ignored during discovery.

You can prepare the CSV file in two ways:

  • Download the CSV file from the SharePoint Admin Center
    1. Log in to the SharePoint Admin Center of the source tenant.
    2. From the navigation pane, click Active sites.
    3. From the Active sites page menu, click Export to download the CSV file.
    4. Edit the CSV file to list only the sites in the URL column that should be discovered. You can either delete the other columns to maintain a cleaner list.
  • Create a new CSV file
    1. Enter the column header SourceURL. It is case insensitive. Enter the URLs in the subsequent rows manually.

      NOTE:

      • You can download a CSV template when you start the New Discover Sites From File Task wizard and click Download Example File from the Discovery Options step.
      • CSV file names with non-ASCII characters are not supported.

    2. Save the CSV file. You may rename the file if needed.

Step 2: Starting the discovery task

  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 theSharePointtile, or click Open from the SharePoint tile to open the SharePoint Migration Workspace.
  5. From the menu click Discovery > Discover Sites from File. The New Discover Sites From File Task wizard starts.

  6. Step 1: Discovery Options
    1. Click Browse and locate the CSV file that contains the site collections to be discovered.
    2. Click Open in the File Explorer window to load the file into the wizard.
    3. Click Next.
  7. Step 2: Notification
    1. Send notification email once the task is completed - select this option to send a notification email when a discovery task completes.
      • Only in a case of failure - Select this option to send the email if the discovery 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.
  8. Step 3: Schedule
    1. Choose from one of three options to schedule the task. The scheduler will be activated 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.
  9. Step 4: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Discover Sites from File Task. You can specify a custom name.
      2. Source tenant - name of the tenant where the statistics will be collected.
      3. 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.
  10. When the task completes, the SharePoint Contents list is updated. The Provision state of each site is set to Discovered.

Reviewing the premigration report

  1. Select the Tasks tab in the SharePoint workspace.
  2. Select the Discover Sites from File Task that you want to review.
  3. From the task details pane, click Download Premigration Report.
  4. Download and save the ZIP file to a suitable folder, and extract the report. The report covers all the sites discovered.

NOTE: Premigration reports are also available from the Discover SharePoint Contents Task detail pane. This report covers all the site contents for the specific sites selected for this task.

 

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