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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 Power BI Migration Troubleshooting Finalizing the Migration Appendix A: Using PowerShell Appendix B: How Queuing Works

Matching Sites

To check if the site already exists on the target or it is correctly mapped, match the source sites with the corresponding target sites using a Matching Task. If a match is found the site state is set to Matched and the target Url is updated. Discovered content for the selected sites can also be matched using the Include child site structure setting in the New Matching Task wizard.

This step is optional. The SharePoint migration service will match and migrate the source site to the existing target site (the target site and content will be replaced), or create the site as needed base on the default or site mapping.

To match sites:

  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 the SharePoint tile, or click Open from the SharePoint tile to open the SharePoint Migration Workspace.
  5. Click the SharePoint Contents tab from to open the SharePoint Contents list view.
  6. Choose one or more sites by selecting the respective check box for the sites. You can select the check box in the column header to select all sites.
  7. Click More > Match from the Actions ribbon. The New Matching Task wizard starts. Each step is described below:
  8. Matching Option
    • SharePoint objects selected - indicates the number of sites selected for matching.
    • Include child site structure - select this option to include matching discovered site content (webs and other descendant objects) with the matching task. This will increase the task run time significantly.
  9. 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.
  10. Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Matching Task. You can specify a custom name.
      2. Source tenant - name of the tenant where the source URLs exist.
      3. Target tenant - name of the tenant where the source URLs may or may not exist.
      4. Scheduled start - date and time when the task will start. Now indicates that the task will start immediately.
      5. Include site structure - option to match webs and other descendant objects.
    2. Click Back to revise or review a previous step or click Finish to complete the task wizard and start the task as scheduled.
  11. You can track the progress in the Tasks tab, monitor alerts and notifications in the Events tab and view the summary on the Dashboard.
  12. When the task completes, the SharePoint Contents list is updated. Compare the Source Urlcolumn with the Target Url column for the selected sites. The Provision state of each matched site is set to Matched.

Collecting Statistics

A Collect SharePoint Statistics Task conducts an assessment of selected SharePoint sites, webs and lists in the source tenant and matching sites in the target tenant.

NOTE: Before you proceed, verify that the source tenant sites have been discovered. For more information see Discovering SharePoint Sites

In this topic:

Create a Collect SharePoint Statistics Task

  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 the SharePoint tile, or click Open from the Mail tile to open the sites and User Data dashboard.
  5. Select the Sites tab and then select List View if not already selected. Then select one or more SharePoint sites from the list to activate the menu options.
  6. From the Actions menu, click Collect Statistics. The New Collect SharePoint Statistics Task wizard starts. Each step is described below:
  7. Description

    1. Include collection of statistics for source content and structure - select this option to discover and collect statistics of the SharePoint contents and structure for the selected source objects.
    2. Include collection of statistics from the matching target SharePoint objects - select this option to collect statistics from the matching SharePoint objects in the target tenant and generate the Comparison Report.
    3. Click Next.
  8. 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.
  9. 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. 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 Collect SharePoint Content Statistics Task
      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.

Review the Collect SharePoint Statistics Task

  1. Open the Tasks tab.
  2. Select the Collect SharePoint Statistics Task that you want to review.
  3. In the task details pane that opens, the information presented is as described below:
    1. Type - type of the task. The type is SharePoint.
    2. Created - date and time when the task was created.
    3. Modified - date and time when the task was last updated.
    4. State - state of the task.
    5. Last Operation - action that was most recently performed in this task.
    6. Schedule - date and time when the task started. Now indicates that the task started immediately after the task was created.
    7. Contents (number) - number of objects processed and their task status.
    8. Events (number) - number of events that the task encountered.

Review the statistics collected

  1. Open the Tasks tab.
  2. Select the Collect SharePoint Statistics Task that you want to review.
  3. From the task details pane, click Download Premigration Report. If comparison reports were generated, click Download comparison report.
  4. Download and save the ZIP file to a suitable folder, and extract the report.

Review the Collect SharePoint Statistics Task Events

  1. Open the Tasks tab.
  2. Select a task named Collect SharePoint Statistics Task that you want to review.
  3. In the task details pane that opens, click Events (number). The Events tab opens with a filtered list of events for the selected task.
  4. Select an event that you want to review. In the task details pane that opens, the information presented is as described below:
    1. Object - name of the SharePoint object if applicable.
    2. Task - name of the task.
    3. Time - date and time when the event occurred.
    4. Category - type of task. the value is Application.

Managing Sites with Collections

SharePoint site collections, sites and lists can be grouped in collections.

Migrating large numbers of SharePoint site collections requires careful planing. The site collections could belong to different offices and geographical locations or sensitive departments. Organize the SharePoint site collections into logical groups called collections to make large SharePoint site collections more manageable. SharePoint sites, webs and lists can be grouped in collections.

Working with the Collection Dashboard

The Collection Dashboard shows the collection-specific summary, allows you to see SharePoint site collections added to it, create tasks for them, and monitor the progress of tasks.

  • To view the collection dashboard for an existing collection
    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. From the project dashboard, click Open in the SharePoint tile to open the SharePoint workspace.
    5. From the top-right corner of the workspace, click Select Collection and then select the collection to view. The collection Dashboard is displayed.
    6. Click the SharePoint Contents tab. You will see the list of SharePoint site collections that belong to the collection.
  • To see the tasks for collection-specific sites, use the corresponding tile on the collection Dashboard or open the Tasks tab.
  • To see the events related to the collection, use the corresponding widget on the collection Dashboard or open the Events tab.
  • To rename or delete the collection, click the corresponding buttons in the toolbar.
  • To return to the project dashboard, click the project name in the navigation bar.

Adding SharePoint site collections to Collections

You can add SharePoint site collections to collections in three ways:

To add selected SharePoint site collections to a new collection:

  1. From the project dashboard, click Open in the SharePoint tile to open the SharePoint workspace.
  2. Select the SharePoint Contents tab.
  3. Select the SharePoint site collections you want to combine into a collection.
  4. From the actions toolbar, click New Collection. The New Collection dialog opens.
  5. Enter a collection name in the Collection name field and click Save to add the selected SharePoint site collections to the collection.

To add selected SharePoint site collections to an existing collection:

  1. From the project dashboard, click Open in the SharePoint tile to open the SharePoint workspace.
  2. If you need to create a new collection:
    1. From the top-right corner of the workspace, click Select Collection > + New Collection
    2. Enter a collection name and click Save to add this collection to the project.
  3. From the actions toolbar, click the SharePoint Contents tab and select the site collections that you want to add to the collection.
  4. Click More > Add to Collection. The Add to existing collection dialog opens.

  5. Select a collection from the Collection name dropdown and click Save to add the selected SharePoint sites to the collection.

To create one or more collections with a CSV file:

This is a two-step process as described below:

Prepare the CSV file

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

  • Multiple collections can be created with the same CSV file.
  • Existing collections can be specified in the CSV file to add additional site collections.
  • SharePoint site collections can be listed in multiple collections.
  • You can download a CSV template when you start the Import Collections from File wizard and click Download Example File from the Discovery Options step.
  • CSV file names with non-ASCII characters are not supported.

Use the format shown below:

SourceURL - site collection URL.

Collection - collection name.

Import the CSV file

  1. Click the SharePoint Contents tab.
  2. From the actions toolbar, click More > Import Collections. The Import Collections from File wizard starts.

  3. Click Browse and select the CSV file. The selected CSV file name appears.
  4. Click Open in the File Explorer window to load the file into the wizard.
  5. Click Import.

NOTE: SharePoint site collection URLs in the CSV that have not been discovered cannot be added to the collection.

To gather a site and all its children into a collection

  1. From the top-right corner of the workspace, click Select Collection and then select the collection to view.
  2. If needed, add one or more SharePoint sites to the collection
  3. Select one or more sites.
  4. Run the Discover SharePoint Contents task.

NOTE: SharePoint content discovered during a migration will be added to the collection as well if the parent site collection is present .

To verify the addition of the SharePoint objects to a collection:

  1. Check the Collections column in the SharePoint Contents List View that indicates the most recent collection where the object has been added and the number of additional collections that also contain the object.
  2. Select an object from the List View to open the SharePoint Detail pane. Check the Collections property that lists all the collections where the object has been added.

Removing Sites from Collections

  1. From the project dashboard, click Open in the SharePoint tile to open the SharePoint migration workspace.
  2. From the top-right corner of the migration workspace, click Select Collection. Then select a collection to open the collections dashboard.
  3. From the list view, select the sites that you want to remove from the collection.
  4. From the actions toolbar, click Remove from Collection.
  5. In the confirmation dialog click Remove to remove the selected sites from the collection.
  6. To return to the SharePoint migration workspace, click the collection dropdown at the top-right corner of the page, and select Show All.

Discovering Site Contents

Discovering the site structure and content provides a better understand of the scope of the migration. The SharePoint contents list displays the following SharePoint object types: Site (site collection), Web (root site), Lists, Webs (sub sites, child sites). The display will include the number of lists and the number of items in each list.

In this topic:

Starting a Discover SharePoint Contents 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 the SharePoint tile, or click Open from the SharePoint tile to open the SharePoint migration workspace.
  5. Click the SharePoint Contents tab to open the SharePoint Contents list view.
  6. Choose one or more sites by selecting the respective check box for the site. You can select the check box in the column header to select all sites.
  7. Click Discovery > Discover SharePoint Contents from the Actions ribbon. The New Discover SharePoint Contents Task wizard starts. Each step is described below:
  8. Options
    1. Collect forms and workflow statistics - select this option to count the number of Infopath forms and workflows associated with the selected sites.
    2. Click Next.
  9. 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.
  10. 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.
  11. 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 Discover SharePoint Contents Task.
      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.

Viewing the SharePoint contents

  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 the SharePoint tile, or click Open from the SharePoint tile to open the SharePoint migration workspace.
  5. Click the SharePoint Contents tab to open the SharePoint Contents list page.
  6. To view the contents for a specific site:
    1. Clear any filters in the Filter panel
    2. Set the Type filter to Site from the dropdown list. The list of sites and site collections are displayed.
    3. Select a site by clicking the corresponding check box. The site details panel opens.
    4. Click Show Content. The site contents are displayed in the list.

  7. To view the contents for a specific content type:
    1. Clear any filters in the Filter panel
    2. Set the Type filter to a content type from the dropdown list. The list of content types are displayed.

Reviewing the premigration report

  1. Select the Tasks tab in the SharePoint workspace.
  2. Select the Discover SharePoint Contents 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.

NOTE: This premigration report covers all the site contents for the specific sites selected for this task. Premigration reports for all sites (excluding site contents) are also available from the following tasks:

  • Discover All Sites
  • Discover Sites from File
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