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On Demand Migration Current - Desktop Update Agent User Guide

Validating application reconfiguration

Once Desktop Update Agent has been run, users can verify that applications have been reconfigured properly.

To validate application reconfiguration results from On Demand Migration project page:

  1. From the On Demand Migration Project Page under Desktop Update Agent, user’s application configuration status should all shown as Completed.

  2. Click the Device Link in the user detail panel to review the device history information and application configuration status.

 

To validate application reconfiguration on workstations:

  1. Open Outlook. Users may be prompted to enter their Microsoft 365 account password and also asked to Allow my organization to manage my device or No, sign in to this app only.
  2. Sign in with the target Microsoft 365 account. Click Sign in.
  3. Enter user target account email address and click Next.
  4. Accept the Microsoft license agreement.
  5. Choose File | Office Account in Outlook. Review the license information and confirm that the Microsoft 365 App license has been reconfigured to the target account.
  6. Open Teams and validate that the user is signed into the target tenant.
  7. Open OneDrive and validate that the target OneDrive account has been added.

    • For OneDrive applications, if the “Add new target OneDrive account preserving existing local folders and disconnect the source account” option was selected, verify that the OneDrive local folders and version history information are preserved.

Appendix: Quick Start Guide

The following section outlines the steps required to set up a migration project in On Demand Migration, configure and deploy the required agent, and reconfigure a user's applications using Desktop Update Agent.

NOTE: For complete details on setting up a migration project, refer to the On Demand Migration User Guide.

Step 1: Administrator prepares for the migration

Before starting a migration project, ensure that the minimum requirements are met. See System requirements for details.

Step 2: Administrator connects to the tenant

A migration project begins by adding a Microsoft 365 tenant and granting the required consent using On Demand Migration. For complete details on setting up a migration project, refer to the On Demand Global Settings User Guide.

NOTE: To add the tenant and create a migration project, a Microsoft 365 Global Administrator is required for each tenant.

To add a Microsoft 365 tenant

Follow these steps to add Microsoft 365 tenants for On Demand Migration. If there is an existing tenant from another project, it can be reused.

  1. Log in to On Demand using the credentials you used to sign up for On Demand.
  2. In the navigation panel on the left, click Tenants.
  3. Click Add Tenant.
  4. If you are in any region other than the U.S region, such as Europe, United Kingdom, Canada, or Australia, you are immediately redirected to the Microsoft login page.
  5. If you are in the U.S. region, you must select the type of tenant that you are adding. Select Add Commercial or GCC Tenant or select Add GCC High Tenant.
  6. Enter the Microsoft Entra ID Global Administrator credentials for the source tenant and click Next.
  7. Log in to Microsoft 365.
  8. Accept the requested Application Permissions and choose Finish.
  9. Repeat steps 2 – 8 for the target tenant.

To grant permission consent:

Follow these steps to grant the additional application consents needed to migrate mailboxes and OneDrives.

  1. Log in to On Demand using the credentials you used to sign up for On Demand.
  2. In the navigation panel, click Tenants.
  3. Select the Edit Consents link for the source tenant.
  4. Ensure the following permissions are granted under Migration: Basic, Mailbox Migrations, Resource Processing for SharePoint Online, and Teams.
  5. Ensure you have the Global Administrator credentials for the tenant and choose the Grant Consent or Regrant Consent link to grant the consent.
  6. Log in to Microsoft 365.
  7. Accept the requested Application Permissions.
  8. Choose Finish.
  9. Repeat steps 2 – 8 for the target tenant.

Step 3: Administrator configures the migration project

 

For complete details on setting up a migration project, refer to the On Demand Migration User Guide.

To configure the migration project:

  1. Log in to On Demand.
  2. Navigate to Migration.
  3. Choose New Project.
  4. Select the source and target tenants and add a project description if needed, choose Save.
  5. Select the Configure connections link from the project dashboard once the project is loaded.
  6. Select the Source connection and enter the source tenant Global Administrator account credential and choose Save.
  7. Select the Target connection and enter the source tenant Global Administrator account credential and choose Save.
  8. Choose Finish to close the Configure Connection window.
  9. Select the Accounts tab and then choose Discover Accounts.
  10. Step through the Discovery Account wizard and start the tenant discovery.

Step 4: Administrator migrates user mailbox and OneDrive content

At least one full successful synchronization must occur for both the user’s mailbox and OneDrive before the Desktop Update Agent application reconfiguration may begin. Quest recommends that Teams data is also migrated before running that option within the switch task.

To migrate mailbox and OneDrive for Business content:

  1. Log in to On Demand.
  2. Navigate to Migration and select the project previously created.
  3. Choose the Accounts tab.
  4. Select the source user you have prepared and choose Match.
  5. Select the matching attribute for the source and target account. Choose Next and then Finish to start the matching process.
  6. Once the source user account has been matched with the target account, select the Mailboxes tab.
  7. Select the matched source user mailbox and choose Migrate Mail.
  8. In the New Mail Migration Task, you can configure additional migration parameters for your Mail Migration including assigning a license plan for your target mailbox. For the purpose of this guide, complete the wizard using the default option and choose Finish to start the mail migration.
  9. Once the mail migration is completed, navigate to the OneDrive tab.
  10. Select the matched source user and choose Migrate OneDrive.
  11. In the New OneDrive Migration Task window, you can configure additional migration parameters for your OneDrive migration. For the purpose of this guide, complete the wizard using the default option and choose Finish to start the OneDrive migration.

Once the OneDrive migration is complete, the user account is ready to cut over to the target tenant and to reconfigure the applications.

 

Step 5: Administrator deploys the agent

Administrators deploy Desktop Update Agent on users' workstation. For details see, Deploying Agents. 

Step 6: Administrator configures the Switch Application task

Configuring the Switch Application task is required to set which applications are configured by Desktop Update Agent. For details, see Configuring the Switch Application Task.

For a tenant-to-tenant migration that includes a domain move, On Demand Migration needs to refresh the source and target usernames and email addresses after the domain move. For details, see Switching Applications in a Domain Move Scenario.

Step 7: User runs Desktop Update Agent

Users run Desktop Update Agent to reconfigure the applications on their workstation. For details, see Running Desktop Update Agent.

Step 8: User verifies that the applications have been reconfigured

User validates that their applications have been reconfigured properly. For details, see Validating application reconfiguration.

 

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