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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

Mailboxes List View

The List View displays the summary of the Mailboxes from the source and target tenants. Initially, the List View displays the list of accounts with mailboxes and other columns are blank. As you run the discovery, collect statistics and migration tasks, the list view will display more information about the accounts and the state of the mailbox migrations.

To open the List View, open the Accounts and User Data migration workspace. Then select the Mailboxes tab and then select List View if not already selected.

The mailboxes List View is comprised of the following components:

Notification panel - presents relevant information and shortcuts to migration activities.

Filter panel - consists of predefined filters to help you search for mailboxes. See Filtering for more information about working with filters. The predefined filters are:

  • Mailbox State - returns a list of mailboxes based on the based on the selected mailbox stage. See the Mailbox State column description below for filter values.
  • Archive Mailbox State - returns a list of mailboxes based on the various stages in the migration process for mailboxes with archiving enabled.
  • Mailbox Type - returns a list of mailboxes based on the type of mailbox. See the Type column described below for filter values.
  • Mailbox View - returns a list of mailboxes with or without archives. The filter values are:
    • Mailboxes with archive - mailboxes that have an archive enabled
    • Mailboxes without archive - mailboxes that don't have archive enabled.
  • Address Rewrite - returns a list of mailboxes based on the availability of the Address Rewrite feature. See the Address Rewrite column description below for filter values.
  • Mailbox Size - returns a list of mailboxes based on the size of the mailbox. See the Size column description below for filter values.
  • Mail Flow - returns a list of mailboxes based on the mail forwarding direction of the mailbox. See the Mail Flow column description below for filter values.

List View - displays information about Mailboxes in the source and target tenants. Use the Edit Columns to show or hide columns in the list. The columns are as described below:

  1. Type - icon that indicates the type of mailbox. The following mailbox types are supported:
    1. User -mailbox associated with an individual user or account. It stores and manages email messages, contacts, calendar events, and other personal information for a specific user.
    2. Resource - mailbox designed for non-human entities or shared resources rather than individual users. It is used to manage and organize emails, events, or other information related to a specific resource such as a meeting room, equipment, or shared space.
      1. Room - mailbox is specifically used to manage and coordinate reservations and scheduling for physical meeting rooms or spaces. Users can book or schedule the room through the room mailbox, helping to avoid conflicts and ensure efficient use of meeting spaces.
      2. Equipment - similar to a room mailbox but is used to manage resources other than meeting rooms, such as projectors, audio-visual equipment, or any shared equipment. It helps in scheduling and coordinating the use of equipment among different users.
      3. Scheduled - mailbox associated with a specific schedule or timeline. It might be used to manage and organize emails or events based on predefined schedules or timeframes.
      4. Shared - a mailbox that multiple users can access and use collaboratively. It is often used for teams or groups to manage communications, such as a shared email address for customer support or a shared calendar for a project team.
  2. Name - name of the account in the source tenant.
  3. Mailbox State - indicates various mailbox stages in the migration process of a primary mailbox. Valid values are Discovered, Matched, Migrating, Migrated, Migrated with Issues, Migration Failed, Switched, and Migration Stopped.
  4. Task Status - status of the most recent task that was run for this mailbox. Valid values are New, Stopped, In Progress, Failed and Completed.
  5. Source Mailbox - account mailbox in the source tenant.
  6. Target Mailbox - account mailbox in the target tenant.
  7. Mail Flow - indicates the mail forwarding direction. Valid values are To source, To target or Not Set.
  8. Address Rewrite - indicates whether another domain is being used for this mailbox. Valid values are:
    1. On - domain is setup and is active.
    2. Off - domain is setup and is inactive.
    3. Not supported - domain is not setup.
  9. All Items - number of all the items in a mailbox. Includes email messages, contacts, calendar events, and other personal information
  10. Size - size of the mailbox in MB
  11. Items to Migrate - the number of items considered for migration in the primary mailbox after the estimation phase
  12. Processed - the number of items in the primary mailbox which were attempted to migrate.
  13. Errors - count of errors during migration.
  14. Archive Mailbox Status - indicates various mailbox stages in the migration process of an archive enabled mailbox.
  15. Archive Items to Migrate - the number of items considered for migration in the archive enabled mailbox after the estimation phase
  16. Archive Processed - the number of items in the archive enabled mailbox which were attempted to migrate.

 

Collecting Statistics

A Collect Mailbox Statistics Task conducts an assessment of mailboxes of all accounts in the source tenant and matching accounts in the target tenant.

Each Collect Mailbox Statistics Task generates events. Events are milestones that a task achieves as it runs. For example, when a Collect Mailbox Statistics Task starts, an event is logged and it appears in the events list. When the number of accounts that are selected for assessment is large, the Collect Mailbox Statistics Task divides the total number of accounts into manageable sets. Each set is called a batch. When a batch of accounts is assessed, another event occurs.

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

In this topic:

Create a Collect Mailbox 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 Mail tile, or click Open from the Mail tile to open the Accounts and User Data dashboard.
  5. Select the Mailboxes tab and then select List View if not already selected.
  6. Select the accounts in the list from where you want to collect statistics. You can use search, filtering or collections to quickly navigate through the list of mailboxes. You can select the check box in the table header to select all the accounts.
  7. Click Collect Statisticsfrom the Actions ribbon. The New Collect Mailbox Statistics Task wizard opens.
  8. Step 1:Description
    1. Refresh mailbox statistics that have been already been collected- select this checkbox if needed to refresh statistics collected from previous tasks.
    2. Collect statistics from target - select this option to collect statistics from the target tenant and generate the Comparison Report.
    3. Click Next.
  9. 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.
  10. 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.
  11. Step4: 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 Mailbox 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 Mailbox Statistics Task

  1. Open the Tasks tab.
  2. Select the Collect Mailbox 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 Mailbox Assessment.
    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 - The 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. Events (number) - The number of events that the task encountered.

Review the statistics collected

  1. Open the Tasks tab.
  2. Select the Collect Mailbox Statistics 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.

Review the Collect Mailbox Statistics Task Events

  1. Open the Tasks tab.
  2. Select a task named Collect Mailbox 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 account 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 Mailbox Assessment.

Assessment

When you complete the collection of statistics for the mailboxes you can view the reports about the mailboxes. Open the Assessment view to see the reports described below.

  • Mailbox statistics
    • Total mailboxes
    • Total size
    • Average size
    • Maximal size
    • Average Item Count
  • To clean up
    • The users not logged on to mailbox for 30 days
    • The users not logged on to mailbox for 90 days
    • The users never logged on to mailbox
    • Disabled users with mailbox
  • Inventory
    • Mailboxes with archive
  • To adjust
    • Mailboxes with duplicate user name

When you are done with the assessment you are ready to start the migration.

Migrating Mailboxes

NOTE: Before you proceed, verify that the mail-enabled accounts in the source tenant have been discovered and matched. For more information see Discovering Accounts

Considerations

  • The following types of mailboxes are supported: Regular, Room, Equipment (Resource), Shared.
  • In case of remigration, On Demand Migration remigrates mail, calendar, task, and sticky note items that have changed in the source mailbox to the target mailbox. Also, calendar items that have been removed from the source mailbox will be removed from the target mailbox. remigration of other types of items that have been modified or deleted in the source mailbox is not supported.
  • During the mail migration, users might receive email to both source and target mailboxes. Apparently the users might want to receive the email sent to both mailboxes or keep custom forwarding, if any. To achieve this, we automatically set up mail forwarding from target to source which works until the clients are switched to the target tenant.

In this topic:

Starting a Mail Migration 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 Mail tile, or click Open from the Mail tile to open the Accounts and User Data dashboard.
  5. Click the Mailboxes tab. The Mailboxes List opens. If you don't see a list of mailbox-enabled accounts, you must run the New Account Discovery Task again.
  6. Select the mailbox accounts in the list that you want to migrate. You can use search, filtering or collections to quickly navigate through the list of mailboxes. You can also select the check box in the table header to select all the mailbox accounts.
  7. From the local toolbar, select Migrate Mail. The New Mail Migration Task wizard opens.
  8. Step 1: Licensing Plan
    1. Set license at the target - select this check box to assign a selected license to migrated mailbox accounts in the target tenant. Clear the check box to skip license assignments for migrated mailbox accounts.
    2. Select the licensing plan - this dropdown list appears if the Set license at target check box is checked. Select the licensing plan from the dropdown list that you want to assign to migrated mailboxes.
    3. Specify how the selected licensing plan will be assigned to the target accounts:
      • Assign the plan to accounts without Exchange Online option. Licensed users will retain the existing plans - Retain the existing licenses and assign the selected plan only to unlicensed accounts (default). Licensed users will retain the existing plans.
      • Assign the plan to all accounts. Licensed users will be switched to the selected plan - Replace all license assignments with the licenses from the selected plan. Licensed users will be switched to the selected plan.

      NOTE:

      • Resource mailboxes that have not been licensed on the source tenant will retain the unlicensed status.
      • Licensed resource mailboxes will be handled according to the selected option.
      • In case no usage location is set on the target the source value will be used for the assigned license. Otherwise the target usage location value remain unchanged and can be modified manually, if necessary.
      • If no license plan is selected users that are unlicensed at the target will fail to migrate.
      • Selected licensing option is only applicable to Exchange Online. It does not affect the licensing plans picked for OneDrive Migration

    4. Click Next.
  9. Step 2: Migration Options
    1. Specify a migration flow:
      • From Primary Mailbox to Primary mailbox - migrate content of the primary mailbox (default scenario.)
      • From Archive mailbox to Archive mailbox - migrate content of the archive mailbox.
      • From Archive mailbox to Primary mailbox - restore archived content to primary mailbox.
      • From Primary mailbox to Archive mailbox - migrate some of the content of the primary mailbox to archive. Useful with the specific Migration Options selected.
    2. Specify which mailbox items you want to transfer to the target by selecting the appropriate check box:
      • Migrate Mail - select this option to migrate email items.
      • Migrate Calendar - select this option to migrate calendar items. The organizer of the calendar item will be mapped to the corresponding target tenant user account. Invitees in calendar items are retained as the source tenant user.

        NOTE: The source tenant links to Microsoft Team meetings in calendar items are retained and must be migrated separately. For more information see Migrating Meeting Links.

      • Migrate Tasks/Notes - select this option to migrate tasks and notes.
      • Migrate Contacts - select this item to migrate contacts.
      • Migrate Recoverable Items - select this option to migrate recoverable items. If the check box is unchecked these items will not be transferred.
      • Reset Migration - Select this option only when you need to do a full re-migration and not a delta sync of your source content to a target. For example,you want to delete content from the target mailbox and want to re-migrate the source again.
  10. Step 3: Migration Settings

    Tip: It can take a while to migrate mail to archive mailboxes. Source mailboxes that have archives can be easily selected using Inventoryreport on Assessment view of Mailboxes. It would be useful to rerun the Discovery task to update the information.

    1. Specify which mailbox settings you want to transfer to the target by selecting the appropriate check box:
      • Migrate OWA Inbox Rules - select this option to migrate OWA Inbox rules. For all mailboxes that are migrated to existing target mailboxes, On Demand Migration removes the existing rules from the target tenant like OWA Inbox rules and the rules created in Outlook from the target tenant including previously-migrated rules. Then all the rules from the source are migrated to the target.
      • Migrate Mailbox Delegation - select this option to migrate delegation permissions. Mailbox delegation permissions like Full Access, Send As and Send On Behalf can be transferred if the matched delegate exists in the target tenant. If the matched delegate does not exist, mailbox delegation cannot be migrated and an error event will occur. If the target mailbox delegation is not set, the mailbox delegation will be transferred as is. If the mailbox delegation has been set in the target tenant before the migration starts, rules and exceptions specified in Migrating Delegate Access Permissions topic in the On Demand Migration for Email User Guide are applied to set the mailbox delegation.
        • Enable Automapping for shared mailboxes - Auto-mapping is an Exchange & Exchange Online feature. Once enabled, any auto-mapped mailbox will be opened by the delegate's Outlook client in a persistent state with Full Access permissions and cannot be closed by the user. If users want to remove the auto-mapped mailbox from their Outlook client, administrative intervention is required to remove the Full Access permission or clear the auto-mapping flag.
      • Migrate Folder Permissions- select this option to migrate folder permissions. If folder permissions in the target mailbox do not exist, then folder permissions from the source mailbox will be transferred as is. If folder permissions were already set in the target mailbox before the migration starts, rules and exceptions specified in Migrating Folder Permissions topic in the On Demand Migration for Email User Guide are applied to set the folder permissions.

        NOTE: Migration of folder permissions for Recoverable Items is not supported.

      • Migrate Auto-Reply - select this option to migrate auto-reply messages and settings.
    2. Click Next.
  11. Step 4: Mail Flow
    1. Enable/Disable Mail Forwarding - select this check box to control mail forwarding. This check box is selected by default. When this check box is selected, you can choose from the following options:
      • Enable Mail Forwarding - enable Mail Forwarding (on by default for the initial New Mail Migration Task) from Target to Source. On Demand Migration assumes that end-users will not be using their new target mailboxes immediately after the first "Migrate Mail" task (cut-over), so forwarding is set on the new target mailbox to forward any new mail that is received in the target back to the source. This way any new mail is assured to be delivered to the active end-user mailbox.
        • Mail forwarding direction - set the mail forwarding direction by choosing From target to source or From source to target. From the On Demand Migration table of mailboxes, the forwarding email is in the Source Mailbox / Target Mailbox depending on the mail forwarding direction selected. See the Mail Flow column value (To Source or To Target) which can be switched with the switch mailboxes functionality (see Mail Forwarding).
        • Custom domain for forwarding - specify the custom domain name for forwarding email addresses. If the domain is omitted or does not exist, the primary SMTP address will be used.
      • Disable Mail Forwarding - choose this option to remove any populated mail forwarding address. Use this option to remove forwarding addresses in source mailboxes before the migration and target mailboxes after the migration. You cannot deactivate mail forwarding using the switch mailboxes functionality described in the topic .
    2. Migrate Litigation Hold Settings - select this option to migrate Litigation Hold settings and data as described below. This option can be selected only when Enable Mail Forwarding is selected and Mail forwarding direction is set to From source to target.
      • Litigation Hold Settings
        • LitigationHoldDate - setting is copied as-is from the source mailbox to the target mailbox.
        • LitigationHoldDuration - setting is copied as-is from the source mailbox to the target mailbox.
        • LitigationHoldEnabled - setting is copied if the value is set to True on the source and False on the target.
        • LitigationHoldOwner - the migration service will check if the configured user in the source tenant is mapped to a user in the target and set appropriately before migrating the setting.
        • RetentionUrl - setting is copied as-is from the source mailbox to the target mailbox.
        • RetentionUrl - setting is copied as-is from the source mailbox to the target mailbox.
      • Litigation Hold DataThe following data will be copied from the Recoverable Items folder:
        • Versions
        • Purges
        • Discovery Holds

      NOTE: The configuration settings for Discovery Holds will not be copied as part of this feature. When the Litigation Hold option is enabled, the calendar data is synced only during the final cut over.

      Caution: Migration of Litigation Hold settings and data will fail if the target mailbox doesn’t have the right license type.

    3. Click Next.
  12. Step 5: Mail Folders
    1. Specify which mail folders to migrate and where they should be migrated by selection one of the following options
      • Migrate all folders - select this option to migrate all folders from the source to the tenant. Mail will be migrated to a folders with the same name in the target tenant.
      • Migrate all folders except - select this option to ignore the selected mailboxes and optionally provide an alternate folder name to migrate all other folder contents. When you select this option the following options are also available:
        • Folders to ignore: Choose from Deleted Items, Junk Email, Drafts, Conversation History, Sent Items, and Inbox. You can also specify one or more custom folder names separated by a semicolon.
      • Migrate specific folders - select this option to include the selected mailbox folders and optionally provide an alternate folder name to migrate the specified folder contents. When you select this option the following options are also available:
        • Folders to include: Choose from Inbox, Sent Items, Drafts, and Deleted Items. You can also specify one or more custom folder names separated by a semicolon.
      • Migrate content to a custom folder - select this option to migrate content from source mailbox to a custom folder. Calendar, contacts, and rules are not migrated into this folder. To run incremental migration, a mail migration task should be created with the same folder name. Any change in the folder name will be treated as a migration to a new custom folder.
        • Custom folder name - specify the name of the custom folder where content will be migrated.
      • Migrate to folder - select this option to specify a custom target folder for well known source folders such as Inbox, Deleted, Archive, and Sent Items. For example, the Inbox folder from the source tenant can be migrated to the Inbox-Migrated custom folder in the target tenant. If you do not provide a target folder name then the mail migration service will migrate the contents of the source folder to a folder with the same name on the target.
    2. Click Next.
  13. Step 6: Date Range
    Limit the date range for content transfer. You can set any of the following options:
    1. Migrate mail before to set end date for the date range
    2. Migrate mail after to set start date for the date range
    3. Click Next.
  14. Step 7: Notification
    1. Select the options as described below:
      • Send notification email after the mail migration is completed - select this option to send a notification email when the mailbox migration task completes. The notification is sent whether or not the mailbox migration succeeds unless the Only in a case of failure option is selected.
      • Only in a case of failure - select this option to send the notification email only when one or more mailboxes cannot be migrated. When this option is selected, a notification email will not be sent if all the mailboxes are migrated successfully.
      • Recipients - enter a semicolon-delimited list of mailboxes where the notification will be sent. The mailbox of the current user will be entered by default and can be changed.

        NOTE: Notifications are sent from no-reply@quest-on-demand.com. Recipients must add this email address to the Safe Senders List.

        To add the email address to your Safe Senders list in Microsoft Outlook, do the following:

        1. On the Home tab, click Junk, and then click Junk E-mail Options.
        2. On the Safe Senders tab, click Add and add the no-reply@quest-on-demand.com e-mail address.

      The notification that is sent will contain the following information in the email body:

      • Project id - the unique identified of the project.
      • Task id - the unique identifier of the task.
      • Type - the type of the task: Mail Migration.
      • Created - the data and time when the task was created.
      • Modified - the most recent date and time when the task was modified.
      • Status - the state of the task.
      • Last operation - The last recorded event in the task.
      • Schedule - indicates when the task was run.
      • Mailboxes - The number of mailboxes selected for this migration categorized by migration status (New, Stopped, In Progress, Failed, and Completed) and count.

    2. Click Next.
  15. Step 8: 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.
  16. Step 9: Reporting

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

    You can download the report from the Reports tab of the Accounts and User Data 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.

  17. Step 10: Summary
    1. Review the task summary. You can specify a custom task name.
    2. Click Finish to save or start the task depending on the schedule option selected.

NOTE: Before the actual mail migration begins, a mailbox is activated by fetching a list of calendars using Graph API and delegated type of permissions. This is necessary as per Microsoft's recommendation to set the calendar configuration correctly before running the meeting link task.

 

Reviewing the Mail Migration Task

You can track a task's progress from the Tasks tab, view the summary on the Dashboard or monitor alerts and notifications in Events.

You can track the migration of objects from the Mailbox State column in the Mailboxes list view. The column values are as follows:

Column value Description
New Migration has not yet started.
Provisioning Mailbox is being provisioned.
Provisioning failed Mailbox provisioning failed
Migrating Migration of this object has started.
Migrated Migration is complete and successful.
Migrated with Issues Migration is completed with errors.
Migration failed Migration did not succeed
Migration stopped Migration canceled by the user
Switched Mailbox is switched between source and target.

 

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