In this topic:

• Prerequisites and Comsiderations
• Starting an Connections Migration Task
• Reviewing the Connections Migration Task
• Reviewing the Connections Migration Task Events

Prerequisites and Considerations

• Connections can be migrated to the target tenant at any time before performing a Workspace migration.
• A profile must be assigned to the Connection before it can be migrated.
• Gateways that are used by Connections:
  • must be matched before migrating a Connection.
  • must be in an Online state for a Connection migration.

Starting a Connections 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 Migrate > Projects to open the My Projects list.
3. Create a new project or open an existing project.
4. From the Power BI tile on the project dashboard click Open. Then select the Connections tab.
5. Select a Connection that you want to migrate.
6. Click Migrate in the List View menu. The New Migrate Connections Task wizard starts.
7. Start
   1. Task Name - You can specify a custom name. The default name is Migrate Connections.
   2. Use the settings from an existing migration template for this task - select this option if you have already saved a previous migration templates. if this is the first time you are migrating mailboxes, keep this option unchecked.
      • Select template - select a template that you previously created, from the dropdown list.
   3. Go to Summary step - select this option to preserve the settings and go directly to the last step of the wizard. If you do not select this option, but you have selected a template, you can step through the wizard and edit the settings in the template.
   4. Click Next.
8. Migration Options

   

   1. Default Target Admin User - specify the default target admin user to use for any user that has no match on the target. If a default admin user was configured from the project previously, it will automatically appear in this field.
   2. Privacy Level - select a privacy level from the following options:
      • Organizational - Data from a source with an organizational privacy level is considered to contain organizational data. It can be shared with other organizational data sources, but it won't be shared with external data sources.
      • Private - Data from a source with a private privacy level is considered to be highly sensitive. It won't be shared with any other data source, even if they are within the same organizational boundary.
      • Public - Data from a source with a public privacy level can be shared with other data sources without any restrictions. It's assumed that the data at this level doesn't contain sensitive information.
      • None - all data will be migrated regardless of privacy level.
   3. Incremental migration - select this option to migrate modified or missing data. This option is very helpful in subsequent migrations to keep your migrated data synchronized between source and target tenants.
   4. Click Next.
9. Reporting
   1. Generate AI summary - select this option to generate an AI summary of the task, as well as each object in the task.

      NOTE: If this is the first time you have selected this option, the Quest Policies prompt appears. Read the Quest AI Terms of use and click Accept to proceed. This s a one-time acceptance prompt and your acceptance covers all migration tasks that support the AI migration assistant.

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. Save task settings as a migration template - select this option to save the settings in this wizard as a reusable migration template.
       1. Migration Template Name - specify a name for the template. If you have changed the settings of a preselected template, specify the same template name to apply the changes to the template when you complete the wizard. All saved templates are displayed in the Templates tab.
    2. Verify the task specifications as described below:
       1. Name - name of the task. The default name is Migrate Connections. You can specify a custom name.
       2. Default Target Admin User - name of the admin user specified for this task.
       3. Connection privacy level - privacy level selected in the wizard.
       4. Incremental migration - indicates whether or not this option has been selected.
       5. Scheduled start - date and time when the task will start. Now indicates that the task will start immediately.
    3. Click Back to revise or review a previous step or click Finish to complete the task wizard and start the task as scheduled.
12. When the task completes, the Connection State column in the Connections list is updated.

Reviewing the Connections Migration Task

1. Open the Tasks tab.
2. Select the Connections migration task that you want to review.
3. In the task detail pane that opens, the information presented is as described below:
   1. Task Status - current status of the task.
   2. Type - Type of the task. The type is MigrateConnections.
   3. Created - Date and time when the task was created.
   4. Modified - Date and time when the task was last updated.
   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) - Number indicates the count of events that the task encountered. The values indicate the type of the events and the event count for each type.
   8. Connections (number) - The number of Connections that were selected for migration and the number of Connections passing through the various states from Migrating to Migrated.
4. View AI Summary - This link is available if you opted for the AI feature in the organization you created (see Organizations and Regions), and the task is a migration task that supports the AI migration assistant and you selected the Generate AI summary option in the Reporting step of the migration wizard. Click this link after the task has completed, to view the AI-generated migration summary.

   NOTE: The View AI Summary link may take a while to appear depending on the volume of tasks and objects being migrated. If this is the first time you have selected this option, the Quest Policies prompt appears. Read the Quest AI Terms of use and click Accept to proceed. This s a one-time acceptance prompt and your acceptance covers all migration tasks that support the AI migration assistant.

Reviewing the Connections Migration Task Events

1. Open the Tasks tab.
2. Select the Connections migration task for which you want to review the events.
3. In the task detail 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 event detail pane that opens, the information presented is as described below:
   1. Object - name of the Power BI object if applicable.
   2. Task - Name of the task.
   3. Time - Date and time when the event occurred.
   4. Summary - a descriptive statement about the event if an exception occurs.