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On Demand Migration Current - User Guide

About On Demand Migration Before You Start Account Migration Mail Migration Public Folders Migration OneDrive Migration SharePoint Migration Microsoft Teams Migration Microsoft 365 Groups Migration Troubleshooting Finalizing the Migration

Dashboard

The On Demand Migration Dashboard tab provides summary information about migration tasks and events.

The OneDrive users tile indicates the number of OneDrive users and the status of their migration.

Collections

To create a collection of users

  1. Begin from the On Demand Migration Accounts tab.
  2. From the table on this screen, check the accounts to add to the collection.
  3. Click the New Collection button.
  4. Give the collection a unique name and press Save.

To migrate OneDrive accounts for users in a collection

  1. Begin from the On Demand Migration Tasks tab.
  2. Select the collection from the drop down menu in the top right corner labeled Select Collection.
  3. Select the accounts to migrate from the collection. To check all accounts, select the checkbox in the list header.
  4. Click Migrate OneDrive and see Migrating OneDrive for more information.

Collecting Statistics

A OneDrive Collect Statistics Task conducts an assessment of selected accounts in the source tenant and provides the following information:

  • The number of items in the OneDrive for each account and the total number of items across all selected accounts where the assessment was possible.
  • The total size of all the items in the OneDrive for each account and the total size of all items across all selected accounts where the assessment was possible.

Each OneDrive Collect Statistics Task generates events. Events are milestones that a task achieves as it runs. For example, when a OneDrive Collect Statistics Task starts, an event is logged and it appears in the list. When the number of accounts that are selected for assessment is large, the OneDrive Collect 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.

The OneDrive Collect Statistics Task and its events provide additional information about OneDrive for the set of source tenant accounts that are assessed.

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

In this topic:

Steps to create a OneDrive Collect 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 select an existing project.
  4. Click OneDrive from the project tile. You can also click Open Project to open the project dashboard and then click Open from the OneDrive tile. The Accounts and User Data dashboard opens.
  5. Select the OneDrive 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 Statistics Task wizard opens.
  8. Step 1:Description
    1. Read the task description and click Next.

  9. 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 - the task will run immediately.
      • Run later - the task must be started manually.
      • Schedule - specify a future date and time to run the task.

    2. Click Next.
  10. Step Summary
    1. Verify the task specifications as described below:
      1. Name - name of the 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.

Steps to review the OneDrive Collect Statistics Task

  1. Select the Tasks tab.
  2. Select the OneDrive Collect 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 OneDrive Assessment.
    2. Created - Date and time when the task was created.
    3. Modified - Date and time when the task was last updated.
    4. Status - 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. Accounts (number) - number indicates the count of accounts in the source tenant that are inspected. The values indicate the assessment category of the accounts. The categories are:
      1. Completed - Number of accounts where OneDrive is provisioned and the total size and item count was successfully assessed.
      2. Stopped - Number of accounts where OneDrive could not be assessed because it is neither licensed nor provisioned.
    8. Events (number) - The number of events that the task encountered.

Steps to review the events for the OneDrive Collect Statistics Task

  1. Select the Tasks tab.
  2. Select a task named OneDrive Collect 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 - Not applicable for this event.
    2. Task - Name of the task.
    3. Time - Date and time when the event occurred.
    4. Category - Type of task. the value is OneDrive Assessment.
    5. Summary - a descriptive statement about the event. Notice that the most recent event provides a summary of the assessment across all accounts that could be assessed. The assessment details contain the Total items count and the Total file size.

Steps to review the statistics collected

  1. Select the OneDrive tab and then select List View if not already selected.
  2. Inspect the results of the task in the table as described below:
    1. Name - name of the account in the source tenant.
    2. Collect Statistics - the status of the task for the account. A status value that is empty indicates that the account has not yet been assessed. Accounts that were an assessment was attempted will display a status as described below. You can filter the table by selecting one of the following values in the Collect Statistics Status filter. Click Clear All to reset the filter if necessary.
      • Completed - OneDrive is provisioned and the statistics were collected successfully.
      • Not Licensed/Provisioned - OneDrive is neither licensed nor provisioned and the statistics could not be collected.
      • Unavailable - the named account is not available and the statistics could not be collected.
      • Not Started - collection of statistics has yet to be attempted for the named account.
    3. Source Items - Number of items in the OneDrive for the account. If there is no value the account has not yet been assessed.
    4. Source Size- Total size of all the files in OneDrive for the account. If there is no value the account has not yet been assessed.

Migrating OneDrive

  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 select an existing project.
  4. Click OneDrive from the project tiles. You can also click Open Project to open the project dashboard and then click Open from the OneDrive tile. The Accounts and User Data dashboard opens.
  5. Open the OneDrive tab and verify that the List View has displays the list of user Accounts. See Discovering Accountsif the list is empty.
  6. Select one or more accounts for which you migrate the OneDrive contents. This enables the Migrate OneDrive menu option.
  7. Click Migrate OneDrive to open the New OneDrive Migration Task wizard and follow the steps described below.

New OneDrive Migration Task wizard

The New OneDrive Migration Task wizard helps you configure the migration options and settings for OneDrive for Business. The default settings are optimized for fast migration. You can change the options and settings to address specific migration needs.

Step 1: Migration Options

  1. Choose a migration action
    1. Overwrite target files - Select this option to overwrite the file in the target tenant if they were previously migrated.
    2. Skip if the target file is the same version or newer - This is the default selection. When this option is selected, the migration service will not migrate a file if the file already exists on the target tenant and has the same or newer version than the file in the source tenant. Select this option to speed up the migration process especially if you are starting multiple migration tasks.

      NOTE: Do not rename a previously migrated file or folder before the migration completes. If you rename a previously migrated file or folder before the migration completes, it may be unexpectedly overwritten even though you select the Skip if the target file is the same version or newer option. New files or folders are not impacted.

  2. [Optional] Specify a target migration folder
    • Relative folder path - specify the relative path to a folder where the OneDrive contents will be migrated.
  3. Click Next.

Step 2: Version Options

  1. Specify the scope of file migration

    Each OneDrive file has its own version history and each change to a file is saved with a new version. Select from the following migration options to determine how file versions should be migrated:

    • Latest version only - This is the default selection. The most recent version of the file will be migrated. All other versions will be ignored.
    • More versions - Additional versions of a file will be migrated based on the options described below. Large version sets take a significantly long time to migrate.
      • Number of versions - the maximum number of version to migrate. The available choices are: 2, 5, 10, 30, 60, 90 and 365. When you specify the number of versions, additional options can be selected.
      • Latest version and preceding versions - The version count includes the latest version and the preceding versions in chronological order restricted to the Size Limit of the latest version. For example, if you choose to migrate 5 versions, then the most recent version and 4 preceding versions will be migrated as long as the most recent version does not exceed the selected size limit specified.
      • Latest version and daily latest from preceding days - The version count includes the latest version and the latest version from each preceding day restricted to the Size Limit of the latest version. For example, if there are many versions of a file and you choose to migrate 5 versions, then the most recent version and the latest version from each of the 4 preceding days will be migrated as long as the most recent version does not exceed the selected size limit specified.
      • Size limit - This setting is available if the Latest version and preceding versions or the Latest version and daily latest from preceding daysoption is selected. By default, the size limit is 80 MB. You can configure the size limitation by selecting from one of the possible values in the drop down. If the size of the latest file version exceeds the selected size limit, the latest version will be migrated and previous versions will be ignored. If the size of the latest file version does not exceed the selected size limit, then the file and its versions will be migrated based on your selection between Latest version and preceding versions or Latest version and daily latest from preceding days.
    • All Versions - The latest version of the file will be migrated, and all previous versions of the file will be migrated if the latest version does not exceed a specified size limit. This option requires significantly more time to migrate all the versions.
      • Size limit - This setting is available if the All Versions option is selected. By default, the size limit is 80 MB. You can configure the size limitation by selecting from one of the possible values in the drop down. If the size of the latest file version exceeds the selected size limit, the latest version will be migrated and previous versions will be ignored. If the size of the latest file version does not exceed the selected size limit, then the file and its versions will be migrated.
  2. Click Next.

Step 3: Attribute Options

This step determines how file and folder attributes are migrated and managed by the migration service.

  1. Account display: Select which account will be displayed in the Created by and Modified by properties of migrated content:
    • System Account - This is the default selection. The Created by and Modified by properties of the migrated file or folder is displayed as System Account.
    • Matching target account - The Created by and Modified by properties of the migrated file or folder is displayed as the target account that was matched with the source account. If the target account cannot be found, the migration service records a warning event and the properties of the migrated file or folder is displayed as System Account.
  2. Permission migration: Select how the sharing permissions will be transferred to the target users:
    • Do not migrate permissions - This is the default selection. Permissions associated with the file being migrated will be ignored.
    • Update permissions for migrated content - The permissions of files that are migrated will be updated. Some files may be skipped if you selected the Skip if the target file is the same version or newer in the previous step.
    • Update permissions for all content - All file or folder permissions in the target tenant will be updated whether or not they were migrated if the corresponding file or folder is present in the source tenant.
  3. Auto re-run: Select whether to migrate permissions with the Auto re-run task to reduce the task load
    • Migrate permissions with the Auto re-run task - the permissions will be migrated with the Auto re-run task after the migration completes.
  4. Permission conversion
    • Convert Sharing Links permissions to direct permissions - Select this option to convert Sharing Links permissions of files or folders in the source tenant to direct permissions in the target tenant.

    NOTE:

    1. Users can access their shared content through the Shared With Me view in OneDrive. Some restrictions apply.
    2. Some sharing permissions are not converted if the user has shared the file or folder with more than 30 users. Only 30 users will receive direct permissions from the Sharing Links, while others will not be processed due to a Microsoft limitation.
    3. If a Sharing Link permission is removed on the source file or folder after it is migrated, the links to this file or folder are still visible in the Shared with me and Shared by me views in OneDrive, but the file or folder cannot be accessed.
    4. Group permissions are not displayed in the Shared with me view because Microsoft currently does not support this functionality.
    5. For shared folders, only the top level folder is displayed in the folder tree.
    6. For files and folders that do not exist in target tenant before migration the source permission will always be used.
    7. For files and folders that exist in the target tenant before a migration, the following example describes how file sharing permissions will be managed. The rules are the same for internal and external users as permission holders, or groups (Office 365 group or security group) as permission holders.

      For files

      If Overwrite target files for selected migration is selected, the source file sharing permission will be used.

      If Skip if the target file is the same version or newer is selected, the target file sharing permission will be used.

      For folders

      If either Overwrite target files for selected migration or Skip if the target file is the same version or newer option is selected, the target sharing permission will be used as a base. Any addition of permissions in the source will be added onto the target.

  5. Click Next

Step 4: 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 drop down appears if the Set license at target check box is checked. Select the licensing plan from the drop down 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:

    • OneDrive for Business that have not been licensed on the source tenant will retain the unlicensed status in the target tenant.
    • Selected licensing option is only applicable to OneDrive migration. It does not affect the licensing plans picked for Mail Migration.

  4. Click Next.

Step 5: Items to Exclude

This step is optional.

  1. Use the following filters to exclude files and folders from the migration.
    Exclude these files Description
    Exclude specific folders... Provide a semicolon-separated list of fully qualified paths to folders that you want to skip. You can use slash or backslash. If it is convenient for you, use spaces after semicolons, e.g., filteredfolder; somefolder/subfolder
    Exclude specific file types... Provide a semicolon-separated list of file extensions. The values are not case sensitive. You can use spaces and dots, e.g., .exe; dll; BAT
    Exclude files created before Click in the field to open the date picker and select a date.
    Exclude files modified after Click in the field to open the date picker and select a date.
    Exclude files bigger than (MB) Enter a numeric value. The maximum value is 1000 MB. Only integer values are supported.
  2. Click Next.

 

Step 6: 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 - the task will run immediately.
    • Run later - the task must be started manually.
    • Schedule - specify a future date and time to run the task.
  2. Click Next.

Step 7: Auto Re-run

  1. Auto re-run task if target user(s) are missing any files or folders - This setting is enabled by default. Select this option to re-run the migration task for files or folders that failed to migrate on the first run. The migration task will auto re-run once only. Failure of the files to migrate the first time could be because of intermittent network issues or throttling. We recommend that this setting remains selected.

    This setting is enabled but read-only if the Migrate permissions in the Auto re-run task option is selected in Step 2: Attribute Options.

    The migration service will issue an event warning for all files that fail to migrate. You can also check the batches for how many files failed to migrate.

  2. Click Next.

Step 7: Summary

This step lists the configured options for this task.

  1. [Optional] Specify a name for the task in the Name field.
  2. Click Back to change configurations if necessary or click Finish to save and start the task as scheduled.
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