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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

Discovering Accounts

Discovering accounts is a critical first step before a migration to enumerate, update and retrieve relevant information about accounts from the source tenant. The discovery task collects the necessary account data and statistics on connected mailboxes from your source tenant to avoid misconfiguration and prevent possible issues.

In this topic:

Preparing a CSV file with users and Microsoft 365 group accounts

This step is required if you plan to discover accounts by providing a list of users and Microsoft 365 groups in a CSV file. When you have a large set of accounts but you want to discover a subset of those accounts, the CSV file lets you specify the accounts that you want to discover and ignore the rest. You can then use this file in the New Discovery Task as described in this topic to discover the accounts from the source tenant.

To prepare the CSV file:

  1. Log in to the Microsoft 365 admin center (https://admin.microsoft.com) with the credentials of your source tenant administrator.
  2. Export Users:
    1. From the navigation pane, click Active users.
    2. If needed, you can filter the set of users that you want to export. Then click Export. A Users_<timestamp>.csv file will be downloaded to your computer.
  3. Export Groups:
    1. From the navigation pane, click Active teams and groups.
    2. Select the Microsoft 365 tab in the Active teams and groups page.
    3. If needed, you can filter the set of groups that you want to export. Click Export and then click Export groups in this list. A Groups.csv file will be downloaded to your computer.

  4. Create a new CSV file and add the user accounts and groups with accounts you want to discover. You can follow any of the two formats shown below:

    Format 1

    UserPrincipalName - Column header for the login name for a user account based on the Internet standard RFC 822 or Microsoft 365 group object GUIDs. Do not use a mail nickname or proxy address. You can combine the login name and Microsoft 365 group object GUIDs in the same list.

    Type - Column header for the type of account: user or Microsoft 365 group.

     

    Format 2

    ObjectId - Column header for the globally unique identifier (GUID) of the user or group object. When you use ObjectId as the column header, you must specify object GUIDs only. You cannot specify UPNs.

    Type - Column header for the type of account: user or Microsoft 365 group.

  5. Save the CSV file that you created.

Create and run a new Discovery 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. Do one of the following:
    • From the Welcome tile on the project dashboard click Discover Accounts. This action is not possible here if you have already run a discovery task.
    • From the Accounts tile on the project dashboard click Open and do one of the following:
      • Click Discover accounts on the Accounts and User data dashboard ribbon.
      • Click Discover accounts in the Getting Started tile on the dashboard.
      • Click Quick Help to open the Getting Started help page and then click Create discovery task.

    The New Account Discovery Task wizard starts.

  5. Step 1: Discovery Options

    Choose the options as described below:

    1. Discover all accounts - select this option to collect information about all accounts and groups from the Active Directory.
    2. Discover selected accounts from file - select this option to collect information about specific accounts and Microsoft 365 groups from the Active Directory. If you select this option, click Browse to choose the comma-separated values (CSV) file that contains the lists of user accounts and group identifiers.

  6. 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.
        • Start - specify the start date and time for the task
    2. Click Next.
  1. Step 3: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. Specify an informative name for the task. It will greatly simplify the project management and event filtering in the future.
      2. Source tenant - name of the tenant where the account information 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.
    3. Click Finish to complete the task wizard. The task will start as scheduled.
  2. Click the task name on the widget to see the details or use Show all link.

NOTE: If there are user or group accounts from a previous discovery task that you don't want anymore, you can manually delete the accounts from the account list. If there are changes to an account from a previous discovery, the account will be updated if the account is rediscovered by the task.

When the discovery task is complete, a summary about the accounts discovered in the source tenant is available on the project dashboard.

Review the New Discovery Task

  1. Select the Tasks tab.
  2. Select the account discovery 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 Discover.
    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. 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.

Review the New Discovery Task Events

  1. Select the Tasks tab.
  2. Select the account discovery task for which you want to review the events.
  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. For account discovery tasks, the category is Discover.
    5. Summary - a descriptive statement about the event.

You are now ready for the Assessment.

Exporting Accounts

  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 Accounts from the project tiles. You can also click Open Project to open the project dashboard and then click Open from the Accounts tile. The Accounts and User Data dashboard opens.
  5. Select the Accounts tab and select List View if not already selected.
  6. Select the accounts to export.
  7. Click More Actions and then click Export.

  8. A ZIP file is downloaded to your computer. Unzip the file to access the exported list as a CSV file.

Removing Accounts

To manage large lists of accounts in a project, you can remove one or more accounts from the accounts list that you don't need for migration processes. The accounts that are removed will remain in the source tenant and you must re-discover the accounts in the project when you need them for migration.

  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 Accounts from the project tiles. You can also click Open Project to open the project dashboard and then click Open from the Accounts tile. The Accounts and User Data dashboard opens.
  5. Select the Accounts tab and select List View if not already selected.
  6. Select the accounts you want to clear.

    TIP: Use filters, search or collections to quickly navigate through the list of accounts.

  7. Click More Actions and then click Delete.

  8. The Delete Objects confirmation dialog opens.

  9. Click Delete to remove the selected accounts from the list. If these accounts are listed in other projects, they will be displayed in those projects.

Managing Accounts with Collections

Migrating large numbers of accounts requires careful planing. The accounts could belong to different offices and geographical locations or sensitive departments. Migrating groups of employees in top management, Finance or Legal departments require special care. Organize the accounts into collections to make large account lists more manageable.

Working with the Collection Dashboard

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

  • To see accounts included in the collection, click Browse Accounts or open the Accounts tab. You will get the list of accounts that belong to the collection.
  • To see the tasks for collection-specific accounts, use the corresponding widget on the collection dashboard or open Tasks tab.
  • To see the events related to the collection, use the corresponding widget on the collection dashboard or open 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.

Creating Collections

You can create collections in two ways:

  • Select the discovered accounts and create a new collection for them.
  • Use a CSV file to create one or more collections of discovered accounts.

To create a collection based on selected accounts:

  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 Accounts from the project tiles. You can also click Open Project to open the project dashboard and then click Open from the Accounts tile. The Accounts and User Data dashboard opens.
  5. Select the Accounts tab and select List View if not already selected.
  6. Select the accounts you want to combine into a collection. You can use search for filtering the accounts or simply pick the individual accounts from the list.
  7. Click +New Collectionand enter a collection name. Click Save to add this collection to the project.

To create one or more collections with a CSV file:

This is a two-step process as described below:

Step 1: Prepare the CSV file

NOTE: 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 accounts
  • Accounts can be listed in multiple collections

You can choose one of two formats to prepare the CSV file:

Format 1: Use the ObjectId to identify accounts

ObjectId - Column header for the globally unique identifier that represents a discovered account. The following variations of ObjectId are supported: ObjectId, objectid, objectId, OBJECTID

Collection - Column header for the collection name

Format 2: Use the UserPrincipalName to identify accounts

UserPrincipalName - Column header for the login name of an account based on the Internet standard RFC 822. Do not use a mail nickname or proxy address. The following variations of UserPrincipalName are supported: UserPrincipalName, userprincipalname, USERPRINCIPALNAME

Collection - Column header for the collection name

Step 2: Import the CSV file

  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 Accounts from the project tiles. You can also click Open Project to open the project dashboard and then click Open from the Accounts tile. The Accounts and User Data dashboard opens.
  5. Select the Accounts tab and select List View if not already selected.
  6. From the actions toolbar, click More Actions and then click Import Collections. The Import Collections from File dialog opens.
  7. Click the Provide accounts as a list of drop-down and select either ObjectIds or UserPrincipalNames depending on the format of the CSV file that you have prepared.
  8. Click Browse and select the CSV file. The selected CSV file name appears.
  9. Click Import.

NOTE: Identifiers of accounts that are not discovered are ignored without producing an event.

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