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On Demand Migration Current - Hybrid Exchange User Guide

Project Management

A migration project contains the full set of migration features and provides a summary of all the migration activities in the project dashboard. You can work with a single migration project or you can set up multiple migration projects to split staggered migration plans into manageable projects.

In this topic:

Creating a new migration project

  1. Sign in to Quest On Demand.
  2. From the navigation pane, click Migration to open the Migration projects view.

  3. Click Create Project.

    -or-

    If you have already created one or more projects, click Create Project as shown below.

  4. Select Hybrid Exchange from the project types page.

  5. The New Project wizard starts.
  6. Step 1: Select Source and Target

    Enter the information in the fields as described below:

    1. Project Name - specify a meaningful name for the project. Maximum number of characters is 128.
    2. Description - enter a description about the project. Maximum number of characters is 200.
    3. Source Type - select the email source from the following options. The option you select will not be available for the Target Type.
      1. Microsoft 365 - Your email source is a Microsoft 365 tenant.
      2. Microsoft Exchange 2010-2019 - Your email source is an on premises Exchange server.
    4. Target Type - select the email target from the following options. Depending on the option you select for the Source Type, only of the two option below, will be available for selection.
      1. Microsoft 365 - Your email target is a Microsoft 365 tenant.
      2. Microsoft Exchange 2010-2019 - Your email target is an on premises Exchange server.
    5. Microsoft Exchange EWS endpoint - enter the URL of the Microsoft Exchange EWS endpoint of the source or target Exchange server selected.
    6. Admin User Name - enter the Microsoft Exchange administrator user name.
    7. Password - enter the Microsoft Exchange administrator password.
    8. Click Test Connection. If the connection is successfully verified, a confirmation message appears. Otherwise click Edit and re-enter the Microsoft Exchange administrator credentials.
    9. Click Save and Continue. You must successfully establish a connection to the Microsoft Exchange EWS endpoint to activate this button.

  7. Step 3: Consents

    The migration service principals must be granted the necessary consents. See Consents and permissions for more information.

    To grant consent the service principals:

    1. Click Grant Consent to grant the consents to the service principal if the tenant consents were not granted when you added the tenant.

      -or-

      Click Regrant Consent to refresh the consents granted to the service principals. It is recommended that you regrant consent to ensure that the consent to the service principals are refreshed.

    2. Click Save and Continue.

  8. Step 5: Overview
    1. Verify the information you have provided for each step. Click Edit to return to the step and revise the information as needed.
    2. Select Open Project to open the project dashboard.
    3. Click Finish to activate the project.

Viewing migration projects

  1. Sign in to Quest On Demand.
  2. From the navigation pane, click Migration to open the Migration projects view.
  3. You can view the projects in two formats:
    1. Tile view
      • This view presents each project as a tile. Click from the view selector in the actions menu to select this view.
      • It is the default view and contains links to the migration workspaces from the set of icons in the tile.
      • You can sort the tiles by Date Created or Alphabetical from the sort criteria dropdown in the actions menu.
    2. List View
      • This view displays the projects as a list. Click from the view selector in the actions menu to select this view.
      • This view is useful when you have a large number of projects. Click on a column header to sort the list by its column values.

Renaming a migration project

  1. Sign in to Quest On Demand.
  2. From the navigation pane, click Migration to open the Migration projects view.
  3. From the top right-hand corner of the project panel, click the More Actions icon (3 dots). Then click Rename Project.
  4. Revise the name or description as needed.

  5. Click Save Project Name to save the changes and close the dialog.

Deleting a migration project

  1. Sign in to Quest On Demand.
  2. From the navigation pane, click Migration to open the Migration projects view.
  3. From the top right-hand corner of the project panel, click the More Actions icon (3 dots). Then click Delete Project.

  4. Click OK to confirm the deletion.

On Demand Migration Workspaces

Click Open Project in the tile view or click a project name in the list view, to open its project workspace. The project workspace displays important information about your project and associated reports.

In each project, On Demand Migration also creates a migration workspace. The migration workspace is a logical collections of migration tools for the On Demand Hybrid Exchange assets and information about the assets in the source and target tenants.

You can go directly to the migration workspace by clicking the asset icon in the project tile. The icon you see will depend on your role, licenses and the assets selected when the project was created. You can hover over an icon to see the name of the asset type.

Project Dashboard

Information about the migration project is summarized on the project dashboard.

When you create a new project all the tiles are empty. Each tile on this dashboard presents a summary of the migration activities and lets you navigate to the respective migration service dashboards or list views as described below:

Mailboxes

Display the most recent mailboxes that were migrated.

Tasks

Displays the five most recent tasks that were completed. Click Show All to open the Tasks List view.

Errors

Displays the five most recent errors that occurred. Click Show All to open the Events List view.

Mailboxes Reports

This section displays a collection of reports about the mailboxes that were migrated.

Total mailboxes

Total size

Average size

Maximal size

Average item count

Performance Charts

This section displays a collection of performance charts about the mailbox migration service.

Content migration (per hour)

Email Count (per hour)

Reports

The Reports tab displays error reports for migration tasks.

About Error Reports
  • The error report for a migration job is a CSV file with one or more rows. The maximum number of rows in the CSV file is 50K. You can download a report 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. You cannot modify this global setting. After 30 days the download link is replaced with the label Expired and you can no longer download the report.
  • You can select one or more reports and delete them with the Delete action. If the reports are active when they are deleted, the row in the table will be removed and the report will be automatically purged after 30 days.
  • Access to reports are secured with Role Based Access Control (RBAC).
  • If a migration project is deleted, all associated data will be deleted, and any active reports will be purged after 30 days.

The columns in the reports list are as described bellow:

  • Start Time - the date and time the migration task was started.
  • Completed Time - the date and time the migration task completed.
  • Source Name - name of the source exchange.
  • Target Name - name of the target tenant.
  • Object Type - name of the asset that is migrated.
  • Object State - the state of the migration. Values are: Migrated, Partially Migrated, Migrated with Issues, Migration Failed and Migration Stopped.
  • Processed Items - the number of asset items from the source tenant that were included in the migrattion.
  • Failed Items - the number of asset items that could not be migrated successfully.
  • Error Log - link to the report if available. If there are no migration errors, a download link is not available. After 30 days the download link is replaced with the label Expired.
  • Expiry Date - date and time when the report will expire.
Exporting Reports
  • You can download a single report by clicking the Download link in the Error Log column. If there are no migration errors, a download link is not available.
  • You can select multiple rows and download the reports as a ZIP file when you click Error Log Export.
  • You can select multiple rows and download the reports list when you click Export. Only rows are exported but not the report CSVs.
Filtering the Reports List

You can use the following predefined filters to retrieve a subset of the reports:

  • Object Type - name of the asset that is migrated.
  • Object State - the state of the migration. Values are: Any, Migrated, Partially Migrated, Migrated with Issues, Migration Failed and Migration Stopped.
  • Has Failed Items: whether or not the migration has any failed items. Values are Yes or No. If there are one or more items that match a Yes or No value, the number of items are indicated as well.

Task Management

In this topic:

 

Viewing the task list

Each On Demand Migration dashboard has a Tasks tab.

Click the Tasks tab to see the Tasks list. The Tasks list displays all the tasks that are initiated throughout the migration process. From the Tasks list you can:

  • Track the progress of a task and view the results of finished tasks. When you select a task, the task details pane appears and displays the details the detailed information and statistics of the task.
  • Filter and search to quickly navigate through the list of tasks.
  • Start, stop, and delete tasks.
  • Edit tasks

The columns in the Tasks list are as described below:

  • Title - name of the task that is initiated. You can specify custom names for task when they are created from the various task wizards.
  • State - state of the task as it transitions from initiation to completion.
  • Type - type of the task. For example, the following are some of the task types that are used in On Demand Migration:
    • Mailbox Assessment
    • Mail Migration
  • Created - date and time the task is started.
  • Operation - description of what the task accomplished.

Viewing task details

The task details pane provides the following information:

  • Name - name of the task used as the title of the details pane.
  • Type - type of the task.
  • Created - date and time the task is started.
  • Modified - date and time the most recent operation in the task is performed.
  • State - state of the task as it transitions from initiation to completion. Valid values are New, In Progress, Failed, Stopped, Completed and Completed with Issues. The state of an object is set to Stopped when a task is stopped by the user.
  • Last Operation - most recent operation that the task accomplished.
  • Schedule - how the task is started. The values are:
    • Now - if the task is started immediately after the task wizard is completed.
    • On Demand - if the task is started manually.
    • <timestamp> - if the task is scheduled to start at a scheduled date and time.
  • Events - number of events that occurred during the task.

Click Copy Diagnostics to copy relevant task properties to the clipboard. You can then paste the properties in a text file and provide the information to Technical Support for troubleshooting or use the properties in PowerShell commands. The information that is copied to the clipboard is described below:

  • Organization ID - unique identifier of the Quest On Demand organization.
  • Deployment Region - Azure region code. Each Azure geography contains one or more regions that are used for specific data residency and compliance requirements.
  • Organization Name - name of the Quest On Demand organization.
  • Project ID - unique identifier of the migration project.
  • Task ID - unique identifier of the task.

Scheduling tasks

To optimize performance you can select schedule options for all tasks using Schedule page of task wizards. This is reasonable for the task that may take a considerable amount of time. The following options are available:

  • Run now - task runs immediately.
  • Run later - task must be started manually.
  • Schedule - task will be started at a future date and time.
    • Start - enter the start time for the task, or use the date and time picker to set a date and time.

Editing tasks

From the Tasks list you can edit previously created tasks to reuse them in one of three ways:

Editing a completed task

You can edit a completed task. Depending on the schedule option selected you can:

  • Automatically restart changed task in case Run now option is selected.
  • Manually start changed task in case Run later option is selected. All changes will be applied after the task is restarted.
  • Schedule the start for the changed task in case Schedule option is selected. All changes will be applied after the task is restarted.

NOTE: You cannot undo this operation after the wizard is finished to reset the edited task to initial settings.

Editing a running task

You can edit a running task to reuse or restart it. Depending on the schedule option selected you can:

  • Automatically restart changed task in case Run now option is selected.
  • Manually start changed task in case Run later option is selected. All changes will be applied after the task is restarted.
  • Schedule start for changed task in case Schedule option is selected. All changes will be applied after the task is restarted.

NOTE:

  • Your changes cannot affect the task that is currently running.
  • You cannot undo this operation after the wizard is finished to reset the edited task to initial settings.
Editing a task that has not started

You can edit task in case it is not started to change your settings. Depending on the schedule option selected you can:

  • Automatically start changed task in case Run now option is selected.
  • Manually start changed task in case Run later option is selected.
  • Schedule start for changed task in case Schedule option is selected.

NOTE: You cannot undo this operation after the wizard is finished to reset the edited task to initial settings.

Stopping and restarting tasks

 

To stop a running task:

  1. Open the On Demand Migration Tasks tab.
  2. From the tasks list, click the running task. The Stop button is activated.
  3. Click Stop.
  4. A confirmation dialog appears. Click Stop

NOTE: The task may take a few minutes to change state.

To restart a stopped task:

  1. Open the On Demand Migration Tasks tab
  2. Select a task where the State is "Stopped". The Start button is now enabled.
  3. Click Start.
  4. A confirmation dialog appears. Click Start.

NOTE: The task will restart from the beginning using the same settings.

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