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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 Power BI Migration Troubleshooting Finalizing the Migration Appendix A: Using PowerShell Appendix B: How Queuing Works

Managing Power BI objects with Collections

Migrating large numbers of Power BI objects requires careful planing. Organize the Power BI objects into collections to make large lists more manageable. Collections can be created for Workspaces, Gateways, Connections and Connection Profiles. The process described below is common to all Power BI objects.

Working with the Collections Dashboard

The Collections Dashboard shows the collection-specific summary, allows you to see Power BI objects added to it, create tasks for them, and monitor the progress of tasks.

  • To add Power BI objects to a collection see Adding Power BI objects to Collections.
  • To view the collection dashboard for an existing collection
    1. From the project dashboard, click Open in the Power BI tile to open the Power BI migration workspace.
    2. From the top-right corner of the workspace, click Select Collection and then select the collection to view. The collection Dashboard is displayed.
    3. Open the Power BI tab. You will see the list of Power BI objects that belong to the collection.
  • To see the tasks related to a collection, select the collection. Then open the Tasks tab from the collections dashboard.
  • To see the events related to a collection, select the collection. Then open the Events tab from the collections dashboard.
  • To remove Power BI objects from a collection, see Removing Power BI objects from Collections.
  • To rename a collection, select the collection. Then click Rename Collection in the Actions toolbar of the collections dashboard.
  • To delete a collection, select the collection. Then click More > Delete Collection in the Actions toolbar of the collections dashboard.
  • To return to the BI migration workspace, click the collection dropdown at the top-right corner of the page, and select Show All.

Adding Power BI objects to Collections

You can add Power BI objects to collections in several ways:

To add selected Power BI objects to a new collection:

  1. From the project dashboard, click Open in the Power BI tile to open the Power BI migration workspace.
  2. Click a Power BI object tab and select the Power BI objects you want to add to the collection.
  3. From the Actions toolbar, click New Collection. The New Collection dialog opens.
  4. Enter a collection name in the Collection name field and click Save to add the selected Power BI objects to the collection.

To add selected Power BI objects to an existing collection:

  1. From the project dashboard, click Open in the Power BI tile to open the Power BI migration workspace.
  2. Click a Power BI object tab and select the Power BI objects you want to add to an existing collection.
  3. From the actions toolbar, click Add To Collection. The Add to existing collection dialog opens.
  4. Select a collection from the Collection name dropdown and click Save to add the selected Power BI objects to the collection.

To add Power BI objects from a CSV file to a new or existing collection:

This is a two-step process as described below to add Power BI objects to an existing collection from a Power BI object tab:

Prepare the CSV file

NOTE: CSV file names with non-ASCII characters are not supported. Power BI objects in the CSV that have not been discovered cannot be added to a collection.

Use the format shown below to prepare the CSV file. The minimal set of columns are described below.

  • ObjectName - specify the name of the Power BI object. If you provide this value, specifying the ObjectId is optional.

    NOTE: If there are rows with the same ObjectName, only the last row will be added to the collection.

  • ObjectId - provide the GUID (Globally Unique Identifier) of the Power BI object. If you include this value, then ObjectName is optional.

    NOTE: Use the Premigration report to get the Object Ids.

    Alternatively, the Object Id GUID can be obtained from the Power BI service application https://app.powerbi.com, or by using the Power BI REST API https://learn.microsoft.com/en-us/rest/api/power-bi. Try Get Groups for Workspaces, Get Gateways for Gateways and Get Datasources for Connections. For workspace ObjectId open the workspace and copy the GUID from the URL.

  • ObjectType - enter the type of the Power BI object. The options are Workspace, Gateway, Connection, or Userprofiles. This field is required.
  • CollectionName - provide the name of the collection. This field is required. If a collection name specified in the CSV file does not exist, a new collection will be created with the specified name .

Import the CSV file

  1. Click the Power BI tile, or click Open from the Power BI tile to open the Power BI workspace.
  2. Open a Power Bi object tab.
  3. From the actions toolbar, click More > Import Collections. The New Import Collections From File Task dialog opens.

  4. Mapping File
    1. Click Browse and select the CSV file. The selected CSV file name appears.
  5. 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.
  6. Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Import Collections From File. You can specify a custom name.
      2. 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.
    3. Click Finish.

To verify the addition of a Power BI object to a collection:

  1. Check the Collections column in the Workspaces List View, Gateways List View, Connections List View or the Connection Profiles List View that indicates the most recent collection where the corresponding Power BI object has been added and the number of additional collections that also contain the Power BI object.
  2. Select a Power BI from the list view to open the Power BI object Detail pane. Check the Collections property that lists all the collections where the Power BI object has been added.

Removing Power BI objects from Collections

  1. From the project dashboard, click Open in the Power BI tile to open the Power BI migration workspace.
  2. From the top-right corner of the migration workspace, click Select Collection. Then select a collection to open the collections dashboard.
  3. Select an object tab. Then from the list view, select the objects that you want to remove from the collection.
  4. From the actions toolbar, click Remove from Collection.
  5. In the confirmation dialog click Remove to remove the selected Power BI objects from the collection.
  6. To return to the BI migration workspace, click the collection dropdown at the top-right corner of the page, and select Show All.

Creating and Assigning Connection Profiles

A connection profile is a named set of credentials that is assigned to discovered Connections before they can be migrated. These credentials are required by Microsoft Power BI to read the source data and create the Connection in the target tenant.

NOTE: Creating a Connection Profile require credentials that are securely stored in the On Demand Migration repository. It is recommended to create a profile when Connections are expected to be migrated. When you complete the Connection migration, you may delete the Connection Profile to remove the credentials from the On Demand Migration repository.

See the On Demand Migration - PowerBI security guide for more information about how On Demand Migration secures sensitive information.

To create profiles

  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. From the Power BI tile on the project dashboard click Open. Then select the Connection Profiles tab.
  5. Click Create in the List View menu. The Create New Connection Profile Task wizard starts.
  6. Connection Profile
    1. Specify the information for the fields described below:
      • User name - unique identifier associated with an individual user permitted to access the connection in the format domain\user.
      • Password - password to verify the identity of the user.
      • Profile name - name of the connection profile. If you use the name of an existing profile, you can modify the profile by selecting the Overwrite existing option.
      • Overwrite existing - select this option to alter a profile with the same name if it exists.
    2. Click Next.
  7. 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.
  8. Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is New Connection Profile. You can specify a custom name.
      2. User name - unique identifier of a user permitted to access the connection.
      3. Profile name - name of the connection profile.
      4. Overwrite existing - indicates whether or not a preexisting profile must be modified if it exists.
      5. 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.

To assign profiles

  1. From the Power BI workspace select the Connections tab.
  2. Select one or more Connections. You can select a Connection that is already assigned if you want to change the profile assigned to the Connection, or you can select an unassigned Connection.
  3. Click Assign Connection Profile in the List View menu. The New Connection Profile Task wizard starts.
  4. Connection Profile
    1. Assign an existing connection profile - select this option to assign an existing connection profile.
      • Select a connection profile - click the dropdown and select a connection profile.
    2. Assign a new connection profile - select this option to create and assign a new connection profile. Specify the information for the fields described below:
      • User name - unique identifier associated with an individual user permitted to access the connection in the format domain\user.
      • Password - password to verify the identity of the user.
      • Profile name - name of the connection profile. If you use the name of an existing profile, you can modify the profile by selecting the Overwrite existing option.
      • Overwrite existing - select this option to alter a profile with the same name if it exists.
    3. Click Next.
  5. 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.
  6. Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Assign Connection Profile. You can specify a custom name.
      2. User name - unique identifier of a user permitted to access the connection.
      3. Profile name - name of the connection profile.
      4. Overwrite existing - indicates whether or not a preexisting profile must be modified if it exists.
      5. 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.
  7. When the task completes, the selected Connections will be assigned to a named profile. The Assigned Connection Profile column value in the List View will be set to the profile name.

Mapping Workspaces

Use this method to map specific Power BI Workspaces from the source to a Power BI Workspace that may or may not exist in the target tenant. If the Workspace exists in the target tenant, it will be merged with the target Workspace and the source data is used to resolve any merge conflicts. If the target Workspace does not exist, a new Workspace will be created.

The CSV file lets you specify the Workspaces that you want to map and ignore the rest. You can then use this file in the New Mapping from File Task wizard to map the Power BI Workspaces from the source to the target tenant.

This is a two-step process as described below:

To create the mapping file:

  1.  Prepare a comma-separated values (CSV) file with the source and target Workspace names.

  2. NOTE:

    • You can download a CSV template when you start the New Mapping from File Task wizard and click Download Example File from the Mapping File step.
    • CSV file names with non-ASCII characters are not supported.
  3. The header row defines the names of the source and target attributes used for mapping. Subsequent rows list the mapping values of the attributes.

    The columns are as follows:

    • Source Workspace Name - unique name of the source Power BI Workspace. The column header is case sensitive.
    • Target Workspace Name - unique name of the Power BI Workspace. The column header is case sensitive. In cases where a mapping is not applied and the Target Workspace does not have a value, the Name of the source Workspace will be used for the migration to the target tenant.
  4. Save the CSV file. You may rename the file if needed.

To upload the mapping file:

  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. From the Power BI tile on the project dashboard click Open. Then select the Workspaces tab.
  5. From the Actions menu, click More and then select Map from File. The New Mapping from File Task wizard starts. Each step is described below:
  6. Mapping File
    1. Click Browse and select the CSV mapping file. The selected file name appears next to the Browse button.
    2. Click Next.
  7. 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.
  8. Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Map Workspaces From File. You can specify a custom name.
      2. 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.
  9. When the task completes, the Target Workspace column in the Workspaces list indicates the mapped Workspace in the target tenant.

Matching and Mapping Gateways

Prerequisites

Gateways must be configured in the target tenant at any time before matching or mapping the Gateways, and migrating any Connections or Workspaces.

There are two ways to match Gateways from the source to a target tenant:

Matching Gateways from the Gateways list

  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. From the Power BI tile on the project dashboard click Open. Then select the Gateways tab.
  5. Select one or more Gateways that you want to match to a target tenant.
  6. Click Match in the List View menu and then select Match Selected. The New Match Gateways Task wizard starts. Each step is described below:
  7. 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.
  8. Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Match Gateways. You can specify a custom name.
      2. 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.
  9. When the task completes, the Target Gateway column in the Gateways list indicates the matched Gateway in the target tenant.

Mapping Gateways from a file

To match source Gateways to target Gateways with different names, a CSV file is used to indicate the mapping between source and target Gateways, as described below.

To create the mapping file:

  1.  Prepare a comma-separated values (CSV) file with the source and target Gateway names.
  2. The header row defines the names of the source and target attributes used for mapping. Subsequent rows list the mapping values of the attributes.

    The columns are as follows:

    • Name - unique name of the source Gateway. The column header is case sensitive.
    • Target Gateway - unique name of the Gateway in target tenant. The column header is case sensitive.
  3. Save the CSV file. You may rename the file if needed.

To upload the mapping file:

  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. From the Power BI tile on the project dashboard click Open. Then select the Gateways tab.
  5. Select one or more Gateways that you want to map to a target tenant.
  6. Click Match in the List View menu and then select Map from File. The Import Gateways Matching Task wizard starts.
  7. Import Gateways Mapping Options
    1. Click Browse and select the CSV mapping file. The selected file name appears next to the Browse button.
    2. Click Next.
  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.
  9. Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Import Gateways Mapping. You can specify a custom name.
      2. 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.
  10. When the task completes, the Target Gateway column in the Gateways list indicates the mapped Gateway in the target tenant.
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