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On Demand Migration Current - Desktop Update Agent User Guide

About this Guide

On Demand Migration is a Microsoft 365 tenant-to-tenant migration service that allows you to simply and securely migrate Microsoft 365 information from Exchange Online, OneDrive for Business, SharePoint Online, and Microsoft Teams. To complete a migration project, agents must be configured and deployed by administrators or downloaded directly by end users (as configured for your project). In either case, the agent will run on end users' workstations.

The purpose of this guide is to:

  • provide the information administrators require to configure and deploy agents for a migration project.
  • provide the steps users must perform to reconfigure their applications and complete the migration process.
  • provide a high-level overview of a migration project from the administrators configuration tasks to the users application reconfiguration tasks.

For complete details on setting up a migration project, refer to the On Demand Migration User Guide.

Minimum Requirements

Before you begin a migration project and agent deployment, ensure that your systems meet the following minimum requirements.

General Requirements
  • Client has been licensed for On Demand Migration.
  • Access to a Global Administrator account for each Microsoft 365 tenant.
  • The permission to download and run an executable file. (optional)
  • Disable policies that prevent Outlook Profile, OneDrive for Business, and Microsoft Teams application changes or creation.
  • If applicable, users have been provided new or temporary password for the account in the new target destination Microsoft 365 tenant.
  • Source and target users have matching attribute values to identify and pair objects together for mailbox and OneDrive content synchronization.

TIP: Try Password Sync for On Demand Migration Active Directory to keep your migrated hybrid users synchronized so when they are moved, they keep their existing password.

License Requirements

Before starting a migration, each target user account must be licensed for each application that will be reconfigured using Desktop Update Agent. The following licenses are required:

  • Exchange Online if configuring Outlook profiles.
  • SharePoint Online if configuring OneDrive for Business application.
  • Microsoft Teams if configuring Microsoft Teams application.

NOTE: On Demand Migration can automatically assign these licenses to target user accounts during the email and OneDrive migration process.

Software Requirements

NOTE: If OneDrive for Business, Microsoft Teams or Office are not installed on the workstation, those applications will be skipped and not impact any other applications present during the reconfiguration.

NOTE: Outlook is required on the workstation, as part of the current agent management process.

The minimum version requirements for software installed on user’s workstations:

  • Outlook 2016 (32-bit or 64-bit) or higher
  • OneDrive for Business (Most recent updates recommended)
  • Microsoft Teams (Most recent updates recommended)
  • Windows 7 (32-bit or 64-bit) or Windows 10 (32-bit or 64-bit)
  • .NET 4.0.x or higher (4.6.x or higher recommended)
  • Microsoft 365 Apps (Office Click-to-Run Version Only)

NOTE: Microsoft Office Professional Plus is not supported for Office license reset.

Network Requirements

The minimum network requirements to run Desktop Update Agent:

  • Internet access using port 443.
  • Internet access to download the executable (optional).
  • Internet access to connect to Microsoft 365.
  • Internet access to On Demand Migration Endpoints.
    • Internet access to Exchange Online "Autodiscover" endpoints at:

      • Global: https://autodiscover-s.outlook.com/autodiscover

      • China: https://autodiscover-s.partner.outlook.cn/autodiscover

      • Germany: https://autodiscover-s.outlook.de/autodiscover (deprecated)

    • Local access to read\write the following registry keys on the end-user's workstation:
      • Outlook 2010: HKEY_CURRENT_USER\Software\Microsoft\Windows NT\CurrentVersion\Windows Messaging Subsystem

      • Outlook 2013: HKEY_CURRENT_USER\Software\Microsoft\Office\15.0

      • Outlook 2016: HKEY_CURRENT_USER\Software\Microsoft\Office\16.0

      • Outlook 32-bit: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Office

      • Outlook 64-bit: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office

NOTE: During this process, the Outlook Profile will be copied to a new Profile directed to the target account. Due to this configuration, a new OST download will occur based on each user's current cache settings, if enabled. To avoid network congestion try disabling or curtailing the cache settings to a lower amount of data then slowly increase it as needed. This can be accomplished through policies.

Supported Authentication

On Demand Migration Desktop Update Agent supports environments that use:

  • Active Directory Federation Services (AD FS)
  • Single Sign On (SSO) with mixed authentication modes, such as:
    • Modern Authentication (ADAL)
    • Forms Authentication
    • Windows Integrated Authentication

On Demand Migration Agent Deployment

 

To complete a migration project and reconfigure a user's applications, agents must be configured and deployed by administrators, then run on users' workstations or by user using the direct download link. In most projects, only one of the following agent types is available: 

  • Client Update Agent (CUA) which enables users to automatically reconfigure their existing Microsoft Outlook Profile to connect to their new home tenant.

See Working with On Demand Migration Client Update Agent (CUA) for deployment details.

  • Desktop Update Agent (DUA) which provides enhanced support, helps ensure the success of cross-tenant migration projects, makes agent delivery easier, and improves status reporting.

See Working with On Demand Migration Desktop Update Agent (DUA) for deployment details.

Working with On Demand Migration Client Update Agent (CUA)

Client Update Agent is a utility provided with On Demand Migration that automatically switches users to newly migrated mailboxes as part of a migration project. The migration administrator downloads the agent, then deploys the agent to the required user workstations.

This is a viable option, however, it does not provide the enhanced agent deployment capabilities available with Desktop Update Agent. See Working with On Demand Migration Desktop Update Agent (DUA) for details.

Downloading Client Update Agent

IMPORTANT: The Client Update Agent package comes with the certificate for securing connections between the agent and On Demand Migration. If you suspect that the certificate is compromised, download the package again, selecting Reissue the certificate option. The previously issued certificate will be immediately revoked.

To download Client Update Agent:

  1. Go to the migration project Dashboard.
  2. Select Accounts
  3. Go to the accounts migration dashboard and select More Actions | Download Agent.
  4. Select Download.
Deploying Client Update Agent

The Client Update Agent package checks the migration status and runs the odmclient.exe and the certificate for securing connections between the agent and On Demand Migration certificate.pfx.

To automatically distribute the agent across all clients:

  1. Deploy the certificate to all end-user computers with Group Policy.

See https://docs.microsoft.com/en-us/windows-server/identity/ad-fs/deployment/distribute-certificates-to-client-computers-by-using-group-policy for details.

  1. Create a log in script for client computers.
    For detailed information on command-line parameters, see the document (readme.txt) that comes with the package.
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