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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 Exchange 2010-2019 - Your email source is an on premises Exchange server.
      2. Microsoft 365 - Your email source is a Microsoft 365 tenant.
    4. Target Type - select the email target from the following options. Depending on the option you select for the Source Type, only one 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. Exchange admin username - enter the Microsoft Exchange administrator username.
    7. Exchange admin password - enter the Microsoft Exchange administrator password.
    8. Hybrid Modern Authentication (HMA) - Appears when you choose Microsoft Exchange 2010-2019 as the source or target. Select this option to allow the On Demand service principal to access mailboxes, which are hosted on-premises, by using authorization tokens obtained from the source or target tenant. When you select this option, the following settings are also considered:

      Source tenant or Target tenant - the name of the source or target tenant depending on which tenant is used for HMA.

      Although the Exchange admin username and Exchange admin password are optional, these are required for PowerShell connections if you want to migrate delegates, auto-replies and forwarding addresses. You can provide these credentials later. See Configuring Connections for more details.

    9. Click Test Connection. If the connection is successfully verified, a confirmation message appears. Otherwise click Edit and re-enter the Microsoft Exchange administrator credentials.
    10. 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. If HMA is enabled then the consents for both tenants are displayed. If HMA is not enabled then only the consents for the source or target tenant that has the Exchange Online is displayed.

    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.

Configuring Connections

You can re-configure connection information about the project from the Dashboard as described below.

To configure connections:

  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. The migration workspace opens.. Then click Dashboard.
  5. Click Configure Connections from the Dashboard menu.
  6. From the Configure Connection wizard select the source or target tenant that you want to configure. Then click Edit.

  7. The properties that appear in the Configure Connections dialog are based on the project settings for the source and target.

    Exchange on-prem properties M365 properties
    EWS Url Concurrent PowerShell connections
    Exchange admin username Custom EWS Url
    Exchange admin password  

    Configure the settings as described below:

    • EWS Url - enter the URL of the Microsoft Exchange EWS endpoint of the source or target Exchange server selected.
    • Exchange admin username - enter the Microsoft Exchange administrator username.
    • Exchange admin password - enter the Microsoft Exchange administrator password.
    • Concurrent PowerShell connections - you can increase Concurrent PowerShell connections settings to speed up the concurrent tasks completion or set the value in case of editing of the migration projects that have been created in previous versions of the On Demand Migration for Hybrid Exchange. The default Microsoft 365 quota is 3 open connections per user.

      Caution: Do not exceed the maximum number of concurrent PowerShell connections allowed for your organization to avoid throttling issues. To increase the maximum number of allowed concurrent connections open a support ticket with Microsoft.

    • Custom EWS Url - specify custom EWS endpoint for connecting to Exchange Web Services (EWS), if you do not want to use EWS endpoint located by the Auto-discover service automatically.
  8. Click Save to commit your changes.
  9. When both source and target connections are configured, click Finish.

Migration Workspace

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.
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