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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

Refreshing Permissions

This task ensures that service principal permissions for Workspaces and Connections in the source tenant are refreshed and fully updated.

NOTE: Permissions can be refreshed once per hour. When service principal permissions are updated in Power BI, they may not be immediately available to API calls.

To refresh permissions, follow the steps described below:

  1. Log in to Quest On Demand and choose an organization if you have set up multiple organizations.
  2. From the navigation pane, click Migrate > Projects 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. Select one or more workspaces to validate.
  6. Click More > Refresh Permissions in the List View menu. The New Refresh Permissions Task wizard starts.
  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 Refresh Permissions. 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, connection and workspace permissions are refreshed.

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:

Creating a 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.
Starting a Map Workspaces From File 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 Migrate > Projects 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 Migrate > Projects 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 Migrate > Projects 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. Click Match in the List View menu and then select Map from File. The New Gateways Mapping from File Task wizard starts.
  6. Mapping File
    1. Click Browse and select the CSV mapping file that you created. 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 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.
  9. When the task completes, the Target Gateway column in the Gateways list indicates the mapped Gateway in the target tenant.

Mapping Connections

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

To create the mapping file:

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

    • Source Connection Name - unique name of the source Connection. The column header is case sensitive.
    • Target Connection Name - unique name of the Connection 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 Migrate > Projects 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 Connections tab.
  5. Click Map from File in the List view menu. The New Connections Mapping from File Task wizard starts.
  6. Mapping File
    1. Click Browse and select the CSV mapping file that you created. 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 Connections 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 Connection State column indicates "Mapped" and the Target Connection column indicates the mapped Connection in the target tenant.
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