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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 Troubleshooting Finalizing the Migration Appendix A: Using PowerShell

Calendar Sharing

Create a relationship between the source and the target tenants to allow users to retrieve calendar availability information,

  1. Log in to Quest On Demand and choose an organization if you have 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. Click the Accounts tile, or click Open from the Accounts tile to open the Accounts and User Data dashboard.
  5. Click Enable Calendar Sharing and verify the source and target domain names. Click Next to proceed.
  6. Schedule when the task will be started. Click Next to view the task summary.
  7. Name the task and check the selected options. Click Finish to save or start the task depending on schedule option selected.

Resource Processing

When the account migration is complete, you may want to grant roles and access to resources like sites, libraries, lists, and other content on the source tenant to the migrated accounts in the target tenant.

Resource processing does not copy resources to the target tenant. It simply provides the access to resources in the source tenant by creating a linked guest user in the source tenant for each migrated or matched target account that is selected for resource synchronization. The guest users in the source tenant are granted the same permissions as the corresponding source accounts and become members of the same SharePoint groups.

The resource processing service can synchronize the access rights to the following resources on the source tenant:

  • Microsoft SharePoint content like sites, libraries and lists.
  • Resource roles
  • Microsoft Office Applications

NOTE: Only permissions directly granted to the source account are transferred to the guest account. Resource Processing is available for commercial tenants. Resource Processing is not available for GCC High tenants or when credentials are missing or invalid.

 

In this topic:

 

Preparing a CSV file with SharePoint sites

This step is required if you plan to copy permissions for multiple SharePoint sites. Verify that all users who have access to these sites are also present in the CSV that contains the mapped accounts. If SharePoint users are missing from the mapped accounts CSV, their permissions will not be copied.

  1. Create a new CSV file and add the SharePoint sites using the file format as shown below:

    NOTE: To download a CSV template:

    1. Click More and then select Process Resources to open the New Account Resource Processing Task wizard.
    2. Click Next to go to step 2 and select the option Process SharePoint sites provided using CSV.

  2. Save the CSV file.

Starting an Account Resource Processing Task

  1. Log in to Quest On Demand and choose an organization if you have 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. Click the Accounts tile, or click Open from the Accounts tile to open the Accounts and User Data dashboard.
  5. Select the Accounts tab and select List View if not already selected.
  6. Select the accounts you want to match. From the actions menu click More and then select Process Resources. The New Account Resource Processing Task wizard opens.

    NOTE: Process Resources remains deactivated if the target is a GCC High tenant.

  7. Step 1: Guest Users

    Send invitation email - Select this option to send an invitation email to the corresponding users in the target tenant. Users in the target tenant can either accept the invitation or authenticate with Microsoft to access secured applications. If this option is not selected, users in the target tenant must authenticate with Microsoft to access secured applications.

  8. Step 2: Processing Options

    1. Select and configure the options as described below:
      1. Process source SharePoint - The guest users are granted the same permissions as the corresponding source accounts and become members of the same SharePoint groups. Only permissions directly granted to the source account are transferred. It can take time for these guest accounts to replicate to SharePoint, which can result in a User not found error message for a guest account that has not yet been replicated during granting permissions. In this occurs, retry the SharePoint processing later.
        • Process SharePoint sites provided using CSV - select this option to process multiple SharePoint sites from a CSV file.
          • Click Browse and select the CSV file with SharePoint sites that you prepared.
        • Process specified SharePoint site - select this option to process a single SharePoint site.
          • SharePoint site URL - specify the root URL of the SharePoint site.
      2. Process resource roles - Process Role-Based Access Control (RBAC) roles for the current Azure subscription.
      3. Process application assignment - select this option to ensure that the target users see the same list of cloud applications on http://myapps.microsoft.com/ as their counterparts in the source tenant. When the resource processing service assigns applications to the target users, each application may check the access level of the user. Some applications may have their own account databases and permission assignments and may require access rights to be provisioned manually. See Consents and Permissions section for the minimum user account permissions required to perform this task.
      4. Process azure group membership - Select this option so target users are granted access to source systems when an Active Directory group they are a part of is granted access. The process identifies the Active Directory groups the selected users (on the source) are part of and adds the target users to those groups.
    2. Click Next.
  9. Step 3: Notification
    1. Send notification email once the task is completed - select this option to send a notification email when a discovery task completes.
      • Only in a case of failure - Select this option to send the email if the discovery task fails to complete successfully.
    2. Recipients - enter the email address of the recipients of this email. You can specify multiple recipient email addresses separated by semicolon.
  10. Step 4: Schedule
    1. Choose from one of three options to schedule the task. The scheduler will be activated only 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.
  11. Step 5: Summary
    1. Verify the task specifications as described below:
      • Name - name of the task. You can specify a custom name.
      • Source tenant - name of the tenant where the statistics will be collected.
      • Target tenant - name of the target tenant in this project.
      • Assign Licenses - Value is Yes.
      • 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.

Reviewing the Account Resource Processing Task

  1. Open the Tasks tab.
  2. Select the account discovery task that you want to review.
  3. In the task details pane that opens, the information presented is as described below:
    1. Type - Type of the task. The type is Resource Processing.
    2. Created - Date and time when the task was created.
    3. Modified - Date and time when the task was last updated.
    4. State - State of the task.
    5. Last Operation - The action that was most recently performed in this task.
    6. Schedule - Date and time when the task started. Now indicates that the task started immediately after the task was created.
    7. Events (number) - Number indicates the count of events that the task encountered. The values indicate the type of the events and the event count for each type.

Reviewing the Account Resource Processing Task Events

  1. Open the Tasks tab.
  2. Select the account discovery task for which you want to review the events.
  3. In the task details pane that opens, click Events (number). The Events tab opens with a filtered list of events for the selected task.
  4. Select an event that you want to review. In the task details pane that opens, the information presented is as described below:
    1. Object - name of the account object if applicable.
    2. Task - Name of the task.
    3. Time - Date and time when the event occurred.
    4. Category - Type of task. For resource processing tasks, the category is Resource Processing.
    5. Summary - a descriptive statement about the event.

Mailbox Migration

Basic mailbox migration workflow consists of the following steps:

# Step
1 Collect Statistics
2 Migrate Mailboxes
3 Optional: Use Desktop Update Agent (DUA) to automatically reconfigure user Microsoft Outlook Profiles to connect to the Exchange Online server in the target tenant.

What We Migrate

Migration limitations indicated below may not be an exhaustive list of limitations as some may appear in unique customer migration scenarios, or arise due to platform or legacy support restrictions. In some cases, a solution to a limitation may already be on the product roadmap.

Quest On Demand migrates the following Mailbox components:

Mailbox Type Support Comments
User mailbox ✔  
Shared mailbox ✔  
Distribution Group ✔  
Microsoft 365 Groups ✔  
Resource mailbox ✔ e.g. conference rooms, equipment
Component Support Comments
Inbox ✔  
Folders ✔  
Email ✔  
Calendars ✔  
Tasks ✔  
Journals ✔  
Notes ✔  
Rules ✔  
Folder Permissions ✔  
Public folders ✔  
Calendar acceptance status emails ✔  
Resource calendar permissions (e.g., for conference rooms) ✔  
Personal distribution lists ✔  
Personal contacts ✔  
Bounce notifications such as non-delivery reports or receipts (NDR) ✔  
Delivery Status Notifications (DSN) ✔  
Custom rules like color categorization of emails, specific logic, sub-calendars and flags ✔  
Calendar notifications such as invites, responses, cancellations, etc. ✔  
PST Connection to Outlook Profile ✔  
Calendar permissions sharing to more than 2 users ✔  
Pictures that have been added within a Business Card ✔  
Deleted items including recoverable deleted items. ✔  
Mailbox permission settings, sharing settings (such as aliases; delegates) and other mailbox related setting ✔

 

PST personal archives

✖ Quest Offers a solution for PST to M365 migration
Safe Sender or Blocked Lists ✖  
RSS Feeds ✖  
Client settings (e.g., default fonts), folder views, outlook customizations ✖  
User defined or custom fields ✖  
Notifications scheduled more than one week in the future ✖ Default notifications that are set to 15 or 30 minutes will be migrated.
Outlook Quick Steps ✖  
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