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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

Prerequisites

Verify the following prerequisites before you start migrating Public Folders:

  • Consents for the following permissions are granted for source and target tenants.
    • Migration - Basic
    • Mailbox Migration

    If you want to verify or regrant consents for source and target tenants, see Consents and Permissions.

  • User principal name (Username) been provided using Configure Connections.
  • Target temporary Migration Service account has Owner permission to the target public folder root.
  • It is highly recommended to match or migrate all accounts in the corresponding migration project to ensure that the folder permissions and account related mail settings will be migrated.

To configure connections:

  1. Open the Dashboard tab from the Public Folders workspace
  2. Click Configure Connections from the actions menu. The Configure Connections wizard for Public Folders open.
  3. Select each tenant that you want to configure. Then click Edit and specify the UserprincipalName of an active user account. The account does not need any permissions, and must not be deactivated or deleted. It cannot be an external or guest account. The UserPrincipalName should not have any special characters. Allowed characters are (a to z, A to Z, 0 to 9, ._-@).

Discovering Public Folders

Before proceeding with the migration, retrieve the list of public folders from the source tenant. Explicit credentials must be provided using Configure Connections. For more information, see Prerequisites.

TIP: If you want to rediscover public folders, rerun the existing discovery task.

Discovering all Public Folders

To create a new discovery 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. Click Public Folders from the project tiles, or click Open from the Public Folders tile to open the Public Folders Migration Workspace.
  5. Go to the Public Folders tab. Then click Discovery > Discover Public Folders. The New Public Folder Discovery Task wizard starts. Each step is described below:
  6. 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.
  7. Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. You can specify a custom name. The default name is Public Folder Discovery Task.
      2. Source tenant - name of the tenant where the statistics will be collected.
      3. 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.

When the discovery task is complete, you will see the source tenant’s public folder summary on the Dashboard.

Discovering Public Folders from a file

When you have a large set of public folders but you want to migrate a subset of those public folders, you can start the discovery process by using a CSV file. The CSV file lets you specify the public folders that you want to discover and ignore the rest. This is a two-step process:

Step 1: Prepare the CSV file

  1. Create a CSV file with the column title Source Path. Then enter the relative path of the folders that you want to search. Some examples are shown below:

    NOTE:

    • You can download a CSV template when you start the New Public Folder Discover from File Task wizard and click Download Example File from the Discovery Options step.
    • CSV file names with non-ASCII characters are not supported.

  2. Save the CSV file. You may rename the file if needed.

Step 2: Start the Discovery Task

  1. Log in to Quest On Demand and choose an organization if you have 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. Click the Public Folders tile, or click Open from the Public Folders tile to open the Public Folders Migration Workspace.
  5. Go to the Public Folders tab. Then click Discovery > Discover Public Folders from File. The New Public Folder Discover from File Task wizard starts. Each step is described below:

  6. Discovery Options
    1. Click Browse and select the CSV that contains the folder paths that you want to search.
    2. Click Next.
  7. 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.
  8. Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. You can specify a custom name. The default name is Public Folder Discover from File Task.
      2. Source tenant - name of the tenant where the statistics will be collected.
      3. 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 Discovery Task

  1. Open the Tasks tab.
  2. Select the task that you want to review. The default name is Public Folder Discovery Task or Public Folder Discover from File Task.
  3. In the task details pane that opens, the information presented is as described below:
    1. Type - Type of the task. The type is Discover.
    2. Created - Date and time when the task was created.
    3. Modified - Date and time when the task was last updated.
    4. Status - 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 Discovery Task Events

  1. Open the Tasks tab.
  2. Select the task that you want to review.
  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 event details pane that opens, the information presented is as described below:
    1. Object - Name of the team or group discovered.
    2. Task - Name of the task.
    3. Time - Date and time when the event occurred.
    4. Category - Type of task. the value is Application.
    5. Source - Name of the On Demand Migration service

Managing Public Folders with Collections

Migrating large numbers of folders requires careful planing. The folders could belong to different offices and geographical locations or sensitive departments. Migrating Public Folders of Finance or Legal departments require special care. Organize the Public Folders into collections to make large Public Folder lists more manageable.

In this topic:

Adding Public Folders to Collections

You can add Public Folders to collections in several ways:

To add selected Public Folders to a new collection:

  1. From the project dashboard, click Open in the Public Folders tile to open the Public Folders migration workspace.
  2. Click the Public Folders tab.
  3. Select the Public Folders you want to add to the collection.
  4. From the actions toolbar, click Collections > New Collection. The New Collection dialog opens.

  5. Enter a collection name in the Collection name field and click Save to add the selected Public Folders to the collection.

To add selected Public Folders to an existing collection:

  1. From the project dashboard, click Open in the Public Folders tile to open the Public Folders migration workspace.
  2. Click the Public Folders tab.
  3. Select the Public Folders you want to add to an existing collection.
  4. From the actions toolbar, click Collections > Add To Collection. The Add to existing collection dialog opens.

  5. Select a collection from the Collection name dropdown and click Save to add the selected Public Folders to the collection.

To add Public Folders from a CSV file to a new or existing collection:

Using a CSV file provides the following additional benefits:

  • Multiple collections can be created with the same CSV file.
  • Existing collections can be specified in the CSV file to add additional Public Folders.
  • Public Folders can be listed in multiple collections.

This is a two-step process as described below to add Public Folders to one or more collections:

Step 1: Prepare the CSV file

  1. From the actions toolbar, click Collections > Import Collections. The Import Collections from File wizard starts.
  2. From the Mapping File step, click Download Example File. A ZIP file is downloaded.
  3. Extract the CSV file and use it to prepare your import file in one of three formats described below:

    NOTE: CSV file names with non-ASCII characters are not supported. Public Folders 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 required are shown.

    TIP: You can export the selected Public Folders to a CSV file and then add the Collection column and retain the Source MailNickname column. All other columns in the exported CSV file will be ignored so you can remove those columns if you want.

    • SourcePath - relative path of the Public Folder.
    • Collection - Column header for the collection name. If a collection in the CSV does not exist, a new collection will be created with the name specified in the CSV.

Step 2: Import the CSV file

  1. Open the Public Folders tab.
  2. From the actions toolbar, click Collections > Import Collections. The New Import Collections from File Task wizard starts.
  3. Mapping File
    1. Click Browse and select the CSV file. The selected CSV file name appears.
  4. 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.
  5. 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 the Public Folder to a collection:

  1. Check the Collections column in the Public Folders List View that indicates the most recent collection where the Public Folder has been added and the number of additional collections that also contain the Public Folder.
  2. Select a Public Folder from the Public Folders List View to open the Public Folder Detail pane. Check the Collections property that lists all the collections where the Public Folder has been added.

Working with the Collections Dashboard

The Collection Dashboard shows the collection-specific summary, allows you to see Public Folders added to it, create tasks for them, and monitor the progress of tasks.

To view the collection dashboard for an existing collection:

  1. From the project dashboard, click Open in the Public Folders tile to open the Public Folders 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 Public Folders tab. You will see the list of Public Folders that belong to the collection.

To remove items from a collection:

  1. From the actions toolbar, click Collections > Remove from Collection.
  2. In the confirmation dialog click Remove to remove the selected Public Folders from the collection.

To rename the collection:

  1. Click Collections > Rename Collection in the Actions toolbar of the collections dashboard.

To delete the collection:

  1. Click Collections > Delete Collection in the Actions toolbar of the collections dashboard.

To see the tasks for collection-specific Public Folders:

  1. Open the Tasks tab.

To see the events related to the collection:

  1. Open the Events tab.

To return to the Public Folders migration workspace:

  1. Click the collection dropdown at the top-right corner of the page, and select Show All.

Removing Public Folders from the Migration Project

You can temporarily remove any source public folders from the migration project, if necessary. Consider, public folders cannot be removed permanently from the migration project, all existing source public folders will be added in after next discovery.

To temporarily remove public folders from the migration project:

  1. Go to the migration project Dashboard in case you use new migration UI. In case you are using classic experience or you are already on the Public Folders migration Dashboard, go to step 3.
  2. Click Public Folders widget.
  3. Open Public Folders and select the items you want to remove from the migration project.
  4. Click Delete
  5. Click Delete to confirm the action.
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