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Power365 Current - Power365 Premium Integration Pro (Cloud to Cloud) Quick Start Guide

Getting Started

This guide is broken into 3 easy steps to get started quickly. An optional 4th step can be found in Appendix A which describes advanced setup utilizing the custom mapping feature in Power365 Directory Sync.

  1. Verify Setup Requirements

  2. Set up a Premium Integration Project

  3. Set up a Read and Match Workflow (Groups & Teams Only)

Optional Setup (Appendix A)

  1. Set up a custom Template, Read, Match, Stage, and Write Workflow (Use Power365 Directory Sync to create the target object and utilize the custom mapping functionality)

 

Step One: Verify Setup Requirements

Application Accounts

Before starting have Global Administrator account credentials ready for all source and target tenants that are in scope.

Have at least one (1) available Microsoft 365 license for our application account to consume for the duration of the project. Once the project is closed, the account license can be reclaimed.

Visit the Help Center for more details about accounts and permissions requirements .

Directory Sync Agents

There will be no Directory Sync Agents required for Cloud to Cloud setup.

Domain Sharing

There are additional requirements if Domain Sharing Email Rewrite Services (ERS) are required for your Premium Integration Project. ERS setup is not covered in this guide. To find out more about ERS requirements, download our Tenant-to-Tenant prerequisites guide.

 

Step Two: Set up a Premium Integration Project

Create New Premium Project

Power365 Tenant-to-Tenant project setup is automated, making it quick and easy to get started. To begin follow these steps for creating your first Power365 Premium Integration project.

  1. Log in to Power365

  2. Choose Tenant-to-Tenant

  3. Click New Project

  4. Choose the Premium Integration Project type, click Next

  5. Enter a Project Name and Description, click Next

  6. Click New to add your Tenant Environments

  7. Have your Microsoft 365 Global Administrators’ credentials ready.

  8. If there is more than 1 administrator, both administrators must be present to continue setup.

  9. Click Connect.

  10. Enter your Global Administrator’s credentials for the first tenant environment.

  11. Accept the permissions requested.

  12. Repeat steps 9 – 11 for all subsequent tenant environments.

  13. Select your environment pairs, click Next

  14. Select your domain pairs, click Next

  15. Choose Discovery options, click Next

  16. Choose Matching options, click Next

  17. Choose Create options for Users, Teams, and Unified Groups, click Next

  18. Enter New Users Default Password, be sure it meets requirements, click Next

  19. Choose Free/Busy options, click Next

  20. Note: In a hybrid setup, this is where you would be presented with the Directory Sync Agent setup, since this is a Cloud to Cloud project, the system will skip this step.

  21. Choose Domain Sharing options

  22. Choose No, Maybe Later if you don’t have your ERS requirements ready, click Next

  23. The Project Setup Summary will open

  24. Review the configurations, click the header to modify the options

  25. When ready, click Next

  26. Enter a valid email address to receive your discovery notifications

  27. Click Start Discovery

Environment discovery will now begin. When it completes an email will be sent to you. The larger and more complex the environment, the longer initial discovery will take. After a successful initial discovery has completed, delta discoveries will be run every 24 hours by default. Discovery intervals are configurable. If your discovery takes longer than 24 hours on average, be sure to adjust the schedule.

For more information about projects, permissions and other topics visit the online help center.

 

Step Three: Set up a Read & Match Workflow (Office 365 Groups and Teams Only)

Now that the Premium Integration Project is set up there is one final step to ensure a successful migration experience for Office 365 Groups and Teams. One of the key features of Groups and Teams migration services is synchronizing Team and Channel membership, ownership, and additionally for Office 365 groups their subscribers. To accomplish this, Power365 Directory Sync must have a set of matches defined to determine who is a member. To do this, a single Directory Sync Workflow must be set up to read from your tenant environments and match objects between them. Follow these steps to set up the Workflow.

  1. While logged in to Power365

  2. Navigate to Directory Sync Dashboard

  3. Click New under Workflows or click Create a Workflow from the left menu

  4. Enter a Workflow Name and Description

  5. Select your source and target cloud environments, click Next

  6. Choose One-Way Sync, click Next

  7. In the right-side list, Delete the Stage Data and Write To steps

  8. Confirm deletions by clicking Yes

  9. Click Select on the Read From step

  10. Select both cloud environments, click OK

  11. Click Select on the Match Objects step

  12. Choose the source environment

  13. Choose the target environment

  14. Choose the desired matching attribute(s)

  15. It is recommended the same attribute pairings used for Tenant-to-Tenant matching options are used in this case

  16. Do not check the Matched across All Object Types option, Click OK to close the matching settings dialog.  Once it is closed, click Next to continue

  17. Choose your Schedule options from the following then click Next:

    Manually is recommended for testing purposes and for big bang Groups and Teams migrations where changes to the matching table won’t impact the migration event. Scheduled is recommended if migrating Groups and Teams along with your Users over time.

  18. Choose your Alert options

  19. Click Skip to set up later if required

  20. Review your Workflow Summary

  21. Click Edit to modify any desired configurations

  22. When ready, click Finish

  23. From the Directory Sync Dashboard, select the Workflow just created, click Run

  24. When the Workflow is complete, verify that the Users are matching as expected and there are no errors that need to be resolved

  25. The Workflow will need to be run again after your Users and Groups have been created in the target environments

Step One: Verify Setup Requirements

This guide is broken into 3 easy steps to get started quickly. An optional 4th step can be found in Appendix A which describes advanced setup utilizing the custom mapping feature in Power365 Directory Sync.

  1. Verify Setup Requirements

  2. Set up a Premium Integration Project

  3. Set up a Read and Match Workflow (Groups & Teams Only)

Optional Setup (Appendix A)

  1. Set up a custom Template, Read, Match, Stage, and Write Workflow (Use Power365 Directory Sync to create the target object and utilize the custom mapping functionality)

 

Application Accounts

Before starting have Global Administrator account credentials ready for all source and target tenants that are in scope.

Have at least one (1) available Microsoft 365 license for our application account to consume for the duration of the project. Once the project is closed, the account license can be reclaimed.

Visit the Help Center for more details about accounts and permissions requirements .

Directory Sync Agents

There will be no Directory Sync Agents required for Cloud to Cloud setup.

Domain Sharing

There are additional requirements if Domain Sharing Email Rewrite Services (ERS) are required for your Premium Integration Project. ERS setup is not covered in this guide. To find out more about ERS requirements, download our Tenant-to-Tenant prerequisites guide.

 

Step Two: Set up a Premium Integration Project

Create New Premium Project

Power365 Tenant-to-Tenant project setup is automated, making it quick and easy to get started. To begin follow these steps for creating your first Power365 Premium Integration project.

  1. Log in to Power365

  2. Choose Tenant-to-Tenant

  3. Click New Project

  4. Choose the Premium Integration Project type, click Next

  5. Enter a Project Name and Description, click Next

  6. Click New to add your Tenant Environments

  7. Have your Microsoft 365 Global Administrators’ credentials ready.

  8. If there is more than 1 administrator, both administrators must be present to continue setup.

  9. Click Connect.

  10. Enter your Global Administrator’s credentials for the first tenant environment.

  11. Accept the permissions requested.

  12. Repeat steps 9 – 11 for all subsequent tenant environments.

  13. Select your environment pairs, click Next

  14. Select your domain pairs, click Next

  15. Choose Discovery options, click Next

  16. Choose Matching options, click Next

  17. Choose Create options for Users, Teams, and Unified Groups, click Next

  18. Enter New Users Default Password, be sure it meets requirements, click Next

  19. Choose Free/Busy options, click Next

  20. Note: In a hybrid setup, this is where you would be presented with the Directory Sync Agent setup, since this is a Cloud to Cloud project, the system will skip this step.

  21. Choose Domain Sharing options

  22. Choose No, Maybe Later if you don’t have your ERS requirements ready, click Next

  23. The Project Setup Summary will open

  24. Review the configurations, click the header to modify the options

  25. When ready, click Next

  26. Enter a valid email address to receive your discovery notifications

  27. Click Start Discovery

Environment discovery will now begin. When it completes an email will be sent to you. The larger and more complex the environment, the longer initial discovery will take. After a successful initial discovery has completed, delta discoveries will be run every 24 hours by default. Discovery intervals are configurable. If your discovery takes longer than 24 hours on average, be sure to adjust the schedule.

For more information about projects, permissions and other topics visit the online help center.

 

Step Three: Set up a Read & Match Workflow (Office 365 Groups and Teams Only)

Now that the Premium Integration Project is set up there is one final step to ensure a successful migration experience for Office 365 Groups and Teams. One of the key features of Groups and Teams migration services is synchronizing Team and Channel membership, ownership, and additionally for Office 365 groups their subscribers. To accomplish this, Power365 Directory Sync must have a set of matches defined to determine who is a member. To do this, a single Directory Sync Workflow must be set up to read from your tenant environments and match objects between them. Follow these steps to set up the Workflow.

  1. While logged in to Power365

  2. Navigate to Directory Sync Dashboard

  3. Click New under Workflows or click Create a Workflow from the left menu

  4. Enter a Workflow Name and Description

  5. Select your source and target cloud environments, click Next

  6. Choose One-Way Sync, click Next

  7. In the right-side list, Delete the Stage Data and Write To steps

  8. Confirm deletions by clicking Yes

  9. Click Select on the Read From step

  10. Select both cloud environments, click OK

  11. Click Select on the Match Objects step

  12. Choose the source environment

  13. Choose the target environment

  14. Choose the desired matching attribute(s)

  15. It is recommended the same attribute pairings used for Tenant-to-Tenant matching options are used in this case

  16. Do not check the Matched across All Object Types option, Click OK to close the matching settings dialog.  Once it is closed, click Next to continue

  17. Choose your Schedule options from the following then click Next:

    Manually is recommended for testing purposes and for big bang Groups and Teams migrations where changes to the matching table won’t impact the migration event. Scheduled is recommended if migrating Groups and Teams along with your Users over time.

  18. Choose your Alert options

  19. Click Skip to set up later if required

  20. Review your Workflow Summary

  21. Click Edit to modify any desired configurations

  22. When ready, click Finish

  23. From the Directory Sync Dashboard, select the Workflow just created, click Run

  24. When the Workflow is complete, verify that the Users are matching as expected and there are no errors that need to be resolved

  25. The Workflow will need to be run again after your Users and Groups have been created in the target environments

Step Two: Set up a Premium Integration Project

This guide is broken into 3 easy steps to get started quickly. An optional 4th step can be found in Appendix A which describes advanced setup utilizing the custom mapping feature in Power365 Directory Sync.

  1. Verify Setup Requirements

  2. Set up a Premium Integration Project

  3. Set up a Read and Match Workflow (Groups & Teams Only)

Optional Setup (Appendix A)

  1. Set up a custom Template, Read, Match, Stage, and Write Workflow (Use Power365 Directory Sync to create the target object and utilize the custom mapping functionality)

 

Step One: Verify Setup Requirements

Application Accounts

Before starting have Global Administrator account credentials ready for all source and target tenants that are in scope.

Have at least one (1) available Microsoft 365 license for our application account to consume for the duration of the project. Once the project is closed, the account license can be reclaimed.

Visit the Help Center for more details about accounts and permissions requirements .

Directory Sync Agents

There will be no Directory Sync Agents required for Cloud to Cloud setup.

Domain Sharing

There are additional requirements if Domain Sharing Email Rewrite Services (ERS) are required for your Premium Integration Project. ERS setup is not covered in this guide. To find out more about ERS requirements, download our Tenant-to-Tenant prerequisites guide.

 

Create New Premium Project

Power365 Tenant-to-Tenant project setup is automated, making it quick and easy to get started. To begin follow these steps for creating your first Power365 Premium Integration project.

  1. Log in to Power365

  2. Choose Tenant-to-Tenant

  3. Click New Project

  4. Choose the Premium Integration Project type, click Next

  5. Enter a Project Name and Description, click Next

  6. Click New to add your Tenant Environments

  7. Have your Microsoft 365 Global Administrators’ credentials ready.

  8. If there is more than 1 administrator, both administrators must be present to continue setup.

  9. Click Connect.

  10. Enter your Global Administrator’s credentials for the first tenant environment.

  11. Accept the permissions requested.

  12. Repeat steps 9 – 11 for all subsequent tenant environments.

  13. Select your environment pairs, click Next

  14. Select your domain pairs, click Next

  15. Choose Discovery options, click Next

  16. Choose Matching options, click Next

  17. Choose Create options for Users, Teams, and Unified Groups, click Next

  18. Enter New Users Default Password, be sure it meets requirements, click Next

  19. Choose Free/Busy options, click Next

  20. Note: In a hybrid setup, this is where you would be presented with the Directory Sync Agent setup, since this is a Cloud to Cloud project, the system will skip this step.

  21. Choose Domain Sharing options

  22. Choose No, Maybe Later if you don’t have your ERS requirements ready, click Next

  23. The Project Setup Summary will open

  24. Review the configurations, click the header to modify the options

  25. When ready, click Next

  26. Enter a valid email address to receive your discovery notifications

  27. Click Start Discovery

Environment discovery will now begin. When it completes an email will be sent to you. The larger and more complex the environment, the longer initial discovery will take. After a successful initial discovery has completed, delta discoveries will be run every 24 hours by default. Discovery intervals are configurable. If your discovery takes longer than 24 hours on average, be sure to adjust the schedule.

For more information about projects, permissions and other topics visit the online help center.

 

Step Three: Set up a Read & Match Workflow (Office 365 Groups and Teams Only)

Now that the Premium Integration Project is set up there is one final step to ensure a successful migration experience for Office 365 Groups and Teams. One of the key features of Groups and Teams migration services is synchronizing Team and Channel membership, ownership, and additionally for Office 365 groups their subscribers. To accomplish this, Power365 Directory Sync must have a set of matches defined to determine who is a member. To do this, a single Directory Sync Workflow must be set up to read from your tenant environments and match objects between them. Follow these steps to set up the Workflow.

  1. While logged in to Power365

  2. Navigate to Directory Sync Dashboard

  3. Click New under Workflows or click Create a Workflow from the left menu

  4. Enter a Workflow Name and Description

  5. Select your source and target cloud environments, click Next

  6. Choose One-Way Sync, click Next

  7. In the right-side list, Delete the Stage Data and Write To steps

  8. Confirm deletions by clicking Yes

  9. Click Select on the Read From step

  10. Select both cloud environments, click OK

  11. Click Select on the Match Objects step

  12. Choose the source environment

  13. Choose the target environment

  14. Choose the desired matching attribute(s)

  15. It is recommended the same attribute pairings used for Tenant-to-Tenant matching options are used in this case

  16. Do not check the Matched across All Object Types option, Click OK to close the matching settings dialog.  Once it is closed, click Next to continue

  17. Choose your Schedule options from the following then click Next:

    Manually is recommended for testing purposes and for big bang Groups and Teams migrations where changes to the matching table won’t impact the migration event. Scheduled is recommended if migrating Groups and Teams along with your Users over time.

  18. Choose your Alert options

  19. Click Skip to set up later if required

  20. Review your Workflow Summary

  21. Click Edit to modify any desired configurations

  22. When ready, click Finish

  23. From the Directory Sync Dashboard, select the Workflow just created, click Run

  24. When the Workflow is complete, verify that the Users are matching as expected and there are no errors that need to be resolved

  25. The Workflow will need to be run again after your Users and Groups have been created in the target environments

Step Three: Set up a Read & Match Workflow (Office 365 Groups and Teams Only)

This guide is broken into 3 easy steps to get started quickly. An optional 4th step can be found in Appendix A which describes advanced setup utilizing the custom mapping feature in Power365 Directory Sync.

  1. Verify Setup Requirements

  2. Set up a Premium Integration Project

  3. Set up a Read and Match Workflow (Groups & Teams Only)

Optional Setup (Appendix A)

  1. Set up a custom Template, Read, Match, Stage, and Write Workflow (Use Power365 Directory Sync to create the target object and utilize the custom mapping functionality)

 

Step One: Verify Setup Requirements

Application Accounts

Before starting have Global Administrator account credentials ready for all source and target tenants that are in scope.

Have at least one (1) available Microsoft 365 license for our application account to consume for the duration of the project. Once the project is closed, the account license can be reclaimed.

Visit the Help Center for more details about accounts and permissions requirements .

Directory Sync Agents

There will be no Directory Sync Agents required for Cloud to Cloud setup.

Domain Sharing

There are additional requirements if Domain Sharing Email Rewrite Services (ERS) are required for your Premium Integration Project. ERS setup is not covered in this guide. To find out more about ERS requirements, download our Tenant-to-Tenant prerequisites guide.

 

Step Two: Set up a Premium Integration Project

Create New Premium Project

Power365 Tenant-to-Tenant project setup is automated, making it quick and easy to get started. To begin follow these steps for creating your first Power365 Premium Integration project.

  1. Log in to Power365

  2. Choose Tenant-to-Tenant

  3. Click New Project

  4. Choose the Premium Integration Project type, click Next

  5. Enter a Project Name and Description, click Next

  6. Click New to add your Tenant Environments

  7. Have your Microsoft 365 Global Administrators’ credentials ready.

  8. If there is more than 1 administrator, both administrators must be present to continue setup.

  9. Click Connect.

  10. Enter your Global Administrator’s credentials for the first tenant environment.

  11. Accept the permissions requested.

  12. Repeat steps 9 – 11 for all subsequent tenant environments.

  13. Select your environment pairs, click Next

  14. Select your domain pairs, click Next

  15. Choose Discovery options, click Next

  16. Choose Matching options, click Next

  17. Choose Create options for Users, Teams, and Unified Groups, click Next

  18. Enter New Users Default Password, be sure it meets requirements, click Next

  19. Choose Free/Busy options, click Next

  20. Note: In a hybrid setup, this is where you would be presented with the Directory Sync Agent setup, since this is a Cloud to Cloud project, the system will skip this step.

  21. Choose Domain Sharing options

  22. Choose No, Maybe Later if you don’t have your ERS requirements ready, click Next

  23. The Project Setup Summary will open

  24. Review the configurations, click the header to modify the options

  25. When ready, click Next

  26. Enter a valid email address to receive your discovery notifications

  27. Click Start Discovery

Environment discovery will now begin. When it completes an email will be sent to you. The larger and more complex the environment, the longer initial discovery will take. After a successful initial discovery has completed, delta discoveries will be run every 24 hours by default. Discovery intervals are configurable. If your discovery takes longer than 24 hours on average, be sure to adjust the schedule.

For more information about projects, permissions and other topics visit the online help center.

 

Now that the Premium Integration Project is set up there is one final step to ensure a successful migration experience for Office 365 Groups and Teams. One of the key features of Groups and Teams migration services is synchronizing Team and Channel membership, ownership, and additionally for Office 365 groups their subscribers. To accomplish this, Power365 Directory Sync must have a set of matches defined to determine who is a member. To do this, a single Directory Sync Workflow must be set up to read from your tenant environments and match objects between them. Follow these steps to set up the Workflow.

  1. While logged in to Power365

  2. Navigate to Directory Sync Dashboard

  3. Click New under Workflows or click Create a Workflow from the left menu

  4. Enter a Workflow Name and Description

  5. Select your source and target cloud environments, click Next

  6. Choose One-Way Sync, click Next

  7. In the right-side list, Delete the Stage Data and Write To steps

  8. Confirm deletions by clicking Yes

  9. Click Select on the Read From step

  10. Select both cloud environments, click OK

  11. Click Select on the Match Objects step

  12. Choose the source environment

  13. Choose the target environment

  14. Choose the desired matching attribute(s)

  15. It is recommended the same attribute pairings used for Tenant-to-Tenant matching options are used in this case

  16. Do not check the Matched across All Object Types option, Click OK to close the matching settings dialog.  Once it is closed, click Next to continue

  17. Choose your Schedule options from the following then click Next:

    Manually is recommended for testing purposes and for big bang Groups and Teams migrations where changes to the matching table won’t impact the migration event. Scheduled is recommended if migrating Groups and Teams along with your Users over time.

  18. Choose your Alert options

  19. Click Skip to set up later if required

  20. Review your Workflow Summary

  21. Click Edit to modify any desired configurations

  22. When ready, click Finish

  23. From the Directory Sync Dashboard, select the Workflow just created, click Run

  24. When the Workflow is complete, verify that the Users are matching as expected and there are no errors that need to be resolved

  25. The Workflow will need to be run again after your Users and Groups have been created in the target environments

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