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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

Discovering Teams

In this topic:

Discovering all Teams

This is the simplest approach which uses the Discover Teams tasks to inspect the source tenant and discover all the teams.

To start the Discover Teams 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 Teams from the project tiles, or click Open from the Teams tile to open the Teams dashboard.
  5. Click Discover Teams from the Teams tile in the Teams dashboard

    -or-

    Select the Teams tab and select the List View if not already selected. Then click Discover Teams > Discover All from the Actions menu.

  6. The New Teams Discovery Task wizard opens.
  7. Step 1: Discovery Options

    1. Click Next.
  8. Step 2: 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.
    3. Click Next.
  9. Step 3: 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.
  10. Step 4: 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 Discover Teams.
      2. Source tenant - name of the tenant where the statistics will be collected.
      3. Target tenant - name of the target tenant in this project.
      4. 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.

Discovering Teams from a file

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

Step 1: Preparing the CSV file

  1. Log in to the Microsoft 365 admin center (https://admin.microsoft.com) with the credentials of your source tenant administrator.
  2. From the navigation pane, click Active groups.
  3. Select Microsoft 365 tab in the Active Groups page
  4. Set the list filter to Groups with Teams.
  5. Click Export and then click Export groups in this list. A Groups.csv file will be downloaded to your computer.

  6. Edit the CSV file and retain the Group ID and Group name columns. Then retain the teams you want to discover and delete the rest. If you retain a row that references a group without a team, the group will be ignored during discovery.

    NOTE:

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

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

Step 2: Starting the Discover Teams 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 Teams from the project tiles, or click Open from the Teams tile to open the Teams dashboard.
  5. Click the Teams tab and select the List View if not already selected. Then click Discover Teams > Discover From File from the Actions menu.
  6. The New Teams Discovery Task wizard opens.
  7. Step 1: Discovery Options

    1. Click Browse and select the CSV that contains the Group IDs and Group names of the teams that you want to discover.
    2. Click Next.
  8. Step 2: 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.
    3. Click Next.
  9. Step 3: 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.
  10. Step 4: 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 Discover Teams.
      2. Source tenant - name of the tenant where the statistics will be collected.
      3. Target tenant - name of the target tenant in this project.
      4. 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 Discover Teams Task

  1. Open the Tasks tab.
  2. Select the task that you want to review. The default name is Discover Teams.
  3. In the task details pane that opens, the information presented is as described below:
    1. Type - Type of the task. The type is discoverteams.
    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 Discover Teams 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 Teams with Collections

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

Working with the Collection Dashboard

The Collection Dashboard shows the collection-specific summary, allows you to see teams 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 Teams tile to open the Teams 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 Teams tab. You will see the list of teams that belong to the collection.
  • To see the tasks for collection-specific accounts, use the corresponding tile on the collection Dashboard or open the Tasks tab.
  • To see the events related to the collection, use the corresponding widget on the collection Dashboard or open the Events tab.
  • To rename or delete the collection, click the corresponding buttons in the menu.
  • To return to the project dashboard, click the project name in the navigation bar.

Creating a Collection manually

  1. From the project dashboard, click Open in the Teams tile to open the Teams workspace.
  2. From the top-right corner of the workspace, click Select Collection > + New Collection
  3. Enter a collection name and click Save to add this collection to the project.

Adding teams to Collections

You can add teams to collections in several ways:

To add selected teams to a new collection:

  1. From the project dashboard, click Open in the Teams tile to open the Teams dashboard.
  2. Click the Teams tab and select List View if not already selected.
  3. Select the teams you want to add to the collection.
  4. From the actions toolbar, click New Collection. The New Collection dialog opens.

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

To add selected teams to an existing collection:

  1. From the project dashboard, click Open in the Teams tile to open the Teams dashboard.
  2. Click the Teams tab and select List View if not already selected.
  3. Select the teams you want to add to an existing collection.
  4. From the actions toolbar, click 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 teams to the collection.

To add teams from a CSV file to a new or existing collection from the Teams tab:

This is a two-step process as described below to add teams to an existing collection from the Teams tab:

Step 1: Prepare the CSV file

NOTE: CSV file names with non-ASCII characters are not supported. Teams 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 teams 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.

  • Collection - Column header for the collection name
  • Source MailNickname - Email alias of the M365 group of the team. You can get the Source MailNickname property of the teams when you export teams to a CSV file. Source MailNickname values are case-sensitive.

Step 2: Import the CSV file

  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 Teams tile, or click Open from the Teams tile to open the Teams workspace.
  5. Open the Teams tab.
  6. From the actions toolbar, click More Actions > Import Collections. The Import Collections from File dialog opens.
  7. Select Teams/M365 groups from the Specify kind dropdown.

  8. Click Browse and select the CSV file. The selected CSV file name appears.
  9. Click Import.

NOTE: If a collection in the CSV does not exist, a new collection will be created with the name specified in the CSV.

To add teams from a CSV file to an existing collection from the Teams collection dashboard:

This is a two-step process as described below to add teams to an existing collection from the Teams collection dashboard:

Step 1: Prepare the CSV file

NOTE: CSV file names with non-ASCII characters are not supported. Teams in the CSV that have not been discovered cannot be added to the collection.

Use the format shown below:

Source MailNickname - Email alias of the M365 group of the team. You can get the Source MailNickname property of the teams when you export teams to a CSV file. Source MailNickname values are case-sensitive.

Step 2: Import the CSV file

  1. From the project dashboard, click Open in the Teams tile to open the Teams workspace.
  2. From the top-right corner of the workspace, click Select Collection and then select the collection.
  3. Click Fill From File from Teams collection Dashboard menu. The Fill from File dialog opens.
  4. Click Browse and select the CSV file that you created.
  5. Click Populate to add the teams from the file to the collection.

Exporting Teams

To export teams to a comma-separated values (CSV) file:

  1. Click Teams from your migration project
  2. Click the Teams tab. From the Teams List View select the teams you want to export.
  3. From the Teams List View select More Actions and then select Export.
  4. Open the CSV file by extracting it from the ZIP file that is downloaded to your computer.

The exported data contain the following information:

  • Team Name - source team name
  • Workflow - (deprecated) the most recent operation performed on the team
  • Channel, Members, Messages, Plans, Tasks - counts of various content in the team.
  • Size(MB) - size of all the content in the team.
  • Last Activity - date and time of the last action performed on the team record.
  • Created - date and time the team record was created
  • Target Team Name - suggested target team name that will be provisioned in the target tenant
  • Source MailNickname - email alias of the associated Microsoft 365 Group. This value will be used for the mail enabled object and will be used as PrimarySmtpAddress for this Microsoft 365 Group. The value must be unique across your tenant.
  • Last Operation Description - description of the last operation performed on this team.

Mapping Teams

You can rename and map teams, or rename, map and merge one or more source teams to a specific team in the target tenant in two ways:

Mapping and Renaming Teams from the Teams 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 Migration to open the My Projects list.
  3. Create a new project or open an existing project.
  4. Click Teams from the project tiles, or click Open from the Teams tile.
  5. Go to the Teams tab and select one or more teams from the Teams list that you want to rename and map.
  6. Click More Actions and then click Rename and Map. The New Teams & Groups Rename and Map Task wizard opens.
  7. Step 1: Mapping options
    1. Enter the information as described below:
      • Add prefix - specify a prefix for the team name.
      • Add suffix - specify a suffix for the team name.
    2. Click Next.
  8. Step 2: Notification
    1. Send notification email once the task is completed - select this option to send a notification email when a mapping task completes.
      • Only in a case of failure - select this option to send the email if the mapping 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.
    3. Click Next.
  9. Step 3: 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.
  10. Step 4: 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 Rename and Map Task.
      2. Source tenant - name of the tenant in this project.
      3. Target tenant - name of the target tenant in this project.
      4. 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.

The task is created. You can track its progress from the Tasks tab, view the summary on the Dashboard or monitor alerts and notifications from the Events tab.

 

Mapping, Renaming and Merging Teams from a File

To rename teams or merge one or more source teams to a specific team in the target tenant, a CSV file is used to indicate the mapping between source and target teams, as described below.

NOTE:

When teams are renamed and provisioned in the target tenant, Microsoft creates a default OneNote tab. Since ODM migration service is not aware of this default tab, any OneNote content that is migrated will retain the original name and will not appear in the default target OneNote tab of the renamed team.

There are two scenarios with OneNote migration when teams are merged:

  1. When one or more teams are merged to a team with a different name in the target tenant, Microsoft creates a default OneNote tab for the renamed target team. Since ODM migration service is not aware of this default tab, any OneNote content that is migrated will retain the original name and will not appear in the default target OneNote tab of the renamed team.
  2. When one or more teams are merged to a team with a preexisting team in the target tenant, contents in the OneNote tab in the target tenant is overwritten with the content from the source.

To create the mapping file:

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

    TIP:

    • Export selected teams to a comma-separated values (CSV) and then edit this file. See Exporting Teams for more details.
    • 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.

  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 Mailnickname - unique name of the source team. The following column header variations are supported: SourceMailNickname, Source MailNickname, Source MailNickName. The column header is case sensitive.
    • Target Mailnickname - unique name of the target team. The following column header variations are supported: TargetMailNickname, Target MailNickname, Target MailNickName. The column header is case sensitive. You can merge multiple source teams to a single target team when you specify the same Target Mailnickname in a mapping file.
    • Target Team Name - display name of the target team. The column header is case sensitive. If two or more records have the same Target Mailnickname then the Target Team Name for each record must be specified and must be the same.

    Example 1: Row 2: Simple change of name

    The name properties of the source team will change to the Target Mailnickname and Target Team Name respectively.

    Example 2: Rows 3 and 4: Different target teams with the same display name

    The Target Mailnicknames are different but the Target Team Names are the same. The Target Mailnickname takes precedence and the teams will be mapped to distinct Target Mailnicknames but the display name of each target team will be the same. It is recommended that you use unique display names to avoid confusion.

    Example 3: Rows 5, 6 and 7: Merge multiple source teams with the same target team

    The Target Mailnickname is the same. The teams will be merged with the same target team with the specified display name.

  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 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 Teams from the project tiles, or click Open from the Teams tile to open the Teams dashboard.
  5. Click the Teams tab.
  6. Click More Actions and then click Map from File. The New Mapping from File Task wizard opens.

  7. Step 1: Mapping file
    1. Click Browse and select the CSV mapping file. The selected file name appears next to the Browse button.
    2. Click Next.
  8. Step 2: Notification
    1. Send notification email once the task is completed - select this option to send a notification email when a mapping task completes.
      • Only in a case of failure - select this option to send the email if the mapping 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.
    3. Click Next.
  9. Step 3: 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.
  10. Step 4: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. You can specify a custom name.
      2. Source tenant - name of the tenant in this project.
      3. Target tenant - name of the target tenant in this project.
      4. 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.

The task is created. You can track its progress from the Tasks tab, view the summary on the Dashboard or monitor alerts and notifications from the Events tab.

 

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