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On Demand Migration Current - User Guide

About On Demand Migration Before you Start 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: Working with PowerShell

Discovering Teams and Groups

Every team is associated with a Microsoft 365 Group, but there are groups that are not associated with teams. In this topic, the term team means a Microsoft Team and includes its associated group, and the term group means a Microsoft 365 Group that is not associated with a team.

NOTE: This topic explains the process to discover both teams and groups. If you want to discover only teams, see Discovering Teams. If you want to discover only groups that are not related to teams, see Discovering Groups.

In this topic:

Discovering all teams and groups

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

To start the Discover 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 > Discover All from the Teams dashboard.
  6. The New Teams & Groups Discovery Task wizard opens.
  7. Step 1: Discovery Options

    1. All Teams - select this option to discover all Microsoft Teams.
    2. All Groups - select this option to discover all Microsoft 365 Groups without Teams.
    3. All Teams and Groups - select this option to discover Microsoft 365 Groups and Teams.
    4. Collect Plan and Task statistics for Teams - Select this option to start a Collect Statistics Task to count the number of Plans and Tasks in Teams. This option is available when the All Teams option is selected.
    5. Collect Message statistics for Teams - Select this option to start a Collect Statistics Task to count the number of messages in Teams. This option is available when the All Teams, All Teams and Groups or Teams and Groups from file option is selected.
    6. Collect Plan and Task statistics for Groups - Select this option to start a Collect Statistics Task to count the number of Plans and Tasks in Microsoft 365 Groups. This option is available when the All Groups option is selected.
    7. Collect Plan and Task statistics for Teams and Groups - Select this option to start a Collect Statistics Task to collect additional information about Teams and Microsoft 365 Groups. This option is available when either the All Teams and Groups or Teams and Groups from file option is selected.

      NOTE: When a Collect Statistics Task is started, the temporary Migration Manager for the source tenant will be added to all teams, all groups or the teams and groups specified in a CSV file. The additional information collected by the tasks are used in the migration process for groups and helps improve the performance of the migration tasks.

    8. Collect Last Activity for Teams - Select this option to start a Collect Last Activity for Teams task to get the most recent activity time from a discovered team.
    9. 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.
        • Start - enter the start time for the task.
    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.
      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 and groups from a file

This step is required if you plan to discover teams and groups using a CSV file. When you have a large set of teams and groups but you want to migrate a subset of the objects, the CSV file lets you specify the teams and groups that you want to discover and ignore the rest. You can then use this file in the New Teams & Groups Discovery Task as described in this topic to discover the teams from the source tenant.

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. Click Export and then click Export all groups. A Groups.csv file will be downloaded to your computer.

  5. Edit the CSV file and retain the Group ID and Group name columns. Then retain the teams and groups you want to discover and delete the rest.

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

Step 2: Starting the Discover 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 > Discover from file from the Teams dashboard.
  6. The New Teams & Groups 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. Collect Plan and Task statistics for Teams - Select this option to start a Collect Statistics Task to count the number of Plans and Tasks in Teams. This option is available when the All Teams option is selected.
    3. Collect Message statistics for Teams - Select this option to start a Collect Statistics Task to count the number of messages in Teams. This option is available when the All Teams, All Teams and Groups or Teams and Groups from file option is selected.
    4. Collect Plan and Task statistics for Groups - Select this option to start a Collect Statistics Task to count the number of Plans and Tasks in Microsoft 365 Groups. This option is available when the All Groups option is selected.
    5. Collect Plan and Task statistics for Teams and Groups - Select this option to start a Collect Statistics Task to collect additional information about Teams and Microsoft 365 Groups. This option is available when either the All Teams and Groups or Teams and Groups from file option is selected.

      NOTE: When a Collect Statistics Task is started, the temporary Migration Manager for the source tenant will be added to all teams, all groups or the teams and groups specified in a CSV file. The additional information collected by the tasks are used in the migration process for groups and helps improve the performance of the migration tasks.

    6. Collect Last Activity for Teams - Select this option to start a Collect Last Activity for Teams task to get the most recent activity time from a discovered team.
    7. 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.
        • Start - enter the start time for the task.
    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.
      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 Task

  1. Select the Tasks tab.
  2. Select the task that you want to review. The default name is Discover.
  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.

  4. If you select the options to collect statistics in the New Teams & Groups Discovery Task wizard, you will see additional tasks: Collect Plan and Task statistics for Teams and Groups and Collect Message statistics for Teams. Click each task to view the corresponding details in the details pane.
 

Reviewing the Discover Task Events

  1. Select 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

Reviewing the Collect Statistics Task

  1. Select the Tasks tab.
  2. Select the Collect Statistics Task that you want to review. The default name is Discover.
  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) - The number of events that the task encountered.

Reviewing the Collect Statistics Task Events

  1. Select the Tasks tab.
  2. Select the Collect Statistics 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.
    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

Reviewing the statistics collected

Statistics are collected if the option to collect statistics is selected in the New Teams & Groups Discovery Task. Statistics are collected for teams and groups.

To review the statistics for teams:

From the Team dashboard, click the Teams tile.

NOTE: Each team is associated with a Microsoft 365 group. These groups are not listed in the M365 Groups list.

To review the statistics for groups:

See Reviewing Statistics for Groups.

NOTE: The M365 Groups list displays groups that are not associated with teams.

 

Managing Groups with Collections

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

Working with the Collection Dashboard

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

  • To view the collection dashboard for an existing collection
    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. From the project dashboard, click Open in the Teams tile to open the Teams workspace.
    5. From the top-right corner of the workspace, click Select Collection and then select the collection to view. The collection Dashboard is displayed.
    6. Click the M365 Groups tab. You will see the list of groups 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 dashboard.
  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 groups to Collections

You can add groups to collections in several ways:

To add selected groups to a new collection:

  1. From the project dashboard, click Open in the Teams tile to open the Teams dashboard.
  2. Click the M365 Groups tab and select List View if not already selected.
  3. Select the groups 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 groups to the collection.

To add selected groups to an existing collection:

  1. From the project dashboard, click Open in the Teams tile to open the Teams dashboard.
  2. If you need to create a new collection:
    1. From the top-right corner of the workspace, click Select Collection > + New Collection
    2. Enter a collection name and click Save to add this collection to the project.
  3. Click the M365 Groups tab.
  4. Select the groups you want to add to an existing collection.
  5. From the actions toolbar, click Add To Collection. The Add to existing collection dialog opens.

  6. Select a collection from the Collection name dropdown and click Save to add the selected groups to the collection.

To add groups from a CSV file to a new or existing collection from the M365 Groups tab:

This is a two-step process as described below to add teams to an existing collection from the M365 Groups 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 groups 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. You can get the Source MailNickname property of the teams when you export groups 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 M365 Groups 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 groups from a CSV file to an existing collection from the Teams Collection dashboard:

This is a two-step process as described below:

Step 1: Prepare the CSV file

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

Use the format shown below:

MailNickName - Email alias of the M365 group. You can get the MailNickName property of the groups when you export groups to a CSV file. 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 the 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 groups from the file to the collection.

Exporting Groups

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

  1. Click Teams from your migration project.
  2. Click the M365 Groups tab. From the M365 Groups List View select the groups you want to export.
  3. From the M365 Groups 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:

  • Group Name - source Microsoft 365 group name.
  • Workflow - (deprecated) the most recent operation performed on the Microsoft 365 group.
  • Created - date and time the Microsoft 365 group record was created
  • Target Group Name - suggested target team name that will be provisioned in the target tenant
  • Source MailNickname - alias for 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 group.

Mapping Groups

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

Renaming and Mapping Groups automatically

  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 to open the Teams dashboard.
  5. Click the M365 Groups tab and select one or more groups 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 group name.
      • Add suffix - specify a suffix for the group 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.
        • Start - enter the start time for the task.
    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.

Renaming and Mapping Groups manually from a File

To rename Microsoft 365 groups or merge one or more source groups to a specific group in the target tenant, a CSV file is used to indicate the mapping between source and target groups as described below.

To creating a mapping file:

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

    TIP: Export selected groups to a comma-separated values (CSV) and then edit this file. See Exporting Groups for more details.

  2. The header row defines the names of the source and target attribute used for mapping. Subsequent rows list the matching values of the attributes. This file has two columns:
    • Source MailNickname - the unique name of the source group. This value is case sensitive.
    • Target Group Name - specify the target group name. You can merge multiple source groups to a single target group when you specify the same target group name in a mapping file.

  3. Save the CSV file.

NOTE: File names with non-ASCII characters are not supported.

To upload a 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 M365 Groups 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.
        • Start - enter the start time for the task.
    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 Taskstab, view the summary on the Dashboard or monitor alerts and notifications from the Eventstab.

 

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