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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

Managing Chats with Collections

Migrating large numbers of chats requires careful planning. Organize the user accounts into collections to make large chat lists more manageable.

Adding chats to Collections

You can add user accounts with chats to collections in three ways:

To add selected user accounts to a new collection:

  1. From the project dashboard, click Open in the Teams tile to open the Teams workspace.
  2. Open the Chats tab and select the user accounts that you want to add to a collection.
  3. From the actions toolbar, click New Collection. The New Collection dialog opens.

  4. Enter a collection name in the Collection name field and click Save to add the selected user accounts to the collection.

To add selected user accounts to an existing collection:

  1. From the project dashboard, click Open in the Teams tile to open the Teams workspace.
  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. Open the Chats tab and select the user accounts that you want to add to the collection.
  4. From the actions toolbar, click Add to Collection. The Add to existing collection dialog opens.

  5. Select your collection from the Collection name dropdown and click Save to add the selected user accounts to the collection.

To create one or more collections with a CSV file:

This is a two-step process as described below:

Step 1: Prepare the CSV file

NOTE: 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 user accounts
  • Accounts can be listed in multiple collections

Use the format shown below to prepare the CSV file. The minimal set of columns required are shown.

TIP: You can export the selected user accounts to a CSV file and then add the Collection column and retain the Source UPN 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 UPN - User Principal Name (UPN) of the source account.

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 Chats tab.
  6. From the actions toolbar, click More Actions > Import Collections. The Import Collections from File dialog opens.

  7. Select Chats 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.

Migrating Chats

In this topic:

Reviewing Chats Migration Readiness

NOTE: Chat migrations are heavily throttled by Microsoft on source and target tenants. As a result, migration throughput performance is very difficult to predict. Quest recommends migrating the last 15 or 30 days of messages during the last phase of migrations. Use a separate migration task to archive some or all of the remaining messages for users who require the messages for regulatory or business reasons.

Quest recommends purchasing Chat addon licenses which are faster because archiving all remaining messages takes a considerable amount of time.

Use the following information in the Chats list view to support your decision.

Property Value Description
Workflow Discovered On Demand has discovered the chat.
OneDrive Status Completed The OneDrive migration service has migrated the files for this user. This must be completed for On Demand to migrate chats for this user. You can migrate OneDrive file sharing permissions before or after the Chats migration.
Mailbox Status Migrated User mailbox migration is complete and successful.

In addition to the information that you reviewed, verify the following:

  • The temporary Migration Manager accounts for source and target tenants that you will use to migrate Teams Chat should be granted the Teams license. You should not change your temporary Migration Manager accounts before completing the migration project.
  • The temporary Migration Manager accounts should be granted the Global Administrator or Teams Administrator role on the tenants for which these account are used.
  • [optional] Verify that you have Microsoft Teams Private Chat licenses. Check Settings > Subscriptions.

Considerations

  • It is a best practice to migrate Chats after all the content like OneDrive, Mailboxes, SharePoint, Teams, etc., is migrated and the user accounts are matched.
  • During migration, the migration task will migrate any new messages added to Chats after completing a Discovery task.
  • Chats can be migrated multiple times. During remigration, new messages are added to previously migrated live chats in the target, and new chats that were not migrated before are migrated.
  • You can archive chats only once regardless of the time-range that you select. For example, if there is a chat between A and B, then if you archive chats for A, all messages sent by both A and B in the same chat will be archived. If you attempt to archive chats for B, only new messages between A and B will be migrated to the live chat in the target tenant, but any messages between A and B that were previously archived will not be archived again.
  • When you select the Archive remaining messages option in the Migration Actions step of the New Chats Migration Task wizard, the chat archive file will be uploaded to an available OneDrive of a chat participant, and shared with other participants. During the process, Microsoft 365 will send a notification email to the owner of the file.
  • Due to Microsoft API limitations, the discovery task is automatically run for all users during a remigration to discover new messages and new chats. Which is why we don't recommend remigration for small users sets.

Starting a Chats Migration 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 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 workspace.
  5. Select the Chats tab and select the user accounts whose chats you want to migrate.
  6. Select Migrate from the action ribbon. The New Chats Migration Task wizard opens.
  7. Step 1: Migration Options

    1. Select one or more options as described below:
      • Migrate chats with unmatched and deleted users - select this option to migrate the chats with users that have not been matched with a user the target tenant, or deleted in the source tenant because they have left the organization. The information about the user from the source tenant is used to migrate the chat.

        If this option is not selected, chats that include unmatched or deleted users will not be migrated. For example, if John chats with Dave, and Dave's user account has deactivated because he left the organization, then any chat with user Dave will not be migrated.

      • Skip OneDrive status check - select this option to ignore any verification of OneDrive accounts. Chat messages of users will be migrated regardless of their OneDrive status in the target tenant. Links to OneDrive files attached to chat messages will work when the OneDrive account has been migrated and the files are successfully migrated to the OneDrive account in the target tenant.

        NOTE: OneDrive accounts must be provisioned in the target tenant in advance when using this option.

      • Avoid adding external users to target chats - select this option to avoid adding external users to the chats that are migrated to the target tenant. If this option is not selected, external users will be added to the migrated chat and they will receive unwanted notifications.
    2. Click Next.
  8. Step 2: Migration Actions

    1. Select one or more action options as described below:
      1. Migrate to live chat - select this option to migrate all or a subset of the chat messages from the source tenant to the live chat in the target tenant. You choose a subset or all messages based the date range option as defined below:
        • Messages within last 15 days - the most recent chats within 15 days discovered after the last migration will be migrated.
        • Messages within last 30 days - the most recent chats within 15 days discovered after the last migration will be migrated.
        • Messages within last 60 days - the most recent chats within 15 days discovered after the last migration will be migrated.

        Messages are merged into manageable sets and then migrated. The effect of merging messages is described in the example below:

        Consider a set of original messages in the source tenant as shown below:

        When the message set is merged and migrated, they appear in the target tenant as shown below. The migration service determines the merge set. Messages retain their chronological order and the time stamp is converted to GMT.

      2. Archive remaining messages - select this option to archive the rest of the chat messages. These messages are archived as an HTML file and are uploaded to an available OneDrive selected from chat participants. Permission to view the HTML file is granted to other chat participants.

        NOTE: Chat migrations are heavily throttled on source and target tenants. Migration throughput performance is very difficult to predict. Quest recommends migrating the last 15 or 30 days of messages during the last phase of migrations. Use a separate migration task to archive some or all of the remaining messages for users who require the messages for regulatory or business reasons.

        You can exercise greater granular control over the remaining messages using the time-range options described below:

        • Last 30 days of remaining messages - the most recent 30 days of messages that remain to be migrated will be archived.
        • Last 60 days of remaining messages - the most recent 60 days of messages that remain to be migrated will be archived.
        • Last 90 days of remaining messages - the most recent 90 days of messages that remain to be migrated will be archived.
        • All remaining messages - all messages that remain to be migrated will be archived.

        Additional options:

        • Create private chat with link to archived messages file - selecting this option creates a private chat message in the target tenant with the members of the original chat. The chat message contains a link to the archived messages (HTML) file that is uploaded to the Microsoft Teams Chat Files folder on an available OneDrive selected from chat participants. Clearing this option creates the archived messages (HTML) file with appropriate permissions without a private chat message.

          The archived messages file appears in the OneDrive with the naming convention: <chat name or first 3 member names> + current date + random munber + <-archivedchat.html>

          The link is named Conversation History.

        • Use additional Team Chats licenses for faster archiving - select this option to increase the throughput for archiving remaining chat messages.
          • This option is displayed when
            • additional chat licenses are detected, and
            • Migrate to live chat option is not selected.

            TIP: If you want to migrate live chats and use additional chat licenses to faster archiving, then start two separate chat migration tasks: one task for migrating live chats, and the other task for fast archiving with additional licenses.

        Example 1: Assume that you are migrating chats on June 30.

        If you select Migrate to live chat and Messages within 15 days, then all chat messages from June 16 to June 30 will be migrated to the live chat in the target tenant.

        If you also select Archive remaining messages and Last 30 days of remaining messages, any remaining chats from May 17 to June 15 will be archived as an HTML file in the target tenant. Chats before May 17 will not be migrated.

        If you also select Create private chat with link to archived messages file, a chat message with a link named Conversation History is created in the chat that links to the archived HTML file.

        Example 2: Assume that you migrated and archived chat messages previously on June 30 and are migrating chats again on July 5.

        If you select Migrate to live chat and Messages within 15 days, only new chats discovered after June 30 (July 1 to July 5) will be migrated to the live chat in the target tenant because migration service remembers the previous migration. Chats from June 21 (last 15 days) to June 30 (previous migration date) cannot be remigrated to the live chat.

        If you also select Archive remaining messages and All remaining messages no chat messages will be archived because you cannot archive any messages before June 30 even though there could be messages remaining that were not previously archived. Chat messages can only be archived once.

    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 migration task completes.
      • Only in a case of failure - select this option to send the email if the migration 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.
  10. Step 4: Reporting

    Select the check box Generate detailed report of migration errors to generate a migration error report when you run the migration task.

    You can download the report from the Reports tab of the Teams workspace by clicking the Download link in the Error Log column. If there are no migration errors, a download link is not available. Error reports are retained for 30 days. After 30 days the download link is replaced with the label Expired and you can no longer download the report. For more information about error reports, see Reports.

  11. Step 5: 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.
      • Priority - select a priority from the dropdown for the objects scheduled for migration with this task . Values are: Highest, High, Medium, Low and Lowest. The default priority is Medium. If the system is busy, the objects are queued (Migration state = Queued). When the system accepts new migration work, objects are taken from the queue based on the assigned priority and age in the queue.
    2. Click Next.
  12. Step 6: 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 Migrate chats.
      2. Source tenant - name of the source tenant for the chats.
      3. Target tenant - name of the target tenant where the chats will be migrated.
      4. Scheduled start - date and time when the task will start. For example, Now indicates that the task will start immediately after you complete the wizard.
    2. Click Finish to complete the task wizard. The task will start as scheduled.

The migration 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.

Reviewing the Migration Results

Once the migration task is complete, use the information on the Chats tab to verify the success of the migration. The column in the chats migration list view are as follows:

  • User Name - name of the user from the source tenant.
  • Migration State - status of the task in the migration process. Values are as listed below:
    • Discovered
    • Migrating
    • Partially migrated
    • Partially migrated with issues
    • Migrated
    • Migrated with issues
    • Migration failed
  • Workflow - the most recent operation performed on the group. Valid values are
    • migrated - when all discovered chats have migrated.
    • partially migrated - when some chats failed to migrate. The number of migrated chats is fewer than the total number of chats.
  • Migrated Chats - number of chats migrated for the user. This may be fewer than the total number of chats. If a participant is not matched or OneDrive not migrated then migration of the chat is intentionally skipped and the event documented on the Events tab.
  • Archived Chats - indicates whether or not chats have been archived. When chats are migrated and archived, the value changes to Yes for the selected user. Since chats can be archived only once, if you attempt to re-archive migrated chats, a warning message appears in the migration task events.
  • Source UPN - UserPrincipalName (UPN) of the source account.
  • Target UPN - UserPrincipalName (UPN) of the target account.

 

Troubleshooting

Chats may not be successfully migrated due to a variety of reasons. Two example are described below.

Example 1: Members of a chat have not been matched or migrated to the target tenant.

This is a common case where one or more members are not available in the target tenant. In such a case, the chat will not be migrated. In this example, the chat migration for Joni Sherman indicates a failure. The Status column indicates Migration failed. Joni has been chatting with the Administrator. However the Administrator account has not been matched or migrated to the target tenant.

When you inspect the migration task details, it will indicate a failure. You can click the event icons to get more information about the failure.

Resolution: When accounts are missing from the target tenant, you must map or migrate the account and rerun the chat migration task.

Example 2: An error in a chat message prevents all subsequent chat messages from being migrated.

In this example, chats for Joni Sherman indicate a migration problem. The Status column indicates Migration partially failed. There are 36 chat messages but only 3 messages could be migrated. The migration task completes successfully but no more messages are migrated. The service account that is used to migrate the chat remains as a member of the chat in the target tenant.

When you inspect the migration task, you will notice that the task has completed successfully, but there are error events in the task detail.

The Events list will indicate the error event, but more importantly you will notice that no more messages are migrated after the error event.

Resolution: Inspect the chat messages of the user and resolve the issue. Then rerun the migration task for the same user. If you are unable to address the issues with chat messages, contact Quest Technical Support.

Microsoft 365 Groups Migration

On Demand Migration for Teams securely migrates content for Microsoft 365 Groups without Teams functionality across Microsoft 365 tenants. You can also use this dashboard for migration of Microsoft Teams and associated Microsoft 365 Groups migration (see Microsoft Teams Migration). Microsoft Teams migration requires additional licensing.

The basic Microsoft 365 Groups (without associated Teams) migration process consists of the following steps:

# Step
1 Create a new migration project or open an existing project.
2 Grant necessary permissions in case these permissions are not already granted.
3

Discover Microsoft 365 Groups (without associated Teams) in the source tenant. These groups are not provisioned in the target tenant at this stage.

4

Provision groups in the target tenant.

  • The temporary Migration Manager account in the source tenant will be added to all source Microsoft 365 Groups as a member
  • The temporary Migration Manager account in the target tenant will be added to all migrated target Microsoft 365 Groups as a member and owner.

These accounts can be removed from groups after the migration is completed.

5

Migrate Microsoft 365 Groups without Teams functionality

6

Automatically migrate files associated with content. All files associated with content are transferred to the target according to the options, selected in the migration task.

7 Monitor the progress by tracking tasks and events.

What We Migrate

The following content associated with Microsoft 365 Groups without Teams functionality can be migrated:

Objects and content types
Object Support Notes
Group settings  
Inbox folder and Calendar from the group mailbox this content is always migrated
OneDrive Shared Library OneDrive Shared Library must be created and associated with a group in the same SharePoint site.
Planner  
SharePoint site the entire site is migrated
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