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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 Site Contents

Discovering the site structure and content provides a better understand of the scope of the migration. The SharePoint contents list displays the following SharePoint object types: Site (site collection), Web (root site), Lists, Webs (sub sites, child sites). The display will include the number of lists and the number of items in each list.

In this topic:

Starting a Discover SharePoint Contents 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 the SharePoint tile, or click Open from the SharePoint tile to open the SharePoint dashboard.
  5. Click the SharePoint Contents tab to open the SharePoint Contents list view.
  6. Choose one or more sites by selecting the respective check box for the site. You can select the check box in the column header to select all sites.
  7. Click Discovery > Discover SharePoint Contents from the Actions ribbon. The New Discover SharePoint Contents Task wizard opens.
  8. Step 1: Options
    1. Collect forms and workflow statistics - select this option to count the number of Infopath forms and workflows associated with the selected sites.
    2. Click Next.
  9. 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.
  10. Step 3: Schedule
    1. Choose from one of three options to schedule the task. The scheduler will be activated after you complete the task wizard.
      • Run now - task runs immediately.
      • Run later - task must be started manually.
      • Schedule - task will be started at a future date and time entered in the corresponding calendar field.
    2. Click Next.
  11. 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 SharePoint Contents Task.
      2. Source tenant - name of the tenant where the statistics will be collected.
      3. Scheduled start - date and time when the task will start. Now indicates that the task will start immediately.
    2. Click Back to revise or review a previous step or click Finish to complete the task wizard and start the task as scheduled.

Viewing the SharePoint contents

  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 theSharePointtile, or click Open from the SharePoint tile to open the SharePoint dashboard.
  5. Click the SharePoint Contents tab to open the SharePoint Contents list page.
  6. To view the contents for a specific site:
    1. Clear any filters in the Filter panel
    2. Set the Type filter to Site from the dropdown list. The list of sites and site collections are displayed.
    3. Select a site by clicking the corresponding check box. The site details panel opens.
    4. Click Show Content. The site contents are displayed in the list.

      The SharePoint Contents list view columns are as described below. One or more columns may be hidden by default. Use Edit Columns to hide or show columns.

      • Type - SharePoint object type. Values are Site, Web, List, and Members.
      • Name - name of the object type.
      • Provision State - current state of the object. Values are Discovered, Matched, Provisioned and Provisioned With Issues.
      • Migration State - migration state of the object and its children. Values are:
        • Not Migrated - migration has not started
        • Discovered - SharePoint objects have been found in the source tenant.
        • Matched - a SharePoint object in the source tenant has been matched with a corresponding SharePoint object in the target tenant.
        • Mapped - a site in the source tenant has been mapped to another site in the target tenant. Source and target URLs are different.
        • Provisioned - On Demand has created (updated) the SharePoint object (site, web, list, users and groups) on the target without warnings or errors.
        • Queued - waiting for service resources to be available. For more information, see How Queuing Works.
        • Migrating - migration is in progress
        • Migration Failed - migration has failed.
        • Migrated - migration is successful
        • Migrated With Issues - this object or at least one child object had issues with migration
        • Partially Migrated - at least one child object has not been migrated
        • Partially Migrated With Issues - at least one child object has not been migrated and this object or at least one child object had issues with migration
      • Source Location - geo-location of the source object.
      • Source Url - object url in the source tenant.
      • Target Location - geo-location of the target object.
      • Target Url - object url in the target tenant.
      • Mapped to Different Url - Boolean to indicate if user has mapped the object to different url on the target
      • Template - SharePoint template used for the source object.
      • Migration -
      • Site Type - possible values are M365 Groups, Teams, and SharePoint. The Team Site template is associated with M365 Groups. If Teams has been activated on an Team Site template then it is associated with Teams. All other site templates are associated with SharePoint.
      • Site Language - default language of the source site.
      • Hub - name of the hub group that the site belongs to if the source site is organized in a hub-spoke relationship.
      • Task Status - Status of the task that is working on this object. Values are New, Stopped, In Progress, Failed, and Completed.
      • Last Updated - most recent date and time when the object information was updated.
      • Owner - owner account name
      • Source Child Items - total of all the child lists and libraries in the site or web in the source tenant.
      • Target Child Items - total of all the child lists and libraries in the site or web in the target tenant.
      • Source InfoPath Forms - number of Infopath forms in the source tenant.
      • Source SharePoint Workflows - number of workflows in the source tenant.
  7. To view the contents for a specific content type:
    1. Clear any filters in the Filter panel
    2. Set the Type filter to a content type from the dropdown list. The list of content types are displayed.

Reviewing the premigration report

  1. Select the Tasks tab in the SharePoint workspace.
  2. Select the Discover SharePoint Contents Task that you want to review.
  3. From the task details pane, click Download Premigration Report.

  4. Download and save the ZIP file to a suitable folder, and extract the report.

NOTE: This premigration report covers all the site contents for the specific sites selected for this task. Premigration reports for all sites (excluding site contents) are also available from the following tasks:

  • Discover All Sites
  • Discover Sites from File

Mapping Webs

Webs or sub-sites that have not been migrated can be renamed, mapped to a different parent, or promoted to a site in the target tenant. When these objects are migrated, they will be renamed, relocated to the new parent or promoted to a site. The web is retained in the source tenant but set as Relocated (ie., not migratable)

The conditions for mapping a web to another web are as follows:

  • Web has not been previously migrated.
  • Web is not a root web.

If a web is promoted to a site, then:

  • Site must have a new name.
  • A new site and member objects are cloned form the web's parent site.
  • Web is cloned as the root web of the new site.
  • Children of the web are re-parented under the cloned web.
  • Migrate the new site to complete the migration of the promoted web

Example: Consider the promotion of a web (\sites\HR\Benefits) to a site (\sites\HR-Benefits). When the task completes, the SharePoint Contents list will display the following:

Type Name Source URL Target URL
Site HR \sites\HR  
Web HR \sites\HR  
Site HR-Benefits \sites\HR \sites\HR-Benefit
Web HR-Benefits \sites\HR \sites\HR-Benefit

Limitations

  • Links from the source web may not be updated on target. For example, links to the old parent.
  • For webs with unique SP Groups the groups may be duplicated.

To map a web

  1. Open the SharePoint contents tab and locate the list. You can use the list filter Type = Web to narrow down your search.
  2. Select a web that has not been migrated. You can select only one web at a time. Then click Map Web from the list detail pane.

  3. The New Web Mapping Task wizard starts. Specify the information in the steps described below:

  4. Step 1: Map Settings
    1. Promote this web to a site collection - select this option to promote the web to a site. Webs with unsupported templates cannot have the template remapped and be promoted to site, so this setting will is displayed if the selected web has a supported template.
    2. Specify the new name and relative url
      • New Target Web Name - specify the new name of the target web if necessary, or retain the original name if you want to relocate the web.
      • New Target Url - Enter the new relative url of the web if you plan to relocate the web. This option is not available if the web is promoted to a site.
    3. Specify a supported target web template. This option is available if the selected site has an unsupported template.

      NOTE:

      To find webs with unsupported web templates, clear the filters in the search ribbon. Then set the following filters: Migration = Unsupported and Type = Web

      When you use a supported template, the original web features may not be provisioned. However, supported lists and list items can now be migrated to the target tenant.

      • New Target Web Template - choose Teams site (no Microsoft 365 group) from the dropdown.

    4. Click Next.
  5. Step 2: Summary
    1. Verify the task specifications as described below:
      • Name - name of the task. The default name is Map Single SharePoint Object Task. You can specify a custom name.
      • New Target Web Name - new name of the target web
      • New Target Url - relative url of the site or web in the target tenant.
    2. Click Back to revise or review a previous step or click Finish to complete the task wizard and start the task as scheduled.
  6. You can track the progress in the Tasks tab, monitor alerts and notifications in the Events tab and view the summary on the Dashboard.
  7. When the task completes, the SharePoint Contents list is updated. Compare the Source Urlcolumn with the Target Url column for the selected web. The Provision state of the selected web is set to Mapped.

Mapping Lists

Lists or libraries that have not been migrated can be mapped to a different web on the target tenant or mapped to an existing list. When these objects are migrated, they can be relocated to the new SharePoint web or merged with a target list. This web can be in the same site or a different site.

  • The web in the target tenant must exist before the mapping otherwise mapping will fail.
  • Previously migrated lists cannot be mapped to a different web.
  • The source and target lists must have the same template type.
  • The list mapping will be used by a migration task that includes the list.
  • If lists are merged during migration, then
    • List objects merged
      • Content types
      • List columns
      • List Items (with permissions)
    • List objects not merged
      • List settings including Title and Description
      • List Permissions
      • Views
      • Alerts

To map a list to a different site or web

  1. Open the SharePoint Contents tab and locate the list. You can use the list filter Type = List to narrow down your search.
  2. Select a list that has not been migrated. You can select only one list at a time. Then click Map List from the list detail pane.

  3. The New List Mapping Task wizard starts. Specify the information in the steps described below:
  4. Step 1: Map Settings

    1. Specify the new name and relative url
      • New Target Url - Enter the new name of the list or retain the original name. You can specify a different url in the target tenant to relocate the site if necessary.
    2. Choose a the mapping option
      • Migrate source list to target - select this option to migrate the contents of the source list to the specified target list
      • Merge source list contents with target list - select this option to merge the contents of the source list with the specified target list.
    3. Click Next.
  5. Step 2: Summary
    1. Verify the task specifications as described below:
      • Name - name of the task. The default name is Map Single SharePoint Object Task. You can specify a custom name.
      • New Target Url - the relative url of the site or web in the target tenant.
      • Map option - option to match sub-sites and other descendant structures.
    2. Click Back to revise or review a previous step or click Finish to complete the task wizard and start the task as scheduled.
  6. You can track the progress in the Tasks tab, monitor alerts and notifications in the Events tab and view the summary on the Dashboard.
  7. When the task completes, the SharePoint Contents list is updated. Compare the Source Urlcolumn with the Target Url column for the selected list. The Provision state of the selected list is set to Mapped.

Migrating Term Stores

NOTE: Discovering and migration of term stores is optional. If you don't use managed meta data from the term store in your SharePoint sites then you don't need to discover and migrate the term stores.

Term store migration for multi-geo site deployments are supported. Term groups that are not in the Central region must be migrated separately by migrating the regional Term Store.

If you want to migrate SharePoint Term Stores to a geo located target tenant, you must map the discovered source tenant Term Stores to active geo locations in the target tenant. For more information see Mapping Geo Located Sites.

To migrate terms stores:

  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. From the project Dashboard click Open in the SharePoint tile.
  5. Click the Term Store tab.
  6. Select the term stores to migrate. You can select multiple term stores.
  7. Click Migrate. The Migrate Term Store wizard opens.
  8. Step 1: 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 2: Schedule
    1. Choose from one of three options to schedule the task. The scheduler will be activated after you complete the task wizard.
      • Run now - task runs immediately.
      • Run later - task must be started manually.
      • Schedule - task will be started at a future date and time entered in the corresponding calendar field.
    2. Click Next.
  10. Step 3: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Migrate Term Store. You can specify a custom name.
      2. Source tenant - name of the tenant where the site discovery occurs.
      3. Scheduled start - date and time when the task will start. Now indicates that the task will start immediately.
    2. Click Back to revise or review a previous step or click Finish to complete the task wizard and start the task as scheduled.
  11. When the task completes, the Term Store list displays the term groups with Migration State = Migrated and Task Status = Completed. The Global Term Store tile in the Dashboard will also indicate the status of the task.

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