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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 Sites with Collections

SharePoint site collections, sites and lists can be grouped in collections.

Migrating large numbers of SharePoint site collections requires careful planing. The site collections could belong to different offices and geographical locations or sensitive departments. Organize the SharePoint site collections into logical groups called collections to make large SharePoint site collections more manageable. SharePoint sites, webs and lists can be grouped in collections.

Working with the Collection Dashboard

The Collection Dashboard shows the collection-specific summary, allows you to see SharePoint site collections 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 SharePoint tile to open the SharePoint 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 SharePoint Contents tab. You will see the list of SharePoint site collections that belong to the collection.
  • To see the tasks for collection-specific sites, 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 toolbar.
  • To return to the project dashboard, click the project name in the navigation bar.

Adding SharePoint site collections to Collections

You can add SharePoint site collections to collections in three ways:

To add selected SharePoint site collections to a new collection:

  1. From the project dashboard, click Open in the SharePoint tile to open the SharePoint workspace.
  2. Select the SharePoint Contents tab.
  3. Select the SharePoint site collections you want to combine into a 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 SharePoint site collections to the collection.

To add selected SharePoint site collections to an existing collection:

  1. From the project dashboard, click Open in the SharePoint tile to open the SharePoint 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. From the actions toolbar, click the SharePoint Contents tab and select the site collections that you want to add to the collection.
  4. Click More Actions > 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 SharePoint sites 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: CSV file names with non-ASCII characters are not supported. 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 site collections.
  • SharePoint site collections can be listed in multiple collections.
  • You can download a CSV template when you start the Import Collections from File wizard and click Download Example File from the Discovery Options step.
  • CSV file names with non-ASCII characters are not supported.

Use the format shown below:

SourceURL - site collection URL.

Collection - collection name.

Step 2: Import the CSV file

  1. Click the SharePoint Contents tab.
  2. From the actions toolbar, click More Actions and then click Import Collections. The Import Collections from File wizard starts.

  3. Click Browse and select the CSV file. The selected CSV file name appears.
  4. Click Open in the File Explorer window to load the file into the wizard.
  5. Click Import.

NOTE: SharePoint site collection URLs in the CSV that have not been discovered cannot be added to the collection.

To gather a site and all its children into a collection

  1. From the top-right corner of the workspace, click Select Collection and then select the collection to view.
  2. If needed, add one or more SharePoint site collections to the collection
  3. Select one or more site collections.
  4. Run the Discover SharePoint Contents task.

NOTE: SharePoint content discovered during a migration will be added to the collection as well if the parent site collection is present .

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 migration workspace.
  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 the SharePoint tile, or click Open from the SharePoint tile to open the SharePoint migration workspace.
  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.

  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.
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