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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

Exporting Accounts

  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 Accounts tile, or click Open from the Accounts tile to open the Accounts and User Data dashboard.
  5. Select the Accounts tab and select List View if not already selected.
  6. Select the accounts to export.
  7. Click More Actions and then click Export.

  8. Open the CSV file by extracting it from the ZIP file that is downloaded to your computer.

Removing Accounts

To manage large lists of accounts in a project, you can remove one or more accounts from the accounts list that you don't need for migration processes. The accounts that are removed will remain in the source tenant and you must re-discover the accounts in the project when you need them for migration.

  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 Accounts tile, or click Open from the Accounts tile to open the Accounts and User Data dashboard.
  5. Select the Accounts tab and select List View if not already selected.
  6. Select the accounts you want to clear.

    TIP: Use filters, search or collections to quickly navigate through the list of accounts.

  7. Click More Actions and then click Delete.

  8. The Delete Objects confirmation dialog opens.

  9. Click Delete to remove the selected accounts from the list. If these accounts are listed in other projects, they will be displayed in those projects.

Managing Accounts with Collections

Migrating large numbers of accounts requires careful planning. The accounts could belong to different offices and geographical locations or sensitive departments. Migrating groups of employees in top management, Finance or Legal departments require special care. Organize the accounts into collections to make large account lists more manageable.

Working with the Collection Dashboard

The Collection Dashboard shows the collection-specific summary, allows you to see accounts 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 Accounts tile to open the Accounts and User Data 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 Browse Accounts from the collection Dashboard menu or open the Accounts tab. You will see the list of accounts 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.

Adding accounts to Collections

You can add accounts to collections in three ways:

To add selected accounts to a new collection:

  1. From the project dashboard, click Open in the Accounts tile to open the Accounts and User Data workspace.
  2. Open the Accounts tab and select List View if not already selected.
  3. Select the accounts you want to add to 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 accounts to the collection.

To add selected accounts to an existing collection:

  1. From the project dashboard, click Open in the Accounts tile to open the Accounts and User Data 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. Click the Accounts tab and select the 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 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 accounts
  • Accounts can be listed in multiple collections

You can choose one of two formats to prepare the CSV file:

Format 1: Use the ObjectId to identify accounts

  • ObjectId - Column header for the globally unique identifier that represents a discovered account. The following variations of ObjectId are supported: ObjectId, objectid, objectId, OBJECTID
  • Collection - Column header for the collection name

Format 2: Use the UserPrincipalName to identify accounts

  • UserPrincipalName - Column header for the login name of an account based on the Internet standard RFC 822. Do not use a mail nickname or proxy address. The following variations of UserPrincipalName are supported: UserPrincipalName, userprincipalname, USERPRINCIPALNAME
  • Collection - Column header for the collection name

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 Accounts tile, or click Open from the Accounts tile to open the Accounts and User Data workspace.
  5. Select the Accounts tab and select List View if not already selected.
  6. From the actions toolbar, click More Actions and then click Import Collections. The Import Collections from File dialog opens.
  7. Click the Provide accounts as a list of drop-down and select either ObjectIds or UserPrincipalNames depending on the format of the CSV file that you have prepared.
  8. Click Browse and select the CSV file. The selected CSV file name appears.
  9. Click Import.

NOTE: Identifiers of accounts that are not discovered are ignored without producing an event.

Assessment

The On Demand Migration account service analyzes your domain structure and tracks potential problems, misconfiguration, and risks that might adversely affect the migration. Switch to Assessment view to see the summary reports about the discovered data.

The following reports are available for Accounts:

  • Clean Up
    • Disabled accounts
    • Users with non expiring passwords
  • Adjustments
    • Duplicate group names
    • Duplicate user names
    • Users without first name
    • Users without last name
  • Inventory
    • Number of users
    • Number of groups
  • User by Type
    • External Accounts
    • Tenant members
  • Licenses
    • Available ODM licenses
    • Used ODM licenses
    • Available Teams only licenses
    • Used Teams only licenses

 

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