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Help Center Home Power365 Platform Tenant-to-Tenant Directory Sync Migration for Active Directory Release Notes Known Limitations Support

Waves

 

What is a Migration Wave?  

A migration wave allows you to organize, schedule and manage collections of users or groups during migration projects. For all project types, each wave can be linked to an Active Directory Group of your choosing for easy management or you can use a cloud only group if that makes it easier or is your only option.

 

What can I use Migration Waves for?  

Migration waves are designed to logically assemble users and groups into collections to apply “actions” and/or “schedule” activities (Prepare for Premium Integration projects, Sync, and Cutover).

It is recommended your migration wave name contain the migration event’s relevant information such as the user cutover date, business unit or physical location/site.

For example, if you plan to cut-over a user’s mailbox on June 2nd and the user is part of the Finance department, you could name the migration wave, June02Finance or Finance_June02.

 

When should I create my waves?  

You can create Migration Waves during the initial setup of the project, or create them later from the Dashboard. To make things easier, we recommend you create your local AD migration groups prior to starting your project but don’t worry it can be done at any time after the Power365 project has been setup.

 

How do I create a New Migration Wave?  

A migration wave is created in the Power365 Project, either during the initial project wizard or later using the Dashboard. It can be associated with a local AD group most project types or created as a stand-alone wave.

For supported project types, simply create a local distribution group in AD, add your members (who is being migrated) and synchronize that group to your Microsoft 365 tenant. Once that prerequisite is complete; to create a Wave with a local AD group associated with it, follow these steps.

  1. Login to Power365.
  2. Navigate to your Project Dashboard.
  3. Locate the “Migration waves for users” information.
  4. Click “Edit”.
  5. A new page will open listing your current waves.
  6. Click “New Migration Wave”.
  7. Name the Migration Wave, remember use a logical name representing that migration event.
  8. Click “Next.”
  9. Select the “Tenant Pair” that should be associated with this wave.
  10. Click “Next.”
  11. Enter the name of the local AD Group that is synchronized to your Microsoft 365 tenant. The type-ahead feature will begin to present a list of discovered groups. Select the appropriate group.
  12. Click “Finish”.
  13. Now that the Migration Wave is created, each time the Discovery process runs (every 24hrs by default or on-demand as needed), any changes to migration wave membership will be reflected in the User Dashboard view under the “Wave” column.

To create a Wave without a local AD group associated with it, simply follow these steps.

  1. Login to Power365.
  2. Navigate to your Project Dashboard.

  3. Locate the “Users” information.

  4. Click “Edit”.

  5. Select the desired user, so the “Add to Wave” action is available.

  6. From the Action Drop-down Menu, select “Add to Wave”.

  7. Click the “Apply Action” button.

  8. A new page will open listing your current waves.

  9. In the available field, enter the name of the new “stand-alone” migration wave you will be creating.

  10. Click “OK” to create the migration wave.

  11. Now that the Migration Wave is created, you may assign users to this wave by following the steps above.

For the Basic Migration project type, there is Migration Wave column in the CSV user list that you will upload to set your waves. The Basic Migration project type does not support associating your waves to a synchronized local AD group.

To create or set a Wave using a file upload, simply follow these steps.

  1. Login to Power365.
  2. Click to open your Basic Migration Project.
  3. Using the project wizard, click next until you are asked to “Upload your user list”.
  4. You may download an example template using the “Download Example List” link. The example table below illustrates this template.

    Source Email Target Email Migration Wave Profile Name
    test1@acme.com test1@contoso.co June02_Sales Profile 1
    Test2@acme.com Test2@contoso.com June10_Marketing Profile 1
    Test3@acme.com Test3@contoso.com June18_Finance Profile 1
  5. When your list is ready, click the “Select File” button. A dialog box will open to allow you to select the prepared list.
  6. Navigate and select the desired file.
  7. Click “Next”.
  8. If the upload was a success then click “Next”. If it was not, fix your upload list and try again.
  9. Continue through the project wizard to complete the upload.
  10. Review the summary page and when ready, click “Submit” to complete the configuration.
  11. You may also use the “Update” action, located in the Users view to upload new users or make changes to existing users.

 

How do I manage Migration Wave Membership?  

For Advanced Migration and Premium Integration project types, it is recommended you use local AD groups to manage your migration wave membership. Simply add or remove membership from the local AD group to manage the migration event or wave the user will be scheduled under.

If you are managing migration waves from Power365 only, as is the case with Basic Migration project types, use the “Add” action to create or change individual user’s wave.

 

How do I manage Migration Wave Membership in Bulk?  

Use the “Update” action located in the Users view to upload a CSV list to set the Migration Wave or Migration Profile for any account listed in the file.

If the wave does not exist already, the wave will be created during the upload process.

 

How do I schedule a Mailbox Migration activity (Prepare, Sync, or Cutover) using Waves?  

Anytime during the project, you may setup or edit your Migration Wave schedule(s) using the Project Wizard. See the Migration Schedules topic for more information.

 

How do I move multiple users to a different Wave?  

Located in the Project Dashboard under the User details view, the Update feature can be used to change one or more user's Migration Wave using a CSV file.

How to update the Migration Wave for multiple users with a SCV file:

  1. Prepare the CSV file as follows:

    Source Email Target Email Migration Wave Profile Name
    test1@acme.com test1@contoso.co July02_Sales Profile 1
    Test2@acme.com Test2@contoso.com July10_Marketing Profile 1
    Test3@acme.com Test3@contoso.com July18_Finance Profile 1
  2. Click the Update action.
  3. Click the Select File action.
  4. Select the CSV then Click Open.
  5. Click Next if upload is successful.
  6. Click Finish.

 

Additional Information  

The User List

Fixing User List Errors

Granular Control with Active Directory Groups

Migration Schedules

Schedules

What schedule features are available in Power365 migrations?  

Power365 provides the option to schedule user actions by wave. You can schedule the start time of 3 types of actions.

  1. Prepare
  2. Sync
  3. Cutover

For more information about each action, read this online help article about Prepare, Sync & Cutover.

 

Can I schedule when a user is created?  

Yes, the user creation process can be scheduled to start based on a wave.

To schedule the creation of a missing user in the target environment, the Prepare action must be scheduled or executed manually. Just choose the start date and time when asked in the schedule setup wizard.

This option is only available for Premium Integration projects. All other project types require the target user be created by Power365 Directory Sync or by another method.

 

Can I schedule when a user is provisioned and licensed?  

Yes, the user account provisioning and licensing process can be scheduled to start based on a wave.

During the first synchronization job a user account is licensed for Exchange Online and optionally for SharePoint Online if OneDrive for Business is being migrated. Once the user is licensed, the user’s mailbox will be provisioned to ready for data migration.

The Sync action must be scheduled or executed manually to provision the target account. Just choose the start date and time when asked in the schedule setup wizard.

This option is only available for Premium Integration projects. All other project types require the target user be provisioned manually.

 

Can I schedule when a user cutover begins?  

Yes, the user cutover can be scheduled to start based on a wave. Just choose the start date and time when asked in the schedule setup wizard.

Click these links for more information about Migration Waves and Cutover.

 

Can I schedule all these tasks at once or separately?  

Each migration schedule is assigned to a single wave or group of waves. Each wave can be moved as need into a new schedule or out of an existing one. A wave can only be assigned to one schedule at a time.

By selecting one or more option, as illustrated below, the “Start On” date and time fields will be available for population. Set the date and time for each action selected.

If you wish to schedule only the Prepare job at first then decide later when to schedule your first Sync, that’s easy to do. Simply select Prepare in the schedule and click next and finish up the schedule.

Once the wave(s) is scheduled for Prepare and runs successfully, check your users for errors that may need resolving.

Figure 1: Example Activity Schedule

 

Can I schedule the frequency and number of Syncs?  

Yes, the user sync action has two (2) additional parameters besides the start date and time. When scheduling a Sync activity, you will be asked how many times you would like to run a sync and how often that sync should run, either in hours, days or weeks.

When choosing how often to sync, keep in mind that subsequent sync jobs after the initial sync are delta syncs that bring over changes, therefore are smaller and faster.

    

Figure 2: Example Migration Schedule Questions

 

How do I schedule migration activity (Prepare, Sync, or Cutover) using Waves?  

Anytime during the project, you may setup or edit your Migration Wave schedule(s) using the Project Wizard. Follow these instructions to edit your Migration Wave Schedule.

  1. Login to Power365.
  2. Navigate to your Project Dashboard.
  3. Click the “Schedule” button at the top of the Dashboard.

    Figure 3: Dashboard Menu with Schedule

  4. A new page will open listing your current schedules.
  5. Click "Add Another Schedule" button to create a new one.
  6. A new page will open listing your current waves.
  7. Select the existing wave(s) you wish to schedule or Click the “Add Migration Wave” button to create a new one.
  8. Once selected, click “Next”.
  9. Select the activities to schedule (Prepare, Sync, Cutover) and enter the Start Date and Time for each selected activity. Note that the Prepare activity is available for Premium Integration projects only.
  10. Click “Next”.
  11. If the Sync activity was selected, enter the frequency of the Sync jobs. You can enter the frequency in Hours, Days or Weeks.
  12. Click “Next”.
  13. If the Sync activity was selected, enter the total number of Syncs that will take place during the scheduled sync jobs. The number of syncs is unlimited, however there is a 100-sync throttling policy. The policy can be adjusted if required, upon a valid request to Support.
  14. Click “Next”.
  15. A summary page will open. Review the details, make modifications by clicking the “Back” button.
  16. Add another schedule for another wave by clicking the “Add Another Schedule” button.
  17. If satisfied with the summary, click “Looks Good” to save and close the schedule.

 

Additional Information  

Migration Waves

Migration Profiles

Prepare, Sync & Cutover

Guest Users

What is a Guest User?  

A guest user is an Azure Active Directory Business-to-Business account which is utilized to provide seamless collaboration between the Microsoft Cloud organizations.

For more context and details check out Microsoft’s document on the topic, What is guest user access in Azure Active Directory B2B?

 

How are Guest Users created, managed, and converted to standard user members with Power365 Tenant-to-Tenant?  

Power365 Tenant-to-Tenant allows you create Guest user objects. For integrated Directory Sync projects, unmatched users can be created as either as regular members or as B2B guest users. By creating these users as guests, they may be granted access to shared resources during the coexistence phase prior to any migration activities.

 

Preparation Phase

  1. Set up and Assign Migration Profiles - The Project administrators will choose to create Guest accounts, then assign the appropriate migration profile to source users or waves of users. How to set the Migration Profile to create guest users

  1. Scheduled or Manual Prepare event begins - Either a Prepare event is scheduled, or a project operator starts one. How to start the Prepare event

Coexistence Phase

  1. Guest Account is Created in Target - The target guest account is created in Azure AD where authentication is homed to the source account. No invitation is sent immediately to the source user.

  1. Admin Sends Guest Invites - Next, the project administrators may, at any time, send a customized invitation in their preferred language to any guest or waves of guests. How to send Guest invites

Migration Phase

  1. Scheduled or Manual Provision event begins - Either the first Sync event is scheduled, or a project operator starts one. The first sync starts with the provisioning task. How to begin provisioning

  2. Guest is Converted & Data Migrations Begin - To begin data migrations, the guest first must be converted to a user and licensed for Exchange, SharePoint and Teams. To maintain access to any previously shared resources the user now will use their target credentials.

 

Does Preparing a Guest User in Tenant-to-Tenant send the user an invitation email?  

No, creating Guest users with the Prepare action does not send the invitation email. Invitation emails can be sent by the operator at the appropriate time using the Send Guest Invite action. How to send Guest invites.

 

Are Guest Users created by Tenant-to-Tenant visible in the Global Address List (GAL)?  

Yes, while Guest Users are hidden from the GAL by default, those Guests created by Tenant-to-Tenant are intended to be used for Coexistence phase prior to migration and therefore are made visible in the GAL by default.

 

Does a user who is migrated retain access rights and group memberships they were granted as a Guest User during the Coexistence phase?  

Yes, migrated users will retain access to the resources and group memberships which they were granted as a Guest User during the coexistence phase.

 

How does matching work for Guest Users?  

Guest users can either be matched on their UPN or mail attributes. The local portion of these attributes are matched to the part of the guest specific format of the address where the ‘@’ character has been replaced with ‘_’ and before the added ’#EXT#’. The matching of the domain portion of these attributes is controlled based off the domain mapping defined in the Tenant-to-Tenant project settings. If no domain mapping has been configured then matching on guest users will not work.

 

When can I match to Guest Users?  

Matching to Guest Users is enabled in Power365 when the Tenant-to-Tenant project profile is set to create unmatched users as guests. Changing this setting will re-trigger matching. If matching to Guest Users is required in a project which cannot be set this way please contact Support.

 

Are hybrid guest users supported?  

Hybrid guest users are supported for matching and conversion but must be created manually or with Power365 Directory Sync before matching in Tenant-to-Tenant.

 

Does a hybrid source user who is Prepared and created as a Guest User in Tenant-to-Tenant result in a hybrid Guest User?  

No, Guest Users created as part of a Prepare action will be Cloud-only Guest Users regardless of the state of the source user. However, when that user is migrated and the Guest User is converted to a member user, the member user will retain the cloud or local home state of the source user.

 

Can cloud users be changed into hybrid users?  

Cloud Users, post conversion, may be changed into hybrid users manually or with Power365 Directory Sync to create a local user with the same UPN and SMTP, which allows Azure AD Connect to perform a soft-match to link the cloud and local accounts.

 

Can I export a list of users with the source and target types?  

Yes. A CSV file of users with the source and target types can be exported by selecting users on the Users + Mailboxes screen and then selecting and applying the Export action. How to export a list of users

 

Can the job logs for the Guest Users be viewed?  

Yes. The Prepare job logs that store all related activity messages for Guests Users can be viewed/downloaded on the User Details screen. How to view the job logs

 

Additional Information  

How To Use Guest Users in Power365 Tenant-to-Tenant

Migration Profiles

Guest Users in Power365 Directory Sync

What is guest user access in Azure Active Directory B2B?

Azure Active Directory B2B best practices

Azure Active Directory B2B documentation

Properties of an Azure Active Directory B2B collaboration user

Settings

Related Documents

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