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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 Power BI Migration Troubleshooting Finalizing the Migration Appendix A: Using PowerShell Appendix B: How Queuing Works

Migrating Connections

In this topic:

Prerequisites and Considerations

  • Connections can be migrated to the target tenant at any time before performing a Workspace migration.
  • A profile must be assigned to the Connection before it can be migrated.
  • Gateways that are used by Connections:
    • must be matched before migrating a Connection.
    • must be in an Online state for a Connection migration.

Starting a Connections 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. From the Power BI tile on the project dashboard click Open. Then select the Connections tab.
  5. Select a Connection that you want to migrate.
  6. Click Migrate in the List View menu. The New Migrate Connections Task wizard starts.
  7. Migration Options

    1. Default Target Admin User - specify the default target admin user to use for any user that has no match on the target. If a default admin user was configured from the project previously, it will automatically appear in this field.
    2. Privacy Level - select a privacy level from the following options:
      • Organizational - Data from a source with an organizational privacy level is considered to contain organizational data. It can be shared with other organizational data sources, but it won't be shared with external data sources.
      • Private - Data from a source with a private privacy level is considered to be highly sensitive. It won't be shared with any other data source, even if they are within the same organizational boundary.
      • Public - Data from a source with a public privacy level can be shared with other data sources without any restrictions. It's assumed that the data at this level doesn't contain sensitive information.
      • None - all data will be migrated regardless of privacy level.
    3. Incremental migration - select this option to migrate modified or missing data. This option is very helpful in subsequent migrations to keep your migrated data synchronized between source and target tenants.
    4. Click Next.
  8. 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.
  9. Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Migrate Connections. You can specify a custom name.
      2. Default Target Admin User - name of the admin user specified for this task.
      3. Connection privacy level - privacy level selected in the wizard.
      4. Incremental migration - indicates whether or not this option has been selected.
      5. 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.
  10. When the task completes, the Connection State column in the Connections list is updated.

Reviewing the Connections Migration Task

  1. Open the Tasks tab.
  2. Select the Connections migration task that you want to review.
  3. In the task details pane that opens, the information presented is as described below:
    1. Task Status - current status of the task.
    2. Type - Type of the task. The type is MigrateConnections.
    3. Created - Date and time when the task was created.
    4. Modified - Date and time when the task was last updated.
    5. Last Operation - The action that was most recently performed in this task.
    6. Schedule - Date and time when the task started. Now indicates that the task started immediately after the task was created.
    7. Events (number) - Number indicates the count of events that the task encountered. The values indicate the type of the events and the event count for each type.
    8. Connections (number) - The number of Connections that were selected for migration and the number of Connections passing through the various states from Migrating to Migrated.

Reviewing the Connections Migration Task Events

  1. Open the Tasks tab.
  2. Select the Connections migration task for which you want to review the events.
  3. In the task details pane that opens, click Events (number). The Events tab opens with a filtered list of events for the selected task.
  4. Select an event that you want to review. In the event details pane that opens, the information presented is as described below:
    1. Object - name of the Power BI object if applicable.
    2. Task - Name of the task.
    3. Time - Date and time when the event occurred.
    4. Summary - a descriptive statement about the event if an exception occurs.

Migrating Workspaces

In this topic:

Prerequisites

Any Connections that are required by Reports must be migrated before scheduling a Workspace migration.

The Default Target Admin User configured in your Power BI project, is added to migrated Workspaces to ensure that access to migrated Workspaces is retained if a matching administrator account is not available for a migrated Workspace. We recommend that you retain this for safety.

Considerations

Your target tenant might already host Power BI Workspaces created before the migration. In cases where a Workspace name already exists in the destination, the migration will merge report, semantic model and Workspaces permissions data from the source tenant.

After Workspace migration, report users will remain the same as the users in semantic model.

We recommend that you run only one migration task at a time to avoid scheduling delays.

Validating Workspace Access

This section describes the steps to validate Power BI Workspaces before migration. The validation checks whether the workspaces selected for validation are secured by the Microsoft Entra security group specified in the validation options, and the access level is set to Administrator.

  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 Power BI tile on the project dashboard click Open. Then select the Workspaces tab.
  5. Select one or more workspaces to validate.
  6. Click More > Validate Access in the List View menu. The New Validate Workspaces Migration Access Task wizard starts.
  7. Validation Options
    1. Refresh permissions - select this option to ensure that service principal permissions are up to date. Permissions can be refreshed once per hour. When service principal permissions are updated in Power BI, they may not be immediately available to API calls. This option ensures that service principal permissions are refreshed and fully updated.
    2. Source Security Group Name - name of the Microsoft Entra security group in your source tenant assigned to the Power BI workspaces.
    3. Click Next.
  8. 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.
  9. Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Validate Workspaces Migration Access. You can specify a custom name.
      2. Refresh permissions - indicates whether or not the Refresh permissions option has been selected.
      3. Source Security Group Name - name of the security group assigned to the Power BI workspaces.
      4. 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.
  10. When the task completes, the Migration Access column in the Workspaces list is updated to indicate whether or not the workspaces have access to the specified security group.

Starting a Migrate Workspace Objects 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. From the Power BI tile on the project dashboard click Open. Then select the Workspaces tab.
  5. Select one or more Workspace that you want to migrate.
  6. Click Migrate in the List View menu. The New Migrate Workspace Objects Task wizard starts.
  7. Start
    1. Task Name - You can specify a custom name. The default name is Migrate Workspace Objects.
    2. Use the settings from an existing migration template for this task - select this option if you have already saved a previous migration templates. if this is the first time you are migrating mailboxes, keep this option unchecked.
      • Select template - select a template that you previously created, from the dropdown list.
    3. Go to Summary step - select this option to preserve the settings and go directly to the last step of the wizard. If you do not select this option, but you have selected a template, you can step through the wizard and edit the settings in the template.
    4. Click Next.
  8. Migration Options
    1. Default Target Admin User - specify the default target admin user to use for any user that has no match on the target. If a default admin user was configured from the project previously, it will automatically appear in this field.
    2. Incremental migration - select this option to migrate modified or missing data. This option is very helpful in subsequent migrations to keep your migrated data synchronized between source and target tenants.
    3. Click Next.
  9. Processing Options
    1. Skip rebind - Select this option to prevent Power BI from retaining the data source connection for reports during migration. After migration, data in the reports cannot be refreshed in the target tenant because the original data source connection information has not been migrated. If you clear this option, data source connection will be migrated but some unsupported data sources connection types, like SQL with OAuth 2.0 authentication will be skipped. See What we migrate for supported data types.
  10. 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.
      • 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.
  11. Summary
    1. Save task settings as a migration template - select this option to save the settings in this wizard as a reusable migration template.
      1. Migration Template Name - specify a name for the template. If you have changed the settings of a preselected template, specify the same template name to apply the changes to the template when you complete the wizard. All saved templates are displayed in the Templates tab.
    2. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Migrate Workspace Objects. You can specify a custom name.
      2. Default Target Admin User - name of the admin user specified for this task.
      3. Incremental migration - indicates whether or not this option has been selected.
      4. Scheduled start - date and time when the task will start. Now indicates that the task will start immediately.
    3. Click Back to revise or review a previous step or click Finish to complete the task wizard and start the task as scheduled.
  12. When the task completes, the Workspace State column in the Workspaces list is updated.

Reviewing the Migrate Workspaces Task

  1. Open the Tasks tab.
  2. Select the Workspace migration task that you want to review.
  3. In the task details pane that opens, the information presented is as described below:
    1. Task Status - current status of the task.
    2. Type - Type of the task. The type is MigrateWorkspaces.
    3. Created - Date and time when the task was created.
    4. Modified - Date and time when the task was last updated.
    5. Last Operation - The action that was most recently performed in this task.
    6. Schedule - Date and time when the task started. Now indicates that the task started immediately after the task was created.
    7. Priority - the priority of this task.
    8. Events (number) - Number indicates the count of events that the task encountered. The values indicate the type of the events and the event count for each type.
    9. Workspaces (number) - The number of Workspaces that were selected for migration and the number of Workspaces passing through the various states from Migrating to Migrated.

Reviewing the Migrate Workspaces Task Events

  1. Open the Tasks tab.
  2. Select the Workspace migration task for which you want to review the events.
  3. In the task details pane that opens, click Events (number). The Events tab opens with a filtered list of events for the selected task.
  4. Select an event that you want to review. In the event details pane that opens, the information presented is as described below:
    1. Object - name of the Power BI object if applicable.
    2. Task - name of the task.
    3. Time - date and time when the event occurred.
    4. Summary - a descriptive statement about the event if an exception occurs.

 

Troubleshooting

Before you contact Quest support is recommended to prepare organization ID, project ID and task ID

To find Task ID and Project ID

In Events grid right click task link in Task Name column and select Copy link address. Copied link contains the Task ID and the Project ID.

To find organization ID

If you are trying to find an existing On Demand organization ID that another users have created, make sure that they have added your email address under Access Control > Administrators.

  1. In case you are Administrator of the organization, click your account in top right corner to open the account related menu.
  2. Click the organization name. You can see Organization ID in Manage Organization dialog.

Special Cases

Table 1: Special Cases

Feature Event Root cause Workaround
Microsoft Teams Migration Cannot find the group '{Group ID}' on the source. Try to check whether the group exists using PowerShell cmdlet 'Get-UnifiedGroup' as described in the documentation Group associated with the team not found

Use the following PowerShell script and the group ID provided by the error message to get the group name:

Install-Module PowerShellGet -Force Install-Module -Name ExchangeOnlineManagement
$UserCredential = Get-Credential
Connect-ExchangeOnline -Credential $UserCredential
Get-UnifiedGroup -Identity "b1552bc6-f932-4ac9-a4f2-24a5d2da2eed" | Format-List DisplayName,Id

If this is a source group, fix your source data before proceed for migration.

If this is a target group, check if this group exists in target. If this group exists, please contact our support. If this group doesn't exist, remove this group associated team from target, and rerun provision and migration.

Finalizing the Migration

Congratulations! The migration is complete.

If you have created a temporary Migration Service account for the migration as described in the Consents and Permissions topic, it is time to remove it because this account has elevated permissions and could pose security risks.

Removing the temporary account from Teams

The temporary Migration Service service account that was added to all source and target teams respectively as members or owners, can be removed. To remove the temporary Migration Service service account from the teams and groups use the task wizard described below:

  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 dashboard.
  5. Select the Teams tab and select List View if not already selected.
  6. Select the teams from where you want to remove the Migration Service service account.

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

  7. Click More > Remove Migration Service Account. The Remove Migration Service Account wizard starts.
  8. Description
    1. This task must run last after all migration done. After running, ODM can no longer access the Team for updates.
  9. 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. 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.
    2. Click Next.
  11. 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 Remove Migration Service Account.
      2. Source tenant - name of the source tenant in this project
      3. Target tenant - name of the target tenant in this project.
      4. 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.

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