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On Demand Migration Current - Administrator Guide

About On Demand Migration Before You Start Working with On Demand Migration Starting Migration Project Configuring Connections Sharing Availability Information Collecting Account Information Pre-Migration Assessment Account Migration Hybrid Account Migration Domain Coexistence Mail Migration OneDrive Migration Resource Processing Public Folders Migration SharePoint Migration Microsoft Teams Migration Content Migration for Office 365 Groups Troubleshooting Finalizing the Migration

Removing Public Folders from the Migration Project

You can temporarily remove any source public folders from the migration project, if necessary. Consider, public folders cannot be removed permanently from the migration project, all existing source public folders will be added in after next discovery.

To temporarily remove public folders from the migration project:

  1. Go to the migration project Dashboard in case you use new migration UI. In case you are using classic experience or you are already on the Public Folders migration Dashboard, go to step 3.
  2. Click Public Folders widget.
  3. Open Public Folders and select the items you want to remove from the migration project.
  4. Click Delete
  5. Click Delete to confirm the action.

Migrating Public Folders

Make sure that all associated accounts are matched or migrated in account migration project and create the Migration task:

  1. Go to the migration project Dashboard in case you use new migration UI. In case you are using classic experience or you are already on the public folder migration Dashboard, go to step 3.
  2. Click Public Folders widget.
  1. Open Public Folders and select the public folders you want to migrate.

TIP: Use search and filtering to quickly navigate through the list of public folders.

  1. Click Migrate.
  1. Specify whether subfolders will be migrated.
  2. Specify whether public folder content will be migrated. You can clear this option for test migration to create an empty public folder structure and transfer folder permissions.
  1. Schedule when the task will be started. See Task Scheduling for details.
  1. Click Next to view the task summary. Name the task and check selected options. Click Finish to save or start the task depending on schedule option selected.

The migration task is created. You can track its progress in the Tasks, view the summary on the Dashboard or monitor alerts and notifications in the Events.

SharePoint Migration

On Demand Migration offers a fast and convenient way to transfer SharePoint content between Office 365 tenants. SharePoint migration functionality requires additional licensing.

IMPORTANT: Before migrating any SharePoint sites, you must ensure all affected accounts exist in the target tenant. In case you use classic product UI, Account Migration project for your source and target tenant should exists. Account matching /migration should be completed.

NOTE: SharePoint migration projects use the concepts and terminology of the Classic experience (site collections.) .

Getting Started widget on SharePoint migration Dashboard with Quick help helps you to prepare, start and perform all steps to migrate your SharePoint sites successfully.

Basic SharePoint migration workflow consists of the following steps:

# Step
1 Create SharePoint migration project
2 Set the migration defaults (optional)
3 Grant necessary permissions
4 Discover site collections (top-level sites) on the source tenant
5 Map source sites to the existing target sites by URL (optional)
6 Provide the custom site mapping using CSV file (optional)
7 Override migration defaults for specific migration tasks (if necessary)
8 Migrate site collections and their content
9 Monitor the progress and track issues

IMPORTANT: Quest recommends performing test and pilot migrations before starting the full-scale migration of the production environment. This helps you better plan the migration project and align the migration tasks with the organization requirements.

Caution: Finish the account migration before starting SharePoint migration.

What We Migrate

Quest On Demand migrates the following SharePoint content:

Supported Entity Supported Entity Properties
Site collections and sites
(Modern experience: top-level sites and subsites)
  • Title, description and logo
  • Site collection owner
  • Site collection admins
  • Site collection feature activation
    Note: Active Site Collection on the source will activated on the target during migration but the impact of activating the feature may not be supported on the target.
  • Site feature activation
    Note:Active site feature will be activated on the target during migration but the impact of activating the feature may not be supported on the target.
  • People and groups
  • Site permissions
  • Regional settings
  • Language settings
  • SharePoint Designer settings
  • Quick launch
    NOTE: Links to SharePoint list, libraries and sub sites that do not exist in the target will not be added to the Quick Launch menu.
  • Top navigation
    NOTE: Links to SharePoint list, libraries and sub sites that do not exist in the target will not be added to the top navigation menu.
  • Navigation elements
  • Site columns
  • Site content types
  • Web parts gallery
  • List templates
  • Themes gallery
  • Subsites
  • Lists and Libraries
  • Document ID service feature
Site templates (partially)

Supported site templates

NOTE: Sites and subsites based on unsupported templates are not supported for site collection discovery and migration and will be skipped.

Content types
  • Name and description
  • Advanced settings
  • Document set settings
    NOTE: The Document set setting to define default content is not currently supported
  • Column
  • Column Order
Column types of site, list, and content type
  • Single line of text
  • Multiple lines of text
  • Choice
  • Number
  • Currency
  • Date and time
  • Yes/no
  • Person or group
  • Hyperlink or picture
List and libraries
  • List name, description and navigation
  • Version settings
  • Version history of list items (optional)
  • Version history of documents (optional)

NOTE: Version history transfer means a significant increase in migration time.

  • Advanced settings
    • Folders
    • Search
    • Offline client availability
    • List experience
    • List attachments
    • List item-level permissions
    • List index non-default views
    • Library Document Templates
  • Validation settings
  • Audience targeting settings
    Note: Only Classic audience targeting is supported for document libraries.
  • List permissions
  • List content types
    • New content type button order
    • Default content type
  • List columns
  • List views
  • List alerts
List templates
  • Generic list
  • Document Library
  • Announcements
  • Events/Calendar
  • Contacts
  • Discussion board
  • Links
  • Picture library
  • Issue tracking
  • Tasks
  • Tasks with timeline and hierarchy
Folder
  • Properties
  • Folder permissions
List item
  • Authorship properties
    • Created date
    • Created by
    • Last modified data
    • Last modified by
  • Column data
  • List item permissions
  • Attachments
  • Alerts on list items
Document
  • Authorship properties
    • Created date
    • Created by
    • Last modified data
    • Last modified by
  • Document properties
  • Document permissions
  • Alerts on documents
  • Document ID service feature
Site pages
  • Modern site pages
  • Classic pages
Web Parts

NOTE:Verified web parts have been tested to ensure all links and references to SharePoint entities are updated during migration as required. Unverified web parts are migrated as is to the target tenant, links and references to other SharePoint entities may remain linked to the entities on the source.

Quest On Demand supports Shared with me panel functionality on the user's Office portal OneDrive pages for the documents and folders shared using SharePoint.


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