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

What We Migrate

The following content associated with Microsoft 365 Groups without Teams functionality can be migrated:

Objects and content types
Object Support Notes
Group settings ✔  
Inbox folder and Calendar from the group mailbox ✔ this content is always migrated
OneDrive Shared Library ✔ OneDrive Shared Library must be created and associated with a group in the same SharePoint site.
Planner ✔  
SharePoint site ✔ the entire site is migrated

Prerequisites

NOTE: These prerequisites are generic to all M365 Groups. See Teams - Prerequisites for prerequisites about M365 Groups that linked to Teams.

Verify the following requirements are met before migrating Microsoft M365 Groups. If these actions are not performed, discovery, provision and migration tasks will fail or some data might be lost!

The following consents must be granted before M365 Groups migration can be started

  • Migration - Basic
  • Migration - Mailbox Migration
  • Migration - SharePoint - Minimal for the source tenant, and Migration - SharePoint - Full for the source and target tenants. Migration - SharePoint is a legacy permission set and should be replaced with either the Minimal or Full permission sets.
  • Migration - Teams - Minimal for the source tenant, and Migration - Teams - Full for the source and target tenants. Migration - Teams is a legacy permission set and should be replaced with either the Minimal or Full permission sets.

TIP: If the consents are not granted or expired, Discover Groups action is disabled and the following notification is displayed: Grant admin consent to the following Migration sub modules on the Tenants page for both source and target tenants: Basic, SharePoint, and Teams. Open the Tenants page and grant the necessary Required Consents and Permissions so that the product can access the source and target tenants. You will be redirected to the Microsoft web site for granting admin consent. Once admin consent is granted, you can start discovering Teams.

  • Accounts must be matched or migrated before migrating groups.
  • Images, media files and documents referenced in one-on-one or group chats are stored in your OneDrive for Business folder. They must be migrated using the On Demand Migration for OneDrive service, before you migrate the chats.

Required permissions

See the On Demand Migration - Permissions Reference Guide for details.

Temporary Migration Service accounts

  • It is recommended to create or use source and target temporary Migration Service accounts.
  • The temporary Migration Service accounts should be granted the Global Administrator or Teams Administrator role on the tenants for which these account are used. The temporary Migration Service accounts in the source and target tenant should have Teams license from the Microsoft 365 admin center.
  • Do not change your temporary Migration Service accounts before completing the migration project.
  • You must remove the source and target temporary Migration Service accounts for safety reasons after the migration is completed. These accounts can be removed from teams as described in Finalizing the Migration.

The target temporary Migration Service account is used in (but not limited to) the following scenarios:

  • It creates and owns the provisioned target M365 Groups.
  • It is added to all target teams and Microsoft 365 Groups as a member and an owner.
  • It is used to perform the M365 Groups migration.

Groups List View

The M365 Groups List View is comprised of the following components:

Notification panel - presents relevant information and shortcuts to migration activities.

Filter panel - consists of predefined filters for the M365 Groups List view and tabs to switch between the M365 Groups List view and the Assessment view. See Filtering for more information about working with filters. The predefined filters are:

  • M365 Groups - returns a list of groups based on the migration state of the group.
  • SharePoint - returns a list of groups based on the nature of the SharePoint site linked to the group. Valid values are Customized and Standard.

List View Actions Menu - contains links to groups migration activities and the search box. Each action is explained in greater detail in subsequent topics. See Searching for more information about working with the search box.

List View - displays information about groups in the source and target tenants. Use the Edit Columns to show or hide columns in the list. The columns are as described below:

  • Group Name - name of the group in the source tenant.
  • Migration State - status of the task in the migration process. Values are as listed below:
    • Discovered - group discovered in the source tenant.
    • Exists in target - group in the source tenant exists in the target tenant.
    • Provisioning - started provisioning group in the target tenant.
    • Provisioned - group provisioned successfully in the target tenant.
    • Provisioned with issues - Team provisioned in the target tenant but there were issues during provisioning.
    • Provision failed - started provisioning group in the target tenant.
    • Queued - group is waiting for migration service resources to be available. For more information, see How Queuing Works.
    • Migrating - group migration in progress.
    • Partially migrated - group migration completed but some components were not migrated.
    • Partially migrated with issues - group migration completed some components were not migrated and due to issues during migration.
    • Migrated - group migrated successfully to the target tenant.
    • Migrated with issues - group migration completed but there were issues during migration.
    • Migration failed - group could not be migrated.
  • SharePoint - nature of the SharePoint site linked to the group. Values are as described below:
    • <no-value> - SharePoint content has not be discovered yet.
    • Standard - there is at most 1 SharePoint site and 4 Lists in the SharePoint site collection
    • Customized - there are more than 1 site and 4 Lists in the SharePoint site collection

    NOTE: The SharePoint status is available only after the New Teams Provisioning Task is run.

  • Members - total number of members in the source tenant group.
  • Plans - total number of plans in the source tenant group.
  • Migrated Plans - number of plans migrated to the target tenant group.
  • Tasks - total number of tasks in the source tenant group.
  • Migrated Tasks - number of tasks migrated to the target tenant group.
  • Created - date and time the group record was created.
  • Target Group Name - name of the group in the target tenant.
  • Source MailNickname - email alias of the associated Microsoft 365 Group in the source tenant.
  • Target MailNickname - email alias of the associated Microsoft 365 Group in the target tenant. Available when the group is provisioned in the target tenant.
  • Collections - indicates the most recent collection where the corresponding Team is added and the number of additional collections that also contain this object.
  • Source Group ID - unique identifier of the group in the source tenant.
  • Target Group ID - unique identifier of the group in the target tenant. Available when the group is provisioned in the target tenant.
  • Source SMTP Address - SMTP address of the Office 365 group of the source group.
  • Target SMTP Address - SMTP address of the Office 365 group of the source group. Available when the group is provisioned in the target tenant.
  • Source Group Owner UPNs - User Principal Names of the source group owners. Up to 5 names are listed.
  • Target Group Owner UPNs - User Principal Names of the target group owners. Up to 5 names are listed. Available when the group is provisioned in the target tenant.

Group Details

When you select a group from the List View, the Team Detail pane opens. The information in the pane is described below:

  • View AI Summary - This link is available if you opted for the AI feature in the organization you created (see Organizations and Regions), and the task is a migration task that supports the AI migration assistant and you selected the Generate AI summary option in the Reporting step of the migration wizard. Click this link after the task has completed, to view the AI-generated migration summary.

    NOTE: The View AI Summary link may take a while to appear depending on the volume of tasks and objects being migrated. If this is the first time you have selected this option, the Quest Policies prompt appears. Read the Quest AI Terms of use and click Accept to proceed. This s a one-time acceptance prompt and your acceptance covers all migration tasks that support the AI migration assistant.

  • Description - name of the group in the source tenant.
  • Visibility - indicates whether the source tenant group is Public or Private.
  • Owner count - number of owners of the source group.
  • Member count - number of members in the source tenant group.
  • Source Location - geo-location of the source group in a geo-location enabled source tenant.
  • Target Location - geo-location of the target group in a geo-location enabled target tenant.
  • Events - count of the events that occurred during one or more tasks.
  • Tasks - list of migration tasks invoked for the selected group.

Discovering Groups

In this topic:

Discovering all groups

This is the simplest approach which uses the Discover Groups tasks to inspect the source tenant and discover all the Microsoft 365 Groups.

To start the Discover Groups task:

  1. Log in to Quest On Demand and choose an organization if you have multiple organizations.
  2. From the navigation pane, click Migrate > Projects 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. Click Discover M365 Groups from the Groups tile in the Teams dashboard

    - or -

    Select the M365 Groups tab and select List View if not already selected. Then click Discover Groups > Discover All from the Actions menu.

  6. The New Groups Discovery Task wizard starts. Each step is described below:
  7. Discovery Options

    1. Click Next.
  8. 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.
  9. 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.
  10. 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 Groups.
      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.

Discovering Groups from a File

When you have a large set of groups but you want to migrate a subset of those groups, you can start the discovery process by using a CSV file. The CSV file lets you specify the groups that you want to discover and ignore the rest. This is a two-step process:

Preparing the CSV file

  1. Log in to the Microsoft 365 admin center (https://admin.microsoft.com) with the credentials of your source tenant administrator.
  2. From the navigation pane, click Active groups.
  3. Select the Microsoft 365 tab in the Active Groups page.
  4. Click Export and then click Export groups in this list. A Groups.csv file will be downloaded to your computer.

  5. Edit the CSV and retain the groups you want to discover that are not associated with Teamsand delete the rest. You can filter that data based on the Has Teams column to get a list of groups that are not associated with teams. If you retain a row that references a group associated with a team, the group will be ignored during discovery. Then retain the Group ID and Group name columns.

  6. Save the CSV file. You may rename the file if needed.

Starting the Discover Groups Task

  1. Log in to Quest On Demand and choose an organization if you have multiple organizations.
  2. From the navigation pane, click Migrate > Projects 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. Click the M365 Groups tab and select List View if not already selected. Then click Discover Groups > Discover from file from the Actions menu.
  6. The New Groups Discovery Task wizard starts. Each step is described below:
  7. Discovery Options

    1. Click Browse and select the CSV that contains the Group IDs and Group names of the groups that you want to discover.
    2. Click Next.
  8. 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.
  9. 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 Groups.
      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.

Reviewing the Groups Discovery Task Details

  1. Open the Tasks tab.
  2. Select the task that you want to review. The default name is Discover.
  3. In the task detail pane that opens, the information presented is as described below:
    1. Go to SharePoint Sites - link to the SharePoint Site Contents list view with all the sites associated with the M365 Group. Reprovision teams if you don't see this link.
    2. Type - Type of the task. The type is discovergroups.
    3. Created - Date and time when the task was created.
    4. Modified - Date and time when the task was last updated.
    5. State - State of the task.
    6. Last Operation - The action that was most recently performed in this task.
    7. Schedule - Date and time when the task started. Now indicates that the task started immediately after the task was created.
    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.

  4. If you selected the option to collect statistics in the New Groups Discovery Task wizard, you will see and additional task for Collect Plan and Task statistics for Groups. Click the task to view the corresponding details in the detail pane.
 

Reviewing the Groups Discovery Task Events

  1. Open the Tasks tab.
  2. Select the task that you want to review.
  3. In the task detail 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 detail pane that opens, the information presented is as described below:
    1. Object - Name of the group.
    2. Task - Name of the task.
    3. Time - Date and time when the event occurred.
    4. Category - Type of task. the value is Application.
    5. Source - Name of the On Demand Migration service.

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