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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 Troubleshooting Finalizing the Migration Appendix A: Working with PowerShell

Discovering Site Collections

The On Demand Migration for SharePoint service must have a reference list of all the site collections and sites that can be migrated to the target tenant. There are two ways to discover the site collections in the source tenant:

NOTE: Before you begin, ensure the you have migrated all the accounts to the target tenant. At the minimum, ensure that all SharePoint users are migrated. For more information see Account Migration.

Discovering all site collections

This is the simplest approach which uses the Discovery Task to inspect the source tenant and discover all the site collections.

To start the Discover Site Collections 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 SharePoint tile on the project dashboard click Open. The SharePoint Dashboard opens.
  5. Do one of the following:
    • From the Dashboard menu, click Discover Sites > Discover All Sites.
    • Click the SharePoint Contents tab. Then click Discover Sites > Discover All Sites.

    The New Discovery Task wizard opens.

  6. Step 1: 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.
  7. Step 2: 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.
        • Start - enter the start time for the task.
    2. Click Next.
  8. Step 3: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Discover Site Collections Task. You can specify a custom name.
      2. Source tenant - name of the tenant where the site discovery occurs.
      3. 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.
  9. When the task completes, the SharePoint Contents list is updated. The Provision state of each site is set to Discovered.

Discovering site collections from a file

When you want to migrate a few sites, you can run the discovery process by using a CSV file. The file contains the site URLs and restricts the discovery of sites to the list of URLs provided in the CSV file. This is a two-step process:

Step 1: Preparing the CSV file

NOTE: CSV file names with non-ASCII characters are not supported. Using a CSV file provides the following additional benefits:

  • The CSV file could contain more columns. The extra columns are ignored. If there are multiple columns with the headers URL, URI or SourceURL, all the columns will be processed.
  • The URL could be either a relative URL or a URL with a fully qualified domain name. For the root site (e.g. https://starzcorp.sharepoint.com) use "/" as the relative URL.
  • The specified URL can be in upper, lower or mixed case. Case is ignored during discovery.

You can prepare the CSV file in two ways:

  • Download the CSV file from the SharePoint Admin Center
    1. Log in to the SharePoint Admin Center of the source tenant.
    2. From the navigation pane, click Active sites.
    3. From the Active sites page menu, click Export to download the CSV file.
    4. Edit the CSV file to list only the sites in the URL column that should be discovered. You can either delete the other columns to maintain a cleaner list.
  • Create a new CSV file
    1. Enter the column header as URL or SourceURL. It is case insensitive.
    2. Enter the URLs in the subsequent rows manually.

Step 2: Starting the discovery 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. Click theSharePointtile, or click Open from the SharePoint tile to open the SharePoint dashboard.
  5. Do one of the following:
    • From the SharePoint Dashboard menu click Discover Sites > Discover Sites from File.
    • Click the SharePoint Contents and then click Discover Sites > Discover Sites from File.

    The New Discovery Task wizard opens.

  6. Step 1: Discovery Options
    1. Click Browse and locate the CSV file that contains the site collections to be discovered.
    2. Click Open in the File Explorer window to load the file into the wizard
    3. Click Next.
  7. Step 2: 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.
  8. Step 3: 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.
        • Start - enter the start time for the task.
    2. Click Next.
  9. Step 4: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Discover Site Collections Task. You can specify a custom name.
      2. Source tenant - name of the tenant where the statistics will be collected.
      3. 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 SharePoint Contents list is updated. The Provision state of each site is set to Discovered.

 

Managing Sites with Collections

SharePoint site collections, sites and lists can be grouped in collections.

Migrating large numbers of SharePoint site collections requires careful planing. The site collections could belong to different offices and geographical locations or sensitive departments. Organize the SharePoint site collections into logical groups called collections to make large SharePoint site collections more manageable. SharePoint sites, webs and lists can be grouped in collections.

Working with the Collection Dashboard

The Collection Dashboard shows the collection-specific summary, allows you to see SharePoint site collections 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 SharePoint tile to open the SharePoint 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 the SharePoint Contents tab. You will see the list of SharePoint site collections that belong to the collection.
  • To see the tasks for collection-specific sites, 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 toolbar.
  • To return to the project dashboard, click the project name in the navigation bar.

Adding SharePoint site collections to Collections

You can add SharePoint site collections to collections in three ways:

To add selected SharePoint site collections to a new collection:

  1. From the project dashboard, click Open in the SharePoint tile to open the SharePoint workspace.
  2. Select the SharePoint Contents tab.
  3. Select the SharePoint site collections you want to combine into 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 SharePoint site collections to the collection.

To add selected SharePoint site collections to an existing collection:

  1. From the project dashboard, click Open in the SharePoint tile to open the SharePoint 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. From the actions toolbar, click the SharePoint Contents tab and select the site collections that you want to add to the collection.
  4. Click More Actions > Add to Collection. The Add to existing collection dialog opens.

  5. Select a collection from the Collection name dropdown and click Save to add the selected SharePoint sites 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: CSV file names with non-ASCII characters are not supported. 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 site collections
  • SharePoint site collections can be listed in multiple collections

Use the format shown below:

SourceURL - site collection URL.

Collection - collection name.

Step 2: Import the CSV file

  1. Click the SharePoint Contents tab.
  2. From the actions toolbar, click More Actions and then click Import Collections. The Import Collections from File dialog opens.
  3. Click Browse and select the CSV file. The selected CSV file name appears.
  4. Click Import.

NOTE: SharePoint site collection URLs in the CSV that have not been discovered cannot be added to the collection.

To gather a site and all its children into a collection

  1. From the top-right corner of the workspace, click Select Collection and then select the collection to view.
  2. If needed, add one or more SharePoint site collections to the collection
  3. Select one or more site collections.
  4. Run the Discover SharePoint Contents task.

NOTE: SharePoint content discovered during a migration will be added to the collection as well if the parent site collection is present .

Discovering Site Contents

Discovering the site structure and content provides a better understand of the scope of the migration. The SharePoint contents list displays the following SharePoint object types: Site (site collection), Web (root site), Lists, Webs (sub sites, child sites). The display will include the number of lists and the number of items in each list.

To discover SharePoint site contents

  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. Click theSharePointtile, or click Open from the SharePoint tile to open the SharePoint dashboard.
  5. Click SharePoint Contents from the Dashboard ribbon to open the SharePoint Contents list page.
  6. Choose one or more sites by selecting the respective check box for the site. You can select the check box in the column header to select all sites.
  7. Click Discover SharePoint Contents from the Actions ribbon. The New DiscoveryTask wizard opens.
  8. Step 1: Options
    1. Collect forms and workflow statistics - select this option to count the number of Infopath forms and workflows associated with the selected sites.
    2. Click Next.
  9. Step 2: 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. Step 3: 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.
        • Start - enter the start time for the task.
    2. Click Next.
  11. Step 4: 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 SharePoint Contents Task.
      2. Source tenant - name of the tenant where the statistics will be collected.
      3. 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.

To view SharePoint contents:

  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. Click theSharePointtile, or click Open from the SharePoint tile to open the SharePoint dashboard.
  5. Click SharePoint Contents from the Dashboard ribbon to open the SharePoint Contents list page.
  6. To view the contents for a specific site:
    1. Clear any filters in the Filter panel
    2. Set the Type filter to Site from the dropdown list. The list of sites and site collections are displayed.
    3. Select a site by clicking the corresponding check box. The site details panel opens.
    4. Click Show Content. The site contents are displayed in the list.

      The SharePoint Contents list view columns are as described below. One or more columns may be hidden by default. Use Edit Columns to hide or show columns.

      • Type - SharePoint object type. Values are Site, Web, List, and Members.
      • Name - name of the object type.
      • Provision State - current state of the object. Values are Discovered, Matched, Provisioned and Provisioned With Issues.
      • Migration State - migration state of the object and its children. Values are:
        • Not Migrated - migration has not started
        • Discovered - SharePoint objects have been found in the source tenant.
        • Matched - a SharePoint object in the source tenant has been matched with a corresponding SharePoint object in the target tenant.
        • Mapped - a site in the source tenant has been mapped to another site in the target tenant. Source and target URLs are different.
        • Provisioned - On Demand has created (updated) the SharePoint object (site, web, list, users and groups) on the target without warnings or errors.
        • Queued - waiting for service resources to be available.
        • Migrating - migration is in progress
        • Migration Failed - migration has failed.
        • Migrated - migration is successful
        • Migrated With Issues - this object or at least one child object had issues with migration
        • Partially Migrated - at least one child object has not been migrated
        • Partially Migrated With Issues - at least one child object has not been migrated and this object or at least one child object had issues with migration
      • Source Location - geo-location of the source object.
      • Source Url - object url in the source tenant.
      • Target Location - geo-location of the target object.
      • Target Url - object url in the target tenant.
      • Mapped to Different Url - Boolean to indicate if user has mapped the object to different url on the target
      • Template - SharePoint template used for the source object.
      • Migration -
      • Site Type - possible values are M365 Groups, Teams, and SharePoint. The Team Site template is associated with M365 Groups. If Teams has been activated on an Team Site template then it is associated with Teams. All other site templates are associated with SharePoint.
      • Site Language - default language of the source site.
      • Hub - name of the hub group that the site belongs to if the source site is organized in a hub-spoke relationship.
      • Task Status - Status of the task that is working on this object. Values are New, Stopped, In Progress, Failed, and Completed.
      • Last Updated - most recent date and time when the object information was updated.
      • Owner - owner account name
      • Source Child Items - total of all the child lists and libraries in the site or web in the source tenant.
      • Target Child Items - total of all the child lists and libraries in the site or web in the target tenant.
      • Source InfoPath Forms - number of Infopath forms in the source tenant.
      • Source SharePoint Workflows - number of workflows in the source tenant.
  7. To view the contents for a specific content type:
    1. Clear any filters in the Filter panel
    2. Set the Type filter to a content type from the dropdown list. The list of content types are displayed.

Mapping Geo Locations

NOTE: This feature is available if the target tenant is geo-enabled.

In this topic:

NOTE: We recommend that you run the Map Geo Location task before you run the Mapping from File task. The Mapping from File task sets the geo locations using the default settings, and once the target location is set it can't be reset by the Map Geo Location task.

Workaround: Delete site from the SharePoint Contents list and rerun the Discover Site Collections task.

If you want to migrate SharePoint sites to a geo located target tenant, you must map the discovered source tenant sites to active geo locations in the target tenenat using a CSV file.

To prepare a CSV file with geo mapped SharePoint sites, use the CSV format described below:

  • Source Url - column header for the urls of the site in the source tenant
  • Source Location - column header for the geo location of the source site. The geo location could be blank if your source tenant is not geo enabled.
  • Target location - column header for the geo location of the site in the target tenant. The geo location could be blank if you choose to use the Default target geo location in the SharePoint project settings.

New Map Geo Location Task wizard

The New Map Geo Location Task wizard maps the geo locations of migrated SharePoint sites based on the mappings in the CSV file described in the previous section.

  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 project Dashboard click Open in the SharePoint tile.
  5. Click the SharePoint Contents tab.
  6. From the ribbon, click More Actions and then select Map Geo Location from File. The New Map Geo Location Task wizard opens.
  7. Step 1: Mapping File
    1. Click Browse and select the CSV file with the geo location mappings that you prepared.
  8. Step 2: 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.
        • Start - enter the start time for the task.
    2. Click Next.
  9. Step 3: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Map Geo Location. You can specify a custom name.
      2. Source tenant - name of the tenant where the statistics will be collected.
      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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