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On Demand Migration Current - User Guide

About On Demand Migration Before You Start 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

Prerequisites

  • It is highly recommended to match / migrate all accounts in the corresponding Migration project to ensure that membership and content ownership are processed correctly.
  • The target tenant should already have the fully configured SharePoint with the active license plan. Note, that licenses are not automatically assigned to the target users during the migration.
  • Consents already get granted for source and target tenants.
    The following admin consents should be granted for SharePoint migration feature:
    • Migration - Basic,
    • Migration - SharePoint

In case necessary admin consents are not granted or expired, discovery will be disabled and the following notification will be displayed: Grant admin consent to the Migration module on the Tenants page for both source and target tenants: Basic and SharePoint. To grant admin consents open Tenants page and grant the Required Consents and Permissions to allow the product to access the source tenant and the target tenant. You will be redirected to the Microsoft web site for granting admin consent. Once admin consent is granted, you can start discovering site collections.

Dashboard

The SharePoint migration dashboard presents quick links to help you prepare and migrate SharePoint content with intuitive data points and key performance metrics.

The dashboard sections are described below:

Notification panell - displays helpful information that may include links to manage the content migration

Dashboard Menu - contains links to the following actions:

  • Discover site collections - starts the New Discovery Task wizard to collect information about SharePoint sites in the source tenant. For more information see Discovering SharePoint sites.
  • Configure project - starts the Edit Project wizard for configuring migration defaults, SharePoint Admin Center URLs and multi-geo settings. For more information see Configuring the migration Project.
  • Refresh project - refreshes the SharePoint migration project settings.

Getting Started - presents quick start links to the various actions for preparing and migrating SharePoint content.

SharePoint site migration status - indicates the number of SharePoint sites being migrated with a color coded status bar that indicates the migration count of the SharePoint sites.

Item Migration Progress - status count of SharePoint content that is discovered in the source tenant and migrated to the target tenant. The following metrics are displayed:

  • Discovered items on source
  • Items selected for migration on source
  • Migrated items on target

File Count (per hour) - performance chart that indicates the files migrated per hour.

Content migration (per hour) - performance chart that indicates the SharePoint items migrated per hour.

Configuring the Migration Project

  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.
  1. Click Configure Project on the SharePoint project dashboard menu. The Edit Project wizard starts
  2. Step 1: Project Settings
    1. Set Migration Defaults

      Default Target User - Specify the default target user to use as the site collection owner when the existing owner has no match in the target tenant. During the migration, On Demand Migration checks whether accounts associated with the source site are matched with accounts in the target tenant. Depending on the results, one of the following actions is performed:

      SharePoint Entity Matched owner found Matched owner missing Matched owner and default user missing
      Top-level sites (site collection) Target account matched with source owner Default target user Migration Task fails
      Sub sites System account

      System account

      Lists

      System account

      System account

      Folders Target account matched with source owner Default target user

      NOTE: Migrated list items and files will retain the source user metadata if the user has not been matched with Accounts in the target tenant. This includes Created by, Modified by and Person column metadata on list items and documents. The default target user is not used for matching list items or files.

    2. Set SharePoint Admin Center Urls

      The SharePoint migration service builds the expected SharePoint Admin Center URL based on SharePoint's default naming convention. If a customer has custom SharePoint Admin Center URLs, these URLs should be set manually.

      • Source SharePoint Admin Center Url - Enter the SharePoint Admin Center Url of the source tenant.
      • Target SharePoint Admin Center Url - Enter the SharePoint Admin Center Url of the target tenant.

      NOTE: On Demand Migration does not validate SharePoint Admin Center URLs. These URLs are a subject of special request to Microsoft. Do not change the default URL if the custom one is not yet approved by Microsoft.

    3. Click Next.
  3. Step 2: Multi-Geo settings

    Migrated SharePoint sites can be mapped to geo locations in the target tenant with the Map Geo Location Task. The task requires a CSV file that contains the mappings for the migrated sites. For more information about the CSV file format see Mapping geo locations. You can control how the mapping in the target tenant is determined by configuring the following settings:

    1. When the SharePoint project is created a task (Name = Refresh Project) runs. The task determines whether the target is enabled for geo location, and retrieves the set of active geo locations from the target teanant.
      • Default target geo location - choose a default geo location from the set of active geo locations discovered in the target tenant.

      NOTE: If a new geo location is added to the target tenant after the SharePoint project is created, the task (Name = Refresh Project) must be rerun.

    2. Choose an option for migrating sites to a multi-geo tenant.
      • Use target geo location. If undefined use geo location of source site. Otherwise use default target geo location - The Target Location column in the CSV file that is used for geo mapping sites, will be used by the Map Geo Location Task to determine the geo location of the migrated site in the target tenant. If the column value is blank or invalid, the geo location of the site in the Source Location column will determine the geo location in the target tenant. If the column value is blank or invalid, the Default target geo location will be used.
      • Use target geo location. If undefined use default target geo location - The Target Location column in the CSV file that is used for geo mapping sites will be used by the Map Geo Location Task to determine the geo location of the migrated site in the target tenant. If the column value is blank or invalid, the Default target geo location will be used to determine the geo location in the target tenant whether or not a geo location is specified for the site in the Source Location column of the CSV file.
  4. Click Finish.

Discovering Sites

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 list of sites 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 site collections automatically

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

To discover SharePoint sites automatically:

  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 Discover Site Collections from the Dashboard ribbon. The New Discovery Task wizard opens.

  6. Step 1: Discovery Options
    1. Select Discover all supported site collections.
    2. 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 - the task will run immediately.
      • Run later - the task must be started manually.
      • Schedule - specify a future date and time to run 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 object state of each site is set to Discovered.

Discovering site collections manually

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.

  • The column header can be either URL, URI or SourceURL. It is case insensitive.
  • 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 create the CSV file in two ways:

  1. 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.
  2. Create a new CSV file
    1. Enter the column header as URL, URI or SourceURL. It is case insensitive.
    2. Enter the URLs in the subsequent rows manually.

To discover SharePoint sites manually:

  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. You can start the New Discovery Task in one of the following ways:
    1. Click Discover Site Collections from the Dashboard ribbon. The New Discovery Task wizard opens.

    -or-

    1. If you discovered sites previously, you can click SharePoint Contents from the Dashboard ribbon to open the SharePoint Contents list page.
    2. Click Discover Site Collections from the Actions ribbon. The New Discovery Task wizard opens.

  6. Step 1: Discovery Options
    1. Select Discover selected site collections from file.
    2. Click Browse and locate the CSV file that contains the site collections to be discovered.
    3. Click Open in the File Explorer window to load the file into the wizard
    4. 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 - the task will run immediately.
      • Run later - the task must be started manually.
      • Schedule - specify a future date and time to run 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 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.
  9. When the task completes, the SharePoint Contents list is updated. The object state of each site is set to Discovered.

 

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