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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: Using PowerShell

Removing Accounts

To manage large lists of accounts in a project, you can remove one or more accounts from the accounts list that you don't need for migration processes. The accounts that are removed will remain in the source tenant and you must re-discover the accounts in the project when you need them for migration.

If these accounts are listed in other projects, they will be displayed in those projects.

  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 Accounts tile, or click Open from the Accounts tile to open the Accounts and User Data dashboard.
  5. Select the Accounts tab and select List View if not already selected.
  6. Select the accounts you want to clear.

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

  7. Click More Actions and then click Delete.

  8. The Remove Objects confirmation dialog opens.

  9. Click Remove to remove the selected accounts from the list.

Managing Accounts with Collections

Migrating large numbers of accounts requires careful planning. The accounts could belong to different offices and geographical locations or sensitive departments. Migrating groups of employees in top management, Finance or Legal departments require special care. Organize the accounts into collections to make large account lists more manageable.

Working with the Collection Dashboard

The Collection Dashboard shows the collection-specific summary, allows you to see accounts 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 Accounts tile to open the Accounts and User Data migration workspace
    5. From the top-right corner of the migration workspace, click Select Collection and then select the collection to view. The collection Dashboard is displayed.
    6. Click Browse Accounts from the collection Dashboard menu or open the Accounts tab. You will see the list of accounts that belong to the collection.

  • To see the tasks for collection-specific accounts, 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 menu.
  • To return to the project dashboard, click the project name in the navigation bar.

Adding accounts to Collections

You can add accounts to collections in three ways:

To add selected accounts to a new collection:

  1. From the project dashboard, click Open in the Accounts tile to open the Accounts and User Data migration workspace.
  2. Open the Accounts tab and select List View if not already selected.
  3. Select the accounts you want to add to 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 accounts to the collection.

To add selected accounts to an existing collection:

  1. From the project dashboard, click Open in the Accounts tile to open the Accounts and User Data migration workspace.
  2. If you need to create a new collection:
    1. From the top-right corner of the migration workspace, click Select Collection > + New Collection
    2. Enter a collection name and click Save to add this collection to the project.
  3. Click the Accounts tab and select the accounts that you want to add to the collection.
  4. From the actions toolbar, click Add to Collection. The Add to existing collection dialog opens.

  5. Select your collection from the Collection name dropdown and click Save to add the selected accounts to the collection.

To create one or more collections with a CSV file:

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 accounts
  • Accounts can be listed in multiple collections

This is a two-step process as described below:

Step 1: Prepare the CSV file

NOTE: You can download a CSV template for either of the two formats when you click More Actions and then click Import Collections to open the Import Collections from File dialog.

You can choose one of two formats to prepare the CSV file:

Format 1: Use the ObjectId to identify accounts

  • ObjectId - Column header for the globally unique identifier that represents a discovered account. The following variations of ObjectId are supported: ObjectId, objectid, objectId, OBJECTID
  • Collection - Column header for the collection name

Format 2: Use the UserPrincipalName to identify accounts

  • UserPrincipalName - Column header for the login name of an account based on the Internet standard RFC 822. Do not use a mail nickname or proxy address. The following variations of UserPrincipalName are supported: UserPrincipalName, userprincipalname, USERPRINCIPALNAME
  • Collection - Column header for the collection name

Step 2: Import the CSV file

  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 Accounts tile, or click Open from the Accounts tile to open the Accounts and User Data migration workspace.
  5. Select the Accounts tab and select List View if not already selected.
  6. From the actions toolbar, click More Actions and then click Import Collections. The Import Collections from File dialog opens.

  7. Click the Provide accounts as a list of drop-down and select either ObjectIds or UserPrincipalNames depending on the format of the CSV file that you have prepared.
  8. Click Browse and select the CSV file. The selected CSV file name appears.
  9. Click Import.

NOTE: Identifiers of accounts that are not discovered are ignored without producing an event.

Matching Accounts

Your target tenant might already contain accounts created for the source tenant users before the migration. You can map them to the corresponding source accounts, so that no data is lost or duplicated. You can also clear all existing matches and start afresh.

In this topic:

 

Matching accounts selected from the accounts list

  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 Accounts tile, or click Open from the Accounts tile to open the Accounts and User Data dashboard.
  5. Go to the Accounts tab and select List View if not already selected.
  6. Select the accounts you want to match and then click Match > Match Selected from the List View menu. The New Account Matching Task wizard opens.
  7. Step 1: Account Matching

    1. Select and configure the options as described below:
      • Clear existing matches - all matches are cleared.
      • Match by attribute - use the specified attribute pairs to match accounts in the source and target tenants. Select the same matching attribute for the Source attribute and Target attribute. The matching attributes are as described below:
        • displayName - the attribute of the account as specified in the same active directory property.
        • mail - email address
        • mailNickname - email alias used in Exchange servers.
        • ImmutableId - a specific attribute for a Microsoft 365 account object that is synchronized from on prem Active Directory. When AAD Sync is used with the default settings on Uniquely Identifying your users, the Active Directory objectGUID is used as the immutableId.
        • employeeId - the identifier of an employee in active directory.
    2. Click Next.
  8. 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.
  9. Step 3: 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. Step 4: Summary
    1. Verify the task specifications as described below:
      • Name - name of the task. The default name is Account Matching Task. You can specify a custom name.
      • Source tenant - name of the tenant where the statistics will be collected.
      • Target tenant - name of the target tenant in this project.
      • Assign Licenses - value is Yes.
      • 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.

Mapping accounts with a CSV file

Use this method to map specific accounts from the source to existing accounts in the tenant that do not have any matching attributes. The CSV file lets you specify the accounts that you want to map and ignore the rest. You can then use this file in the New Account Mapping from File Task wizard to map the accounts from the source to the target tenant. This is a two-step process:

Step 1: Prepare 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. Export Users:
    1. From the navigation pane, click Active users.
    2. If needed, you can filter the set of users that you want to export. Then click Export. A Users_<timestamp>.csv file will be downloaded to your computer.

  3. Export Groups:
    1. From the navigation pane, click Active groups.
    2. Select the Microsoft 365 tab in the Active Groups page.
    3. If needed, you can filter the set of groups that you want to export. Click Export and then click Export groups in this list. A Groups.csv file will be downloaded to your computer.

  4. Repeat steps 1-3 for the target tenant.
  5. Create a new CSV file and add the attributes of the users and groups you want to map from the source to the target tenant, from the CSV files that you exported. You can use any of the two formats shown below:

    NOTE:

    • You can download a CSV template for either of the two formats when you start the New Account Mapping from File Task wizard.
    • Account pairs in which one of the accounts is a guest account are not supported.
    • CSV file names with non-ASCII characters are not supported.

    Format 1 Using the UserPrincipalName

    UserPrincipalName - An Internet-style login name for a user account based on the Internet standard RFC 822. Do not use a mail nickname or proxy address.

    Format 2 Using the ObjectId

    ObjectId - Globally unique identifier (GUID) of the user or group object. When you use ObjectId as the column header, you must specify object GUIDs only. You cannot specify UPNs.

  6. Save the CSV file that you created.

Step 2: Start the Account Mapping from File Task

  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 Accounts tile, or click Open from the Accounts tile to open the Accounts and User Data dashboard.
  5. Select the Accounts tab and select List View if not already selected.
  6. From the List View menu click Match > Map From File. The New Account Mapping from File Task wizard opens.
  7. Step 1: Mapping File

    1. Click Browse and select the CSV file with the account maps that you prepared.
    2. Click Next.
  8. 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.
  9. Step 3: 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. Step 4: Summary
    1. Verify the task specifications as described below:
      1. Name - name of the task. The default name is Account Mapping from File Task. 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.

Reviewing the Account Matching Task

  1. Open the Tasks tab.
  2. Select the account discovery task that you want to review.
  3. In the task details pane that opens, the information presented is as described below:
    1. Type - Type of the task. The type is Matching.
    2. Created - Date and time when the task was created.
    3. Modified - Date and time when the task was last updated.
    4. State - State of the task.
    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. Accounts (number) - The number of accounts that were selected for matching and the number of accounts passing through the various states of the task from New to Completed.
    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.

Reviewing the Account Matching Task Events

  1. Open the Tasks tab.
  2. Select the account discovery 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 task details pane that opens, the information presented is as described below:
    1. Object - name of the account object if applicable.
    2. Task - name of the task.
    3. Time - date and time when the event occurred.
    4. Category - type of task. For account mapping tasks, the category is Matching.
    5. Summary - a descriptive statement about the event.

Collecting Statistics

A Collect Account Statistics Task conducts an assessment of all accounts in the source tenant and matching accounts in the target tenant.

Each Collect Account Statistics Task generates events. Events are milestones that a task achieves as it runs. For example, when an Collect Account Statistics Task starts, an event is logged and it appears in the events list. When the number of accounts that are selected for assessment is large, the Collect Account Statistics Task divides the total number of accounts into manageable sets. Each set is called a batch. When a batch of accounts is assessed, another event occurs.

NOTE: Before you proceed, verify that the source tenant accounts have been discovered. For more information see Discovering Accounts

In this topic:

Create a Collect Account Statistics Task

  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 Account tile, or click Open from the Mail tile to open the Accounts and User Data dashboard.
  5. Select the Accounts tab and then select List View if not already selected. Then select any account in the list to activate the menu options.
  6. From the Actions menu, click More> Collect Statistics. The New Collect Account Statistics Task wizard opens.
  7. Step 1: Description
    1. Retrieve external sender permissions for distribution groups - retrieves the permissions set for external users who are allowed to send email to distribution groups.
    2. Collect statistics from target - select this option to collect statistics from the target tenant and generate the Comparison Report.
    3. Retrieve group membership details - select this option to retrieve group memberships of group type accounts.
    4. Click Next.
  8. 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.
  9. Step 3: 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. 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 Collect Account Statistics 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.

Review the Collect Account Statistics Task

  1. Open the Tasks tab.
  2. Select the Collect Account Statistics Task that you want to review.
  3. In the task details pane that opens, the information presented is as described below:
    1. Type - type of the task. The type is Account Assessment.
    2. Created - date and time when the task was created.
    3. Modified - date and time when the task was last updated.
    4. State - state of the task.
    5. Last Operation - 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. Accounts (number) - number of accounts processed and their task status.
    8. Events (number) - number of events that the task encountered.

Review the statistics collected

  1. Open the Tasks tab.
  2. Select the Collect Account Statistics Task that you want to review.
  3. From the task details pane, click Download Premigration Report. If comparison reports were generated, click Download comparison report.
  4. Download and save the ZIP file to a suitable folder, and extract the report.

NOTE: Premigration reports are also available from the following tasks:

  • Discover All
  • Discover From File
  • Discover From Security Groups
  • Refresh Selected Accounts

Review the Collect Account Statistics Task Events

  1. Open the Tasks tab.
  2. Select a task named Collect Account Statistics Task that you want to review.
  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 task details pane that opens, the information presented is as described below:
    1. Object - name of the account object if applicable.
    2. Task - name of the task.
    3. Time - date and time when the event occurred.
    4. Category - type of task. the value is Account Assessment.
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