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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

Provisioning Groups

Before you start, verify that you have discovered all the Microsoft 365 groups without teams. Make sure that all accounts that are members of these groups, have been discovered and matched with accounts in the target tenant. Group members are not added to groups in this step. Use the migration task to migrate group membership.

To provision Microsoft 365 Groups:

  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 Teams tile, or click Open from the Teams tile to open the Teams dashboard.
  5. Click theM365 Groups tab.
  6. Select one or more groups from the Groups List View.
  7. Click Provision. The New Groups Provisioning Task wizard opens.
  8. Step 1: Provision Options

    These options control the actions of the provisioning task if the selected groups already exist in the target tenant. Groups that are not in the target tenant will be automatically provisioned.

    Select and configure the options as described below:

    1. Do not provision the group - The group will be skipped if it exists in the target tenant.
    2. Provision a new group. A suffix will be added to the original name - A new group will be provisioned with the specified suffix appended to the group name
      • New group display name suffix - Specify a suffix to append to the group name. The default suffix is (migrated).
    3. Merge with the existing group - Select this option to set up a mapping between a source and target group with the same name. When members are migrated with the migration task, the accounts that are members of the source group will be added to the same group in the target tenant.
    4. Suppress automatic Group Welcome Message sending - Select the check box to prevent group members from receiving a welcome message.
    5. Multi-geo options: Preferred location - If the target tenant is geo-enabled, select a location to update the geo location of the selected groups in the target tenant. The default is None. See Microsoft 365 Multi-Geo availability for the description of the geo locations in the dropdown list.
  9. Step 2: Notification
    1. Send notification email once the task is completed - select this option to send a notification email when a provisioning task completes.
      • Only in a case of failure - select this option to send the email if the provisioning 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 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.
  11. Step 4: Summary
    1. Verify the task specifications as described below:
      • Name - Name of the task. The default name is Provision Groups. You can specify a custom name.
      • Source tenant - Name of the source tenant in this project.
      • Target tenant - Name of the target tenant in this project.
      • 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.

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

Removing Groups

To manage large lists of M365 groups in a project, you can remove one or more M365 groups from the groups list view that you don't need for migration. The M365 groups that are removed will remain in the source tenant and you must re-discover the groups in the project when you need them for migration.

When 365 groups are removed, all associated items, mappings and migration information will also be removed from the project. When these M365 groups are rediscovered, they will be treated as new M365 groups in the project and the process of provisioning and migration of the M365 groups and related items must be repeated.

If these groups 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 Teams tile, or click Open from the Teams tile to open the Teams dashboard.
  5. Select the Teams tab and select List View if not already selected.
  6. Select the groups you want to clear.

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

  7. Click More Actions and then click Delete.
  8. The Remove Objects confirmation dialog opens.
  9. Click Remove to remove the selected groups from the list.

Collecting Statistics

The Collect Group Statistics Task for M365 Groups conducts an assessment of all groups in the source tenant and matching groups in the target tenant. It provides information like member count, planner count and planner task count for the groups selected in the source tenant, and optionally in target tenant if the group is already provisioned.

Each Collect Group Statistics Task generates events. Events are milestones that a task achieves as it runs. For example, when a M365 Groups Collect Group Statistics Task starts, an event is logged and it appears in the events list. When the number of groups that are selected for assessment is large, the M365 Groups Collect Group Statistics Task divides the total number of groups into manageable sets. Each set is called a batch. When a batch of groups is assessed, another event occurs.

In this topic:

Starting a Collect Group 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 Teams tile, or click Open from the Teams tile to open the Teams migration workspace.
  5. Select the M365 Groups tab. Then select any group in the list to activate the menu options.
  6. Click Collect Statisticsfrom the Actions menu. The New Collect Group Statistics Task wizard opens.
  7. Step 1: Collect Statistics Options
    1. Choose from the following options
      • Include collection of statistics from target tenant - select this option to include the same groups from the target tenant and generate the Comparison Report. Statistics will only be collected for the target tenant groups if a provision task has been executed for the group previously.
      • Collection levels:
        • Basic (Fast) - collect statistics about member count and content size (in GB) for the groups selected in the source and target tenant if provisioned.
        • Advanced (Slow) - collect statistics about member count and content size (in GB), planner count and planner task count for the groups selected in the source and target tenant if provisioned. The task requires more time to run.

          NOTE: When a Collect Group Statistics task is started with this option selected, the temporary Migration Manager for the source tenant will be added to all groups. The additional information collected by the tasks are used in the migration process for teams and groups, and helps improve the performance of the migration task.

    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.
    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. Default name is Collect Group Statistics Task.
      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 Collect Groups Statistics Task

  1. Open the Tasks tab.
  2. Select the Collect Group Statistics task for groups 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 collectstatistics.
    2. Created - Date and time when the task was created.
    3. Modified - Date and time when the task was last updated.
    4. Status - 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. Events (number) - The number of events that the task encountered.

Reviewing the statistics collected

  1. Open the Tasks tab.
  2. Select the Collect Group Statistics Task that you want to review.
  3. From the task details pane, click Download Premigration 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

Reviewing the events for the Collect Group Statistics Task

  1. Open the Tasks tab.
  2. Select a Collect Group Statistics Task for groups 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 group 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 Application.
    5. Source - the migration workspace from where the event was generated. The value is Teams Migration.

 

Migrating Groups

Before you start, verify that you have provisioned all the Microsoft 365 groups without teams. See Provisioning Groups for more information. Migration will be skipped for all groups that are not yet provisioned.

When groups are migrated, the account that is assigned the Migration Manager role is added to the group. If dynamic membership is enabled, the rules are modified to include this account. This temporary role is required for migrating groups by the On Demand Migration service.

To migrate Microsoft 365 Groups:

  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 Teams from the project tiles. Click Open from the Teams tile to open the Teams dashboard.
  5. Click theM365 Groups tab.
  6. Select one or more groups from the Groups List View that are provisioned (State = Provisioned)
  7. Click Migrate. The New Groups Migration Task wizard opens.
  8. Step 1: Migration Options
    1. Group mailbox - Select this option to migrate Group Mailbox.
    2. SharePoint Content - Select this option to migrate associated SharePoint sites including files, One Note, OneDrive Shared Library and other supported tools.
    3. Planner - Select this option to migrate the group Planner.
    4. Group Membership - Select this option to migrate group members. If this option is not selected, group members will not be migrated.
  9. Step 2: File Version Options
    1. Choose the migration option for file versions associated with groups selected for migration.
      • Latest version only - This is the default selection. The most recent version of the file will be migrated. All other versions will be ignored.
      • More versions - Additional versions of a file will be migrated based on the options described below. Large version sets take a significantly long time to migrate.
        • Number of versions - The maximum number of version to migrate. The available choices are: 2, 5, 10, 30, 60, 90 and 365. When you specify the number of versions, additional options can be selected.
          • Latest version and preceding versions - The version count includes the latest version and the preceding versions in chronological order restricted to the Size Limit of the latest version. For example, if you choose to migrate 5 versions, then the most recent version and 4 preceding versions will be migrated as long as the most recent version does not exceed the selected size limit specified.
          • Latest version and daily latest from preceding days - The version count includes the latest version and the latest version from each preceding day restricted to the Size Limit of the latest version. For example, if there are many versions of a site and you choose to migrate 5 versions, then the most recent version and the latest version from each of the 4 preceding days will be migrated as long as the most recent version does not exceed the selected size limit specified.
          • Size limit - This setting is available if the Latest version and preceding versions or the Latest version and daily latest from preceding days option is selected. By default, the size limit is 80 MB. You can configure the size limitation by selecting from one of the possible values in the dropdown list. If the size of the latest file version exceeds the selected size limit, the latest version will be migrated and previous versions will be ignored. If the size of the latest file version does not exceed the selected size limit, then the file and its versions will be migrated based on your selection between Latest version and preceding versions or Latest version and daily latest from preceding days.
      • All Versions - The latest version of the file will be migrated, and all previous versions of the file will be migrated if the latest version does not exceed a specified size limit. This option requires significantly more time to migrate all the versions.
        • Size limit - This setting is available if the All Versions option is selected. By default, the size limit is 80 MB. You can configure the size limitation by selecting from one of the possible values in the dropdown list. If the size of the latest file version exceeds the selected size limit, the latest version will be migrated and previous versions will be ignored. If the size of the latest site version does not exceed the selected size limit, then the file and its versions will be migrated.
    2. Click Next.
  10. Step 3. SharePoint Permission Options
    1. Select how Sharing Links permissions are migrated. Direct permissions are always migrated.
      • Migrate permissions - select this option so that unique permissions associated with web, list and list items are migrated. If you clear this option all other options in this step are deactivated and permission migration is prevented. When permissions are not migrated, the permissions for new migrations of web, list and list items, that are not already on the target tenant, will be inherited from its parent. The permissions will not be changed for migrations of content that was already migrated to the target tenant.
      • Migrate permissions only for previously migrated webs and lists - select this option to migrate permissions for webs and lists only. Permissions will be merged with any existing permissions on the target tenant. List item permissions are not migrated with this option because list item permissions cannot be migrated separately from the list item. To re-migrate list items and its permissions, re-migrate the whole list without selecting this option. Selected objects must be in a migrated or migrated with issues state for this option work.
      • Do not migrate Sharing Links permissions - select this option to ignore Sharing Links permissions.
      • Migrate Sharing Links permissions as direct permissions. Migration is slower - select this option to migrate Sharing Links permissions. These permissions will be migrated as direct permissions. The conversion and migration of Sharing Links permissions takes more time to migrate.
    2. Click Next.
  11. Step 4. SharePoint File Options
    1. Choose from the following options to determine how changes to list items that were previously migrated should be remigrated:
      • Refresh list items - an incremental migration is performed to repair and update the target list with missing or new items.
      • Migrate all list items - all list items are remigrated.
    2. Choose a conflict resolution option.

      NOTE:

      • Conflict resolution rules are applied only to list items that have been previously migrated.
      • Conflict resolution rules will not be applied if the Migrate all list items option is selected in the previous step. All files in the target tenant will be overwritten if all files are migrated.
      • Conflict resolution rules will not be applied to Site Pages and Site Assets system libraries.
      • Overwrite target files - all migrated files in the target tenant will be overwritten. Migration is fastest with this option selected.
      • Skip if target list item is the same version or newer - ignore list items in the target tenant with the same or newer version. If the item does not exist in the target tenant, a copy of the source item will be migrated.
      • Create a copy if target list item is the same version or newer - preserve the list item in the target tenant with the same or newer version and migrate a copy of the source item. When you choose this option, you must choose from one of the following file suffix options: _Copy, _Source, _Older, _Backup, and _1.
    3. Migrate list and library comments - select this option to include list and library comments in the migration task. A large number of list and library comments increase task processing time.
    4. Auto re-run list item migrations to retry missing items - select this option to automatically re-run the list item migration during list migrations to retry and repair missing items.
    5. Click Next.
  12. Step 5: Notification
    1. Send notification email once the task is completed - select this option to send a notification email when a migration task completes.
      • Only in a case of failure - select this option to send the email if the migration 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.
  13. Step 6: Reporting

    Select the check box Generate detailed report of migration errors to generate a migration error report when you run the migration task.

    You can download the report from the Reports tab of the Teams migration workspace by clicking the Download link in the Error Log column. If there are no migration errors, a download link is not available. Error reports are retained for 30 days. After 30 days the download link is replaced with the label Expired and you can no longer download the report. For more information about error reports, see Reports.

  14. Step 7: 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.
  15. Step 8: Summary
    1. Verify the task specifications as described below:
      • Name - Name of the task. The default name is Migrate Groups. You can specify a custom name.
      • Source tenant - Name of the source tenant in this project.
      • Target tenant - Name of the target tenant in this project.
      • 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.

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

NOTE: If a group from the source tenant is merged with a group in the target tenant during the provision process, any new mail items, SharePoint files and Planner items that are generated in the source tenant will appear in the target group.

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