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On Demand Migration Current - User Guide

About On Demand Migration Before You Start Account Migration Mail Migration Public Folders Migration OneDrive Migration SharePoint Migration Microsoft Teams Migration Microsoft 365 Groups 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.

Configuring the Migration Project

You must set a default site owner that will be used if the actual owner (user account) is not found in the target. See the details on user mapping below.

Caution: If both the actual owner account and the default owner are not found in the target, the migration task will fail.

  1. Go to the migration project Dashboard in case you use new migration UI.
  2. Click SharePoint widget.
  3. Click Configure Project on the project dashboard.
  4. In the Edit Project dialog, provide the user from the target tenant and click Save.

You can set a different default owner for a group of sites by overriding this setting in the migration task.

User Mapping Workflow

During the migration, On Demand Migration gets the accounts associated with the migrated (source) site and then looks up their pairs in the target tenant. Depending on the results, one of the following actions is performed:

  • If a matched target user is found, On Demand Migration sets it as an owner of the migrated site.
  • If a matched user is not found on target, On Demand Migration switches the site owner to the default account.
  • If the actual owner account has no match on the target and the default owner is missing, the migration task fails.

This table describes how ownership is handled by On Demand Migration depending on the SharePoint entity:

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
Files Target account matched with source owner Default target user
List Items Target account matched with source owner Default target user

Setting Custom SharePoint Admin Center URLs

On Demand Migration 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 as described below:

  1. Click Configure Project on the SharePoint migration dashboard.
  2. In the Edit Project dialog, change default source or target SharePoint Admin Center URLs to the custom ones and click Save.

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.

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 select an existing project.
  4. Click SharePoint. The Dashboard opens.
  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. 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 select an existing project.
  4. Click SharePoint. The Dashboard opens.
  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. 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.

 

Collections

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

To gather a site and all its children into a collection

  1. Add the site to a collection.
  2. Run the Discover SharePoint Contents task for the site.

For known issues, see https://support.quest.com/technical-documents/on-demand-migration/current/release-notes/2#SharePoint

 

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