Migrating large numbers of groups requires careful planing. The groups could belong to different offices and geographical locations or sensitive departments. Migrating groups of Finance or Legal departments require special care. Organize the groups into collections to make large group lists more manageable.

Working with the Collection Dashboard

The Collection Dashboard shows the collection-specific summary, allows you to see group 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 Teams tile to open the Teams 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 the M365 Groups tab. You will see the list of groups 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.

Creating a Collection manually

1. From the project dashboard, click Open in the Teams tile to open the Teams dashboard.
2. From the top-right corner of the migration workspace, click Select Collection > + New Collection
3. Enter a collection name and click Save to add this collection to the project.

Adding groups to Collections

You can add groups to collections in several ways:

• Select the groups and create a new collection for them
• Select the groups and add to an existing collection
• Use a CSV file to add groups to a new or existing collection from the Teams tab
• Use a CSV file to add groups to an existing collection from the Teams collection dashboard

To add selected groups to a new collection:

1. From the project dashboard, click Open in the Teams tile to open the Teams dashboard.
2. Click the M365 Groups tab and select List View if not already selected.
3. Select the groups you want to add to the 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 groups to the collection.

To add selected groups to an existing collection:

1. From the project dashboard, click Open in the Teams tile to open the Teams dashboard.
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 M365 Groups tab.
4. Select the groups you want to add to an existing collection.
5. From the actions toolbar, click Add To Collection. The Add to existing collection dialog opens.

   

6. Select a collection from the Collection name dropdown and click Save to add the selected groups to the collection.

To add groups from a CSV file to a new or existing collection from the M365 Groups tab:

This is a two-step process as described below to add teams to an existing collection from the M365 Groups tab:

Step 1: Prepare the CSV file

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 Teams tile, or click Open from the Teams tile to open the Teams migration workspace.
5. Open the M365 Groups tab.
6. From the actions toolbar, click More > Import Collections. The Import Collections from File dialog opens.

   

7. Select Teams/M365 groups from the Specify kind dropdown.
8. Click Browse and select the CSV file. The selected CSV file name appears.
9. Click Import.

NOTE: If a collection in the CSV does not exist, a new collection will be created with the name specified in the CSV.

To add groups from a CSV file to an existing collection from the Teams Collection dashboard:

This is a two-step process as described below:

Step 1: Prepare the CSV file

Step 2: Import the CSV file

1. From the project dashboard, click Open in the Teams tile to open the Teams migration workspace.
2. From the top-right corner of the migration workspace, click Select Collection and then select the collection.
3. Click Fill From File from the Teams collection Dashboard menu. The Fill from File dialog opens.
4. Click Browse and select the CSV file that you created.
5. Click Populate to add the groups from the file to the collection.

Removing Groups from Collections

1. From the project dashboard, click Open in the Teams tile to open the Teams migration workspace.
2. From the top-right corner of the migration workspace, click Select Collection. Then select a collection to open the collections dashboard.
3. Select the M365 Groups tab. From the Groups list view, select the groups that you want to remove from the collection.
4. From the actions toolbar, click Remove from Collection.
5. In the confirmation dialog click Remove to remove the selected groups from the collection.
6. To return to the Teams migration workspace, click the collection dropdown at the top-right corner of the page, and select Show All.