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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

Verify the following requirements are met before migrating Microsoft Teams. If these actions are not performed, discovery, provision and migration tasks will fail or some data might be lost!

  • Consents are already granted for source and target tenants.
    The following consents should be granted before Teams migration feature can be used
    • Migration - Basic,
    • Migration - Mailbox Migration
    • Migration - SharePoint,
    • Migration - Teams.

TIP: If the admin consents are not granted or expired, Discover Teams action is disabled and the following notification is displayed: Grant admin consent to the following Migration sub modules on the Tenants page for both source and target tenants: Basic, SharePoint, and Teams. Open Tenants page and grant the necessary Required Consents and Permissions so that the product can access the source and target tenants. You will be redirected to the Microsoft web site for granting admin consent. Once admin consent is granted, you can start discovering Teams. On Demand for Migration uses the global administrator account to grant consent because the ‘admin consent flow’ which it uses requires it; read more about the admin consent flow experience.

  • User must be matched or migrated before using the On Demand Migration for Teams service.
  • Images, media files and documents referenced in one-on-one or group chats are stored in your OneDrive for Business folder. They must be migrated using the On Demand Migration for OneDrive service, before you migrate the chats.
  • It is recommended to create or use dedicated (not added as owner or member to any team) source and the target Azure AD administrator accounts.

IMPORTANT: It is not recommended to use existing user accounts as source and target Azure AD administrator accounts, because it is recommended to remove them for safety reasons after the migration will be completed. These accounts can be removed from teams as described in Finalizing the Migration.

  • Azure AD administrator accounts should have Teams license.
  • It is not recommended that you change your Azure AD administrator accounts before completing the migration project.
  • Azure AD administrator accounts should be granted the Global Administrator or Teams Administrator role on the tenants for which these account are used.
  • Azure AD administrator accounts should be granted Application Impersonation role on the tenants for which these account are used.
  • Accounts joined to existing teams should be matched or migrated in the migration project.

Required permissions

Feature Required permissions
Migrate conversations Read all channel messages
  Have full access to the Chat Service Aggregator
  Have full access to the Skype Teams Service
  Create chat and channel messages with anyone's identity and with any time stamp
Migrate private chats Read all chat messages
  Read and write user chat messages
Provision groups and teams Read and write directory data
  Read and write all groups
Migrate files and OneNote items Read and write all OneNote notebooks
  Read and write items in all site collections
  View and modify notes for all users
Migrate groups and teams membership Read all users' full profiles
  Read or write user region
  Add and remove members from all teams
  Add and remove members from all channels

 

Discovering Groups

In this topic:

Prepare a CSV file for discovering Groups

This step is required if you plan to discover Groups using a CSV file. When you have a large set of Groups but you want to discover a subset of those Groups, the CSV file lets specify the Groups that you want to discover and ignore the rest. You can then use this file in the New Groups Discovery Task as described in this topic to discover the Groups from the source tenant.

To 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. From the navigation pane, click Active groups.
  3. Select the Microsoft 365 tab in the Active Groups page.
  4. Click Export and then click Export groups in this list. A Groups.csv file will be downloaded to your computer.

  5. Edit the CSV and retain the groups you want to discover that are not associated with Teamsand delete the rest. You can filter that data based on the Has Teams column to get a list of groups that are not associated with teams. If you retain a row that references a group associated with a team, the group will be ignored during discovery. Then retain the Group ID and Group name columns.

  6. Save the CSV file. You may rename the file if needed.

Create and run a New Groups Discovery 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 select an existing project.
  4. Click Teams from the project tiles. You can also click Open Project to open the project dashboard and then click Open from the Teams tile. The Teams dashboard opens.
  5. Click Discover M365 Groups from the Groups tile in the Teams dashboard

    - or -

    Select the M365 Groups tab and select List View if not already selected. Then click Discover from the Actions ribbon.

  6. The New Groups Discovery Task wizard opens.
  7. Step 1: Discovery Options

    1. All Groups - select this option to discover all Groups from the source tenant.
    2. Groups from file - select this option to discover Groups referenced in a CSV file. Choose this option when you want to discover a subset of the Microsoft Groups in the source tenant.

      Then click Browse and select the CSV that contains the Group IDs and Group names of the Groups that you want to discover.

    3. Collect Plan and Task statistics for Groups - Select this option to start a Collect Statistics Task to count the number of Plans and Tasks in Groups.

      NOTE: When a Collect Statistics Task is started, the Azure AD administrator for the source tenant will be added to all groups, or the groups specified in a CSV file. 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.

    4. Click Next.
  8. Step 2: 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 - 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.
  9. 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. 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.

Review the New Groups Discovery Task

  1. Select the Tasks tab.
  2. Select the task that you want to review. The default name is Discover.
  3. In the task details pane that opens, the information presented is as described below:
    1. Type - Type of the task. The type is discovergroups.
    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) - 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.

  4. If you selected the option to collect statistics in the New Groups Discovery Task wizard, you will see and additional task for Collect Plan and Task statistics for Groups. Click the task to view the corresponding details in the details pane.
 

Review the New Groups Discovery Task Events

  1. Select the Tasks tab.
  2. Select the 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 event details pane that opens, the information presented is as described below:
    1. Object - Name of the group.
    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 - Name of the On Demand Migration service.

Review the Collect Statistics Task

  1. Select the Tasks tab.
  2. Select the task that you want to review. The default name is M365 Group Collect Statistics Task.
  3. In the task details pane that opens, the information presented is as described below:
    1. Type - Type of the task. The type is discovergroups.
    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.

Review the events for the Collect Statistics Task

  1. Select the Tasks tab.
  2. Select the Collect 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 event details pane that opens, the information presented is as described below:
    1. Object - Name of the group.
    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 - Name of the On Demand Migration service

Review the statistics collected

Statistics are collected if the option to collect statistics is selected in the New Groups Discovery Task.

  1. From the Teams dashboard, click the Teams tile.
  2. Select the M365 Groups tab and select List View if not already selected.

The columns are as described below:

Group Name - Name of the group in the source tenant.

Status - Status of the task in the migration process. If the group in the source tenant exists in the target tenant, the value Exists in target is displayed.

Workflow - The stage of group in the migration process. Value should be Discovered.

Channels - Number of channels in the group.

Members - Number of members in the group.

Plans - Number of plans in the group.

Tasks - Number of tasks in the group.

Created - Date and time when the group task was created.

Source MailNickname: The mail nickname of the group in the source tenant.

 

Discovering Teams and Groups

Every team is associated with a Microsoft 365 Group, but there are groups that are not associated with teams. In this topic, the term team means a Microsoft Team and includes its associated group, and the term group means a Microsoft 365 Group that is not associated with a team.

NOTE: This topic explains the process to discover both teams and groups. If you want to discover only teams, see Discovering Teams. If you want to discover only groups that are not related to teams, see Discovering Groups.

In this topic:

Prepare a CSV file for discovering Teams & Groups

This step is required if you plan to discover teams and groups using a CSV file. When you have a large set of teams and groups but you want to migrate a subset of the objects, the CSV file lets you specify the teams and groups that you want to discover and ignore the rest. You can then use this file in the New Teams & Groups Discovery Task as described in this topic to discover the teams from the source tenant.

To 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. From the navigation pane, click Active groups.
  3. Select Microsoft 365 tab in the Active Groups page
  4. Click Export and then click Export all groups. A Groups.csv file will be downloaded to your computer.

  5. Edit the CSV file and retain the Group ID and Group name columns. Then retain the teams and groups you want to discover and delete the rest.

  6. Save the CSV file. You may rename the file if needed.

Create and run a New Teams & Groups Discovery 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 select an existing project.
  4. Click Teams from the project tiles. You can also click Open Project to open the project dashboard and then click Open from the Teams tile. The Teams dashboard opens.
  5. Click Discover from the Teams dashboard or click the Create a discovery task link in the information panel.

  6. The New Teams & Groups Discovery Task wizard opens.
  7. Step 1: Discovery Options

    1. All Teams - select this option to discover all Microsoft Teams.
    2. All Groups - select this option to discover all Microsoft 365 Groups without Teams.
    3. All Teams and Groups - select this option to discover Microsoft 365 Groups and Teams.
    4. Teams and Groups from file - select this option to discover Microsoft 365 Groups and Teams referenced in a CSV file when you want to discover a subset of all the Microsoft Teams and Groups in the source tenant.

      Then click Browse and select the CSV that contains the Group IDs and Group names of the teams that you want to discover.

    5. Collect Plan and Task statistics for Teams - Select this option to start a Collect Statistics Task to count the number of Plans and Tasks in Teams. This option is available when the All Teams option is selected.
    6. Collect Message statistics for Teams - Select this option to start a Collect Statistics Task to count the number of messages in Teams. This option is available when the All Teams, All Teams and Groups or Teams and Groups from file option is selected.
    7. Collect Plan and Task statistics for Groups - Select this option to start a Collect Statistics Task to count the number of Plans and Tasks in Microsoft 365 Groups. This option is available when the All Groups option is selected.
    8. Collect Plan and Task statistics for Teams and Groups - Select this option to start a Collect Statistics Task to collect additional information about Teams and Microsoft 365 Groups. This option is available when either the All Teams and Groups or Teams and Groups from file option is selected.

      NOTE: When a Collect Statistics Task is started, the Azure AD administrator for the source tenant will be added to all teams, all groups or the teams and groups specified in a CSV file. The additional information collected by the tasks are used in the migration process for groups and helps improve the performance of the migration tasks.

    9. Click Next.
  8. Step 2: 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 - 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.
  9. 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. 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.

Review the New Teams & Groups Discovery Task

  1. Select the Tasks tab.
  2. Select the task that you want to review. The default name is Discover.
  3. In the task details pane that opens, the information presented is as described below:
    1. Type - Type of the task. The type is discoverteams.
    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) - 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.

  4. If you select the options to collect statistics in the New Teams & Groups Discovery Task wizard, you will see additional tasks: Collect Plan and Task statistics for Teams and Groups and Collect Message statistics for Teams. Click each task to view the corresponding details in the details pane.
 

Review the New Teams & Groups Discovery Task Events

  1. Select the Tasks tab.
  2. Select the 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 event details pane that opens, the information presented is as described below:
    1. Object - Name of the team or group discovered.
    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 - Name of the On Demand Migration service

Review the Collect Statistics Task

  1. Select the Tasks tab.
  2. Select the Collect Statistics Task that you want to review. The default name is Discover.
  3. In the task details pane that opens, the information presented is as described below:
    1. Type - Type of the task. The type is discoverteams.
    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.

Review the events for the Collect Statistics Task

  1. Select the Tasks tab.
  2. Select the Collect 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 event details pane that opens, the information presented is as described below:
    1. Object - Name of the team or group.
    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 - Name of the On Demand Migration service

Review the statistics collected

Statistics are collected if the option to collect statistics is selected in the New Teams & Groups Discovery Task. Statistics are collected for teams and groups.

To review the statistics for teams:

From the Team dashboard, click the Teams tile.

NOTE: Each team is associated with a Microsoft 365 group. These groups are not listed in the M365 Groups list.

The columns are as described below:

Team Name - Name of the team in the source tenant.

Status - Status of the task in the migration process. For example, after a discovery task, if the team in the source tenant exists in the target tenant, the value Exists in target is displayed.

Workflow - The stage of the team in the migration process. Value should be: Discovered.

Channels - Number of channels in the team

Members - Number of members in the team

Size (MB) - Total size of files in a team

Messages - Total number of messages across all channels of the team

Plans - Number of Planner plans in the team

Tasks - Number of Planner tasks across all plans in the team

Last Activity - The most recent activity time for the team in the source tenant

Created - Date and time when the team record was created in On Demand Migration

Target Team Name - Name of the corresponding team in the target tenant if it exists.

Source MailNickname: The mail nickname of the team in the source tenant

To review the statistics for groups:

From the Teams dashboard, click the M365 Groups tile.

NOTE: The M365 Groups list displays groups that are not associated with teams.

The columns are as described below:

Group Name - Name of the group in the source tenant.

Status - Status of the task in the migration process. If the group in the source tenant exists in the target tenant, the value Exists in target is displayed.

Workflow - The stage of the group in the migration process. Values are: Discovered, Provisioned and Migrated

Members - Number of members in the group

Plans - Number of Planner plans in the group

Tasks - Number of Planner tasks across all plans in the group

Created - Date and time when the team record was created in On Demand Migration

Source MailNickname: The mail nickname of the team in the source tenant

 

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.

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 select an existing project.
  4. Click Teams from the project tiles. You can also click Open Project to open the project dashboard
  5. Click theM365 Groups tab.
  6. Select one or more groups from the Groups List View.
  7. Click Provision. The New Group Provision 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 - The accounts that are members of the 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 drop down list.
  9. Step 2: 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 - 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.
  10. Step 3: 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 Taskstab, view the summary on the Dashboard or monitor alerts and notifications from the Eventstab.

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