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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

Working with On Demand Migration

The On Demand Migration provides a high-level, intuitive project management for migrating accounts and content from one tenant to another. Now you can create a migration project that provides a full range of migration features, and track accounts and content migration in one comprehensive migration project dashboard. Also now you can use new My Projects list view for the summarized list of all your migration projects.

Migration workflow

# Step
1 Create a migration project. Step 1: Configure connections
2 Create a migration project. Step 2: Grant permissions (see Required Consents and Permissions)
3 Create a migration project. Step 3: Finalize migration project creation to perform pre-migration assessment and discovery. The discovery task can now be started automatically.
4 Share free/busy information from users’ calendars
5 Organize accounts into collections
6 Match source accounts with the existing target accounts
7 Migrate accounts
8 Start Address Rewriting for Domain Coexistence
9 Migrate mail
10 Grant target users access to source tenant’s resources (resource processing)
11 Migrate OneDrive for Business stores
12 Migrate Microsoft Teams and Microsoft 365 Groups with Teams functionality
13 Migrate SharePoint
14 Migrate Public Folders
15 Configure hybrid connections and enable Hybrid (see )
16 Monitor the progress and track issues

Test and Pilot Migrations

Any full scale migration should be preceded by test and pilot migrations, to confirm that your migration processes and procedures will accommodate the organization requirements.

  • A test migration uses real users and real data in a segregated test environment, or dummy users and dummy data in your live production environment.
  • A pilot migration uses a small portion of real users and real data in the live production environment.

In either case - a test or pilot migration - the data to be migrated should be a representative sample of the production data, and the test or pilot migration should be run with the Quest applications set for the same configuration and process options that you intend to use for the production migration. it is recommended to select test or pilot users whose usage and data types make them representative of the total user population. Then create and run matching / migration tasks for those accounts, including all range of tasks you are planning to perform. When the tasks are completed, review errors and warnings, if any. See Event Management section for more information.

Quest recommends that you use both test and pilot migrations:

Perform one or more test migrations in a separate test environment, migrating test copies of real users and their real data. The separate test environment ensures that no test process will affect the data or configurations of your production environment. If a test exposes any problems under migration, you can make amendments and then repeat the test by simply dumping the test environment and recreating it from scratch.

When you are confident that your test migrations have sufficiently refined your planned migration, perform a pilot migration for 20 or 30 users to verify if your planned migration is satisfactory for your "real world."

Project Management

A migration project contains the full set of migration features and provides a summary of all the migration activities in the project dashboard. You can work with a single migration project for small migrations or you can set up multiple migration projects to split larger migration plans into manageable projects.

In this topic:

To create a migration project:

  1. Sign in to Quest On Demand.
  2. From the navigation pane, click Migration to open the My Projects view.

  3. Click Create Project to start the New Project wizard. If you have already created one or more projects, scroll down and click New Project.
  4. Step 1: Select Source and Target

    1. Migration Project Name - Specify a meaningful name for the project. The default name is New Migration Project.
    2. Migration Project Description - Enter a description about the project.
    3. Source Tenant - Select a source tenant from the drop down list.
    4. Target Tenant - Select a target tenant from the drop down list.
    5. Click Save and Continue.
  5. Step 2: Provide Admin Consent

     Most Office 365 objects can be migrated when the service principals (the On Demand Migration service applications) have been granted the consent. To use the service principal:

    1. Click Grant Consent to grant the consents to the service principal if this is a new project and the consent has not been granted.
    2. Click Re-grant Consent to refresh the consents granted to the service principals. It is recommended that you re-grant consent to ensure that the consent to the service principals are refreshed.
    3. Click Save and Continue.

    If you need to migrate Office 365 objects that require the user principal to have the Global Administrator or other specific roles you must provide additional authorization. To grant additional authorization to the user principal:

    1. Enter the email address of the source and target administrators.
    2. Enter the password of the source and target administrators.
    3. Click Save and Continue.

  6. Step 3: Project Created
    1. Verify that permissions were granted
    2. Open Project - select this option to open the project dashboard.
    3. Click Finish and Close.

To rename a migration project:

  1. Sign in to Quest On Demand.
  2. From the navigation pane, click Migration to open the My Projects view.
  3. From the top right-hand corner of the project panel, click the More Actions icon (3 dots). Then click Rename Project.
  4. Revise the name or description as needed.

  5. Click Save Project Name to save the changes and close the dialog.

To delete an existing project:

  1. Sign in to Quest On Demand.
  2. From the navigation pane, click Migration to open the My Projects view.
  3. From the top right-hand corner of the project panel, click the More Actions icon (3 dots). Then click Delete Project.

  4. Click OK to confirm the deletion.

Project Dashboard

Information about the migration project is summarized on the project dashboard. The tiles that you can see and the features that you can access through the project dashboard depend on your subscription. For information about subscriptions, see On Demand Global Settings Current User Guide.

Each tile on this dashboard presents a summary of the migration activities and lets you navigate to the respective migration service dashboards or list views as described below:

Welcome

Quick start your migration activities from this tile. The following activities can be performed here:

Grant Consent - If you see a green icon, you have granted the necessary consents to the source and target tenants associated with this project. Otherwise the Grant link is displayed and you can click the link to complete the authorization process for the source or target tenants.

Discover Accounts - If you see a green icon, you have already discovered one or more accounts in the source tenant. Otherwise, click Discover to open the Accounts List view and start a discovery process.

Match Accounts - If you see a green icon, you have matched one or more accounts between the source and target tenants. Otherwise, click Select to open the Accounts List view and start a matching process. You must discover one or more accounts before you can start the matching process.

Migrate Accounts - If you see a green icon, you have migrated one or more accounts from the source to the target tenant. Otherwise, click Select to open the Accounts List view and start a migration process. You must match one or more accounts before you can start the migration process.

Accounts, Mail, OneDrive and Teams

These tiles presents information about the objects that were discovered or migrated in addition to other pertinent information. These objects are managed through the Account and User Data workspace and share a common dashboard. Click Open from the Accounts, Mail, OneDrive, and Teams tiles to access the common dashboard.

Public Folders

Displays information about the discovered and migrated public folders. Click Open to access the dashboard in the Public folder workspace.

SharePoint

This tile presents information about the discovered and migrated SharePoint objects. Click Open to access the dashboard in the SharePoint workspace.

Active Directory

Click Open to access the Active Directory workspace for Microsoft 365 domain move service, directory synchronization services for Microsoft Active Directory and Azure Active Directory, and other migration services for Microsoft Active Directory.

Tasks

Displays the five most recent tasks that were completed in the Accounts and User Data workspace. Click Show All to open the Tasks List view in the Accounts and User Data workspace.

Events

Displays the five most recent events that were completed in the Accounts and User Data workspace. Click Show All to open the Events List view in the Accounts and User Data workspace.

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