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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

Removing Accounts

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

  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 Accounts from the project tiles. You can also click Open Project to open the project dashboard and then click Open from the Accounts tile. The Accounts and User Data dashboard opens.
  5. Select the Accounts tab and select List View if not already selected.
  6. Select the accounts you want to clear.

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

  7. Click More Actions and then click Delete.

  8. The Delete Objects confirmation dialog opens.

  9. Click Delete to remove the selected accounts from the list. If these accounts are listed in other projects, they will be displayed in those projects.

Managing Accounts with Collections

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

Working with the Collection Dashboard

The Collection Dashboard shows the collection-specific summary, allows you to see accounts added to it, create tasks for them, and monitor the progress for the selected subset of accounts.

  • To see accounts included in the collection, click Browse Accounts or open the Accounts tab. You will get the list of accounts that belong to the collection.
  • To see the tasks for collection-specific accounts, use the corresponding widget on the collection dashboard or open Tasks tab.
  • To see the events related to the collection, use the corresponding widget on the collection dashboard or open Events tab.
  • To rename, or delete the collection, click the corresponding buttons in the toolbar.
  • To return to the project dashboard, click the project name in the navigation bar.

Creating Collections

You can create collections in two ways:

  • Select the discovered accounts and create a new collection for them.
  • Use a CSV file to create one or more collections of discovered accounts.

To create a collection based on selected accounts:

  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 Accounts from the project tiles. You can also click Open Project to open the project dashboard and then click Open from the Accounts tile. The Accounts and User Data dashboard opens.
  5. Select the Accounts tab and select List View if not already selected.
  6. Select the accounts you want to combine into a collection. You can use search for filtering the accounts or simply pick the individual accounts from the list.
  7. Click +New Collectionand enter a collection name. Click Save to add this collection to the project.

To create one or more collections with a CSV file:

This is a two-step process as described below:

Step 1: Prepare the CSV file

NOTE: Using a CSV file provides the following additional benefits:

  • Multiple collections can be created with the same CSV file.
  • Existing collections can be specified in the CSV file to add additional accounts
  • Accounts can be listed in multiple collections

You can choose one of two formats to prepare the CSV file:

Format 1: Use the ObjectId to identify accounts

ObjectId - Column header for the globally unique identifier that represents a discovered account. The following variations of ObjectId are supported: ObjectId, objectid, objectId, OBJECTID

Collection - Column header for the collection name

Format 2: Use the UserPrincipalName to identify accounts

UserPrincipalName - Column header for the login name of an account based on the Internet standard RFC 822. Do not use a mail nickname or proxy address. The following variations of UserPrincipalName are supported: UserPrincipalName, userprincipalname, USERPRINCIPALNAME

Collection - Column header for the collection name

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 select an existing project.
  4. Click Accounts from the project tiles. You can also click Open Project to open the project dashboard and then click Open from the Accounts tile. The Accounts and User Data dashboard opens.
  5. Select the Accounts tab and select List View if not already selected.
  6. From the actions toolbar, click More Actions and then click Import Collections. The Import Collections from File dialog opens.
  7. Click the Provide accounts as a list of drop-down and select either ObjectIds or UserPrincipalNames depending on the format of the CSV file that you have prepared.
  8. Click Browse and select the CSV file. The selected CSV file name appears.
  9. Click Import.

NOTE: Identifiers of accounts that are not discovered are ignored without producing an event.

Assessment

On Demand Migration analyzes your domain structure and tracks potential problems, misconfiguration, and risks that might adversely affect the migration. Switch to Assessment view to see the summary reports about the discovered data.

The following reports are available for Accounts:

  • To clean up
    • Disabled accounts
    • Users with non expiring passwords
  • To adjust
    • Duplicate group names
    • Duplicate user names
    • Users without first name
    • Users without last name
  • Account statistics (inventory data)
    • Number of users
    • Number of groups
  • User data
    • External Accounts
    • Tenant members

Once you address the issues you are ready to start the migration.

Matching Accounts

Your target tenant might already contain accounts created for the source tenant users before the migration. You can map them to the corresponding source accounts, so that no data is lost or duplicated.

In this topic:

 

Create and run a New Matching 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 Accounts from the project tiles. You can also click Open Project to open the project dashboard and then click Open from the Accounts tile. The Accounts and User Data dashboard opens.
  5. Click the Match Accounts link in the Getting Started tile

    - or -

    Select the Accounts tab and select List View if not already selected.

  6. Select the accounts you want to match and then click Match from the Accounts and User Data actions ribbon.

    TIP: Use search or collections to quickly navigate through the list of accounts.

  7. The New Matching Task wizard opens.
  8. Step 1: Account Matching

    1. Select and configure the options as described below:
      • Clear exisitng matched - all matches are cleared.
      • Match by attribute - use the specified attribute pairs to match accounts in the source and target tenants. Select the same matching attribute for the Source attribute and Target attribute. The matching attributes are as described below:
        • displayName - the attribute of the account as specified in the same active directory property.
        • mail - email address
        • mailNickname - email alias used in Exchange servers.
        • ImmutableId - a specific attribute for a Microsoft 365 account object that is synchronized from on prem Active Directory. When AAD Sync is used with the default settings on Uniquely Identifying your users, the Active Directory objectGUID is used as the immutableId.
        • employeeId - the identifier of an employee in active directory.
    2. Click Next.
  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:
      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.

You can track its progress in the Taskstab, view the summary on the Dashboard or monitor alerts and notifications in the Eventstab. When accounts are matched successfully, the Status changes from New to Completed.

Prepare a CSV file with mapped accounts

This step is required if you plan to map specific accounts from the source to existing accounts in the tenant that do not have any matching attributes.The CSV file lets you specify the accounts that you want to map and ignore the rest. You can then use this file in the New Mapping from File Task as described in the next section, to map the accounts from the source to the target 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. Export Users:
    1. From the navigation pane, click Active users.
    2. If needed, you can filter the set of users that you want to export. Then click Export. A Users_<timestamp>.csv file will be downloaded to your computer.
  3. Export Groups:
    1. From the navigation pane, click Active groups.
    2. Select the Microsoft 365 tab in the Active Groups page.
    3. If needed, you can filter the set of groups that you want to export. Click Export and then click Export groups in this list. A Groups.csv file will be downloaded to your computer.

  4. Repeat steps 1-3 for the target tenant.
  5. Create a new CSV file and add the attributes of the users and groups you want to map from the source to the target tenant, from the CSV files that you exported. You can follow any of the two formats shown below:

    NOTE:

    • CSV file must have two columns: <source-attribute-name> and <target-attribute-name>
    • Supported attribute names:
      • userPrincipalName - An Internet-style login name for a user account based on the Internet standard RFC 822. Do not use a mail nickname or proxy address. When you use UserPrincipalName (UPN) as the column header, you can combine UPN and group object GUIDs in the same list
      • objectId - Globally unique identifier (GUID) of the user or group object. When you use ObjectId as the column header, you must specify object GUIDs only. You cannot specify UPNs.
    • Account pairs in which one of the accounts is a guest account are not supported.
    • CSV file names with non-ASCII characters are not supported.

    Format 1 using userPrincipalName

    Format 2 using objectId

  6. Save the CSV file that you created.

Create and run a New Mapping from File 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 Accounts from the project tiles. You can also click Open Project to open the project dashboard and then click Open from the Accounts tile. The Accounts and User Data dashboard opens.
  5. Click the Match Accounts link in the Getting Started tile

    - or -

    Select the Accounts tab and select List View if not already selected.

  6. Click More Actions and then click Map From File.

  7. The New Mapping from File Task wizard opens.
  8. Step 1: Account Matching

    1. Click Browse and select the CSV file with the account maps that you prepared.
    2. Click Next.
  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:
      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.

You can track its progress in the Taskstab, view the summary on the Dashboard or monitor alerts and notifications in the Eventstab. When accounts are mapped successfully, the Status changes from New to Completed.

 

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