Migration Waves

What is a Migration Wave?

A migration wave allows you to organize, schedule and manage collections of users or groups during migration projects. For all project types, each wave can be linked to an Active Directory Group of your choosing for easy management or you can use a cloud only group if that makes it easier or is your only option.

 

What can I use Migration Waves for?

Migration waves are designed to logically assemble users and groups into collections to apply “actions” and/or “schedule” activities (Prepare for Premium Integration projects, Sync, and Cutover).

It is recommended your migration wave name contain the migration event’s relevant information such as the user cutover date, business unit or physical location/site.

For example, if you plan to cut-over a user’s mailbox on June 2nd and the user is part of the Finance department, you could name the migration wave, June02Finance or Finance_June02.

 

When should I create my waves?

You can create Migration Waves during the initial setup of the project, or create them later from the Dashboard. To make things easier, we recommend you create your local AD migration groups prior to starting your project but don’t worry it can be done at any time after the Power365 project has been setup.

 

How do I create a New Migration Wave?

A migration wave is created in the Power365 Project, either during the initial project wizard or later using the Dashboard. It can be associated with a local AD group most project types or created as a stand-alone wave.

For supported project types, simply create a local distribution group in AD, add your members (who is being migrated) and synchronize that group to your Office 365 tenant. Once that prerequisite is complete; to create a Wave with a local AD group associated with it, follow these steps.

  1. Login to Power365.
  2. Navigate to your Project Dashboard.
  3. Locate the “Migration waves for users” information.
  4. Click “Edit”.
  5. A new page will open listing your current waves.
  6. Click “New Migration Wave”.
  7. Name the Migration Wave, remember use a logical name representing that migration event.
  8. Click “Next.”
  9. Select the “Tenant Pair” that should be associated with this wave.
  10. Click “Next.”
  11. Enter the name of the local AD Group that is synchronized to your Office 365 tenant. The type-ahead feature will begin to present a list of discovered groups. Select the appropriate group.
  12. Click “Finish”.
  13. Now that the Migration Wave is created, each time the Discovery process runs (every 24hrs by default or on-demand as needed), any changes to migration wave membership will be reflected in the User Dashboard view under the “Wave” column.

To create a Wave without a local AD group associated with it, simply follow these steps.

  1. Login to Power365.
  2. Navigate to your Project Dashboard.

  3. Locate the “Users” information.

  4. Click “Edit”.

  5. Select the desired user, so the “Add to Wave” action is available.

  6. From the Action Drop-down Menu, select “Add to Wave”.

  7. Click the “Apply Action” button.

  8. A new page will open listing your current waves.

  9. In the available field, enter the name of the new “stand-alone” migration wave you will be creating.

  10. Click “OK” to create the migration wave.

  11. Now that the Migration Wave is created, you may assign users to this wave by following the steps above.

For the Basic Migration project type, there is Migration Wave column in the CSV user list that you will upload to set your waves. The Basic Migration project type does not support associating your waves to a synchronized local AD group.

To create or set a Wave using a file upload, simply follow these steps.

  1. Login to Power365.
  2. Click to open your Basic Migration Project.
  3. Using the project wizard, click next until you are asked to “Upload your user list”.
  4. You may download an example template using the “Download Example List” link. The example table below illustrates this template.

    Source Email Target Email Migration Wave Profile Name
    test1@acme.com test1@contoso.co June02_Sales Profile 1
    Test2@acme.com Test2@contoso.com June10_Marketing Profile 1
    Test3@acme.com Test3@contoso.com June18_Finance Profile 1
  5. When your list is ready, click the “Select File” button. A dialog box will open to allow you to select the prepared list.
  6. Navigate and select the desired file.
  7. Click “Next”.
  8. If the upload was a success then click “Next”. If it was not, fix your upload list and try again.
  9. Continue through the project wizard to complete the upload.
  10. Review the summary page and when ready, click “Submit” to complete the configuration.
  11. You may also use the “Update” action, located in the Users view to upload new users or make changes to existing users.

 

How do I manage Migration Wave Membership?

For Advanced Migration and Premium Integration project types, it is recommended you use local AD groups to manage your migration wave membership. Simply add or remove membership from the local AD group to manage the migration event or wave the user will be scheduled under.

If you are managing migration waves from Power365 only, as is the case with Basic Migration project types, use the “Add” action to create or change individual user’s wave.

 

How do I manage Migration Wave Membership in Bulk?

Use the “Update” action located in the Users view to upload a CSV list to set the Migration Wave or Migration Profile for any account listed in the file.

If the wave does not exist already, the wave will be created during the upload process.

 

How do I schedule a Mailbox Migration activity (Prepare, Sync, or Cutover) using Waves?

Anytime during the project, you may setup or edit your Migration Wave schedule(s) using the Project Wizard. See the Migration Schedules topic for more information.

 

How do I move multiple users to a different Wave?

Located in the Project Dashboard under the User details view, the Update feature can be used to change one or more user's Migration Wave using a CSV file.

How to update the Migration Wave for multiple users with a SCV file:

  1. Prepare the CSV file as follows:

    Source Email Target Email Migration Wave Profile Name
    test1@acme.com test1@contoso.co July02_Sales Profile 1
    Test2@acme.com Test2@contoso.com July10_Marketing Profile 1
    Test3@acme.com Test3@contoso.com July18_Finance Profile 1
  2. Click the Update action.
  3. Click the Select File action.
  4. Select the CSV then Click Open.
  5. Click Next if upload is successful.
  6. Click Finish.

 

Additional Information

The User List

Fixing User List Errors

Granular Control with Active Directory Groups

Migration Schedules