How to Match

Matching automatically occurs during a discovery job. However, if the target group(s) or teams did not exist during the initial discovery and are created later, there are three (3) options to manage a match.

 

How do I manually run a match?

To manually run a match an Office 365 Group or Team to an existing target Group or Team, follow these steps.

  1. Login to Power365
  2. Use the top left menu to navigate to Groups + Teams
  3. Click the Office 365 Groups and Teams tab
  4. Select the Groups or Teams to be matched
  5. Select the Match action
  6. Click Apply Action

 

How do I manually start a discovery for matching?

Discovery is scheduled to run every 24 hrs. by default. If matching is required sooner and you have many groups or teams to match, then you may run a manual discovery for your environments. To manually run a discovery, follow these steps.

  1. Login to Power365
  2. Use the top left menu to navigate to Discovery
  3. Click the Run Discovery action for each environment
  4. Once complete, review the matches by navigating back to the Office 365 Groups and Teams view
  5. Once the groups are matched, the target address column will be populated

 

How do I manually upload a list for matching?

If you prefer to upload a list of matches instead of waiting for a manual match or discovery job, use the Update action. Follow these steps to upload a list of Office 365 Groups and Teams.

  1. Login to Power365
  2. Use the top left menu to navigate to Groups + Teams
  3. Click the Office 365 Groups and Teams tab
  4. Click the Update action above the view
  5. Click Download Example List
  6. Use this example file to build your mapping list
  7. After building your list, save as a CSV file
  8. Click Select File
  9. Locate the CSV file
  10. Click Next
  11. Review any errors, otherwise upload is complete
  12. Verify the changes in the management view

 

Additional Information

Office 365 Group Migration Preparation Guide (PDF)

What’s Migrated?

How to Setup

How to view Discovery Report

How to Migrate Groups

How to Cutover Groups

What’s Synced?

How to Create Groups

How to Sync Members & Owners

How to Sync Attributes

How to Convert Existing Groups