In the "Select Items to Migrate" step of your batch configuration, there are several methods available for adding items to be migrated. To access these options, please click on the "Add Items To Migrate" button.
Further details regarding each option are provided below.
Get Items from source
By choosing this option, Migrate will scan your source environment and automatically populate the item list based on the results of the scan.
The scan brings in every item it finds that matches the batch type, so the list can be long and it will not always be the list you want to migrate. Review it before you move on to the rest of the configuration, and turn off Migrate for anything that should not be included.
The scan does not check the import names it generates against each other, so duplicates are added to the list without a warning and are only reported at the Summary step. Checking the list here is quicker than unpicking it at the end.
Bulk add import items
This feature enables you to upload a CSV file containing the necessary information of the items you intend to migrate. Upon selecting this option, you will be presented with the following screen to upload your CSV file. Additionally, you can obtain a sample CSV file by selecting the "Download sample CSV file" button on the same screen.
Once you have successfully uploaded the file, click on "Import Items" to populate the list of items.
To obtain further guidance on how to populate the CSV file, please refer to the article provided below.
Manually enter
Selecting this option will allow you to manually enter each item one by one by completing the below form.
Further explanation is provided for each field below.
- Export Type: This refers to the category of the item that you intend to export from the source, such as a user or a shared drive.
- Import Type: This refers to the category of the item that you intend to import to the destination, such as a user or a shared drive.
- Export Name: This refers to the item being exported from the source. For a user, this is their primary email address at the source.
- Import Name: This refers to the item being imported at the destination. For a user, this is their primary email address at the destination. For other item types, this is the name or identifier of the item at the destination. Each import name in a batch must be unique, unless you have enabled Allow multiple sources.
- Given Name/Item Name: This refers to the first name of the user at the destination. For other types of items, this may not be necessary or may have specific purposes.
- Family Name/Item Description: This refers to the last name of the user at the destination. For other types of items, this may not be necessary or may have specific purposes.
- Password: This refers to the password of the user at the destination. It is not mandatory if the users already exist. When migrating from IMAP as a source, this field can also be used to specify the password of the source users.
- Documents Path: This refers to the specific folder path that you wish to export from the source. This is applicable only to document migrations.
- Documents Destination Path: This refers to the specific folder path that you wish to import to at the destination. This is applicable only to document migrations.
Duplicate import names
Adding an item by hand fails if another item in the batch already uses the same import name. The Import name field is highlighted and the item is not added.
Items brought in by Get Items from source are not checked in the same way, so a duplicate that arrives from a scan is only reported at the Summary step of the batch. The article below covers what that error looks like and the two ways to resolve it, including the setting to enable when you do want several source items to go into one destination item.
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