Data gathering for Microsoft 365 requires either the admin portal or PowerShell. This information is critical for calculating timelines and determining your migration scope.
Method 1: Microsoft 365 Admin Portal (Manual)
The Admin Portal provides high-level usage information for Exchange and SharePoint.
- Exchange Usage: Mailbox Usage Report
- SharePoint Usage: SharePoint Site Usage Report
For both, ensure you click the Export button in the lower left of the screen to download the CSV report.
Note: For bulk user exports and detailed data, PowerShell is the most effective method.
Method 2: PowerShell (Advanced)
PowerShell allows you to connect to your Microsoft 365 tenant and run detailed reports. You will need admin access to perform these commands.
Export Mailbox Size Report
Use PowerShell scripts to get the size of each user's mailbox. For detailed guidance, refer to the Microsoft documentation:
Export SharePoint & OneDrive Usage
Use PowerShell to get usage reports for OneDrive for Business and SharePoint Online:
- Export SharePoint Online/OneDrive Statistics (Get-SPOSite)
- Export SharePoint On-Prem Statistics (Get-SPSite)
Method 3: Automated Discovery with Environment Scan
Once you have a license, the Environment Scan feature provides the most comprehensive insight into your source environment, including permissions and a full breakdown of platform structure.
For more information: See CloudM Migrate's Environment Scan.