Getting Started Guide Microsoft 365 to Microsoft 365

How to Migrate a Mailbox and OneDrive from O365 to O365

  1. Overview
  2. O365 Source
  3. O365 Destination
  4. Creating a Migration Project

Overview

This document will give an overview on to use CloudM Migrate to perform a test mailbox and OneDrive migration. Before attempting a migration you’ll need to gather some information and prepare the source and destination tenants.

O365 Source

A Global Admin account will be needed in the source tenant and Multi-Factor Authentication will need to be temporarily disabled when creating the migration project within CloudM Migrate. The Tenant ID will also be required in the migration project. For the OneDrive to OneDrive content you’ll need the SharePoint Admin URL from the source tenant.

O365 Destination

A Global Admin account will be needed in the destination and Multi-Factor Authentication will need to be temporarily disabled when creating the migration project within CloudM Migrate. The Tenant ID will also be required in the migration project. For the OneDrive to OneDrive content you’ll need the SharePoint Admin URL from the destination tenant.

With this information you are ready to create a CloudM Migrate project.

Creating a Migration Project

A CloudM sales representative can provide you some testing licenses. When you receive the license it will contain a link to access CloudM Migrate.

Feel free to explore and when ready select the Orange Plus symbol in the upper right corner and then Create a New Project to begin creating a migration project.

Select the Destination Platform type as Microsoft Office 365 and enter the target Domain. The Configuration Name is the name of the Batch you are creating, call it Test.

Enter in the License Key that was provided to you and select Continue.

In the next screen you’ll populate the information you previously gathered for the source, the domain name and the service account.

Under Advance Settings populate the SharePoint Admin URL with the source address.

Optionally you can enable the Slider for SharePoint Migration API. This will increase migration velocity but has associated costs.

Select Next and CloudM Migrate will validate it can access the source.

Select Next and then select what type of destination tenant you’ll be migrating too.

At the bottom of the destination detail expand the section labeled Platform Configuration and Provisioning and make sure the field labeled Usage Location is set to the country the destination is located, by default it will be set to the United Kingdom.

Under Advance Settings populate the SharePoint Admin URL with destination address. Validate the slider for SharePoint Migration API in enabled.

Now is when Multi-Factor Authentication will need to be disabled so CloudM Migrate can contact the destination tenant. Typically you’ll want to set the Authentication Method to Modern.

Select Create Azure AD Application and then select it a second time to start the validation of the destination. If successful you can now re-enable Multi-Factor Authentication.

Select Next and now you are able to select users to migrate. Select Add items to migrate and then Get items from source.

After the list populates, select a single mailbox to migrate as a test. The license provided to you will be consumed by this test migration.

The Export Field column will show the source addresses and the Import Field will display the destination address.

On right side of the line that contains your test mailbox unselect all options besides Mail, Contacts, Calendar, Tasks and OneDrive.

Select the Save option under the Actions column to save changes.

Validate that only your test mailbox has the slider in orange under the Migrate column.

On the left select the Paper Airplane to view the migration batch summary.

Select Start and then Start Now to begin the test migration.

CloudM Migrate will now show you the status of the migration. When completed you can see details of the migration by selecting More Statistics and you can view the destination mailbox to validate all mailbox items were successfully migrated.

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