OneDrive to OneDrive for Business (with Versions and Metadata) migration guide

This guide for OneDrive for Business to OneDrive for Business migrations includes versions and metadata.  Review  ALL steps and dropdown lists carefully and ensure all the prerequisites are met before a migration.

For more information on OneDrive migrations, review our FAQ.

If you perform a GCC High/China migration, use the OneDrive for Business to OneDrive GCC High/China Migration Guide instead.

The source endpoint for this migration must be OneDrive for Business, and the destination endpoint must be OneDrive for Business (with Versions and Metadata). No other endpoints are supported for this migration type. 

Information about the types of items migrated with this scenario, including metadata and versions, can be found in the following dropdown. More information about metadata and versions is found later in the article.

Important

Please consider the following information when performing this type of migration:

  • Migrations from a GoDaddy tenant are supported.  In most cases, the steps are exactly as outlined below.  However, in some cases, special steps may be needed for a GoDaddy-hosted O365 tenant.  Those steps are outlined in this article.
  • On-Premise OneDrive for Business is not supported.
  • The maximum single file size for migration through MigrationWiz varies by migration type and environment but may never exceed 60GB.

Known Issue

Versions for OneNote files are not supported. Since OneNote Online does not support the Page level versions, Only the Desktop OneNote supports Page level versions.

Which Items Are and Are Not Migrated

Migrated Not Migrated
In the list below, you can find the expected migrated items.
  • Folders
  • Shared Folders
  • Permissions are set at the individual folder or item level that have been granted to specific users/email addresses
  • Code Files
  • Documents
  • Images
  • Forms
  • Executables
  • Videos
  • Audio Files
  • Original metadata and BitTitan migration metadata (author, editor, created time, modified time, name, file size, type, MigrationWizId, MigrationWizPermissionId)
  • Document attributes (Created by (person) and (time)
  • Modified by (person) and (time))
  • Versions & Metadata migrations only: Creation Date
  • The following metadata types will be migrated:

    • Single line of text

    • Choice

    • Single select

    • Multi-select Currency

    • Date and Time

    • Number

    • Person or Group (should be available at destination)

    • Yes/No

    • URL/ Hyperlink

    • Picture

    • Location

    • Calculated

  • The following metadata types are currently not supported:

    • Any metadata referencing outside information from the document library is not migrated (such as lists or other site-level data).

      • External data

      • Managed metadata

      • Lookup

      • Retention policy tags/retention labels

Administrator Permission Options

The two options listed below apply to both the source and destination tenants. Select the option you want to use and perform the same steps for both the source and destination tenant.
  • Both options require a Global Administrator for the configuration steps.
  • Of the two options available, the most recommended is the App-Based Authentication, as it is more secure and incurs less throttling during the migration. This option also has the benefit of not requiring the account being used to migrate the data to have any administrator roles assigned to it.
App-Based Authentication Delegated Authentication

BitTitan uses app-based authentication for SharePoint, OneDrive for Business, Microsoft 365 Groups (Documents), and Teams migrations. This provides greater security and reduces the potential of Microsoft throttling. It replaces the previous Microsoft 365 authentication, which has been subject to increased throttling by Microsoft. This app-based authentication method is specific for Microsoft 365 tenants.

Find outlined information about using this option, including steps for uninstalling, in the App-based authentication using the Application Permissions for SharePoint and OneDrive Migrations page.

Steps for Enabling App-based Authentication Permissions

  1. Ensure you are signed in as a Global Admin.
  2. Go to MigrationWiz-SharePoint-FullControl and consent to the app access when prompted. Once you click on Accept, you are redirected to the BitTitan login page. This is normal, and you can close the page.

  3. Create a new security group named MigrationWiz in the Office 365 Admin Portal. The name of the security group must be an exact match.

  4. Create a new user that does not have data migrated in the project. This account does not require any administrator roles to be assigned. If you already have an existing user, that should be fine. This user must have a SharePoint/OneDrive license applied.

  5. Add the new (or existing) user to the previously created security group as a Member. Adding it as an Owner does not work here.

  6. Create MigrationWiz project.

  7. When creating the source and destination endpoints, enter the user credentials in step 4 that correspond with the endpoint to which the user belongs.

  8. Add the support option UseApplicationPermission=1 to the advanced options of the MigrationWiz project under Support Options.

Preparing the Source

  • Users being migrated need to be licensed to use OneDrive in the source tenant.
  • Users being migrated must not be blocked from signing into the source tenant.
  • Source OneDrives must not be set to read-only. This is initially for setup. Steps for setting up for read-only can be found under the Run Verify Credentials section later in the guide.
  • If electing to use Delegated Authentication (outlined under Administrator Permission Options above) for the administrator account performing the migration, it must be set as Site Collection Admin of the source OneDrives.

Export the migrating user list to a CSV file

This can be used when bulk-adding users to your MigrationWiz project later. You can copy and paste the user list into the Source and Destination Email columns within your MigrationWiz project dashboard under Add > Bulk Add.

To export the user list:

  1. Go to the Microsoft 365 admin portal.
  2. Click Users.
  3. Click Active Users.
  4. Click Export.
  5. Click Continue.

Be sure to save the CSV somewhere you can access it for uploading users into the migration project.

Preparing the Destination

  • Users being migrated need to be licensed to use OneDrive in the destination tenant.
  • Users being migrated must not be blocked from signing into the destination tenant.
  • Destination OneDrives must not be set to read-only.
  • If electing to use Delegated Authentication (outlined under Administrator Permission Options above) for the administrator account performing the migration, it must be set as Site Collection Admin of the Destination OneDrives.

Prepare Azure Environment for Destination Endpoint

An Azure Storage account is required when creating the destination endpoint for this project type (steps for setting up the endpoints are listed later in the guide)

Using Microsoft-provided Azure storage

We recommend using Microsoft-provided Azure storage for this migration. Refer to Microsoft documentation for more details. If you choose not to use this option, see Using your own Azure storage below.

Using your own Azure storage

If you plan to use your own Azure storage, refer to the following steps to prepare your Azure environment. We recommend creating your Azure storage account in the same Microsoft data center as the destination Office 365 tenant. You do not need to create any Azure containers for this migration.

  1. Estimate Azure storage costs. This step is optional but is useful to provide the customer with upfront storage costs ahead of time. 
  2. Buy an Azure subscription, or use the free one-month trial. The trial option is only viable if you are performing a very small migration. 
  3. Create an Azure storage account. You will need to set up a STORAGE (General Purpose v2) account rather than a storage blob.
  4. Take note of the storage account name and the primary access key. (In Azure, from the storage screen, click Manage Access Keys at the bottom of the screen). These need to be entered into the MigrationWiz migration project when specifying the destination settings. 

To create the Azure storage account, follow the steps below:

  1. Visit the Azure portal.
  2. Click Storage accounts.
  3. Click Create.
  4. Select the Subscription and create a new Resource group or use a current one.
  5. Name the Storage account.
  6. For Region, select a geographic region for the storage account.
  7. For Performance, select Standard general-purpose V2 account.
  8. In the Redundancy field, select Locally-redundant storage (LRS).
  9. Click the Review button.
  10. When the validation ends, click the Create button.
  11. Once the deployment of the storage account is complete, click the Go to resource button or open up the home page for the new storage account.
  12. In the Security + networking section of the left sidebar, click on Access Keys.
  13. On a notepad, copy the Storage account name and the key1 and save them.

Now the storage account appears in the storage list.

Important

The storage account name and key are required for endpoint creation in MigrationWiz projects where Azure Storage is required or custom Azure Storage is an option.

MigrationWiz Steps

Create a Document Project

  1. Log in to MigrationWiz.

  2. Click the Go to My Projects button.

  3. Click the Create Project button.

  4. Select the Document project type. 

  5. Click Next Step.

  6. Enter a Project name and select a Customer. If no customer exists yet other than the Default customer. Click on New and create a customer for the project.

  7. Click Next Step.

  8. Select endpoints or follow the steps below to create new endpoints. 

Endpoints

Endpoints are now created through MigrationWiz, rather than through MSPComplete. The steps for this section outline how to create the endpoints in MigrationWiz.

If you are selecting an existing endpoint, keep in mind that the drop-down only shows ten endpoints. If you have more than ten, you may need to search. Endpoint search is case and character-specific. For example, Cust0mer will not show up if the search is customer. We recommend keeping a list of endpoints you have created, along with any unique spellings or capitalization you may have used.

Create a Source Endpoint

  1. Click SOURCE SETTINGS.

  2. Click New.

  3. Name the endpoint. It is recommended that the name of the endpoint be unique for the project.
  4. Under Endpoint Type, select OneDrive for Business from the dropdown menu.

  5. Enter the administrator username and password in the proper fields.

  6. Click Add.

Create a Destination Endpoint

  1. Click DESTINATION SETTINGS.

  2. Click New.

  3. Under Endpoint Type, select OneDrive for Business.

  4. Select the radio button named  OneDrive for Business (Office 365 User) - Documents, Permissions, Versions, and Metadata.

  5. Enter the administrator username and password in the proper fields.

  6. Enter the Azure Storage Account Name and Azure Access Key (if using your own Azure storage) or select Microsoft-provided Azure Storage. If entering the Azure Storage Account Name for the destination endpoint, only numbers and lowercase letters can be used. If you enter an upper case letter, your migration will fail.

  7. Click Add Endpoint. 

OD_1.png

Add Items to the Project

You can add the user accounts (also called "Line Items") that will be migrated into the project using the CSV file created in the Preparing the Source section, click "Add" in the menu dashboard, and select Bulk Add

  • If you are also running a Mailbox Project for the users that will be migrated here, you can use the Add from MSPComplete option. Verify the users are licensed in MSPComplete or the Mailbox project before adding them.

Important

The user's Source and Destination address in the OneDrive project must match the current account username (User Principal Name) in the Microsoft 365 tenant. Otherwise, authentication errors may result. It may be necessary to edit the addresses in your MigrationWiz project after you have imported your users if you have already applied the User Migration Bundle to an address, that is not the User Principal Name. Read the Cannot Authenticate article for more information. 

Applying for User Migration Bundle licenses

  1. In your OneDrive project, make sure you are in the correct workgroup, this can be found in the upper left-hand corner.

  2. Select the checkbox next to the users in your project that are to be assigned a User Migration Bundle license.

  3. On the toolbar at the top of the project screen, select Apply Licenses.

  4. Select Apply User Migration Bundle License from the dropdown list.

  5. If there is at least one unassigned User Migration Bundle license available for each selected user, click Confirm. Processing User Migration Bundle licenses can take time. Once the status under User Migration Bundle Active shows a status of Yes, the assignment of the User Migration Bundle license has been successfully applied.

Advanced Options

The following advanced options show you some options that will help you to perform o complete a migration.

Support Tab

Consider that each Support Option includes the "=" character and is to be entered under the Support tab in the section named Support Options.

Add additional blank fields for new Support Options by clicking on the "+" button. In case you want to delete a field click the trash can icon.

SupOpExample.png

Required Settings

  • InitializationTimeout=8 This increases the initialization timeout window to eight hours. This is especially useful for large migrations.
  • DestPersonalSiteIsProvisioned=1 This option tells MigrationWiz that the destination OneDrives has been provisioned, as this migration scenario does not support MigrationWiz to provision OneDrives. This is mentioned near the beginning of the guide under OneDrive migrations.
  • UseApplicationPermission=1 This option is mandatory in case you use app-based authentication permissions
  • UseApplicationPermissionAtSource=0 and UseApplicationPermissionAtDestination=0 These options are mandatory in case you use delegated authentication permissions.

Optional Settings

  • Migrations of over 15GB are now supported, but this must be set up in Advanced Options. These settings will prevent timeout errors when a Speedster import takes more than 10 minutes to complete.
    • LargeFileMigrations=1
    • LargeFileMigrationsTimeout=7200000

      Important

      Values for LargeFileMigrations and LargeFileMigrationsTimeout are measured in milliseconds. The value of 720000 is an example.
  • Required for Multi-Geo migrations: For custom non-standard URLs being used for the SharePoint Admin center in O365, add OneDriveProExportAdminUrl=<non-standard URL> (Source tenant) and/or OneDriveProImportAdminUrl=<non-standard URL> (Destination tenant). Replace "<non-standard URL>" with your custom URL (do not include the ") being used for the SharePoint Admin center.
  • Permission mapping for files and folders: The two Advanced Options outlined below function independently of each other. However, they are complementary options that can be used together. We suggest using MapPermissionEmailByPairsInProject as your primary auto-mapping option and then adding UserMapping to take care of any outliers and avoid interruptions to your migration.
    • MapPermissionEmailByPairsInProject=1 When OneDrive is the destination, this option can be used to map permissions by pairs in the project. user@domain.com to firstinitial.lastname@domain.com.
      In scenarios where the prefix of the User Principle Names are to change during a migration, you will need to add the following for automapping of permissions based on the source and destination User Principle Names you have entered in the project. This option is only valid where OneDrive for Business is the destination.
      Important
      If you have user OneDrives migrating for the same customer in multiple projects, you must enter the following support option in each project instead of MapPermissionEmailByPairsInProject: MapPermissionEmailByPairsInCustomer=1
    • UserMapping="user1@source-domain.com->user5@destination-domain.com" Use the UserMapping advanced option when you want to customize the permission mapping for a user or group.
      Please note that the destination user/group (user5@destination-domain.com) must have been commissioned and be available at the destination document library before migration.

Filtering Tab

Please be aware that OneNote does not support versioning. To avoid creating duplicate content, it is crucial to migrate your OneNote files just once. Each subsequent migration attempt could result in new versions of your OneNote files being generated as separate new files.

To prevent this, we advise filtering out OneNote files during various stages of the migration process by adding one in the Advanced Options. Consider excluding OneNote files during Trial Migration and Pre-Stage Migration.

AO-Filtering.png
We recommend you only include them in the final Full Migration stage to ensure a smooth and efficient migration process. To ensure the successful migration of OneNote folders and files, particularly after initially excluding them, it is necessary to remove the one extension from the filtering tab in the Advanced Options.

Source/Destination Tab

You can configure the number of versions to migrate under the Source/Destination tab of the Advanced Options.

AO-SourceDestination.png
To do so, set the number of the document versions to be migrated (including the current version) as per project requirement and click Save.
Consider that the minimum number of versions is one and the maximum is 25. The default number of versions is three.

Multi-Pass Behavior for Migrating File Versions

During the first migration pass/run, a file and its associated versions will be migrated to the destination. In subsequent passes, the destination will be overwritten only with the latest version only if the source file has a new version at the source.

VersandMetaBehaviour.png

If the source file content has not been modified in subsequent passes, files & versions will not be migrated, i.e. there will be no change at the destination. If a version is deleted for a source file, it is not identified as a change in the file content. This change (reduction in versions at source) will not be migrated in subsequent passes unless the source file has a new version due to content change at the source.

Run Verify Credentials

  1. Open the Project containing the items you wish to validate.

  2. Select the items you wish to validate.

  3. Click on the Start button in your dashboard.

  4. Select Verify Credentials from the drop-down list.

  5. Once complete, the results of the verification will be shown in the Status section.

To lock (set to ReadOnly) the OneDrive items before migration: 

  1. Make sure all OneDrive line items are not locked.

  2. Run Verify Credentials pass for all OneDrive line items. This will add the provided credentials as a site collection administrator for these items.

  3. You can now lock all the OneDrive line items.

  4. Run a full migration pass.

Notify Users

Send out the final notification that the migration is beginning. Include when the migration will start, the expected duration, any usage instructions during migration, and any expected steps or notifications for the post-migration timeline. Remind them to avoid modifying any documents at the Source, as this may cause corrupt data or an incomplete migration.

Run Migration

If you do not wish to perform a Pre-Stage pass, skip to the Full Migration Pass steps.

Pre-Stage pass

  1. Select the users you wish to migrate.

  2. Click the Start button from the top.

  3. Select Pre-Stage Migration.

  4. Under the Migration Scheduling section, from the drop-down list, select 30, 60, or 90 days ago.

  5. Click Start Migration.

Perform a Full Migration

  1. Select the users.

  2. Click the Start button from the top.

  3. Select Full Migration from the drop-down list.

  4. Ensure that the DocumentsDocument PermissionsMetadata, and Versioning checkboxes are selected. By default, the latest three versions will be migrated. The number of versions to migrate can be updated in the Advanced Options section on the source/destination tab. (Steps outlined earlier in this migration guide)

    ItemSelectionforPass.png
  5. Click Start Migration.

  6. Once complete, the results of the migration will be shown in the Status section.

Addressing Project Errors

Look through the user list and click any red "failed migration" errors. Review the information and act accordingly.

If problems persist, contact us using the steps outlined in this link: Support.

Request Statistics

On the All Projects page in MigrationWiz, click the pie chart icon for the project you want to request a statistics report (far right-hand side of the page). An email containing all the project migration statistics will be sent to the BitTitan account for the project.

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Post Migration Steps

Remove the Authentication App

To remove the BitTitan Enterprise app, perform the following steps:

  1. Launch PowerShell.

  2. Connect PowerShell to Microsoft 365.

  3. Enter the command: Connect-AzureAD

  4. Enter the admin credential in the prompt.

  5. Enter the command: Get-AzureADServicePrincipal -SearchString Migration

  6. Look for the ObjectId of the app you want to remove and enter the following command: Remove-AzureADServicePrincipal -objectId <the object id>

Decommission source accounts

To prevent users from inadvertently logging in and using their Source accounts, decommission their Source OneDrive for Business user accounts, or change the passwords for the source accounts.

Notify users

Notify users once the migration has been completed. If you set the MigrationWiz Advanced Option for Notifications, they will receive an email upon migration completion. Assist them with setting up access to their OneDrive for Business accounts, and setting up their synchronization settings.

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