Register on the FastTrack Portal to Manage your Migration.

This section covers how to set up your FastTrack portal registration to learn, create, and schedule migration events using the FastTrack Migration Hub. This section assumes that you qualify for the FastTrack Migration Benefit by possessing 500 valid M365 licenses in your organization and you have configured the proper prerequisites for your migration type.

Register on the FastTrack Portal

In this task, we will be registering with the FastTrack Portal to establish a working area for members of your migration project team to manage your migration project through the FastTrack Migration Hub.

1. Click in the address bar and type https://fasttrack.microsoft.com , then hit Enter
2. Sign in with your credentials:
1. Click in the username field and type admin@contoso.com and hit Enter or click on Next.
2. Type password as password and hit Enter or click Sign in.
3. On the Microsoft FastTrack Registration page, complete your profile:
1. Click in the Phone number field and type 1234567890 and hit Enter.
2. Click on the down arrow and select United States under the Country/Region field.
3. In the Company name field, type Contoso and hit Enter.
4. Click on the radio button for Microsoft customer to select it.
5. Click the drop down menu for Title and select IT Administrator.
6. Click on the scroll bar to scroll down.
7. Click Save

Add Team Members

In this task, you will be adding Team Members to your FastTrack Portal instance. You have two types of team members, a Migration Team which consists of members of your immediate team who are assisting in this migration project and Outside of Migration Team Members which can be partners, Microsoft employees, or any other person who is assisting with the migration in a partner capacity.

1. On the Fasttrack portal, click on View all team members
2. Click Add team member button.
3. Click in the email field and type adeleV@contoso.com and hit Enter.
4. Click Add team member. The new members will appear in their respective categories. (e.g., Migration team or Outside Migration Team)
5. Click on the Let’s Chat widget on the bottom right of the screen.
6. Customer Type is already set to Actively migrating with FastTrack Migration. Select Migration Type as FileShare from the drop down menu.
7. Select Request Type as New Migrations from the drop down menu.
8. In the Provide a brief description of your query textbox, type “Add Team Members to my project for project card access: adeleV@contoso.com, nestorW@contoso.com, “ and hit Enter.
9. Click on check box for By enabling this checkbox, you acknowledge that you agree to the Support Service Terms, to enable it.
10. Click on the scroll bar to scroll down.
11. Click Submit Button
12. Click on the – sign on top right of the chat window to minimize it.

FastTrack Migration Support team will add the appropriate permissions for your new team members. Until this task is complete, you newly added team members will not be able to view the Migration Project Card which you will create in the next section.

Create a Migration Project

In this task, you will create a migration project, this is the genesis of your project management tool within the FastTrack Portal. Within the FastTrack Migration Hub, you will manage.

1. In the FastTrack portal, on the top ribbon menu, click Migrate.
2. Under the Create a new Migration Project dialogue:
1. Click in the Give your project a name field and type FileShare Migration , then hit Enter.
2. Select File Share as your migration type from the drop down menu for What type of migration are you performing?
3. Click Continue project setup.
4. Answer the following questions under Project setup.
1. Select No for Is a FastTrack Ready Partner (FRP) or any partner assisting the migration
2. Select OneDrive for Business as the destination service for migration. This setting CANNOT be modified or updated once the project card has been created.
3. Select Yes For the question, Do you want to move your file permissions? Yes is selected by default.
4. Click in the textbox for Do you want to exclude certain file types from your migration? List those extensions (format: .csv, .txt), then type .txt and hit Enter.
5. Click on the scroll bar to scroll down.
6. For the Do you want to move hidden files question, select No. It is already selected for this interactive guide experience by default.
   FastTrack recommends that you do not migrate hidden files.
7. If you plan on migrating files with invalid characters (e.g. “ %*:<>?/\|), you will need to provide the replacement character. For this question, select Yes.
8. Type _ and hit Enter.
5. Click Complete project setup.
6. Project Card will be created.

Manage your Project Card

Manage Recipients

In this task, you will manage the emails of those individuals in your organization that have a vested interest in the migration project. This can include stakeholders, department heads, and project members. These individuals will receive notifications about migration progress as you schedule and update various migration events.

1. On the Migrate page, navigate to your recently created Project Card i.e. FileShare Migration and click on Manage recipients under Actions.
2. On the Manage recipients page do the following:
1. Click Add a new To recipient.
1. In the email field, type joniS@contoso.com and hit Enter.
2. Click on the toggle for Emergency contact to enable it. This is in case of emergency, this person should be contacted or if the Migration team needs to notify this person of a problem with your migration.
3. Click Add recipient.
2. Click Add a new CC recipient. These team members will appear in the CC line of any email communication sent by the FastTrack automated system.
1. Click in the email field and type deliaD@contoso.com and hit Enter.
2. Click Add recipient.

Manage Credentials

In this task, you will provide the FastTrack Migration team with credentials to access your M365 tenant. This account must be SPO Administrator. This will allow our Migrators to access your Migration Manager Admin center to manage migration tasks and troubleshoot any issues should they arise.

1. In the FastTrack portal, on the top ribbon menu, click Migrate.
2. Navigate to your recently created Project Card i.e. FileShare Migration and click on Manage credentials under Actions.
3. Click on Add a credential.
1. Type spoadmin1@contoso.com as username and hit Enter.
2. Click on the down arrow for Credential Type and select SPO admin account from the drop down list.
3. Type Password as password and hit Enter.
4. Click Add Credential

Manage permissions map

In this task (optional), you will provide a mapping file to map permissions from your source environment to M365. This will facilitate that permissions are migrated with your data.

1. In the FastTrack portal, on the top ribbon menu, click Migrate.
2. Navigate to your recently created Project Card i.e. FileShare Migration and click on Manage permission map under Actions.
1. Click Upload to upload a permission map.
1. Click Select CSV file
2. Select FileShare_PermissionsMap
3. Click Open
4. Click Upload permission map.

Add a Migration Event

In this task, you will be scheduling a migration event. This step assumes that you have configured your prerequisites given your migration type. In the File Share scenario, you will need to have your Migration Manager Agents configured in your local environment which have access to both the File Shares (minimum read access) and access to your M365 SPO tenant (read and write access).

1. In the FastTrack portal, on the top ribbon menu, click Migrate.
2. Navigate to your recently created Project Card i.e. FileShare Migration and click on Add Event under Actions.
1. Click in the Event Name textbox and type FileShare Migration , then hit Enter.
2. Event Type is selected as Synchronization by default and that is what we will use for the purpose of this interactive guide.
3. Time Zone is already set to U.S. Central time zone (GMT -6)
4. Click on the calendar icon under Start Date.
5. Select the number 17 to select date as Thu, Aug 17, 2023.
6. Under Event Time, select 10:00 from the drop down list.
   Note: File Share migration events require a T-24 hour.
7. Click Select CSV file. This is your migration schedule file.
8. Select FileSharetoOneDriveforBusiness
9. Click Open
10. Click Add Event

This migration event will kick off at your designated time. You can schedule as many migration events as you would like. Please consult your migration plan for the appropriate schedules and times.

Review your Migration Results

In this task, you will be reviewing your migration events migration results. The FastTrack Migration benefit provides migration reporting natively within the FastTrack Migration Hub. These reports are meant to provide a quick summary report of the progress of your migration by Migration event. If you would like more detailed reports, you can download reports via the Migration Manager Admin Center.

1. On the FastTrack portal, on the top ribbon menu, click Migrate.
2. Navigate to your recently created Project Card i.e. FileShare Migration and click on View migration data under Actions.
3. On the Migration data page, click on FileShare Migration under Event name.
4. Click on the Download button.
5. Click Save. Review your Migration Results once download is complete.