Scroll down to the Resource & Workload selection section. Check the boxes for the specific data types you wish to migrate (e.g., Category, Email, Document, Contact, Calendar). Unchecked workloads will be completely ignored during the transfer. (Note: If you plan to migrate Groups, you will configure this under the Groups tab later).
If you only want to migrate data created or received within a specific timeframe, check the "Date Filter" box next to the appropriate workload. Click the text box to use the calendar pop-up to set your exact "From" and "To" dates.
On the initial Setup screen, ensure you select the Groups tab under the Resource & Workload selection area to define the specific group data types you want to migrate.
Ensure you check the relevant workloads and toggle the unique options such as Group Creation and Group Member mapping depending on your migration requirements.
The application will automatically shift to the "Migration" tab where you can monitor the ongoing process via the intuitive visual dashboard.
To view the status of all accounts simultaneously in a grid format, click the "List view" grid icon located at the top right corner of the dashboard.
While in List view, you can click the drop-down arrows on the far right of any row to expand and reveal real-time inline source/destination folder and item counts for that specific account.
Monitor the gray "Pending" card to see which selected accounts are currently queued up and waiting for processing resources to become available.
Watch the blue "In-Progress" card to track live, real-time item counts (emails, documents, calendars) transferring for the active accounts.
Check the green "Completed" card to verify accounts who have reached 100% successful migration status without any skipped or failed items.
Review the orange/red "Completed With Error" card to catch any accounts whose migration suffered partial item failures due to file size limits or network drops.
Click the "More Details" link at the bottom of an account's dashboard card to pull up a granular breakdown of their workload statistics.
In the pop-up, click on a specific workload name (like "Email" or "Document") to view deep folder-level analysis. This allows you to identify exactly which subfolder contains a failed item.
If you need clarification on what any specific column header means in the reporting grid, click the "i" info icon on the right to open the terminology legend.
While viewing the deep Email folder analysis, click "Download Report" to export these specific granular stats to a standard CSV.
Choose a safe folder on your PC and click "Save" to store the `MigrationEmail-FolderSummary` file for compliance or auditing.
Open the downloaded Excel file at any time to analyze exact folder paths, source item counts, and item-by-item migration statuses.
Similarly, while viewing Document storage insights, you can click "Download Report" to securely export your OneDrive/SharePoint execution stats.
Choose a folder on your PC and click "Save" to store the `MigrationDocument-FolderSummary` file.
Open the Excel file to verify folder paths and easily check for any permissions or formatting errors that resulted in failed items within your document repositories.
If an emergency halt is required during the active process, you can click the red Stop Migration button located at the top right of the dashboard.
Confirm your intent to halt the process by clicking Yes in the warning pop-up. The software will safely finish processing the immediate item before disconnecting.
Click OK on the success prompt acknowledging that the job has been safely halted and all progress to this point has been logged.
Click the "Migration Actions" dropdown menu at the top right to access post-job features such as Delta, Retry, and Re-Run.
Select "Retry Failed Items" to exclusively re-migrate files or emails that registered as failures on the first pass, saving you from running the entire job again.
Select "Re-Run Full Migration", select the accounts using the checkboxes, and click "Start" to execute a complete, overwrite-style migration over the existing data.
Select "Delta Migration", select accounts via checkbox, and click "Start" to seamlessly migrate only the newly created items that have arrived since your initial base migration.
In the action dialog, click the Import CSV icon if you want to run the action on a specific batch of accounts.
Important Note on CSV Imports: When you use a CSV list to import and select accounts for post-migration actions (Delta, Retry), the CSV will retain the original TRUE/FALSE checked/unchecked criteria assigned at the time of the initial selection phase.
To ensure you don't re-run accounts unnecessarily, you must update the list accurately: Go back to the main grid, uncheck the specific accounts you do not want to process, click the cloud icon to download a new Resource List CSV, and upload that newly updated file here.
Click the upload arrow icon inside the text field to browse your computer for your properly updated execution file.
Select your saved CSV from your local directory and click "Open".
Click "Upload" to inject the verified target list into the Delta/Retry migration configuration window.
Click "OK" once the final processing prompt appears to acknowledge the updated list.
To assist in building correct CSVs, you can click the document template icon to download a clean, blank spreadsheet to create a fresh execution list from scratch.
To execute the subset logic mentioned earlier, click the cloud icon to safely export the currently selected (checked) items on the screen into a convenient CSV.
Pick a location on your computer and click "Save" to retain your exported Resource List for the import process.
Once your migration is fully completed, click the "Download Report" menu at the top right and select "Migration Summary Report".
Choose a location on your computer, and click "Save".
Open the generated CSV to see a high-level summary table showing total item success/fail metrics summarized per account and per workload type.
If you selected "Detailed Report" instead, check the boxes for the specific accounts you wish to audit, and click the "Download" icon in the dialog box.
Select the levels of reporting granularity you require (e.g., Job Detail, Folder Detail, Item Detail) using the checkboxes, then click "Generate".
Once the system finishes compiling the comprehensive and potentially heavy logs, click the blue "Download" button to save them to your machine.
Choose a safe location and save the compressed `.zip` file containing all the comprehensive CSV reports.
Extract the `.zip` file using Windows or a utility tool. Open the specific categorized CSVs (e.g., Email, Calendar, Tasks) to see deep granular transfer data.
To tweak backend performance, navigate to "Settings" > "General". You can check "Enable multiple accounts" and adjust the slider to increase "Concurrent user" processing speed depending on your available bandwidth. Click "Save".
Switch to the "Logs" tab to securely view real-time system executions and application health. Select a `.log` file to read exact backend system states.
Switch to the "SMTP" tab. You must check the Enable email notification box, input your server configurations, and hit Test Connection.
Switch to the "Notifications" tab. Important: The notification features in this tab only appear and function when the user successfully checks the "Enable email notification" box in the SMTP tab prior to this step. Craft your email template, hit "Send Test Email" to verify delivery, and click "Save" to finalize your automated reporting logic.
