Select customer accounts for conversion:
1. Selecting Customer Accounts for Conversion
Prepare a group of customer accounts whose Office 365 subscriptions, customer tenants, and cloud subscriptions you need to convert. You can use any suitable method to prepare the group, but consider the following:
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reseller account must not be in the same group.
• All Office 365 subscriptions of all customer accounts constituting the group must belong to the same APS version. This means that customer accounts with Office 365 APS 1.2 subscriptions and customer accounts with Office 365 APS 2 subscriptions must not be in the same group.
• All Office 365 subscriptions of all customer accounts constituting the group must belong to the same syndication partner account. This means that customer accounts with Office 365 subscriptions of one syndication partner account and customer accounts with Office 365 subscriptions of another syndication partner account must not be in the same group.
• There might be several organization units for one syndication partner account:
• Organization units might be represented by separate 'Application' APS 1.2 resource types.
• Organization units might be represented by separate APS 2 application instances.
Customer accounts with Office 365 subscriptions of one organization unit and customer accounts with Office 365 subscriptions of another organization unit must not be in the same group.
• The number of customer accounts per group affects the performance and convenience of conversion. Use small groups of customer accounts (for example 100-500) until you find a suitable number of customer accounts.
• The conversion scripts have the following limitations:
• The scripts can automatically process Office 365 subscriptions including non-Office 365 resources only if the limits of the resources are zero. We recommend you to find and process non-Office 365 resources whose limits are either greater than zero or unlimited before performing conversion.
• The scripts do not automatically process Office 365 subscriptions whose 'DNS Hosting' resources are in use by domains. We recommend you to find and process such 'DNS Hosting' resources before performing conversion.
Note: Subdomains of the onmicrosoft.com domain are automatically processed by the scripts.
• The identifiers of the customer accounts constituting the group must be placed to a CSV file:
• The customer account identifiers must be specified in the CustomerId column.
• The CSV file can contain other auxiliary columns. These columns will be ignored by the scripts.
• The file must be uploaded to the host prepared for running the scripts.
You can use the following instructions as examples of how to prepare a group of customer accounts:
135 a Log in to the control panel of the vendor.
b Go to Operations > Customers and select the Direct Customers tab.
c Click the Select Columns link and select necessary columns including the Account ID column.
d Click the Export to Excel link and save the file.
e Open the file in Excel and rename the Account ID column to CustomerId.
f Save the file as a CSV file.
2 Getting a list of customer accounts subscribed to a service plan:
a Log in to the control panel of a vendor.
b Go to Products > Service Plans and select the service plan.
c Select the Subscriptions tab.
d Click the Select Columns link and select necessary columns including the Customer Account ID column.
e Click the Export to Excel link and save the file.
f Open the file in Excel and rename the Customer Account ID column to CustomerId.
g Save the file as a CSV file.
3 Getting a list of customer accounts with subscriptions of a service template:
a Log in to the control panel of a vendor.
b Go to Products > Service Plans and select the Service Templates tab.
c Select the service template.
d Select the Subscriptions tab.
e Click the Select Columns link and select necessary columns including the Customer Account ID column.
f Click the Export to Excel link and save the file.
g Open the file in Excel and rename the Customer Account ID column to CustomerId.
h Save the file as a CSV file.
Important: If you need to prepare a list of customer accounts of a reseller account, you must open the reseller control panel. This can be done in the following way: log in to the provider control panel; go to Operations > Resellers; click on the reseller account; click on the To Control Panel link on the General tab.
2. Preparing Application Information
After preparing the group, prepare and write down the following:
• Office 365 APS 1.2 (Syndication Partner Program)
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control panel; go to Services > Applications; see the ID column.
• The URL of the gateway application of the 'Application' resource type to which the group belongs. To obtain the URL, perform the following actions: log in to the provider control panel; go to Products > Resources > APPLICATION_RESOURCE_TYPE >
Activation Parameters tab > Global Settings subtab; use the value of the URL for MOSI Connector global setting.
• The email address of an administrative user of the syndication partner account to which the group belongs. Note the following: users of the syndication partner account can be seen in the Partner Center; the user must have the Global admin role in the Partner Center.
• Office 365 APS 2 (Syndication Partner Program)
• The identifier of the source application instance to which the group belongs. To obtain the identifier, perform the following actions: log in to the provider control panel; go to Services > Applications; click on the Office 365 application; select the Instances tab; see the ID column.
• The email address of an administrative user of the syndication partner account to which the group belongs. Note the following: users of the syndication partner account can be seen in the Partner Center; the user must have the Global admin role in the Partner Center.
• Office 365 APS 2 (CSP Program)
• The identifier of the target application instance. To obtain the identifier, perform the following actions: log in to the provider control panel; go to Services > Applications;
click on the Office 365 application; select the Instances tab; use the ID column.
• The Microsoft ID of the CSP partner account of the target application instance. The Microsoft ID can be obtained at
https://partnercenter.microsoft.com/en-us/pcv/accountsettings/organizationprofile.
This information will be used in further steps of the conversion procedure.