Getting started

Understand projects, batches, plans, and runs

A plain-language guide to the terms and screens you will see during a restore.

Quick answer

A project contains a tenant pair. A batch groups the content you will review and restore together. A plan lists proposed changes; a run records a processing attempt.

Your next step

Use Projects for the guided workflow and open the current batch to continue where you left off.

Common terms

TermMeaning
ProjectThe container for tenant connections, site matches, batches, licenses, and results.
Source / destinationThe tenant you read sharing from / the tenant receiving restored access.
Tenant scanFinds the sites and OneDrives available for matching.
InventoryThe recorded files, folders, and sharing information for a scanned scope.
BatchMatched sites or OneDrives that will be prepared, reviewed, approved, and restored together. Older technical references may call it a wave.
Plan / dry runProposed destination access changes, with readiness and review reasons.
RunOne scan, mapping, preparation, verification, or execution attempt. A run ID identifies its evidence.
Principal / identityA user, guest, or group that can receive access.
Access changeA proposed permission or link operation. Several can relate to the same file.
CreditThe billing unit for one unique destination file or folder with a successful verified restore change.

Which screen should I use?

  • Overview: return to recent work and follow the next action.
  • Projects: connect tenants, scan, match source and destination sites, and open batches.
  • Inside a batch: Prepare, Review, Restore, and Results keep that batch's work together.
  • Discovery, Mapping, Identity, and Restore: inspect or work with the corresponding standalone runs. Confirm the selected run belongs to your intended scope.
  • Reports: review exceptions and generate evidence packages. Account and credits: review plans, balances, and purchases.

Why counts can differ

One file can have several recipients and therefore several proposed access changes. A site scan count measures sites or OneDrives, an inventory count measures content, and a permission count measures access entries. They should not be expected to match.

A credit estimate counts unique affected destination files or folders. It is an upper bound because access that is already present does not consume another credit.

Continue with the next relevant guide.

Need help with your project?

Send the exact error and your project, batch, or run reference so we can investigate.

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