From 5eb03efb7c22a404277a9411e80cc92821a838f1 Mon Sep 17 00:00:00 2001 From: Oskar Yescas Date: Wed, 12 Aug 2026 09:26:56 -0600 Subject: [PATCH] docs: Add Smart-Delta explanation for CSV uploads --- README.md | 6 ++++-- 1 file changed, 4 insertions(+), 2 deletions(-) diff --git a/README.md b/README.md index f1b3f4c8..9e244ae6 100644 --- a/README.md +++ b/README.md @@ -235,8 +235,10 @@ All workload planners feature a top navigation bar with a `← Back to Selector` * **Scan All Users**: Automatically fetches every user in your tenant. * **Upload CSV**: Allows you to scan a specific subset of users or pre-load existing counts. * **CSV Format**: Must contain a header **Email Id** (e.g., `user@domain.com`). Also if Group Mailbox estimation is required then a column called `"Type"` is needed to segregate group mailbox IDs from user mailbox IDs. The correct values for Type column are `"User"`, `"Group Mailbox"`. - * **Smart Delta Scan**: If your CSV already contains columns like `Email Count`, `Contact Count`, `Calendar Count`, `Calendar Event Count`, `In-Place Archive Count` or `Group Mail Count`, `Group Thread Count`, the tool will skip scanning those specific items and use your provided numbers, speeding up the process significantly. - + * **Understanding Smart Delta Scans**: When using the CSV upload feature, the tool intelligently analyzes the provided columns to determine if a live scan is necessary. + * **Full Data Provided (No Scan Required)**: If your CSV contains all the count columns (e.g., `Email Count`, `Contact Count`, etc.) for the workloads you selected in the UI, the tool completely skips the scanning phase and immediately calculates the ETAs. **In this scenario, no Microsoft App ID credentials are required** (you can leave Tenant ID, Client ID, and Client Secret blank). + * **Partial Data Provided (Delta Scan)**: If you select workloads to scan (e.g., Contacts and In-Place Archives) but your CSV is missing those specific columns, the tool performs a "Delta Scan." It will use your CSV data for the columns provided and only run a live Microsoft Graph scan for the missing data types. + * **Credential Requirements**: Because a Delta Scan requires communicating with Microsoft Graph to fetch the missing data, **you must provide valid App ID credentials**. If you upload a CSV with missing columns and do not provide credentials, the tool will return an error: `Missing Credentials for Delta Scan (CSV missing some columns).` #### 2. Advanced Settings (Exchange) Click **"Show Advanced Settings"** to tune the performance: * **Sources**: Check/Uncheck Emails, Contacts, Calendars, In-Place Archives and Group Mails to define what you want to scan.