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Migrating from a File System

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This quick start guide provides you with the basic information to configure CloudM Migrate for a migration from a file system. It is highly recommended that you read the application documentation in full for your platforms in order to understand all of the options available to you during a migration.

File Ownership

Please ensure that the file content you are migrating from File System is owned by the users you wish to migrate.

Software Requirements

The following software should be installed on the migration workstation:

  • CloudM Migrate

What else do I need?

  • The workstation running CloudM Migrate must have access to the file paths where the files to be migrated are stored.
  • If using multi-server you map the location of the files to the secondary machines. See this article for information.

Service Access to Mapped Drives

If you are using the web version of CloudM Migrate, or secondary servers then you should make sure that the CloudM Migrate service has access to mapped drives if the files are located there. Please see the article on making mapped drives available for more information.

Step-by-step guide

 

  1. Select File System in the platform selector

  2. Enter your license key.  Please click Help > Licence Key to apply the licence.  Paste in licence key and click Apply.

  3. Setup your destination platform.  Instructions are available for GSuite, Microsoft Exchange or Office 365 and Exchange Online Archives.

  4. Test the configuration using the configuration test tool, available at ‘Tools->Check Connections’. See this article for more information about the connection test tool. You will also need to complete the settings for the destination platform before running this test. If any problems are encountered with the connection test, please examine the error and make the adjustments to your configuration settings.

  5. Generate your user list and select the users and items you would like to migrate in the ‘Users/Resources’ tab. See this article for more information about importing users by CSV.
    • When migrating File System files you must specify the Folder Path for each user you want to migrate in the 'Archive Path' setting.

    • You must also specify something in the Export Name (this depends on the Source Platform Migration Settings for the File System: Resolve Email Addresses)
  6. Start your migration

 

If you have any specialized needs, or would like to learn more about the migration options and how they can be used to make sure your migration is performed in an appropriate way for your organisation, please refer to the advanced settings.

More Information

For more information about migrating from a file system, see the section in Migration Concepts and Operations covering file system migration

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