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Overview

A user account or group map provides the ability to explicitly associate users and groups for the purposes of setting authorship and permissions on items transferred.  These mappings can happen automatically using rules or explicitly using an exception.  Accounts or groups can be excluded by specifying an exclusion, and unmapped users can be defaulted to a known user.  Here are a few things to consider when creating an account or group map:

  • A source and destination connection are required and need to match the source and destination of the job that will be referencing the user or group map.

  • A map can be created before or during the creation of the job.

  • A map can be used across multiple jobs.

  • Once updated, the updates will not be reapplied to content that has already been transferred.

Creating a Map

  1. Click Migrate in the navigation menu on the left.

  2. Click Maps.

  3. The page defaults to User maps. Use the menu to select Group maps if you want to create or manage a group map.

  4. Click the create map button.

  5. The corresponding Create map modal opens.

  6. Enter a name for the map you are creating. A name is required in order to save the map. 

  7. Select the source and destination connections the map uses. 

  8. Select the options you want to use for the map. See below for information about each mapping option. 

  9. Select Done to create the map. 

Mapping Policy

DryvIQ will attempt to map users or group from one platforms to another using the rules you select in this section. Note that all options are flagged as optional; however, you must select at least one of the following options in order for the map to work: id, name, username, email, display name, or retain external users.

User Map Mapping Policy

Field

Description

Required

Link matching user IDs

Match accounts by ID.

Optional

Link matching user names

Match accounts by name.

Optional

Link matching user email addresses

Match accounts by email.

Optional

Link matching user usernames

Match accounts by username.

Optional

Use fuzzy matching

Fuzzy matching performs partial matching on all fields selected on supported platforms. 

Optional

Retain external users

Retain guest account permissions and authorship.

This option is not available for all connectors. 

This option will not be applied to User Account Mapping jobs.

Optional

Attempt to resolve first

This option is only available when Retain external users is selected. This option retains guest account permissions and authorship but attempts to resolve the account against a destination account first before retaining the permissions and authorship utilizing an external user account.

Optional

Do not attempt to resolve first

This option is only available when Retain external users is selected. This option retains guest account permissions and authorship utilizing an external account without first attempting to resolve the account against a destination account.

Note: External email addresses already associated as a guest account in OneDrive for Business/Office 365 will work regardless of whether this option is selected. 

This is most commonly used for Network File Share (NFS)

Optional

Group Map Mapping Policy

Option

Description

Required

Link matching user IDs

Match accounts by ID.

Optional

Link matching group names

Match accounts by name.

Optional

Link matching group display names or captions

Match accounts by display name or captions. 

Use fuzzy matching

Fuzzy matching performs partial matching on all fields selected on supported platforms. 

Optional

Unmapped Policy

Both user and group maps allow you to select how you want DryvIQ to handle users or groups that can’t be matched to a user or group on the destination. Select the option you want to use.

Option

Description

Match unmapped users/groups to a default user/group

Any unmapped users or groups will be assigned to a default user or group. When you select this option, a list of users or groups (based on the type of map you are creating) on the destination displays. Select the user or group you want to use.

Skip unmapped users/groups

Unmapped users or groups will be skipped.

Log a warning in the audit log and skip unmapped users/groups

Unmapped users or groups will be skipped, and a warning will be added to the job audit log.

Notes on expected behavior

  • If the user is NOT in the account map but the shared item to this missing user is NOT in the root, each item will be logged on the overview individually, and each item has log history showing permission failure.

  • If users are NOT in the account map but are shared to the root folder, there will only be one entry on the overview. Each item will still have a log entry warning.

Creating a Map During Job Creation

If you want to use a group or user map but do not create the map before you create the job that will use the map, you must create the map when creating the job. You must enable Permission Preservation for the job and turn the Preserve item authorship/ownership and/or the Preserve item permissions toggle on. This displays the User and group mapping policy section at the bottom of the page.  Click Create new user map policy or Create new group map policy depending on the map you want to create.

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