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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.  A source and destination connection are required to create a map, and they need to match the source and destination of the job that will be referencing the map. A map can be created before or during the creation of the job, and a map can be used across multiple jobs. Note that updates to a map will not be applied to content that has already been transferred.

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There are three parts to a map:

• Automatic mapping: Automatically map users and groups based on rules.

• Explicit mapping: Explicitly match users or groups on the source platform to users or groups on the destination platform.

• Exclusions: Specify users and groups to exclude from permission preservation.

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.
   
   

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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 automatic mapping options you want to use for the map.

9. Click Done to create the map. 

10. Find the map and click Manage mappings.

11. Use the User mappings or Group mapping page (based on the map type) to add explicit mappings for users and groups on the source to users and groups on the destination. This can be done manually or by importing a mapping file.

12. Use the Exclusions page to add exclusion mapping for accounts or groups that should be excluded from permission preservation.

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.

Creating the map while creating the job only allows you to specify the automatic mapping policies you want to use. If you need to add explicit mapping or exclusions, you will need to save the job without running it and edit the map as needed. Once you have finished updating the map, you can run the job.