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User Migration Guides | Network File Share to SharePoint

User Migration Guides | Network File Share to SharePoint

 

 

Contents

Introduction 

DryvIQ is an enterprise data integration platform that enables organizations to maximize business value and productivity from their content.  It connects disparate storage platforms and business applications together, allowing organizations to move, copy, synchronize, gather, and organize files as well as their related data across any system. DryvIQ empowers your users with unified access to the most relevant, complete, and up-to-date content—no matter where it resides.    

DryvIQ delivers a user-friendly, web-based experience optimized for PC, tablet, and mobile phone interfaces, so you can monitor and control your file transfers anywhere, from any device.   

DryvIQ’s true bi-directional hybrid/sync capabilities enable organizations to leverage and preserve content across on-premises systems and any cloud service. Seamless to users, new files/file changes from either system are automatically reflected in the other.  


How does DryvIQ Work? 

Cloud storage and collaboration platforms continue to be the driving force of digital transformation within the enterprise. However, users need to readily access the content that resides within your existing network file systems, ECM, and other storage platforms—enabling them to be productive, wherever they are.  DryvIQ is purpose-built to provide boundless enterprise content integration possibilities. The DryvIQ Platform is 100% open and provides a highly-scalable architecture that enables enterprises to meet evolving technology and user demands—no matter how complex. 

The DryvIQ platform provides: 

  • A low risk approach to moving content to the cloud while maintaining on-premises systems

  • No impact to users, IT staff, business operations, or existing storage integrations

  • The ability to extend cloud storage anywhere/any device capabilities to locally-stored content

  • Easy integration of newly acquired business storage platforms into existing infrastructures

The Engine 

DryvIQ’s bi-directional synchronization engine enables your enterprise to fully-integrate and synchronize your existing on-premises platforms with any cloud service. It empowers your users to freely access the content they need while IT staff maintains full governance and control. DryvIQ integrates with each system's published Application Program Interface (API) at the deepest level—optimizing transfer speeds and preserving all file attributes. 

Security 

DryvIQ’s 100% security-neutral model does not incorporate or use any type of proxy cloud service or other intermediary presence point. All content and related data is streamed directly via HTTPS [256-bit encryption] from the origin to the destination system(s). Additionally, DryvIQ works with native database encryption. For more information, please see DryvIQ Platform | Security Whitepaper

Analyzer | Simulation Mode

The DryvIQ analyzer is a powerful enterprise file transfer simulation that eliminates the guesswork. You will gain granular insight into your entire content landscape including its structure, usage, age, type, applicable metadata, and more no matter where the files are located (in local storage, remote offices, or on user desktops). 

Simulation mode allows you to create a job with all desired configuration options set and execute it as a dry-run. In this mode, no data transfers, no permissions are set, and no changes are made to either the source or the destination. This can be useful in answering several questions about your content prior to running any jobs against your content.

Command and Control 

Via highly-advanced web, DryvIQ Command-line Interface (CLI), RESTful API, and/or .NET interfaces, DryvIQ administrators can easily integrate systems, control interactions and behaviors, or create and control end-user experiences for advanced self-service capabilities. 

Features and Functionality 

The DryvIQ Platform enables you with complete integration and control over: 

  • User accounts 

  • User networked home drives 

  • User and group permissions 

  • Document types, notes, and file attributes 

  • Timestamps 

  • Versions 

  • Departmental, project, and team folders 

  • Defined and custom metadata 

Architecture and Performance 

The DryvIQ platform is built on a pluggable, content–streaming architecture that enables highly–automated file/data transfer and synchronization capabilities for up to billions of files. File bytes stream in from one connection endpoint (defined by the administrator) and across a customer-owned and operated network and/or cloud service. They are then streamed out to a second connection endpoint. Content can also flow bidirectionally across two endpoints rather than solely from an "origin" to a "destination."

Supported Features

The DryvIQ Platform Comparison tool allows you to compare platform features and technical details to determine which are supported for your transfer scenario. Viewing the Platform Comparison results for your integration will display a list of features of each platform and provide insight early in the integration planning process on what details may need further investigation.

The Platform Comparison tool is available through the Platforms menu options. For further information, see Platform Comparison.

Connection Setup

DryvIQ is built on a concept of connections. A connection is made to the source platform, and another connection is made to the destination platform. A job is created to tie the two platforms together. When DryvIQ connects to a content platform, it does so by using the publicly available Application Programming Interface (API) for the specific platform. This ensures DryvIQ is “playing by the rules” for each platform. 

Connections “connect” to a platform as a specific user account. The user account requires the proper permissions to the platform to read, write, update, and/or delete the content based on the actions the DryvIQ job is to perform. The connection user account should also be set up so the password does not expire; otherwise, the connection will no longer be able to access the platform until the connection has been refreshed with the new password. Most connections require a specific user account and its corresponding password. The user account is typically an email address. 

Authenticated Connections

Authenticated Connections are accounts that have been verified with the cloud-based or network-based platform when created. The connection can be user/password-based or done through OAuth2 flow, where a token is generated based on the granting authorization to DryvIQ through a user login. This authorization allows DryvIQ access to the user's drive information (files and folder) on the platform. These connections are used as the source or the destination authentication to transfer your content.

 

OAuth2 Interactive (Web) Flow

Connectors such as Box, Google Drive, and Dropbox use the OAuth2 interactive (or web) flow.

 

OAuth2 Client Credentials Flow

Connections such as Syncplicity and Google Workspace uses the OAuth2 client credentials flow.

 

SharePoint

SharePoint (all versions, CSOM) uses a custom username/password authentication model.


OAuth2 Interactive (Web) Flow

You will need the following information when creating a connection to Network File System, Box, Dropbox, and Dropbox for Business:

  • A name for the connection

  • The account User ID (such as jsmith@company.com)

  • The password for the User ID.

Create Connections

Creating a connection in the DryvIQ Platform user interface is easy! Simply add a connection, select your platform, and enter the requested information. DryvIQ will securely validate your credentials and connect to your source content. 

Network File Share (NFS)

The NFS connector in DryvIQ has specific permission-related requirements beyond that of the connector Identity. Additional configuration may be needed to allow DryvIQ to use of the NFS Connector. 

Prepare a DryvIQ Manager Service account 

When a DryvIQ Job runs, it is the DryvIQ Manager Service that is connecting to and accessing the content on the NFS platform.  Therefore, the DryvIQ Manager Service needs to be running as a domain account that has the proper permissions to access the content that will be managed by DryvIQ.  

Review the DryvIQ Manager/Server Installation documentation to learn about Configuring DryvIQ and pay particular attention to the Configure Windows Service section.

For proper job function, the account requires Read, Write, Update and Delete privileges.

 

SQL Server (Optional)

SQL Server (Optional)

You can optionally create the database before running the installer:

  1. Log into SQL Server Management Studio.

  2. Create a new database.

    • Set the name appropriately, ie. DryvIQV4.

    • Do not select an owner.

    • Set the recovery mode to simple.

    • Add the Windows Service Account User to the database.

      • Security > Logins > {Windows Service Account User} > properties > Server Roles > dbcreator or sysadmin

      • Security > Logins > {Windows Service Account User} > properties > User Mapping > DryvIQV4 > db_owner

*Please see the following documentation: DryvIQ Platform | Infrastructure & Hardware Considerations

Prepare Source environment  

  • Create a Windows domain user account that will be used for the migration and grant main admin privileges to that user on the file server.

  • Ensure the account used to create the NFS Connector has all necessary permissions to edit, copy, delete, and create files and folders.

  • If using IP, ensure that the IP is static and will not change.

Create an NFS Connection

  1. Select Connections > Add connection.

  2. Select Network File Share as the platform on the Add connection modal.

  3. Enter the connection information. Reference the table below for details about each field.

  4. Test the connection to ensure DryvIQ can connect using the information entered.

  5. Select Done.

 

 

Field

Description

Required

Field

Description

Required

Display as

Enter the display name for the connection. If you will be creating multiple connections, ensure the name readily identifies the connection. The name displays in the application, and you can use it to search for the connection and filter lists.

If you do not add a display name, the connection will automatically be assigned a default name. 

Optional

UNC Path

Enter the UNC path for the connector. The UNC path will be to a folder at least 1 level off the root of the server, for example: \\<server name>\<folder on server>

You can also use the server IP address, for example: \\<ipaddress>\<folder on server>

You can locate the information by going to Windows>Control Panel>System and Security>System.

Required

User Name

Enter the user name for the administrator account. You should leave this field blank if you are using integrated authentication.

This needs to be an account with authority to access the content you will to process.

*When creating a NFS connection with a UNC Path containing unicode characters (i.e. \\test\あああ), User Name and Password are REQUIRED.

Optional*

Password

Enter the password for the administrator account. You should leave this field blank if you are using integrated authentication.

*When creating a NFS connection with a UNC Path containing unicode characters (i.e. \\test\あああ), User Name and Password are REQUIRED

Optional*

Features and Limitations 

Platforms all have unique features and limitations. DryvIQ’s transfer engine manages these differences between platforms and allows you to configure actions based on Job Policies and Behaviors. Utilize the Platform Comparison tool to see how your integration platforms may interact regarding features and limitations.

  • The maximum length of any folder or file name is 32767

  • The maximum path length is 32767

  • No trailing spaces in folder names, file names, or file extensions

  • No trailing periods

  • Any non-printable ASCII characters will not be filtered by DryvIQ

  • Restricted characters in the file name: < > : " / \ | ? *

  • When creating a Connector, it must be one level down from the root. Example, C:/1st folder

Author Preservation | Windows Only

  • Author Preservation for Network File Share is only supported for Windows only.

  • The NFS account owner can be identified in Properties → Security → Advanced → Advanced Security Settings.

  • Verify the Windows environment has long path support enabled.

    • (Local Computer Policy → Computer Configuration → Administrative Templates → All Settings → Enable Win32 long paths).

    • Refer to Microsoft's Maximum Path Length Limitation documentation for more information. 

.net core supports long paths, however functions that retrieve permissions for individual files still use old Win32 system calls. Long path support with these functions is not enabled by default.
Without long path support enabled, you will see the exception ‘invalid parameter: name’ in the log file or in the application user-interface log tab when attempting to get permissions on files with long paths.

Permissions

When applying permissions to FS/NFS, DryvIQ sets read access permission to "Read and Execute" rather than just "Read."

NFS Connection Troubleshooting for Microsoft Windows

When DryvIQ is running on Microsoft Windows, there are some nuances that may affect creating an NFS connection.

Multiple NFS Connections

You cannot create multiple connections to the same location UNC path and multiple users when DryvIQ is running on Windows. The connection creation will fail for the second user because the DryvIQ application uses an underlying Windows mechanism that requires unique names for each connection. If a connection to the same location but different user is needed, a workaround is to use the domain name in the UNC path for one connection and the IP address in the UNC path for the second connection.

Failed Connection Tests after Correcting Username or Password

There is an underlying Microsoft Windows issue that can cause issues when creating NFS connections. If an attempt is made to create a new NFS connection using an invalid username/password. The connection test will fail, which is expected behavior. Immediately entering the correct username/password may still result in a failed connection test even though it should pass. To prevent this issue, wait about 15 seconds after entering the correct username/password before running the connection test. The extra time allows Windows time to clear out the incorrect credentials and recognize the correct ones that were provided.

NFS Connection Troubleshooting for Microsoft Windows

When DryvIQ is running on Microsoft Windows, there are some nuances that may affect creating an NFS connection.

Multiple NFS Connections

You cannot create multiple connections to the same location UNC path and multiple users when DryvIQ is running on Windows. The connection creation will fail for the second user because the DryvIQ application uses an underlying Windows mechanism that requires unique names for each connection. If a connection to the same location but different user is needed, a workaround is to use the domain name in the UNC path for one connection and the IP address in the UNC path for the second connection.

Failed Connection Tests after Correcting Username or Password

There is an underlying Microsoft Windows issue that can cause issues when creating NFS connections. If an attempt is made to create a new NFS connection using an invalid username/password. The connection test will fail, which is expected behavior. Immediately entering the correct username/password may still result in a failed connection test even though it should pass. To prevent this issue, wait about 15 seconds after entering the correct username/password before running the connection test. The extra time allows Windows time to clear out the incorrect credentials and recognize the correct ones that were provided.

Create Connection | REST API

{    "name": "\\\\{{Your Machine Name}}\\{{Your NFS Directory or Folder}}",    "platform": {          "id": "nfs"    }, "auth": {      "unc": "\\\\{{Your Machine Name}}\\{{Your NFS Directory or Folder}}"       } }

Microsoft SharePoint On-Premise

DryvIQ connections to SharePoint 2013, 2016, and 2019 on-premise platforms can be made by using any valid SharePoint user account with applicable permissions to access content. There are several ways to transfer content, this document outlines each of those situations and how to configure them.

Microsoft SharePoint supported versions: 2013, 2016, and 2019

Create Connection | User Interface

  1. Select Connections > Add connection.

  2. Select Microsoft SharePoint as the platform on the Add connection modal.

  3. Enter the connection information. Reference the table below for details about each field.

  4. Select Test connection to ensure DryvIQ can connect using the information entered.

  5. You will see a "Connection test succeeded" message on the Add connection modal when DryvIQ establishes connection. (If you don't see this message, verify the information you entered.)

  6. Select Done.

 

Add connection modal - Microsoft SharePoint

 

Field

Description

Required

Field

Description

Required

Display As

Enter the display name for the connection. If you will be creating multiple connections, ensure the name readily identifies the connection. The name displays in the application, and you can use it to search for the connection and filter lists.

If you do not add a display name, the connection will automatically be named using the SharePoint URL. For example, Microsoft SharePoint (http://sharepoint.url.com/). If it will be useful for you to reference the connection by account, you should use the default name. 

Optional

URL

Enter the URL for SharePoint including the site collection where the target document library exists.

Required

User Name

Enter the SharePoint username. It can coincide with the Active Directory Universal Principal Name (UPN).

Required

Password

Enter the password for the username added in the previous field.

Required

SSO Provider

Only Active Directory Federation Services (ADFS) is supported as an SSO provider for SharePoint at this time. 

Optional

SSO URL

Enter the URL of the configured SSO provider.

Optional

Authentication type

Select the authentication method the server uses: Basic, Forms, or NTLM. You can select the Detect automatically option to have DryvIQ automatically detect the authentication type when testing the connection. This is the default selection. 

Optional

 

Connection Test Succeeded

 

 

Features and Limitations 

Platforms all have unique features and limitations. DryvIQ’s transfer engine manages these differences between platforms and allows you to configure actions based on Job Policies and Behaviors. Utilize the Platform Comparison tool to see how your integration platforms may interact regarding features and limitations. For more information on SharePoint restrictions, see Microsoft’s official documentation.

 

Features and limitations may vary between SharePoint versions. Refer to Microsoft's official documentation for your specific version of SharePoint for a full list of supported features and limitations.

Files and Folders

Below is list of Sharepoint's supported and unsupported features as well as additional file/folder restrictions. 

Supported Features

Unsupported Features

Supported Features

Unsupported Features

Version preservation

Mirror lock ownership

Timestamp preservation

 

Author/Owner preservation

 

File lock propagation

 

Restricted types

 

Account map

 

Group map

 

Permission preservation

 

User impersonation

 

Metadata map

 

Tags map

 

 

Other Features/Limitations

SharePoint 2013

SharePoint 2016

SharePoint 2019

Other Features/Limitations

SharePoint 2013

SharePoint 2016

SharePoint 2019

File size maximum

2 GB

2 GB

15 GB

Path length maximum

260

260

400

Segment path length

128

128

260

Invalid characters

| # { } % & \ ~ + / : * ? < > \\ “

| # % \ \\ / : * ? < > “

| \ \\ / : * ? < >  "

Restrictions

  • Consecutive periods

  • Leading tildes

  • Leading periods

  • Trailing periods before extension

  • Trailing periods after extension

  • Leading whitespace

  • Trailing whitespace before extension

  • Trailing whitespace after extension

  • Non-printable

  • Leading tildes without an extension

  • Trailing periods after extension

  • Leading whitespace

  • Trailing whitespace after extension

  • Non-printable

  • Trailing periods after extension

  • Leading whitespace

  • Trailing whitespace after extension

  • Non-printable

Check Out

DryvIQ does not support Libraries that have Require Check-out enabled.

Date Preservation

Date preservation works with SharePoint if you are using author-preservation.

Enterprise Keywords

SharePoint doesn't allow duplicate Enterprise Keywords. The longest string allowed in an Enterprise Keyword is 255 characters. 

File Extensions

SharePoint restricts certain file extensions in different versions. Click here for the complete list.

Invalid Characters and Spaces

DryvIQ verifies file and folder names to identify unsupported characters based on the platform. It then replaces invalid characters with an underscore (_) so the files and folders can be transferred. 

The logic includes leading and trailing spaces in file and folder names. DryvIQ replaces the space rather than trimming it because trimming the space could cause duplicate file names. Adding the underscore ensures the name remains unique.

Okta

DryvIQ does not support Okta with SharePoint.

Restricted File/Folder Names

The following are restricted file and folder names:

  • _vti_test

  • _w

  • _t

The following are restricted folder names:

  • Test_files

Folder names cannot end with the following:

.files

_elemei

_files

_ficheiros

_Dateien

_arquivos

_fichiers

_dosyalar

_bestanden

_datoteke

_file

_fitxers

_archivos

_failid

_filer

_fails

_tiedostot

_bylos

_pliki

_fajlovi

_soubory

_fitxategiak

URLs

The transformation of URLs into SharePoint can sometimes increase the overall URL length, which can cause either 400 or 414 URL failures. (Spaces are the primary way this can happen.) DryvIQ recommends you remove the spaces or shrink the URL length to resolve this error.

Versioning

Versioning is supported if versioning is enabled on the library.

SharePoint 2019 supports version deletes. 

Create Connection | REST API

Create a Basic Connection

Create a basic SharePoint connection at the following endpoint.

GET {{url}}v1/connections/platforms/SharePoint/new

 

Create a Connection with Applicable Authorization Type

Verify your instance support forms. In rare instances, there can be a misconfiguration with SharePoint that can falsely report that Forms are supported. If you are experiencing connection issues with SharePoint, you may need to configure for ntlm authentication for the auth_type parameter.

SharePoint Connection with Explicit Auth Type

{   "name": "SharePoint 2016",   "platform": {     "id": "sharepoint"   },   "auth": {     "uri":"http://url.com",     "username":"USER",     "password":"PASSWORD",     "auth_type":"ntlm"      } }

SharePoint Connection | API Job Configuration Examples

The example below shows a simple job for a SharePoint connection created as standard user without impersonation.

POST {{url}}v1/jobs

{     "name":"Simple Job",     "kind": "transfer",     "transfer": {       "transfer_type": "copy",         "source": {             "connection": { "id": "{{SharePoint_Connection_sourceID}}" },             "target": {                 "path": "/sourceDocumentLibrary"             }         },         "destination": {             "connection": { "id": "{{Box_Connection_destinationID}}" },             "target": {                 "path": "/destinationFolder"             }         },         "simulation_mode": false     },     "schedule": {         "mode": "manual"     },     "stop_policy": {         "on_success": 5,         "on_failure": 5,         "on_execute": 25     },     "category": {       "name": "Report {Name}"     } }

Connection Pooling

When transferring data between a source and destination, there are a number of factors that can limit the transfer speed.  Most cloud providers have rate limitations that reduce the transfer rate, but if those limits are account based and it supports impersonation, DryvIQ can create a pool of accounts that issues commands in a round-robin format across all the accounts connected to the pool. Any modifications to the connection pool will used on the next job run. 

For example, if a connection pool has two accounts, all commands will be alternated between them. If a third account is added to the pool, the next run of the job will use all three accounts.

 

Connection pooling is not supported with My Computer and Network File System (NFS) connection.

 

User and Group Maps 

A user account or group map provides the ability to explicitly associate users and groups for the purposes of setting ownership 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.  For more information, see Permissions | Account Map / Group Map.

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. 

DryvIQ Migrate Version: 5.9.17
Release Date: April 3, 2026