User Migration Guides | Syncplicity to Office 365

Owned by Lindsey Byers (Deactivated)
Last updated: Aug 04, 2022 by Andrea Harvey
37 min read

 

 

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. 

Syncplicity

The Syncplicity connector in DryvIQ allows you to analyze, migrate, copy, and synchronize files to your Syncplicity service from cloud storage repositories and on-premise network file shares. The first step is to create the Syncplicity connection by providing the connection information required for DryvIQ to connect to the platform. DryvIQ connections to Syncplicity require OAuth 2.0 access. In order to create a connection from DryvIQ to Syncplicity, you will need to complete configuration on the Syncplicity side, and you will need to provide several pieces of authentication information.  Click here to learn more.

Syncplicity supports storage vault authentication (SVA), which provides an additional layer of security. The feature is optional and needs to be enabled in the storage connector services in Syncplicity. When enabled, the connector services require both an Open Authentication 2.0 (OAuth 2.0) access token and user authentication. If you create a connector for a Syncplicity connection with SVA enabled, you will need to complete additional steps to provide the user authentication that needs to be used.

Create connection | User Interface

  1. Select Connections > Add connection.

  2. Select Syncplicity 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. If the connection uses SVA, proceed to Sign in With SVA. Otherwise, select Done to finish creating the connection.

 

Add Connection Modal - Syncplicity

 

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 account owner's name. For example, Syncplicity (John Doe). If in Doe). If it will be useful for you to reference the connection by account, you should use the default name. 

Optional

User Type

Required

Connect as standard user

Select this option to create a standard connection to access a user's files and folders. This is the default selection.

 

Connect as account administrator

Select this option to create an administrator connection, This requires administrator privileges and grants access to all accounts within the organization. This option is often used along with impersonation to simplify transferring multiple user accounts. When connected as an administrator, the first level of folders will be user names.

 

 

Application token

This value is provided by your Syncplicity administrator. Each user can provision a personal application token, which can be used to authenticate in UI-less scenarios via API. This is useful for account administration tasks that run in a headless session. If provisioned, an application token is the only information required to log in a user using OAuth 2.0 client credentials grant. You should protect this token. To learn more, click here.

Required

App key

This value is provided by your Syncplicity administrator. The application key identifies DryvIQ (the third-party application) as defined by OAuth 2.0.  DryvIQ uses the application key and application secret to authenticate with Syncplicity. To learn more, click here.

Required

App secret

This value is provided by your Syncplicity administrator. The application secret serves as the password for the connection as defined by OAuth 2.0. DryvIQ uses the application key and application secret to authenticate with Syncplicity. To learn more, click here.

Required

Behavior When Deleting Items

Select the type of delete DryvIQ should perform when deleting items: Permanent or Soft. Soft delete is the default delete behavior; however, Permanent is the recommended behavior. 

A soft delete marks items as a deleted. You can still access them to restore or permanently delete the items.

A permanent delete removes the items. This delete is not reversible.  

Optional

New SyncPoint type

Select the syncpoint type for the list: Standard Sync Folder or SyncDrive Folder. This option instructs DryvIQ as to the type of folder that should be created when a top-level folder is created through a DryvIQ process. To learn more about these options, click here.

Optional

 

Test Connection Succeeded

 

Sign In With SVA

Once DryvIQ establishes connection, it will display an additional sign in option for accounts that have storage vault authentication enabled. You must complete the extra sign in step to provide the user authentication that needs to be used for the connection to access the storage vault. If there are multiple storage vaults enabled for the account, you will see a button for each storage vault. If you want to access multiple storage vaults, you must complete the sign in steps for each vault. Similarly, you don't have to sign into a storage vault if you don't want the connector to use it. 

  1. Select the Sign in with button. (The name of the button will reflect the name of the storage vault it is accessing.)

  2. A Syncplicity OneLogin modal appears.

  3. Enter the username for the account and select Continue.

  4. Enter the password for the account and select Continue.

  5. You will see an "SVA sign in succeeded" message when DryvIQ establishes connection. (If you don't see this message, verify the information you entered.)

  6. If there are multiple storage vaults, repeat these steps for each storage vault the connector needs to access. 

  7. Select Done to finish creating the connection.

 

Syncplicity OneLogin Modal

 

 

Sign in With SVA 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. 

Supported Features

Unsupported Features

Other Features/Limitations

Supported Features

Unsupported Features

Other Features/Limitations

Version preservation

File lock propagation

Path length maximum: n/a

Timestamp preservation

Mirror lock ownership

Segment path length: 260

Author/Owner preservation

File size maximum

No leading spaces in file name/folder names

Account map

Restricted types

No trailing spaces before or after file extensions

Group map

Metadata map

No non-printable ASCII characters

Permission preservation

Tags map

Invalid characters: \  /  <  > 

User impersonation

 

Only syncpoints can be shared with other users and have permissions persist.

 

 

Users with a large number of syncpoints are not supported by Syncplicity.

 

If you are creating a new impersonation job with a Syncplicity connection and the source or destination location is empty, the user you are impersonating has too many syncpoints. You will need to delete the syncpoints before you can create the job.

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. 

Trailing whitespace before the file extension will also be replaced by an underscore. 

Path Lengths

Syncplicity does not impose restrictions for the total path length.

Segment path lengths are limited to 260character. Segments are delimited by a forward slash (/). For example, <max 260 characters>/<max 260 characters>.

Create connection | REST API

To create a connection that uses SVA through the API, use the instructions here.

 

Create a Syncplicity connection with a new SyncPoint type of "folder."

{ "name": "{{Syncplicity connection name}}", "platform": { "id": "syncplicity" }, "auth": { "client_id": "{{syncplicity application key}}", "app_token": "{{syncplicity applicaiton token}}" "client_secret": "{{syncplicity application secret}}", "delete_behavior": "permanent" "syncpoint_type": "folder", } }

 

Create a Syncplicity connection with a new SyncPoint type of "SyncDrive."   To learn more, click here.

{ "name": "{{Syncplicity connection name}}", "platform": { "id": "syncplicity" }, "auth": { "client_id": "{{syncplicity application key}}", "app_token": "{{syncplicity applicaiton token}}" "client_secret": "{{syncplicity application secret}}", "delete_behavior": "permanent" "syncpoint_type": "syncdrive", } }

 

Create an admin mode Syncplicity connection.

{ "name": "{{Syncplicity connection name}}", "platform": { "id": "syncplicity" }, "auth": { "client_id": "{{syncplicity application key}}", "app_token": "{{syncplicity applicaiton token}}" "client_secret": "{{syncplicity application secret}}", "admin_mode": true } }

Microsoft Office 365

DryvIQ connections to the Microsoft Office 365 platform can be made by using an administrator account with the proper privileges to manage Office 365 configurations. The connection can be made to a single site or to a site collection/tenant root. DryvIQ creates the connection using the OAuth 2.0 flow to simplify login and connection management.

Create Connection | User Interface

  1. Select Connections > Add connection.

  2. Select Microsoft Office 365 as the platform on the Add connection modal.

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

  4. Select Sign in with Microsoft Office 365.

  5. Enter the email for the account being used to create the connection and click Next. You must use an admin account with the proper privileges to manage Office 365 configurations. 

  6. Enter the password for the account and select Sign in.

  7. You will see a "Connection test succeeded" message on the Add connection modal. (If you don't see this message, repeat the sign in and authorization steps above. If the connection fails, verify the URL. DryvIQ cannot create the connection if the URL is incorrect.)

  8. Select Done to finish creating the connection. 

 

Add Connection Modal - Microsoft Office 365 

 

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 URL. For example, Microsoft Office 365 (https://mycompany.sharepoint.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 of your Office 365 account. 

You can find the URL by logging into Microsoft Office 365 using the account you want to use to create the connection. The URL in the address bar is the URL you need to use. It will look something like "https://mycompany.sharepoint.com/_layouts/15/viewlsts.aspx?view=14," where mycompany will be the site name of your company. You can copy and paste the full URL or only the part before layouts "layouts" (https://mycompany-my.sharepoint.com/). DryvIQ will ignore the extra part of the URL in most cases.

If the connection fails, verify the URL. DryvIQ cannot create the connection if the URL is incorrect.

Required

Token endpoint

This setting is rare for most Microsoft connections and can be left blank. If needed, this value will be provided by your administrator.

Optional

Graph API endpoint

This setting is rare for most Microsoft connections and can be left blank. If needed, this value will be provided by your administrator.

Optional

External users notification

This indicates if you want to send notifications to external users. The default value is No, so no notifications will be sent. 

If you select Yes, notifications will be sent to external users when they have been granted access to content based on permissions.

Optional

Set Tenant Level Connection

This indicates if the connection should be set at the tenant level. The default value is No, so the connection will be set based on the URL provided.

If you select Yes, the connection will override the URL provided and connect to {tenant}-admin.sharepoint.com.

Using a tenant level connection allows one connection to be used to create jobs that point at different site collections.  When creating a job using the Microsoft Office 365 connection, you will need to make the root an actual site collection since DryvIQ cannot create a new site.

Optional

Behavior When Deleting Items

Select the type of delete DryvIQ should perform when deleting items: Permanent or Soft. Soft delete is the default delete behavior; however, Permanent is the recommended behavior.

A soft delete marks items as a deleted. You can still access them to restore or permanently delete the items.

A permanent delete removes the items. This delete is not reversible.

Optional

 

Microsoft Sign In Modal

 

 

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.

  • SharePoint Online Connections must have full control of all SharePoint site collections.

  • OneDrive for Business Connections are automatically configured to the Documents library. When configuring your job JSON, do not include "Documents" in the location path, such as “/Documents/FolderName.” The correct configuration path is “/FolderName.”

  • SharePoint Tenant Connections must have full control of the SharePoint admin site ({tenant}-admin) as well as full control of all SharePoint site collections that are to be accessed.

Files and Folders

Office 365 has the following file/folder restrictions.

Supported Features

Unsupported Features

Other Features/Limitations

Supported Features

Unsupported Features

Other Features/Limitations

Version preservation

Mirror lock ownership

Invalid characters:  |   "   \   /   :   *   ?   <   >

Timestamp preservation

User impersonation

File size maximum: 250 GB Microsoft limit
DryvIQ uses a file maximum size of 249.999999 GB files to ensure transfer. 

Author/Owner preservation

 

Segment path length: N/A

Account map

 

Path length maximum: 400

Group map

 

Maximum number of files per folder: 5000 

Permissions preservation

 

Maximum Enterprise Keyword length: 255 characters

Metadata map

 

Restricted characters in Enterprise Keywords: < and >

Tags map

 

No leading whitespace 
See Invalid Characters and Spaces below

 

 

No trailing periods and whitespace. 
See Invalid Characters and Spaces below

 

 

If a file extension is present, trailing periods and whitespace are allowed before the extension

 

 

No non-printable ASCII characters

 

 

Transferring Microsoft Lists is not supported.

File and Folder Name Restrictions

The following are restricted file/folder names.

  • _vti_test

  • CON

  • PRN

  • AUX

  • NUL

  • COM0

  • COM1

  • COM2

  • COM3

  • COM4

  • COM5

  • COM6

  • COM7

  • COM8

  • COM9

  • LPT0

  • LPT1

  • LPT2

  • LPT3

  • LPT4

  • LPT5

  • LPT6

  • LPT7

  • LPT8

  • LPT9

  • For more information on Office 365 restrictions, see Microsoft’s official documentation.

Connection Pooling

Microsoft Office 365 connections using OAuth 2 authentication may experience bandwidth throttling from Microsoft when using connection pooling.

HTML Files

SharePoint online does not support uploading HTML files larger than 256 MB. If your migration includes HTML files that exceed this limit, the file transfer will fail, and an entry will be logged in the audit with the following message: "Unable to interpret the contents of this page because it exceeds the maximum page size of 268435456 bytes.”

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.

DryvIQ will sanitize file names that contain combined Unicode characters by replacing the characters with an underscore (_).

Lock Events

Graph API does not support lock event detection without the use of a separate API call, which will slow down change detection. The workaround is to disable native event detection to transfer locks in each job run or to use a soft reset to transfer locks as needed. 

Mapping

When creating CSV mapping files for import, the usernames must be lowercase to properly adhere to the search requirements for the connector.

Metadata Mapping

If a library requires specific metadata but the metadata is missing from a file being copied into the library, the file will be flagged and will not transfer on subsequent jobs runs. If you have files stuck in a flagged state due to missing metadata, you may need to manually transfer the files and add the required metadata.  

Permissions Preservation

The following rules will be used when transferring permissions to Office 365.

  • If a user account is granted permissions to a file and the user is a member of a group that has greater or equal permissions to that file, no permissions changes will be made. The operation will show as succeeded, and no permissions will have changed. This behavior applies to both inherited and unique permissions scenarios.

  • If a user account is granted permissions to a file and the user is a member of a group that has lesser permissions to that file, inheritance will be broken, and the file will gain unique permissions for the user. The user account will be added with the requested permissions.

  • If a user account is granted permissions to a file and the user is not a member of a group that has permissions to that file, inheritance will be broken, and the file will gain unique permissions. The user account will be added with the requested permissions.

  • If a group is granted permissions to a file, inheritance will be broken, and the file will gain unique permissions. The group will be added with the requested permissions.

Timestamps

There is a discrepancy in timestamps for the SharePoint Online Folder Created Date when using CSOM and Batch Mode. This behavior is a known issue within OneDrive for Business/Office 365.

DryvIQ will attempt to preserve timestamps on folders when using both CSOM and the batch API. However, SharePoint Online updates the folder's modified dates whenever a file is uploaded into it. As a result, when using CSOM, the timestamps will be preserved when the folder is initially created but then updated after every file that gets uploaded. When using batch API, it preserves the timestamps on the folders after all of the files within the batch are committed. This is the cause for the discrepancy between the two methods.

Version Deletes

Version deletes are supported. 

Transfer Content to SharePoint Online Shared Document Library | Connection URI and Path Example

  • PlatformType in Connection: office365

  • URI Pattern in Connection: https://company.sharepoint.com/[SiteNameWhereLibraryExists]/

  • Target/Path in Job:Connection Config: /[LibraryName]

This configuration will transfer data to the destination at the library specified. Connection will take it down to Site specific level. 

Path in the 'Job:Connection:Target' should be the Document Library.

Use the Library name found in the URI (you do not have to escape/encode spaces, just enter a space if that exists in the library name).

If a path is not specified, files will transfer to the default library for the site specified.

 

Create Connection | REST API

You will need to add the relevant connection information into the GET request. The following GET will return a Microsoft login link. Use the link to complete logging into the account and to grant DryvIQ access to the account. 

 

Create Job | Impersonation with Admin Connection

As a Office 365 administrator, you can impersonate a user using the path that relates to their content. Then, use their information in the impersonate_as block. (See Impersonation for more information on how to impersonate users.)

 

Create Job | with Tenant Level Connection

When creating a job that is mapped to the default site collection of the tenant the value "Default" must be used even though the url does not have a ../sites/{site_name} representation.  When setting the root site collection the name should not be prefixed with "sites/".

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.

 

 

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. 

  • 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. 

User and Group Map Import Templates

Please see Account Map / Group Map | CSV File Guidelines for map templates and sample downloads. You can use these samples to help you build you own mapping files.

User & Group Map Exceptions

A user or group map exception provides the ability to explicitly map a specific user from one platform to another. These are exceptions to the automatic account or group mapping policies specified. User account or group map exceptions can be defined during the creation of the map or can be imported from a comma-separated values (CSV) file. See Account Map / Group Map | Exceptions for more information.

 

 

User and Group Map Exclusions

A user or group map exclusion provides the ability to explicitly exclude an account or group from owner or permissions preservation. User account or group map exclusions can be defined during the creation of the map or can be imported from a comma-separated values (CSV) file. See Account Map / Group Map | Exclusions for more information.

Transfer Planner 

 At the start of a project, it is common to begin planning with questions like "How long should I expect this to take?" Transfer Planner allows you to outline the basic assumptions of any integration, primarily around the initial content copy at the beginning of a migration or first synchronization.  It uses basic assumptions to begin visualization of the process without requiring any setup of connections or jobs. 

The tool estimates and graphs a time line to complete the transfer based on the information entered in the Assumptions area. The timeline assumes a start date of today and uses the values in the Assumptions section to model the content transfer.  The window displays projected Total Transfer in dark blue and Daily Transfer Rate in light blue. Hovering the mouse pointer over the graph displays estimated transfer details for that day. The timeline recalculates if you change any of the values, making simple “what if?” scenario evaluations. If necessary, you can reset the timeline to display the default values for the transfer planner tool. 

Note that the Transfer Planner is primarily driven by the amount of data needing to be processed. DryvIQ has various tools for transferring versions of files (if the platform supports this feature), which can increase the size of your data set. It also has the ability to filter out specific files by their type or by other rules you set. At this stage, a rough estimate of total size is recommended as it can refined later using Simulation Mode.

Simulation Mode

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.

 

How much content do I have?

An important first step in any migration is to determine how much content you actually have since this can help determine how long a migration will take.

 

What kinds of content do I have?

Another important step in any migration is to determine what kinds of content you actually have. Many organizations have accumulated a lot of content, and some of that may not be useful on the destination platform. The results of a simulation mode job can help you determine if you should introduce any filter rules to narrow the scope of the job. An example would be if you should exclude executable files (.exe or .bat files) or exclude files older than 3 years old.

 

What kinds of issues should I expect to run into?

During the course of a migration, there are many things to consider and unknown issues that can arise, many of which will only present themselves once you start doing something with the source and destination. Running a job in simulation mode can help you identify some of those issues before you actually start transferring content. Examples can include:

  • Are my user mappings configured correctly?

  • Does the scope of the job capture everything I expected it to capture?

  • Do I have files that are too large for the destination platform?

  • Do I have permissions that are incompatible with the destination platform (i.e. ACL vs waterfall)?

  • Do I have files or folders that are too long or contain invalid characters that the destination platform will not accept?

Creating a Simulation Job

During the last stage of the job creation process, you have the option to enable simulation mode. When a job is in simulation mode, it can be run and scheduled like any other job, but no data will be transferred. 

 

 

Transitioning a Simulation Job to Transfer Content

After review, a simulation job can be transitioned to a live job that will begin to transfer your content to the destination platform.

 

Creating a Job

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.  

DryvIQ uses jobs to perform specific actions between the source and destination platforms. The most common type of jobs are copy and sync; please see Create New Job | Transfer Direction for more information. All jobs can be configured to run manually or on a defined schedule. This option will be presented as the last configuration step.

To create a job, select the Jobs option from the left menu and click on Create Job. DryvIQ will lead you through a wizard to select all the applicable options for your scenario.

 

The main job creation steps include:

  • Selecting a Job Type

  • Configuring Locations

  • Defining Transfer Policies

  • Defining Job Transfer Behaviors

  • Selecting Advanced Options

  • Reviewing the job settings summary

  • Creating the job and defining the job schedule.

Job Type 

Job type defines the kind of job and the actions the job will perform with the content.  There are four job types available: basic transfer, folder mapping, user job mapping, and network home drive mapping. 

Transfer Direction

The transfer direction determines if content is copied in one direction from the source to the destination or if the content syncs between the source and destination. There is also an option to replicate the folder structure of the source onto the destination. See Create New Job | Transfer Direction for more information.

 

Define Source & Destination Locations

All platform connections made in the DryvIQ Platform application will be available in the locations drop-down lists when creating a job. The source defines the current location of the content you wish to transfer, and destination defines the location of where you would like to transfer the content. If your connections were created with administrative privileges, you may have the ability to impersonate another user within your organization.

 

Configuring Your Locations | Impersonation

Impersonation allows a site admin access to all the folders on the site, including those that belong to other users. With DryvIQ, a job can be set up using the username and password of the site admin to sync/migrate/copy files to or from a different user's account without ever having the username or password of that user. This is done by enabling the Run as user toggle. Then choose the user.

Job Category

The category function allows for the logical grouping of jobs for reporting and filtering purposes.  The category is optional and does not alter the job function in any way. DryvIQ comes with two default job categories:

  • Maintenance: Dryv