How to Migrate from Egnyte to SharePoint Online

Introduction

Our purpose is to act as an intermediary between various web technologies that don't play nice together. We take your files from one place and copy them to another. No downloads and nothing to watch over - our web-hosted app does all the work!

Undertaking any corporate migration is a daunting task. When moving from Egnyte to SharePoint Online, there are many things to consider. Our team has done this enough times to have learned a thing or two. We hope this document helps you successfully migrate from Egnyte to SharePoint Online.

If you experience any issues, please do not hesitate to ask us questions!

File Processing Summary

When we transfer a file, a temporary copy is downloaded from Egnyte to a temporary server and then uploaded to SharePoint Online. Upon successful upload, that file is deleted from the temporary server. When your migration is complete, that temporary server is destroyed. Any log data expires in 90 days and is never retained by us. We do not perform any actions beyond copying files and folders, as well as sharing permissions. We do not ever perform delete operations.


Communicating with stakeholders

A migration is a significant undertaking for any organization; trying to grasp the entire extent of all data and communicating with your employees is complicated. We sympathize!

Before, during, and after a migration, it will be of utmost importance to communicate clearly and effectively with your user base. We will provide timely support and communication materials to your transition team in order for you to communicate these changes with each stakeholder.

Management — Management will need good, succinct information about the how’s and why’s of the migration such as costs, benefits, and expectations. You will need to paint a clear picture of what a successful migration should look like. Granular information is important when running a department.

For example, the Sales Manager needs to know how operations will be affected, such as: can employees still work over the weekend if needed?

End Users — These are your bread and butter employees; they need to know when changes are taking place and who to go to with questions or if issues arise.

Key questions to address:

  • Why are we migrating our data?
  • How does it impact me?
  • What are the benefits to me or the organization?
  • How disruptive is this change going to be?
  • What are the differences between SharePoint Online and Egnyte, and how do I reconcile them?

Third Parties — If people outside your organization have access to collaborate on documents, this could potentially be interrupted and require re-sharing of data. We talk about best practices for this later in our guide.

IT Helpdesk/Support Staff — If your organization is large enough to have specific support staff for other employees, they will need to understand each step of the migration.


Planning

Planning is the hardest part of a migration; it is also one of the most critical phases to get right. In order to have a smooth and stress-free migration, you need to gather relevant organizational information, determine project timelines, and mitigate any surprises that may appear.

Gathering Information

Prior to migrating, it is important to understand the number of users migrating, data distribution and amount being moved, individual file sizes and/or file sizes on average, who your migration team is, and what member of your organization will be our point of contact.

For your migration to run smoothly make sure you have confirmed the information from the checklist below.

Checklist:

  • Number of users
  • Data distribution
  • Total data to move
  • Number of files to move
  • Average file size
  • Who is your migration management team?
  • Who is your designated point of contact with us and who is our point of contact with you?

Scan

To help with your planning we offer a free complimentary scanning feature. Our scan is designed to identify how many users own data and how much there is to move.

This free scan is effectively a simulated dry-run migration, with no set destination, which helps to identify any problematic files/folders before you begin migrating data.

Note: the scan is available in the Migration Manager once you have first set up a migration.

Keep reading through our guide to better understand the full migration process or skip ahead to the migration set up. For detailed instructions on how to run the free scan click here.

Number of users migrating

Each "user" is defined by a unique source and destination pairing.

For example:

  • user01@example.com => user02@example.com
  • user01@example.com => user03@example.com

This would be considered two separate "User Licenses" since they have a different destination.

Migrations are run on a per-user basis; because of our app's scalable infrastructure, it is feasible to run dozens of users or only a handful simultaneously. This enables any number of users to be migrated in whatever pre-defined order or grouping is desired.

Collaborators-only: Your fiscal budget need only include users that own data in Egnyte. Anyone that strictly engages as a collaborator in Egnyte (ie. they only share other users' content), will not have any data copied, and therefore will not incur a fee.

Setting permissions is free. Users that strictly collaborate in Egnyte will receive equivalent sharing permissions in SharePoint Online for free.

Data Distribution

Data ownership needs to be considered; if a user has only shared data, and absolutely no owned data, we will transfer 0 files from Egnyte to SharePoint Online for that particular individual.

Definitions:

  • Shared Data is files and folders that are not owned by the user. When permissions are applied in SharePoint Online after transferring, folders will be shared again with the appropriate users.
  • Owned Data is files and folders that are owned by the user. Data almost always needs to have an owner within your organization. This is the only data that we actually transfer.
  • Ownership is typically determined by who created the file or folder, but in some cases can be dependent on the owner or creator of the parent (upper, or top level) folder.

Amount of total data being moved

Knowing the total data volume helps create more realistic migration timelines.

Determine data distribution among the user base

Data distribution is an extremely important component of a migration; we copy data in a highly parallel manner and our servers transfer data as fast as each cloud storage provider can handle. Both Egnyte and SharePoint Online have rate limits for how fast data can be downloaded and uploaded.

The more users simultaneously being transferred, the higher our throughput for your migration. *We highly recommend that users with very large data sets be broken up into smaller service accounts in order to facilitate faster transfers.*

Note: In order to maximize throughput, users should not own > 5 TB of data. The more users you have and the smaller they are, the faster your migration will go.

For example:

If one user owns 10 TB of data, we recommend dividing that between 10 users so that each owns 1 TB.

If data cannot be broken up, this should not hinder other users from migrating. As a general rule *users with a lot of data require a lot of time to migrate.*

Who is your migration team and who is our main point of contact

Establish a migration team to lead your organization through the changes. The team’s role includes liaising with us, undergoing training, and notifying all employees of each change during the migration process. The IT Manager or the Head of IT could be a good choice for our point of contact because they will understand the ins and outs of your organization's systems. To ensure a smooth, successful migration we will work closely together and be with you every step of the way.


Timelines

Being realistic

The amount of time required to plan, execute, and wrap up a migration depends on many factors. Organizational requirements, budget, security reviews, and support from management are just a few.

We typically see corporate transfers take a minimum of 30 days to plan and execute. Ensure you allot yourself enough time for each stage, which we cover later on in this guide.

Evaluating your user base

It is critical that you plan which users are migrating, and when.

  • Is the entire organization migrating, or just a few users?
  • Is everyone migrating at once or being split up by department, office, or region? If so why?
    • Note: Batching migrations this way increases complication and may extend your migration.

We recommend migrating during a slower organizational period to avoid work interruptions.

Keep your accounts active

When migrating from Egnyte to SharePoint Online, you need to ensure all users are active and accessible. Knowing exactly when your Egnyte may shut down or expire is key to safely planning enough time to migrate.

Factors on time

We're the fastest way to migrate your data between cloud services. Speed bottlenecks include, but aren't limited to, the following:

  • Number of files and folders being moved.
    • This is objectively the biggest speed limit on the internet. This determines the total number of operations required. Most providers rate limit their ingress to 1 file per second per user. This isn't universally true, but it's a baseline conversative metric you can use when estimating.
    • Our observable average across our customers is a 2.4 MB average file size.
    • Knowing file size is necessary to estimate transfer speed. If you are not able to determine exact numbers, most services can provide reports that illustrate individual or average file size.
  • Amount of total data being moved.
    • Total data can affect speed, but is ultimately overshadowed by the number of files.
  • Server connections with source or destination Connector.
  • Complexity of permissions or sharing scheme, if applicable.

What may be surprising is how large of an impact factors other than the size of the data you are moving can have.

For example, it is not uncommon for there to be half a second of overhead per file being moved. If you are trying to move 200,000 files, this would be 200,000 seconds or more than two days worth of overhead alone!

Suffice to say, we can not give you exact estimates on time because there are too many factors at play at any given point. By the time you have read this section we could have easily copied several files totalling many gigabytes or a few hundred files equalling a small amount of data.

We are always happy to have a conversation with you about estimates.

Notify stakeholders of the impending migration

All your people have different needs and dependencies, so it is paramount to know what those are with respect to their data. Take a shopping list of all departments, contact management, and identify key concerns in their processes and current applications.

Keep in mind that while cloud storage is often just a container for your files, people might be using it with third-party apps or for more advanced collaboration, depending on the tools available to them.

Example emails to send

Subject: *ATTENTION: Decision to migrate from Egnyte to SharePoint Online*

Message: A few months ago, management decided we will be leaving Egnyte and transitioning to SharePoint Online. In SharePoint Online, all employees will have access to cloud storage, and its included apps. We will manage the migration to ensure all of our data gets transferred securely and efficiently. Please let me know if you have any questions or concerns about the process.

Subject: *ATTENTION: Important Information Regarding Cloud Data Migration*

Message: As you know from prior emails, we are moving from Egnyte to SharePoint Online as our cloud storage provider.

To assist in this migration, we ask all employees to finish working and upload any last changes to files in Egnyte by 17:00PT on Friday, April 7, 2020. Changes to files or data in Egnyte after this time will not be moved.

On Monday, April 10, 2020 all employees will be using SharePoint Online.

Questions and concerns can be directed to your immediate manager and/or our technical support staff via the usual channels.


Connectors

What is a "Connector"?

A Connector is what we call our link to your cloud storage accounts.

In order to set up a transfer you must grant us access to your storage accounts. Without this link we are unable to communicate with them.

Creating a connector may either involve authenticating via oAuth or with normal username/password credentials. You only need to authenticate once per account.

Our authorization is lost when you delete the connector, delete your account with us, or revoke our access through your cloud service's security settings.

Deleting Connectors

Deleting a Connector will revoke access for us to your cloud storage accounts. To confirm that we have been deauthorized, you can visit the security settings in your respective cloud service and check for our app.

Removing our authorization with a particular cloud service is super simple from our app:

  1. From the Transfer Wizard, click Manage ▼ on the Connector type you wish to delete to expand your existing Connectors of that type.
  2. Select the arrow to the right of the Connect button and click Delete.
  3. Confirm you wish to delete, and you're done!
  4. Animation describing connector deletion process

Note: Connector deletion is permanent and can not be reversed. The connector Type will disappear from the Transfer Wizard. To add the new connector click Authorize New Connector.

Reauthorizing Connectors

Reauthorizing a Connector is sometimes necessary if we lose authorization or access to your cloud storage accounts or web servers. It is also a good first step in trying to resolve most issues with your Connectors.

The process to authorize a Connector again is very simple:

  1. Find the Connector type you would like to reauthorize.
  2. Click Manage ▼.
  3. Click next to Connect to see other options for the Connector.
  4. Click on Reauthorize.
  5. Follow the same steps you performed when you first created the Connector in order to renew the authorization tokens/permissions.
    • Note: You will be unable to change the display name of the Connector. If you wish to rename it, you will have to delete and re-add the Connector.

It should be noted that connectors will automatically be deauthorized if they haven't transferred any data in the last 90 days. If you try to load a deauthorized Connector, in the Transfer Wizard, you will receive an error message and a prompt to reauthorize the Connector.


Migration FAQ

What gets transferred?

Only owned folders, and root files, for each user will be copied. If a user is not the owner of data they can access, we will not copy it. Content may be automatically re-shared once it is migrated so that each user has access to their content exactly as before.

Do we sync files?

Our app offers a source-to-destination delta - when you run a transfer, we compare the destination directory to the source and only transfer new or modified files over. We call this our incremental feature.

We compare the timestamps of the files in both the source and destination and transfer the newest versions only. The incremental feature is always on.

Here are a few examples of how we deal with changes to files and folders.

Content changes: If a document is edited in your source or you have added a few new files we will copy them to your destination on the next incremental run, overwriting the previously existing file(s) in the destination.
Name changes: If the name of a file or folder changes in Egnyte, we will treat it as a brand new object. This can lead to duplicate files being migrated to SharePoint Online, or worse: entire folders worth of data being duplicated from the changed folder downwards.
Example: Changing the path /Sales/Clients to /Global Sales/Clients will result in two copies of your Sales folder once the Global Sales folder is also copied during an incremental pass.

Do we delete files?

We do not delete your data from any source. The app simply takes your data from one place and copies it to another - akin to "copy and paste", rather than "cut and paste." We also don't retain any of your cloud storage data for any reasons.

We strive to keep your users' experience as similar as possible between Egnyte and SharePoint Online.

Permission changes

When moving from Egnyte to SharePoint Online, user roles *on folders* will change.

We do not explicitly set a user as an owner of data during a migration.

Ownership of files and folders is always implicitly set by virtue of copying data into a library in SharePoint Online.

Translating Permissions

Old Egnyte Role New SharePoint Online Role
  • Owner Full + Permissions management
  • Owned implicitly by library
  • Full Download/Edit/Upload/Delete
  • Editor Download/Edit/Upload
  • Edit
  • Viewer Preview/Download
  • Read

Please note that the app only sets permissions on folders.

Can I rearrange content?

Not recommended. Any major changes in directory structure should happen before or after your migration. It is also not a good idea to use the app to rearrange content.

The risks that come with rearranging content during the migration are primarily in the form of data duplication; our incremental process will see all changes as new data. So, for example, if you change a folder name at the root, we will detect that as a new folder and all of the contents will be retransferred including all subfolders.

When sharing permissions are being transferred, both owners and collaborators will receive duplicate data if content has been rearranged or renamed.

What happens to external Sharing links?

Our application does not recreate external sharing links. These will have to be set in the destination manually after migration.

What about external collaborators?

We do not share content with external collaborators. This policy is in place to protect your organization and industry best practice is to never automatically share sensitive internal data with external users.

Do we preserve file versions?

We do not preserve file versions. Only the most recent version of a file will be transferred from Egnyte to SharePoint Online during a migration.

Do we notify end users?

We will automatically suppress all e-mails to end users so that they are not bombarded with excessive notifications about the data they now have access to.


Account FAQ

How do I reset my password?

From the sign in screen

Follow these steps to change your account password from the login screen:

  1. Hit Forgot password.
  2. On the next screen, enter your account email and click Reset Password.
  3. Follow the steps we send to your account email and you're done!

From your account panel

If you are already logged in to our app, you can change your password there too.

  1. When logged in, click account email in the top right corner of the app to visit your Account settings (shortcut).
  2. Select Password from the left-hand menu.
  3. Click Reset Password.
  4. Follow the steps we send to your account email and you're done!
Reset Password

How do I enable multi-factor authentication?

Follow these steps to enable multi-factor authentication:

  • Log in to the app and click your account email in the top right corner of the app to visit your Account settings (shortcut).
  • Select Password from the left-hand menu.
  • Click TURN ON under Enable 2-Step Verification.
Reset Password

Note: You will be automatically signed out of your account.

  • Log-in to your e-mail and copy the verification code sent to you.
    • If a verification code e-mail does not appear in your inbox [or spam] click "Didn't get the code? Resend now." just below the verification window in the app sign-in.
Verification Code
  • Enter the Verification Code and voila! You now have 2-Step verification enabled.
Reset Password

To turn off 2-Step verification return to the Password tab and select TURN OFF under Enable 2-Step Verification

Reset Password

How do I delete my account?

Deleting your account will delete all your scheduled transfers, multi-user migrations and authorized connectors.

Follow these steps to close your account:

  1. When logged in, click account email in the top right corner of the app to visit your Account settings (shortcut).
  2. On the left hand side, select Leave Mover.
  3. Read all of the text on that page.
  4. If you are ready, enter your current password & click Delete Account.
  5. A prompt will dropdown, and you will need to click OK

To reiterate:

  • Deleting your account will:
    1. Delete all scheduled transfers.
    2. Delete all connector authorizations.
    3. Delete any subscriptions associated with your account.
    4. Delete your Mover account.
  • This will not:
    1. Delete your transfer history. We retain these for security and compliance.
    2. Remove any trace that your account once existed with Mover.

Please Note: Deleting your account is not reversable.

Delete Account

Email notifications

By default you will receive an email every time a transfer finishes. To edit your email notification settings:

  1. Click on your email address in the top right of the app to visit the account settings.
  2. Select Preferences.
  3. You have the option to receive emails On Completion (default), Never, or Only on Errors.

Can I change my account email?

Unfortunately at this time, we do not allow you to change the email associated with your account.

You may, however, delete your account — losing the schedules, connector authorizations, and transfer history associated with it — and create a new account with the email you would prefer.

Checking transfer usage

Checking your usage of our app will let you know the total amount of gigabytes you have transferred over the history of your account.

To check your transfer data usage, follow these simple steps:

  1. When logged in, click account email in the top right corner of the app to visit your Account settings.
  2. By default, you will already be in the Plan section.

Egnyte FAQ

What is different about Egnyte?

Unlike other cloud storage providers, Egnyte has a Shared folder and a Private folder. When migrating from Egnyte, the app defaults to the Private folders when auto completing the user to user migration setup.

How will my paths look when Egnyte is my source?

During the migration setup (described later in this guide), you can edit the path(s) to specify where in Egnyte you would like the data to go. From the root level of Egnyte, you can go into /Private which lists the individual users and their data, or /Shared which is the main shared data repository.

Most cloud storage providers, G Suite Drive for example, will start the listing with a user such as /user@example.com/marketing data. Egnyte does not do this, so you would be looking at a path such as /Shared/marketing data if it's a Shared folder or /Private/example/marketing data if it's a Private folder.


Office 365 FAQ

Waiting for Microsoft

Once all your files have been uploaded to Microsoft the status of the transfer will change from "Running" to "Waiting for Microsoft". We must wait for Microsoft to complete their processing.

It is normal for this process to take a few hours and will ultimately depend on how much data there is.

Document Parser Error

Large HTML or XML documents (256MB+) will fail to be transferred if the Document Parser is enabled for the destination site during the migration.

The following error will appear:

File too large for Microsoft Doc Parser. Please contact Microsoft support and request the Doc Parser be disabled for this site.

If this error message appears, you will need to contact Microsoft support directly to disable the Document Parser on the target site for the duration of the migration.

Unsupported files and characters

We automatically process file and folder names to ensure they are accepted by Office 365.

  • Files larger than 15 GB are not migrated.
  • Files with a size of 0 bytes (zero-byte files) are not migrated.
  • The following characters in file or folder names are removed:
    " * : < > ? / \ |
  • Leading tildes (~) are removed.
  • Leading or trailing whitespace is removed.
  • Leading or trailing periods (.) are removed.
  • See all invalid file or folder names and other Office 365 limitations here.

In some possible circumstances with older sites, any file or folder ending in _files could fail. If you experience these errors please contact support.

Microsoft currently has no file type limitations, meaning you can upload data with any file extension. Read more here.

Character limits for files and folders

  • File names may be up to 256 characters.
  • Folder names may have up to 250 characters.
  • Total path length for folder and file name combinations may be up to 400 characters. See below for a deep dive on this topic.

What happens to long paths?

During a prescan, the app will automatically detect and report paths that are too long for OneDrive or SharePoint to accept. The current path length limit for SharePoint Online is 400 characters. The path length is calculated when going in to Office 365 and includes your tenant url, user site, path, and any character encoding.

Example:

This path is 93 characters long despite "Documents/Old Docs" being only 18 characters.
https://example-my.sharepoint.com /personal /example_user /%2FDocuments%2FOld%20Docs

If a file exists that has a very long path, the app will skip it and report it in your log files.

To save time and headaches you are encouraged to shorten any identified long paths before you migrate.

Turn this... ...into this!
  • User's Root
    • my really really
      • really really
        • super long
          • completely
            • unncessary
              • ridiculous path
                • with my files.pdf
                • and stuff.xlsx
  • Site Collection
    • Site Contents
      • Documents
        • my useful path
          • with my files.pdf
          • and stuff.xlsx

Timestamps

The original timestamps from Egnyte are preserved when migrating into SharePoint Online.

Note: Timestamps are only applied to files/data transferred and not folders. Folders and Folder structure are created in the destination during migration and will reflect the date of the migration.

File Authorship

It should be noted that when migrating from Egnyte into SharePoint Online the ‘modified by’ Author will be preserved, however the ‘created by’ will be changed to the end user.

Does our App interact with the Sync Client?

We do not interact with the sync function in OneDrive for business. While we generally recommend disabling any active sync clients prior to the migration; if you choose to use the sync function on OneDrive for Business this will actively try to sync all data we are migrating.

What happens with Shared Data?

Data shared with a user by another user within the migration will appear in the “Shared With Me” folder. While data owned by the user will appear in the user’s designated migration folder.

What happens to notifications?

Our application silences notifications during the migration to prevent users from being spammed.

What SharePoint site formats are supported?

Both Modern and Classic sites are supported and will appear the same in our app.

What will my paths look like in SharePoint?

During the migration setup (described later in this guide), you can edit the path(s) to specify where in SharePoint you would like your data to go. From the root level of SharePoint Online, you can go into Site Collections, and inside each Site Collection you will find directories for Site Contents and Subsites.

Site Contents will take you to document libraries (ie. the Documents section) whereas Subsites will take you to the Subsites of that site collection. Navigating Subsites will take you through the same dichotomy.

Most cloud storage providers, G Suite Drive for example, will start the listing with a user such as /user@example.com/Marketing Folder. SharePoint Online does not do this, so you would be looking at a path such as /Marketing/Site Contents/Documents.

SharePoint Online
  • Site Collection
    • Site Contents
      • Documents
        • Files.pdf
        • Stuff.xlsx
    • Subsites
      • Subsite 1
        • Site Contents
        • Subsites

Library Permissions Inheritance

In order for us to set specific permissions on folders in a document library, inheritance must be disabled. Permissions inheritance is typically on by default, which makes all the data within the library subject to the permissions set on the library - this is similar behaviour to team folders or team drives in other cloud services, where if users have access to the root level they will have access to everything contained within.

If inheritance is not disabled at the root, any permissions we try to set on individual folders will be overridden by the library access permissions.

To disable inheritance:

In the Library settings, visit Permissions for this document library:

  • Select Stop Inheriting Permissions
    • This will allow you to select the permissions you would like to remove
      • Site members
      • Site visitors
  • Select Remove User Permissions

    This will prevent site members/visitors from inheriting permissions to all the data that we migrate into that library, allowing permissions to only those site members who we explicitly write to the folders themselves.

    Read more about SharePoint Online permissions inheritance here.

    Do you support Microsoft Teams?

    Microsoft Teams will appear and operate the same as a SharePoint Online site.

    SharePoint Online Item Limit

    Many sites claim that SharePoint has a 5,000 file limit. This is a misnomer; the SharePoint 5,000 item limit threshold applies to the limit of items that are displayed in a search list view.

    SharePoint Sites do have file size and number limits which are covered in detail within Microsoft's SharePoint Online Documentation.

    Some list view options may prevent search list views with more than 5000 items from displaying.


    Setting Up the Migration

    Authorize Egnyte (Multi-User)

    Authorizing Egnyte as an administrator is straightforward. To authorize or add a Multi-User Egnyte account as a connector, follow these simple steps:

    IMPORTANT! You absolutely MUST be an Administrator. A non-administrator will not work.

    1. In the Transfer Wizard click Authorize New Connector.
    2. Auth New Connector
    3. Find Egnyte in the Connector list.
    4. Click Authorize.
    5. Egnyte Connector List
    6. A new window (tab) will open. Name your Connector (Optional).
    7. Provide the Egnyte domain - i.e. if your Egnyte domain is companyname.egnyte.com, then just put in "companyname".
    8. Egnyte Name Connector
    9. Click Authorize.
    10. If you are not already logged in, you can use either your Egnyte credentials or a SSO account.
    11. Egnyte login access
    12. Click Allow to grant the App access to your Egnyte Account.
    13. Egnyte Grant Mover

    Egnyte Permission Requirements

    Our app requires an Administrator for authorization. Here is a detailed list of the scopes we require:

    Permission Details
    Create and manage bookmarks Allow our app to access and migrate bookmark data.
    View and manage folder permissions Allow our app to access and create folder permission.
    View and manage groups Allow our app to view all groups under in the available Egnyte Directory.
    View and manage users Allow our application to view, edit and manage users under the available Egnyte Directory.
    Generate audit reports Allow our app to generate and view reports available in the Egnyte Report Center.
    Create and manage links Allow our app to create and manage internal links.
    Read and write all files and folders Allow our application to view, edit, copy and paste all data from within the Egnyte available Directories.

    Authorizing SharePoint Online

    Authorizing SharePoint Online as an administrator is straightforward. To authorize or add a SharePoint Online account as a Connector, follow these simple steps:

    IMPORTANT! You absolutely MUST be an administrator of your Office 365 tenant in order to use this Connector. You may use the Customized Administrator option as long as the following permissions are present: Service administrator, SharePoint administrator, and User management administrator. Your administrator account must also have an Office 365 license assigned, since you can not administer services you do not also have a license to.

    1. In the Transfer Wizard click Authorize New Connector.
    2. Auth New Connector
    3. Find SharePoint Online in the Connector list.
    4. Click Authorize.
    5. sharepoint Connector List
    6. A new window (tab) will open. Name your Connector (Optional).
    7. sharepoint Name Connector
    8. Click Authorize again.
    9. If you are not logged in, you can use either your SharePoint Online credentials or a SSO account to grant access .
    10. sharepoint Login Access
    11. Click Accept to grant the App access to your SharePoint Online Account.
    12. sharepoint Grant Mover

    Troubleshooting a SharePoint Online Connector

    Why can't I see my site(s)?

    The administrator you have authorized as needs to be listed as a site collection administrator for each site collection (top level site) you wish to access in Office 365.

    If the site you are looking for is actually a subsite, you'll need to browse through the directory structure to view the subsites on each site collection - ie. /Site Collection/Site Contents/Subsites.

    Office 365 Permission Requirements

    Our app requires a Global Administrator for authorization. Here is a detailed list of the scopes we require:

    Permission Details
    Read all users' full profiles Allows the app to read user profiles without a signed in user.
    Read all groups Allows the app to list groups, and to read their properties and all group memberships on behalf of the signed-in user. Also allows the app to read calendar, conversations, files, and other group content for all groups the signed-in user can access.
    Read and write directory data Allows the app to read and write data in your organization's directory, such as users, and groups. It does not allow the app to delete users or groups, or reset user passwords.
    Access directory as the signed in user Allows the app to have the same access to information in the directory as the signed-in user.
    Have full access to user files Allows the app to read, create, update and delete the signed-in user's files.
    Have full access to all files user can access Allows the app to read, create, update and delete all files the signed-in user can access.
    Maintain access to data you have given it access to Allows the app to see and update the data you gave it access to, even when users are not currently using the app. This does not give the app any additional permissions.
    Have full control of all site collections Allows the application to have full control of all site collections on behalf of the signed-in user.
    Read and write devices Allows the app to read and write all device properties without a signed in user. Does not allow device creation, device deletion or update of device alternative security identifiers.
    Read and write all users' full profiles Allows the app to read and update user profiles without a signed in user.
    Read all groups Allows the app to read group properties and memberships, and read the calendar and conversations for all groups, without a signed-in user.
    Read and write directory data Allows the app to read and write data in your organization's directory, such as users, and groups, without a signed-in user. Does not allow user or group deletion.
    Create, edit, and delete items and lists in all site collections Allows the app to create or delete document libraries and lists in all site collections without a signed in user.
    Read and write files in all site collections Allows the app to read, create, update and delete all files in all site collections without a signed in user.
    Read all users' full profiles Allows the app to read the full set of profile properties, reports, and managers of other users in your organization, on behalf of the signed-in user.
    Have full control of all site collections Allows the app to have full control of all site collections without a signed in user.
    Read user profiles Allows the app to read user profiles without a signed in user.
    Read and write user profiles Allows the app to read and update user profiles and to read basic site info without a signed in user.
    Read and write managed metadata Allows the app to write enterprise managed metadata and to read basic site info without a signed in user.
    Read managed metadata Allows the app to read enterprise managed metadata and to read basic site info without a signed in user.
    Read and write items and lists in all site collections Allows the app to read, create, update, and delete document libraries and lists in all site collections without a signed in user.
    Read items in all site collections Allows the app to read documents and list items in all site collections without a signed in user.
    Read and write items in all site collections Allows the app to create, read, update, and delete documents and list items in all site collections without a signed in user.
    Read user profiles Allows the app to read user profiles and to read basic site info on behalf of the signed-in user.
    Read and write user profiles Allows the app to read and update user profiles and to read basic site info on behalf of the signed-in user.
    Read and write user files Allows the app to read, create, update, and delete the current user's files.
    Read user files Allows the app to read the current user's files.
    Have full control of all site collections Allows the app to have full control of all site collections on behalf of the signed-in user.
    Read and write items and lists in all site collections Allows the app to read, create, update, and delete document libraries and lists in all site collections on behalf of the signed-in user.
    Read and write items in all site collections Allows the app to create, read, update, and delete documents and list items in all site collections on behalf of the signed-in user.
    Read items in all site collections Allows the app to read documents and list items in all site collections on behalf of the signed-in user.
    Run search queries as a user Allows the app to run search queries and to read basic site info on behalf of the current signed-in user. Search results are based on the user's permissions instead of the app's permissions.
    Read and write managed metadata Allows the app to read, create, update, and delete managed metadata and to read basic site info on behalf of the signed-in user.
    Read managed metadata Allows the app to read managed metadata and to read basic site info on behalf of the signed-in user.
    Read and write directory data Allows the app to read and write data in your company or school directory, such as users, and groups. Does not allow user or group deletion.
    Read and write domains Allows the app to read and write all domain properties without a signed in user. Also allows the app to add, verify and remove domains.
    Read directory data Allows the app to read data in your company or school directory, such as users, groups, and apps.
    Sign in and read user profile Allows users to sign in to the app, and allows the app to read the profile of signed-in users. It also allow the app to read basic company information of signed-in users.
    Read all users' basic profiles Allows the app to read a basic set of profile properties of all users in your company or school on behalf of the signed-in user. Includes display name, first and last name, photo, and email address. Additionally, this allows the app to read basic info about the signed-in user's reports and manager.
    Read all users' full profiles Allows the app to read the full set of profile properties of all users in your company or school, on behalf of the signed-in user. Additionally, this allows the app to read the profiles of the signed-in user's reports and manager.
    Read all groups Allows the app to read basic group properties and memberships on behalf of the signed-in user.
    Read and write all groups Allows the app to create groups on behalf of the signed-in user and read all group properties and memberships. Additionally, this allows the app to update group properties and memberships for the groups the signed-in user owns.
    Access the directory as the signed-in user Allows the app to have the same access to information in the directory as the signed-in user.

    Connecting your source Egnyte account

    If you are not already connected after you have authorized your source, click Egnyte and load the connector. An icon will appear and show you how many users you are migrating.

    Select Egnyte Source

    Connecting your destination SharePoint Online account

    If you are not already connected after you have authorized your destination, click SharePoint Online and load the connector. An icon will appear and show you how many users you are migrating.

    Select SharePoint Online Destination Note: SPO will show a user count when connecting to the Transfer Wizard. This does not represent the actual site count. The SharePoint Online connector counts both individual users and team sites.

    However the SharePoint Online connector only works with team sites and does not work with individual user sites.

    Create a New Migration

    Click Continue Migration Setup and the app will move to the Migration Manager.

    Image of how to create a new migration

    The next step is to create a user list of who is transferring.

    From your newly created migration in the Migration Manager there are two ways to add users:

    • Click the Add Users button.
    Image of how Add Users Button
    • Or, click Migration Actions, then Add to Migration.
    Image of how Add Users Dropdown

    You will now be able to select one of two options:

    1. Auto Discover Users.
      • Click Automatically Discover and Add Users and the app will automatically find your source users.
      • Note: Due to the nature of SharePoint Sites, our app will create a blank destination path that you will need to set manually.
    2. Upload Migration CSV File.
      • Either drag a file into the designated space or click Choose a file to upload and add a customized CSV file for your Migration.

    Note: CSV creation is covered in depth below.

    Image of how to add users to migration

    Note: You will still get to finalize your migration before any data moves!

    note: For SharePoint Online using the Automatically Discover and Add Users button will still require manually mapping the destination for each user; as our app will not be able to automatically assign SharePoint Online site URLs. (read more about how to edit destination paths here)

    Create a New Migration from a CSV (optional)

    Sometimes planning out your migration is desirable to do in a spreadsheet. Sometimes you just have thousands and thousands of users. And sometimes you might have a complicated directory schema that you wish to import.

    Whatever your reason is, we hope the CSV upload option is useful. This allows you to layout all of your users and directories and then give it to us in a .csv format for us to create your migration.

    Users to migrate

    Please note your CSV file must follow this format:

    A heading for the source and destination, followed by the paths, and optionally tags on each line.

    Source Path,Destination Path,Tags
    user1@example.com,user__1@corp.example.com,"Pilot, IT"
    user2@example.com,user__2@corp.example.com,"Pilot, Sales"
    user3@example.com/src dir,user3@example.com/migrated,"Pilot, IT"
    Source Shared Drive,user4@example.com/Team Folder,"Pilot, Sales"
    /Site Name/Site Contents/Library,user5@example.com,"Marketing, Sales"

    Note: Ensure your CSV has no spaces after each comma separated value. Values that require commas must be wrapped in quotation marks.

    Download an example CSV here:

    Example_CSV_Egnyte_to_SharePoint.csv

    Note: When URL mapping to SharePoint Online you must remove everything after /Shared%Documents or else the URL will fail.

    For example, this full URL won't work:
    https://TENANT01.sharepoint.com//SiteName/Shared%Documents/Forms/AllItems.aspx

    It should be changed to:
    https://TENANT01.sharepoint.com/sites/SiteName/Shared%Documents

    Creating your CSV in Excel

    If you are using an Excel spreadsheet to create your CSV:

    1. Ensure you have two columns, one titled Source Path, and one Destination Path.
    2. List the relative paths, domains, and usernames on the subsequent rows.
    3. Export your spreadsheet as a CSV
      1. Click File
      2. Click Save As
      3. Select CSV from the File Format options

    Reviewing your users

    Checking paths

    Confirm that the users in the Egnyte source match the users in the SharePoint Online destination. Usually the emails/usernames will match up, but it depends how you structure and name your users. Be diligent during this step!

    Editing

    Be aware that Users can only be edited if they haven't been scanned or had a transfer run.

    To edit a user source entry:

    1. Select a user row by clicking the respective checkbox on the left side of a row.
    2. Find User Actions on the right and directly above the user rows or right click on the user row you wish to edit the source path of.
    3. A new side panel will open allowing you to edit the Egnyte source path.
    4. Double-click to select your parent source path and click Save to complete your edit.
    5. Image of edit user prompt

    To edit a user destination entry:

    1. Select a user row by clicking the respective checkbox on the left side of a row.
    2. Find User Actions on the right and directly above the user rows or right click on the user row you wish to edit the destination path of.
    3. A new side panel will open allowing you to edit the SharePoint Online destination path.
    4. Double-click to select your parent destination path and click Save to complete your edit.
    5. Image of edit user prompt

    You can also choose to edit your user entries via CSV, though this is a fairly in-depth process. If you are simply looking to make a handful of edits to your paths we recommend using the above method.

    To edit or update your current existing user pairings:

    1. Click on Migration Actions near the top right of the Migration Manager.
    2. Click on Update Migration.
    3. You will then be able to upload your .csv file. Tips for creating the CSV:
      • The CSV needs to follow this format:
        • ID, Source Path, Destination Path
        • id12345, /first.last@example.com, /f.last@example.com
      • The ID column is required to specify the existing row in the Migration Manager, whereas the source and destination path are optional - as in, you don't need to enter both if you only wish to edit the destination path, for example - and leaving both of those columns blank mean no changes will be made.
        • To get the ID for each row:
          • Find and click on Migration Actions
          • Select Customize Columns and click on ID
          • You'll now be able to see the ID appearing in each row. Please note that if you refresh the page, this information will disappear unless you select Save Column State .
        • Download an example CSV here: Example_Path_Edit.csv
    4. Image of adding column id

    5. Once you've created your CSV file using the above instructions and format, you can drag and drop the file into our app or click on Choose a file to upload. Changes to your user pairings will be implemented immediately.

    Image of update migration prompt

    Adding

    If you missed users in your original CSV upload, or simply wish to add new user entries to the current migration, you can add them via CSV. All entries added in this manner will be appended to the current migration, meaning this won't modify existing rows and it is possible to create duplicate entries alongside the ones that already exist.

    To add new users:

    1. Click on the gear icon near the top right of the Migration Manager.
    2. Click on Add to Migration.
    3. You will then be able to upload your .csv file. Tips for creating the CSV:
    4. Once you've created your CSV file using the above instructions and format, you can drag and drop the file into our app or click on Choose a file to upload. Changes to your user pairings will be implemented immediately.

    Image of add to migration prompt

    Duplicating

    At any time you may duplicate a user in the Migration Manager list. To duplicate a user entry:

    1. Select a user row by clicking the respective checkbox on the left side of a row. You may select more than one entry at a time.
    2. Find User Actions on the right and directly above the user rows or right click on the user row you wish to duplicate.
    3. Click Duplicate # User in the context menu.
    4. You will be prompted to click OK and a new user entry will appear. From there you can change the directory, schedule, or even the entire user.

    Image of duplicate user prompt

    Scheduling

    You may set an hourly, daily, weekly, or monthly schedule for each user, even after they have been run.

    To create or edit a schedule:

    1. Select the user pairing(s) you would like to schedule.
    2. Click the User Actions dropdown menu.
    3. Select Schedule # Users.
    4. Configure your Hourly, Daily, Weekly, or Monthly setup, including the timing and day of the week (where applicable).
    5. Click Apply Schedules to X Users.

    Deleting

    Be aware that users can only be deleted if they haven't been scanned or had a transfer run.

    To delete a user entry:

    1. Select a user row by clicking the respective checkbox on the left side of a row. You may select more than one entry at a time.
    2. Find User Actions on the right and directly above the user rows or right click on the user row you wish to delete.
    3. Click Delete User in the context menu.
    4. Note: This is permanent and cannot be undone unless you create a new entry.

    Image of delete user prompt

    Permission map

    The permission map is a very important part of your migration, and it can also be a little bit confusing.

    When a user is migrated we will transfer files and folders and share any required data. We already know who is copying data, but we also need to know who might have content shared with them, even if they don't copy data.

    In order to stay organized, we'll provide a secondary list of your users called a permission map. This list includes everyone who could possibly receive sharing permissions to any files or folders that might be migrated. This even includes users who are not migrating data.

    Another important thing to consider is that usernames and emails aren't always consistent across platforms, and the permission map helps us line everyone up.

    Example: jane@example.com is actually j.smith@example.com

    We will automatically detect users and handle perfect matches. Any inconsistencies need to be manually reconciled. The permission map can be continually updated, because with each incremental pass of the migration, permissions will be reapplied.

    1. To view your permission map, click Migration Actions, located in the top right of the Migration Manager, then select Edit Permission Map from the dropdown menu.

      Image of Edit Permission Map button

      You may either auto-discover or upload a permission map file. We automatically pair perfect matches. If a user or group in Egnyte does not have a perfect match in SharePoint Online you may correct it in our interface.

    2. Click Auto-discover Users.

      Image of permission map auto-discover prompt

    3. You may view and edit your permission map at any time.

      Image of permission map overview

    Note: A blank destination entry will automatically cancel any permissions sharing for that user or group.

    Note: Adding a new line for a specific users - ie. user01@gmail.com to user01@hotmail.com - that perfectly matches auto-discovered permissions by the domain - ie. @gmail.com to @hotmail.com - will be automatically removed; as the application marks these as redundant entries.

    SharePoint Online Caveats

    Please note: SharePoint Online requires any groups in your permission map to use the group email address and not the group name.

    Upload a permission map (optional)

    You may upload a permission map in CSV format. This will overwrite any existing permission map, so please be careful. In an ideal world, all users will be matched. If there are a few unmatched users, you may manually add names to the Destination field from the web interface.

    Image of permission map overview

    Please ensure that your permission map follows this strict format:

    A heading for the source and destination, followed by domain names, groups, usernames, or emails.

    Source User, Destination User
    example.com, example.com
    corp.example.com, example.com
    user@example.com, differentuser@example.com
    group, group

    Permission maps should have two specific entries:

    1. Any domain names that will be wildcard matched. Eg. example.com, example.com or contoso.com, corp.contoso.com. This will instruct our app to match any users with those domain names in their source email to their new destination email domain.
    2. Imperfect matches. Users that are differently named between the source and destination domains need to be explicitly listed. Eg. firstname@contoso.com, firstname_lastname@contoso.com
    3. Groups can also be included for most connectors. These are explicitly required and are not matched with a domain wildcard. Eg. Sales Team, Global Sales Team . For SharePoint Online the group email is used in place of the group name. Eg. salesteam@example.com, globalsalesteam@example.com
    4. Please note that we will strip all leading and trailing spaces from each path value, unless it is wrapped in quotation marks.

    Download an example CSV here: example_permission_map.csv

    Creating your CSV in Excel

    If you are using an Excel spreadsheet to create your CSV, ensure you have two columns, one titled Source User, and one Destination User, and check the spelling on the domains, usernames, and groups listed.

    For example:
    Source User, Destination User
    example.com, example.com
    eric@example.com, ewarnke@example.com
    joshua@example.com, jbadach@example.com
    Sales Team,Global Sales Team

    Image of Excel CSV overview

    Exporting a permission map

    You may export a permission map in CSV format.

    1. Click File
    2. Click Save As
    3. Select CSV from the File Format options

    Image of saving as a CSV in Excel


    Migration Manager Overview

    The Migration Manager is the key part of the application itself and the main screen you will be interacting with during the data migration process:

    Migration Manager Mover

    Migration Manager Dashboard

    One of the important points of the Migration Manager is the dashboard, which gives you a summary of your overall migration; this is covered in depth here.

    Main Menu Bar

    This is the application's main navigation bar.

    It will allow you to switch between the Migration Manager, Transfer Wizard, and your Account details; as-well-as contact support if you run into any issues during your migration.

    Migration Manager Top Menu Mover

    Migration Selection

    The Migration Selection bar allows you to navigate between separate multi-user migrations as-well-as individual Normal Transfers.

    From here you are also able to edit and personalize the names of each multi-user migration.

    Migration Manager Editing Mover

    Migration Actions

    The Migration Actions menu allows you to access things such as: the permission map and the migration reports, to the columns displayed and the overall layout of your migration to better suite your personal needs.

    Migration Manager Actions Mover

    Filters

    The Active Filters Bar allows you to search your migration for specific key terms or custom tags you have applied.

    Filter gif

    You can also view more in-depth instructions by clicking the info button directly to the right of the Active Filters search bar or by viewing the Active Filter List.

    Filter gif

    User Display

    This is the central focus of the Migration Manager and displays all the users in the current migration.

    This section of the application provides you with a column-by-column breakdown of each individual user in a migration. Here you are also able to duplicate and edit source/destination paths of a user; as-well-as view the logs of any scanned or completed transfers.

    Migration Manager Users Mover

    User Actions & Finalization

    This area of the screen contains the User Actions dropdown menu, the Scan User and Start Migrating Users buttons.

    Migration Manager Finalization Mover

    User Actions opens a new dropdown menu that allows you to interact with a selected transfer.

    Migration Manager User Actions Mover

    Scan # Users will perform a scan of the selected users; this will help identify any problematic files, folders or connectors.

    Start # Migrating Users will open a side-tab that will allow you to finalize and begin the migration.

    Migration Manager User Actions Mover

    Running the Migration

    Scanning

    Scanning your source data is key to running a smooth and stress-free migration. For the full list of key data necessary for a smooth migration, refer to this checklist.

    Note: Scanned data will be marked as "Skipped" as scanning does not transfer data, it simply counts the data that we would normally transfer from the source.

    Note: Once a transfer is scanned the source/destination are effectively "locked in", please be sure to double-check that they are correct and not left blank.

    Running the Scan

    You now have a list of users appearing in the migration, complete with destination set up.

    Start the scanning source data process by selecting all user(s). (This is done by selecting the checkbox located at the top of navigation bar).

    Once all users are selected, click Scan X Users

    scan users

    Once the scan has successfully completed the users will appear green. The scan time will vary depending on the data amount in the source.

    Once users appear green, yellow or red click on Migration Actions on the top right hand side of your screen and select Scan Report

    Note: If your scan encounters an error or crashes the application will automatically rerun the scan up to three times to attempt to resolve the issue.image of scan report

    The Scan Report is covered in-depth in the Reports section under the Scan Report section of the guide.

    Start migrating users

    We recommend starting slow. Test one user, then three to five. If it looks good, and you see data being downloaded and uploaded, start queuing everyone and stage the rest of your users.

    1. Select a user(s) by checking their row's respective checkbox.
    2. Click Start Migrating X Users
    3. Review your migration summary. This tells you which user is being copied, where they are transferring from and where to; as-well-as when the transfer will begin.
    4. Review and agree to our terms and conditions, then click Continue. Your users will immediately be queued for migration.
    Image of migration summaryNote: If your transfer encounters an error or crashes the application will automatically rerun the transfer up to three times to attempt to resolve the issue.

    Cancelling users

    To cancel a currently running transfer:

    1. Find the transfer(s) you wish to cancel and select them. A running transfer will be blue and have a status of Running or Queued.
    2. Click the User Actions dropdown for multiple users, or right-click on a single user.
    3. Click Cancel X Transfers.

    This will stop the transfer as soon as possible (usually within a few seconds).

    Rerunning users

    The best way to resolve any issues with a transfer is to rerun it. This will check over all the files in your destination, compare them to the source, and then transfer over the new or modified files.

    All transfers take advantage of our incremental feature and will only transfer new or modified data differences between Egnyte and SharePoint Online.

    As long as a transfer is not running, you may re-queue a user to restart a transfer.

    To rerun or restart your transfer, complete the following steps:

    • Select the or user(s) you would like to rerun.
    • Click Start Migrating X Users at the top right to run the users again.

    Transfer Status Messages

    Here is some extra info on each transfer status message from the Migration Manager:

    Status Message Definition
    Running pre-checks Our servers checking a few things and sending your transfer to the queue. Almost there!
    Queued to start, please be patient Your transfer will run as soon as possible. You may close your browser, and you will receive an email on completion. There is no limit to queued users.
    Waiting on Microsoft The transfer is complete from our end and has been submitted to Microsoft to process the files and put them into SharePoint Online.
    Success. No files copied We have skipped all of your files without error and have detected no new or modified files.
    Success. Some unsupported files not transferred We have skipped all of your files without error and have detected no new or modified files. Files unsupported by the source or destination were skipped over.
    Some upload errors, please retry We were able to download everything from the source, or skip files that already existed in the destination, but some files didn't make it into the destination.
    No files copied. Some upload errors, please retry We were able to download everything from the source, or skip files that already existed in the destination, but no files made it into the destination.
    Some download errors, please retry We weren't able to download everything from the source, but some files made it into the destination successfully.
    No files copied. Some download errors, please retry We weren't able to download anything from the source!
    Some download and upload errors, please retry There were errors with both downloading and uploading files, although some incremental files may have been skipped successfully.
    General failure, please retry We don't have a particular reason why your transfer failed - maybe we were having trouble connecting to your source or destination properly, for example.
    Connector auth failed One of your connectors isn't authorized correctly.
    Crashed, please retry We don't have a particular reason why your transfer failed, but generally this is due to server issues on our side or with the source or destination connectors. Please contact us if you encounter a crash.

    Post-migration troubleshooting

    General Troubleshooting

    The best steps to follow if your migration is having issues:

    1. Rerun users. Select one or more users and click Start Migrating on the top right of the Migration Manager to rerun them.
    2. View your most recent transfer log by clicking on the user row you wish to view. This will open the Transfer log sidebar. From here click the View Log button on the most recent transfer.
    3. Image of Logs Side Bar

      Alternately you may select multiple users and from the User Actions dropdown menu you may download their most recent collective logs in a zip file that provides them in both HTML and CSV formats.

    4. Check if your failed/unsupported files are too large to go in to SharePoint Online.
    5. Ensure you have enough storage space in SharePoint Online to accommodate the data you're moving in.
    6. Think files are missing? Check out our list of Unsupported Files per Connector.

    Incremental feature

    Our incrementals are delta operations which compare files in your Egnyte to files in SharePoint Online. Using this comparison, we copy anything that is new or has changed. This enables us to keep SharePoint Online data up to date when the very final cutover of users occurs. These incremental passes are an important part of our process.

    Technical clarification: We compare what you have in Egnyte to what is in SharePoint Online and we only transfer anything that doesn't already exist, or has a newer timestamp.

    “Lost files”

    During a transition where sharing paradigms change, there will be many users who claim “My files are lost!”

    This is common if they are not clearly communicated with about how the sharing structure from Egnyte will change when they log in to SharePoint Online. This can be mitigated with a clear communication strategy.

    If you require assistance with your communication strategy, please ask us for help!


    Transfer logs

    View your logs

    Viewing your logs is an excellent way to troubleshoot transfer issues. They tell you each action we performed on each file and folder. If we run into any problems, you will receive an error message next to the file with a description on what happened.

    During a migration, sometimes a file will fail to download or upload. All failures are fully logged so you may address them.

    Note: we will attempt to copy a file 3 times before considering it a failure. We only log a failure if we are unable to properly transfer it 3 times.

    You can view a user's transfer logs by doing one of the following:

    1. Click on the user row, this will open the Transfer log sidebar. From here click the View Log button on the any previous transfer log for the selected user. Image of Logs Side Bar

      Note: Clicking View Log will open a Transfer log in your web browser with built in sorting and filter features.

    2. Select multiple users and click Download Logs (zip file) from the User Actions dropdown menu or the Actions menu in the side tab. As the label implies, multiple log files are zipped together for download. Image of Multi Log download

      Note: The zipped file will provide logs in both CSV and HTML formats for only the most recent transfer of each user.

    View an example CSV log or in your browser here:

    example_user_log.html

    Intepreting a log file

    • Status: Whether an action was a success or a failure.
    • Size: File size in bytes, or that it's a folder being created/operated on.
    • Name: File, folder, or action being acted upon.
    • Additional Info: More information about the particular action performed. You can find out more about those below.
    Message Definition
    Failed to download file successfully This is an issue with the Source Connector.
    Failed to upload file successfully This is an issue with the Destination Connector.
    Unknown error of type 400 This is a "bad request" error - it could be a problem with the Source (File Download) or Destination (File Upload). Typically, this means that something has changed client-side or server-side and could be resolved by the next time you run the transfer.
    Unknown error of type 404 This is a "server not found" error. Typically, this means that the Source (File Download) or Destination (File Upload) server is down or experiencing a temporary outage.
    Auth failure: attempt to renew authentication successful Authorization is failing either on the Source (File Download) or Destination (File Upload) Connector.
    Backoff used: # Usually seen after an action listed as 'throttle' - this means we've made too many requests of that Connector, and must wait before trying whatever action we were trying to complete again.
    Folder Already Exists We went to create the folder, but we've already created it in a prior transfer, or it already exists in the destination.
    Skipping because of incremental Not an error by definition; it's just our incremental process at work.
    Scanned Not an error by definition; it's just our scanner counting your data.

    Reports

    Dashboard Overview

    The dashboard statistics given at the top of the Migration Manager provide a visual summary of your overall migration. This includes the number of users in the current selected migration, the number of files scanned or transferred, and the amount of data scanned or transferred; as-well-as any issues, errors or failures that may have occurred:

    image of visual summary

    Transfers

    The Transfers section of the Migration Manager dashboard gives a brief run-down of all user transfers and scans.

    • New: The number of individual users that have yet to be scanned or transferred.
    • Running: The number of users that are currently running either a scan or a transfer.
    • Complete: The number of users that have successfully completed scans or transfers.
    • Issues: The number of users that encountered errors during a scan or a transfer.
    • Failures: The number of users that failed to scan or transfer.

    Note: The total Transfers number is from all users regardless of status.

    image of visual summary

    Files

    The Files section of the Migration Manager dashboard provides a total of all files scanned and transferred across all users in a migration.

    • Complete: The number of files that have successfully scanned or transferred.
    • Issues: The total number of files that have encountered issues and failed to scan or transfer

    Note: The total number of Files is from both scanned and transferred users; be aware that scanned files are marked as "Skipped" as they have yet to be transferred.

    image of visual summary

    Data

    The Data section of the Migration Manager dashboard shows the total of all data scanned and transferred across all users in a migration.

    • Complete: The total amount of data that has been successfully scanned and transferred.
    • Issues: The total amount of data that encountered issues and has failed to scan or transfer.

    Note: The total amount of Data is from both scanned and transferred users; be aware that scanned data is marked as "Skipped" as it has yet to be transferred.

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    Active Filter List

    Here you will find the list of all current Filters that be applied to the "Active Filter" search bar:

    Note: Applying the filters will change the statistic shown in the Migration Dashboard.
    Filter Label Label Effect
    Status Filters by status [ie. Failed, Success, User Does Not Exist etc. etc.]
    Files Filters based on files transferred, failed and skipped.
    Data Filters based on data that has transferred, failed or skipped.
    Success Displays all successful Data and Files transferred.
    Failed Displays all Data and Files that have failed to transfer.
    Skipped Displays all data and files that were skipped.
    Schedule Displays all users with scheduled transfers [ie. Hourly, Daily, Weekly, Monthly]
    Path Filters for specific source or destination path [eg. path:username]
    Destination Filters for specific destination path [eg. path:@domain.com]
    Source Filters for specific source path [eg. path:foldername]
    Destination path Functions the same as "Destination".
    Source path Functions the same as "Source".
    Tags Lists transfers with previously implemented custom tags.
    Notes Filters by keywords in previously implements custom notes.
    Code Filters for specific status codes.
    Destination name Displays transfers with a specific destination name.
    Source name Displays transfers with a specific source name.

    Scan Report

    For more information on the scanning process see the Scanning section of the guide.

    Once the scan report is downloaded and opened, the key things you should look for are:

    1. Users with a failed status. It is recommended to rerun the scan for these user(s).
    2. Users with 1 file or less. Note: Sharing permissions will still be transferred.
    3. Users with the most data. You can use this information to decide on a data distribution strategy that suits your needs. More info on data distribution can be found
    4. here.
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    Migration Report

    The Migration Report provides an in-depth overview of your entire migration, including (but not limited to) speed and time statistics, totals for files and data transferred, and info relating to the latest run.

    To download this as a CSV, select the gear icon at the top right of the Migration Manager and click on Migration Report.

    This CSV report will give you the following information for each user pairing:

    Header/Statistic Definition
    Schedule ID Our internal reference unique to the user pairing created.
    Source The source directory path.
    Destination The destination directory path.
    Tags If you have used our tags feature, you'll see them here. You can use tags to differentiate operational departments, to flag specific users, etc.
    Notes If you have added notes to user pairings in the Migration Manager, they'll appear here - ie. "Remind me to check the logs on this user" or "Weird folder problem - ask support"
    First Run Start When the first transfer on this user pairing began.
    Files Transferred Total files transferred.
    MB Transferred Total data (MB) transferred.
    Times run Total number of times this user pairing has been run.
    Total Duration The total duration of each time this user pairing has been run.
    Average File Velocity (files/hour) Files transferred divided by the total duration.
    Average Data Velocity (MB/hour) Data (MB) transferred divided by the total duration.
    Last Status The last status of the user pairing - this is also reflected by the colour of each row in the Migration Manager. Examples include "Success", "Some Problems", "Failure".
    Last Status Code Internal reference number referring to the last status of the user pairing.
    Last Skipped The number of skipped files in the last run.
    Last Files The number of files transferred in the last run.
    Last MB The volume of data (MB) transferred in the last run.
    Last MB Skipped The volume of data (MB) skipped over in the last run.
    Last Failed Files The number of files that failed to transfer in the last run.
    Last Folders Listed The number of folders that we opened/created in the last run.
    Last Folders Failed The number of folders that we failed to open/create in the last run.
    Last Run Start When the latest transfer on this user pairing began.
    Last Run End When the latest transfer on this user pairing finished.
    Last Run Duration How long the latest transfer on this user pairing took to complete.
    Last File Velocity (files/hour) Files transferred divided by the total duration for the last run.
    Last Data Velocity (MB/hour) Data (MB) transferred divided by the total duration for the last run.

    Download an example CSV here: example_migration_report.csv


    Migration Table Report

    The Migration Table Report generates an overview of your entire migration based on the custom designated columns you have set.

    To edit report columns click Migration Actions. in the Migration Manager and select Customize Columns. Here you can set and reorganize which Columns you wish to display when you download the CSV report.

    To download this as a CSV, select the gear icon at the top right of the Migration Manager and click on Migration Table Report.

    Migration Table Image

    Download an example CSV here: example_migration_table_report.csv

    Migration Error Report

    The Migration Error Report generates a simplified Migration Report that focuses on any problematic files, folders, permission errors or general errors.

    To download this as a CSV, select the gear icon at the top right of the Migration Manager and click on Migration Error Report.

    Migration Error Image

    Download an example CSV here: example_migration_error_report.csv


    Post-migration Tips

    We are stewards of your data. Our approach in all things is to see you successfully cross the finish line. We provide full service support and will be ready to solve any problem and communicate on any issue.

    Communication

    • Follow-up with employees after your migration to ensure they know where to access their data.
    • Provide a link to set up their new SharePoint Online accounts. Be ready to answer any questions or concerns, as it is common for users to complain about a new system.

    Example email

    Subject: *ATTENTION: Login to SharePoint Online*

    Message: Over the weekend, we migrated our team from Egnyte to SharePoint Online.

    All files and folders were transferred without any issues. Please follow this link to set up your new SharePoint Online account.

    Your username will remain the same, however you will need to create a new password.

    From now on, please log into your SharePoint Online account rather than your old Egnyte account.

    Please let me know if you have any questions or concerns.