Migrate Document

This action can be used to copy or move a document between content sources (from 'source' to 'destination'). Simple migration copies the file and any document properties and is supported by all content source types. Migration action properties specific for different content source types are listed in the table below.

Type	As 'source'	As 'destination'	Migration Config Type	Supports structured migration?	Move?	Update source item?	Mark source 'read-only'?
Exchange	Yes	No		Yes	No	No	No
File System	Yes	Yes	Custom -File Share	Yes	Yes	Yes	Yes
Google Drive	Yes	Yes	Source (Google Drive account)	Yes	No	No	No
SharePoint	Yes	Yes	Custom -SharePoint Site Collection	Yes	Yes	Yes	No
SQL and other databases	Yes	No		Yes	No	No	No

IMPORTANT! Before you add the Migration action to your workflow, you should configure migration destinations. See Configuring Destinations for Migration Action.

When running the Workflow wizard and having selected Migration as action, you will be prompted to configure related settings.

To configure migration using Workflow wizard:

On the What do you want to do step, select Migrate Document action. do the following:

1. Specify migration source and folder:

   • Select migration destination under Which type of repository should the document be migrated to?. You can add migration destination directly from wizard:

     

   • If you created several sources for migration destinations, select on one in the under Where should the document be migrated to?

   • For Google Drive, you need to specify subfolder to save your files in the Where in the destination should the files be saved? field.

2. Configure migration options:

   Option	Description
   Replicate folder structure	If supported by the source system, subfolders will be created in the migration destination to match the relative path in the source. In the case of Exchange this will also include a folder for the mailbox name (I.E: \MigrationDestination\User@domain.com\Inbox\HR).
   Copy or Move the document	Select one of the following: - Copy - Move
   Mark Source as Read-only	The original item can be marked as read only.
   What action should be taken if the document already exists at the destination	Select action to perform: - Replace - Append
   Redact the document	If update of the source item is supported by the source system, then using this option will instruct the program to apply the redaction plan to the source document after its successful migration. NOTE: This option is not available when performing a move (deleting the original item).

To modify action settings for the certain workflow, select the workflow and use the Advanced UI window. See Modify Migration action settings for more information.

Modify Migration action settings

To configure or modify Migration action settings using the Advanced interface:

1. In administrative web console, navigate to Workflows and select the workflow you want to configure action for.
2. Click the workflow, then click Add next to Rule Actions.
3. In the Add Action dialog, select the necessary migration action in the Action Type list.

There are common and content-specific settings that you need to specify.

Common settings

These settings are the same for all supported sources.

Setting	Description	Comments
Migration Destination	The root destination to migrate to.	Make sure to define the required destination as Migration Config.
Destination Rename Mode	Specifies what action to take if a file exists at the destination with the same name. - None – overwrite the destination file or issue a “duplicate” error. NOTE: Behaviour depends on the migration destination. - Append Number - append a numeric counter as a suffix to the file name (e.g. document_2.txt). - Append Date - append workflow execution timestamp.
Maintain Folder Structure	If selected, subfolders will be created in the migration destination to match the relative path in the source.	Applies if this capability is supported by the source system. For Exchange, the path will also include a folder for the mailbox name (e.g. \MigrationDestination\User@domain.com\Inbox\HR).
Delete Original Item	If selected, the original item will be deleted after it is successfully copied to the destination.	Applies if this capability is supported by the source system.
Mark Original item as Read Only	If selected, the original item will be marked as read-only.	Applies if this capability is supported by the source system.
Redaction Plan	If redaction plans have been configured, specify the redaction plan to be applied to the document. See Redaction.	By default, this will be applied to the document at the destination.
Redact Original	If updating the source item is supported by the source system, then checking this box will cause the redaction plan to be applied to the source document after being successfully migrated.	Note that this option is not available when performing a move (deleting the original item).

Source-specific settings

Settings for Google Drive content migration are described below.

Setting	Description	Comments
Destination Folder	The path to migrate the document to relative to the migration destination.	To migrate to the root folder, leave blank. Destination example: Folder/SubFolder/SubFolder2

Settings for SharePoint content migration are described below.

Setting	Description	Comments
Library/Folder	The library and optional subfolder to migrate the document to in the migration destination.
Mode	Previous versions and metadata can be included.	Only applicable if the source system is also SharePoint.
Dynamic Destination Field Name	Specify a metadata field on the item that can be used to dynamically lookup the migration destination.	Only applicable if the source system is also SharePoint.
Web Path	The relative web path for the migration of the document. Format should be any of the following: - ~/WebPath —a document found, e.g., at http://sharepoint/sites/Test/Demo with the relative path ~/Subsite would attempt to migrate to http://sharepoint/sites/Test/Demo/subsite - /SiteCollectionPath —a document found, e.g., at http://sharepoint/sites/Test/Demo with the relative path /Subsite would attempt to migrate to http://sharepoint/sites/Test/Subsite	Only applicable if a SharePoint relative migration is chosen.
List Title	The name of the library at the web path specified to migrate the document to.	Only applicable if a SharePoint relative migration is chosen.
Fallback - if relative path invalid	Enables/disables falling back to the standard migration destination if the relative path is unavailable. If the relative path does not exist, and the fallback mode is not enabled, then the Workflow will report a failure.	Only applicable if a SharePoint relative migration is chosen.