Account Mapping

About Account Mapping

Account mapping enables you to automatically transfer multiple users’ files from one data store to another, while preserving both ownership and permissions for that data. For example, if you have a user whose username on your local network is userName, that employee’s files can automatically be sent to a cloud account userName@yourCompany.com, where you have a corporate account registered with the cloud provider for yourCompany.com.  Additionally, permissions assigned to groups such as Engineering, regional offices or restricted-access entities such as Legal may also be easily configured and transferred.  This can dramatically simplify the transfer of data from premise to cloud where multiple users need to retain ownership or access to files.

Account mapping is a three-step process:

  • the dry run, which scans for source users and groups, source files and folders, and the owner and sharing metadata for those files and folders.  The dry run also scans target users and groups.
  • the simulation, which confirms that the owners, permissions and paths on the target will be as intended.  Simulation is an optional but highly recommended step in the migration.
  • the actual data transfer

The dry run generates a spreadsheet in which it attempts to make reasonable matches between users on the source and users on the target. You can of course override any assignments that CFP makes by simply editing the spreadsheet.  Sharing will also be reported, along with any conflicts – such as sharing relationships that are present on the source that are not supported on the target.

During the data transfer, folders will be sent to the target according to the directives in the spreadsheet, and permissions to that data will be likewise assigned.

Account mapping accelerates and simplifies large, multi-user data transfers, but to achieve expected results, it is essential to understand both your cloud provider’s account policies — particularly with respect to paths and permissions — and the structure of the CFP data transfer process that is outlined below. A few practice runs with small data and user sets can uncover useful information that ultimately makes managing your transfer project a lot easier.

Account Mapping Setup

  1. Preparation:  You must have admin credentials for the account(s); see Systems List and Features Available for a list of supported sources and targets.  All of the user accounts for your service provider must also be configured, and it is strongly recommended that all users on the target confirm their invitations to become full account members.  Users who have not confirmed invitations may have restricted ability to receive or share data in their accounts.   Additionally, you must have a CFP account that supports account mapping, and you must select Administrator Account systems as both source and target (notable exception: Windows is a valid APM source and does not have an Administrator Account level system). Consult cfp-support@tervela.com for any questions about your CFP account.
  2. Click the New Job button on the dashboard.  The New Job modal will display.  Give your job a name and select the third option: I want to map users, groups, and their permissions in this job.  Follow the wizard to complete your job configuration.
  3. Select your job’s source and target.
  4. Set whether you want to transfer your data with ownership only, or if you want to also transfer ACLs (Access Control Lists), or permissions.
  5. On the Settings Page are several adapter-specific options. You may see options to:
    • include the top level folder from target path listing or omit it from the target path listing. If you are transferring home drive folders such as /user1, user2, etc to the target, ‘Transfer Contents Only’ will transfer the contents of /user1 to user1’s account.
    • include or ignore file sharing
    • include or ignore external sharees
  6. Click the Generate button to begin map generation. The purpose of the dry run is to map out exactly which accounts files will be sent to, so no actual data transfer takes place during the dry run job.
  7. When the dry run completes, a grey message box will display. Click on it to go to the Define Maps screen. Click the Download Generated Map button to download the map. An .xlsx spreadsheet will download.
  8. Refer to the the page Account and Permissions Spreadsheet Editing for the next steps in setting up your account mapping job.
Updated on May 26, 2021

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