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Scenario: Preserve Permissions, Change File Structure

What It Is

With this option, the priority is to maintain permissions, even if that means moving files around to do so. For each item, if it is more restrictive than the parent, the item is moved to a different location. The item is then given the permissions it had on the source.

When To Choose It

Choose this option when you are primarily concerned about security and you have good options for searching your content once it has been moved to the target.

Example

Source Structure

On the source, we have a directory structure that is shared as follows:

Engineering: shared with “Engineering”, “Product Management”

  • Project Alpha: shared with “Engineering”, “Product Management”
  • Project Beta: shared with “Engineering”, “Bob Johnson”

Marketing: shared with “Marketing”

  • User Studies: shared with “Marketing”, “Designers”
  • Personas: shared with “Designers”, half of the marketing users
  • Digital and PPC: shared with some of the marketing users, “Digital Agency”

Target Structure

On the target, you want the following directory structure shared as follows:

Engineering: shared with “Engineering”, “Product Management”

  • Project Alpha: shared with “Engineering”, “Product Management”

Project Beta: shared with “Engineering”, “Bob Johnson”

Marketing: shared with “Marketing”

  • User Studies: shared with “Marketing”, “Designers”

Personas: shared with “Designers”, half the marketing users

Digital and PPC: shared with some of the marketing users, “Digital Agency”

What Changed

In the move from source to target, the following things changed:

  • Project Beta: is now in a different location because the original parent folder (Engineering) is shared with the “Product Management” group and we do not want that group to access Project Beta
  • Personas: is now in a different location because the original parent folder (Marketing) is shared with the “Marketing” group and we do not want all members of that group to access Personas
  • Digital and PPC: is now  in a different location because the original parent folder (Marketing) is shared with the “Marketing” group and we do not want all members of that group to access Digital and PPC

How to Accomplish It in CFP

Source System Type: select any source

Target System Type: select any target

Source Account(s): Any number

Target Account(s): Any number

Job Settings:

  • Select “User and Permission Mapping”
  • Select either “owner-based mapping” or “path-based mapping”. Either will work.
  • Select either “create top level folder” or “move contents only”. Either will work.

Spreadsheet:

  • For every row marked “skip”, change the target path to be a new target path that has more restrictions (Note that you can filter to make this easier)
  • Note that you can use a leading slash (e.g., “/target”) to put a folder in the root of the target account.
  • Upload the resulting spreadsheet
Updated on May 2, 2019

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