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Quick Start Guide for New Users

 

Welcome to Cloud FastPath! We’re here to support you in your data migration journey. Cloud FastPath allows you an incredible amount of control and choice on how your data is migrated. From a simple “lift-and-shift” job moving only data to a complex multi-permission level migration; you can do it all with CFP. Since the tool has so much flexibility and richness, sometimes new users feel that they don’t know where to begin.

This guide was created to be a roadmap for your migration, and how to best navigate the Knowledge Base. The CFP experience is almost like a “pick your own adventure”, and it will really depend on your exact needs. All migrations are unique and you can use this roadmap to help you custom-build your migration journey. 

 

How does Cloud FastPath move my data?

What is Cloud FastPath? 

How does Cloud FastPath move my data?

 

Cloud FastPath uses adapters to integrate between where your data currently is (source) and where you want it to go (target). Here is a list of adapters that we currently support.

 

What are POPs and Systems?

POPs (Points of Presence) are highly specialized virtual machines that transfer your data quickly, efficiently, and securely. Systems represent the connectors between your data stores and the POPs. Systems can connect accounts, drives, buckets, or namespaces, depending on the data store. Systems are children of POPs, so you must create a POP before you can create a system.  You can attach as many systems as needed to a single POP; you do not need a separate POP for each system that you create.  

Jobs

A job is a task that you are executing in Cloud FastPath. There are three types of jobs: Analysis, Simulation, and the actual Transfer job. Analysis jobs will analyze your source data and help with planning, Simulations will allow you to do a “mock run” of the transfer job without transferring any live data, and Transfer jobs migrate your data. You can run a Simulation and Transfer from the same job setup. We highly recommend always running a Simulation before transferring any live data to elucidate potential incompatibilities between source and target such as paths that will be too long for the target, and to document additional properties such as where data is going on the target – and who will have access to it.   Read more about Jobs. 

 

Account Permissions Mapping (APM)

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.

Let’s Get Started: Create Your Source and Target Systems

 

You can choose to create your Source and Target Systems ahead of time or during job configuration. For clarity in the guide, we have chosen to add this in sooner. Creating systems is necessary for all migrations. https://www.cloudfastpath.com/kb/guide/adapters/create-new-system/

New Job


When you select “New Job” you will be given three options. 

Start at #1 for an Analysis job, #2 for a point to point data transfer job (no permissions), and #3 for an account mapping job. If you are unsure which one you need, please read through all options.

 

 

1. “ I want to analyze my data without transferring it” 

Select the first option if you want to analyze your source data. We recommend that you start right away as CFP will need to scan every file in the source. This will only need access to your source data, and will not migrate any data and cannot change anything in your source data.

        • Analysis is best if you have no access to the target environment (say, it’s not set up yet or you’re still finalizing contracts) and if you want to better understand your source data as an input to planning.
        • It’s not the party line, but my personal opinion is that if you have access to the target and you are using APM, then you should usually be skipping an “Analysis” job and just running a “Map Gen” job instead. Similarly, if the target is available and you are not using APM, then you should consider skipping an “Analysis” job and doing a Simulation instead.
        • In this job, select the source accounts and data for CFP to analyze and select “Start Analysis.” https://www.cloudfastpath.com/kb/guide/jobs/analysis-job/
        • Review Analysis results https://www.cloudfastpath.com/kb/guide/reporting-and-analytics/transfer-log-for-job-history/
        • Please note: This option is analysis only and you’ll need to create a new job to run a Simulation and migrate your data. Depending on your needs you can go to #2 for a non-account mapping job or #3 for account mapping.

2. “I want to transfer the data. I will handle ownership and permissions myself.” 

3. “ I want to map users, groups, and their permissions in this job”.  

 

4. Connect your source and target

    1. Connect your source and target if you created your systems prior. Or, create them now https://www.cloudfastpath.com/kb/guide/jobs/configure-source-target-system-nodes-overview/
    2. Configure any advanced settings https://www.cloudfastpath.com/kb/guide/jobs/source-and-target-nodes-for-advanced-fields/

5. Mapping Strategy (Options for map generation)

Note that depending on your source and target system selections, you may have different options than the ones above.

6. Accounts and Files

7. Settings (Map generation settings)

    • These are not job settings, but are settings for the permissions mapping spreadsheet. The settings below may vary slightly depending on your source and target adapters, and you can adjust them as needed.
    • Please see this Mapping Generation Settings document for more information. 
    • Parent Job – please see more information here.

8. Define Map 

    • The options you chose in Mapping Strategy and Settings will inform CFP on how to generate the map. In this section, you will be able to generate and modify a spreadsheet that will be your account and permissions map.  This is a set of instructions that you are giving CFP on:
      • how source ownership and permissions will be expressed on the target
      •  restructuring of data to new paths and any desired redirects of specific paths to locations other than the default
      • filtering of data that you do not want to send to the target. 

Maps are .xlsx files that describe how items on the source will be reflected on the target. Mapping covers accounts, paths, and the paths’ associated permissions. Cloud FastPath will create an initial map for you by generating an account map. 

      • You may keep coming back to this section as you edit and re-upload your map. The Account and Permissions spreadsheet is the master index for your mapping job.
      • The first step is to Generate a map. Once the account map has been generated, it can be downloaded, reviewed, and modified to suit your intent. When you are satisfied, you can upload your finalized map to the job to implement your directives.
      • CFP generates a list of target users that it found at the time of map generation, and stores them to the CFP database for validation. These are the only valid target users for the job. If you add users to your target account after the map generated, CFP will not know about them. A quick fix to this issue is to run a Rescan Target Accounts/Groups scan, which will only scan for new target users. Once that scan is complete, you can upload your existing edited spreadsheet and it will validate. You don’t have to download the regenerated spreadsheet and repeat your edits; the important thing is that the new target users have been saved to the CFP database, and that’s what drives the validation.

9. Run a Simulation before migrating live data. Simulation enables you to see what the actual data transfer would be like, gives you reports on what files will be transferred, and provides advance notification on many migration issues.

10. Review Simulation Results and correct any errors or outstanding issues.  Check the target paths and verify that they are all as expected and desired.  

11. Run Transfer and migrate your data based on the Simulation results.  

 

 

Updated on May 20, 2020

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