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Configuring Your Source and Target Systems (Nodes)

When you create a data motion job, you must designate one system for your data source and a second system for your data target.  Depending on the types of systems you have selected, you may need to complete additional fields for your Source and Target Systems:

SOURCE ACCOUNT LIST  Select the account(s) you wish to transfer. Source Account List is not available on all systems.

EXPORT AND IMPORT – ACCOUNTS CHOOSER  The EXPORT button exports a full list of all accounts in the source or target accounts chooser. You may edit this list and then use the IMPORT button to import the list of accounts you wish to transfer.

  1. Open the Accounts Chooser. Click the Export button.
  2. When the file completes downloading, rename it so that is has a .csv extension. For example, if the filename is account_list, rename it to account_list.csv. Save this file as your master copy of all users in the account.
  3. Open a copy of the .csv file in Excel and delete all users except the account(s) you want to select for the job. Save the file and use the Import button to load the desired accounts into the accounts chooser.

TEXT CHOOSER  The Text Chooser enables you to add paths to the Accounts or File Chooser in a text editor format.  For accounts and for data repositories other than Windows filesystem, you will need to export the contents of the Accounts/File Chooser and select rows from the .csv file to ensure that you have the metadata needed.  Simply copy the desired rows from the Export .csv file and paste them into the Text Chooser.  You can then save the File Chooser by clicking the OK button. For Windows content, you can paste paths of different levels in the Text Chooser. So, for example, you can list paths of /FolderA and /FolderB/SubdirB-1.

SOURCE FILES AND FOLDERS, SOURCE OBJECT NAME, SOURCE FOLDER/LIST NAME  Select the folder or file from the file chooser that you want to transfer. Be aware of any constraints on file number or size conferred by your cloud service provider or network when you select the file(s) for transfer.

TARGET ACCOUNT NAME, TEAM MEMBER NAME  Select the name of the target account to which you wish to transfer your data.

NOTES ON USING FILTERS IN ACCOUNT AND FILE CHOOSERS:  If you use the Search & Filter field in the upper right corner of the file chooser and it returns multiple entries, you must use <Ctrl><Click> to select those entries. Using <Shift><Click> may result in extraneous data being selected.

Remember that if you use the filter for selecting directories, it will still be in effect as you descend down the tree.  So if you do a filter for “directory” at the top level, the next level down will display “No files found” if none of the items match that filter.  You’ll need to clear the filter to see everything at the next level.

DESTINATION FOLDER, TARGET OBJECT NAME, TARGET FOLDER NAME  Select the folder name into which you wish to transfer your files on the target (destination) server. Below are guidelines on what to enter in the Source and Target Object/Folder Name fields:

/My Documents (directory) <root> (/) /My Documents
/My Documents /My New Directory /My New Directory/My Documents
/My Documents/[contents of My Documents] /My New Directory /My New Directory/[contents of My Documents]
/My Documents/file.txt (file) <root> (/) /file.txt”

USE SHAREFILE SHARED FOLDER  Select this option if you want to access a shared folder in your ShareFile account. Shared Folders are in a separate tab from My Files & Folders in your ShareFile account:

Updated on September 27, 2019

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