Migrate Home Drives to the Cloud
Fully Automated File, Permissions, and Metadata Migration and Sync
In this full demo we explore how Cloud FastPath greatly automates the process of migrating from on-premises to the cloud. Learn how to:
- Deploy the on-premises agent
- Analyze source data
- Map permissions, ownership, accounts, sharing, and external users to the cloud
- Start and monitor the transfer
- Validate the migration’s success
The following is an unabridged transcript of the preceding video, provided for your convenience.
Hello, and welcome to Cloud FastPath!
In this video, we are going to walk through the process of migrating many hundreds or thousands of on-premises user home drives into a content collaboration platform.
Before we dive into the product, there are steps which must be taken before a home drive migration begins.
- Create business case
- Identify key
- Create a dedicated migration team
- Create communication plan
- Establish timelines and
In addition to planning, we must consider the important technical considerations while preparing for a home drive migration:
- Proper admin access to the home drives
- Network considerations
- Linked Files
- Limitations of Cloud Platforms
Once the preparation steps have been completed, the next step is to run Cloud FastPath Analytics.
To connect file servers to the Cloud FastPath service, the first step is to download and install the on-premises agent. It is a lightweight MSI which can be installed onto a server or onto a computer with proper access to the content on a server. Once it is installed simply login with Cloud FastPath credentials.
We then run Cloud FastPath analytics. Let’s say the home drives are owned by an administrator, rather than the user. In this case we will go to the “file system” tab where we can analyze the content size, type, age, and more for each user. With powerful filtering and searching we can determine what kind of content users have, how old the content is, if they have any disallowed file types, if they are no longer active within their home drive, and much more.
You may realize that much of the content on the file server is cold data – or completely useless. Work with the owners of the content to determine what should be filtered out of the migration and then archived.
The next step is to create segments of users to migrate based on the analysis. The size of the segments should reflect your timeline as well as the number of total users.
Once the segments have been created it is time to configure the migration jobs. Create a new job, and come up with a naming convention that will keep jobs organized. Cloud FastPath also supports tagging and filtering of migration jobs. We then add the source and the target.
Next, we will select which permission mapping strategy we would like to use. These automated strategies help address any permissions structure incompatibilities which arise when moving from an on-premises system to a cloud system.
The first option is to transfer ownership only and ignore permissions. The second and third options preserve the file structure and either automatically grant or restrict permissions to adhere to the permissions models of some cloud content platforms.
We will choose to warn user on permissions conflicts because we would like to address any issues on a case-by-case basis.
Next we will select the user home drives we would like to migrate. The custom metadata option does not apply to this use case. However, the next option does. Since the home drives are not owned by the user, we would like to assign ownership in the cloud platform based on the directory location on the file server.
The following screen has more settings such as the ability to put everything into a “migration” folder within each user account in the cloud collaboration platform.
Next we will generate the permissions map. This step generates an excel file which contains a report of all the ownership, permissions, sharing, and ACL’s associated with the selected home drives.
Once the sheet is opened, the first step is to verify that all home drives are mapped to the correct corresponding account in the cloud collaboration platform. They can be manually mapped to an admin or archive account if the user is no longer with the company and does not have a provisioned cloud account. Next is to perform the same exercise with groups.
The next tab called paths is the most flexible and powerful of the mapping options. The paths tab is a full representation of the ownership, sharing, permissions and ACLs for the selected home drives. Here is where any permissions incompatibilities will be flagged and then can be remediated. In addition, we can audit and edit permissions. Once the mapping is verified the sheet is saved then re uploaded to Cloud FastPath.
The next step is the simulation feature, which runs the migration with the current configuration without actually transferring any files. The simulation provides estimates for how long the transfer will take, what the bottlenecks will be, and can identify any potential errors such as access errors, disallowed file types, and path length issues before a migration starts. if the simulation comes looks satisfactory, it is time to run or schedule this migration wave.
Cloud FastPath can schedule the migration to run at a certain time or date and migration waves can be chained to run after another one finishes. This is also where the cutover syncs can be scheduled. Migration waves can also be configured to consume certain amounts of bandwidth on certain days and times.
Once a migration job finishes, Cloud FastPath delivers robust reports on the migration on a per-file and per directory level. Use these reports to ensure all of your user content arrived successfully, in the correct location, with the correct permissions associated with it.
It is best to run the initial large migration over an extended timeframe and have the cutover syncs occur overnight or on the weekend. Successful user adoption depends on clearly communicating the changes, educating your users, and gamifying adoption. Creating adoption campaigns targeted towards your users results in greater user adoption. Gamifying the adoption process with prizes like “first user to share a certain number of files gets a gift card” are always positively received.
Thanks for watching the demo of the Cloud FastPath home drive migration experience. Next step is to sign up for a trial at cloudfastpath.com.