This action can be used to copy or move a document between content sources (from 'source' to 'destination'). Simple migration copies the file and any document properties and is supported by all content source types. Migration action properties specific for different content source types are listed in the table below.
|Type||As 'source'||As 'destination'||
|Supports structured migration?||Move?||Update source item?||Mark source 'read-only'?|
|File System||Yes||Yes||Custom -File Share||Yes||Yes||Yes||Yes|
|Google Drive||Yes||Yes||Source (Google Drive account)||Yes||No||No||No|
|SharePoint||Yes||Yes||Custom -SharePoint Site Collection||Yes||Yes||Yes||No|
|SQL and other databases||Yes||No||Yes||No||No||No|
IMPORTANT! Before you add the Migration action to your workflow, you should configure migration destinations. See Configuring Destinations for Migration Action.
When running the Workflow wizard and having selected Migration as action, you will be prompted to configure related settings.
On the What do you want to do step, select Migrate Document action. do the following:
- Specify migration source and folder:
Select migration destination under Which type of repository should the document be migrated to?. You can add migration destination directly from wizard:
- If you created several sources for migration destinations, select on one in the under Where should the document be migrated to?
- For Google Drive, you need to specify subfolder to save your files in the Where in the destination should the files be saved? field.
Configure migration options:
Replicate folder structure
If supported by the source system, subfolders will be created in the migration destination to match the relative path in the source. In the case of Exchange this will also include a folder for the mailbox name (I.E: \\MigrationDestination\User@domain.com\Inbox\HR).
Copy or Move the document
Select one of the following:
Mark Source as Read-only
The original item can be marked as read only.
What action should be taken if the document already exists at the destination
Select action to perform:
Redact the document
If update of the source item is supported by the source system, then using this option will instruct the program to apply the redaction plan to the source document after its successful migration.
NOTE: This option is not available when performing a move (deleting the original item).
To modify action settings for the certain workflow, select the workflow and use the Advanced UI window. See Modify Migration action settings for more information.