ShareFile

ShareFile Data Migration Options

There are multiple ways to migrate ShareFile data from one on-premises zone to another:

  • Migrate via Web Portal
  • Migrate via User Management Tool
  • Migrate via PowerShell Script
  • Migrate via ZoneFix Tool

Prerequisites

  • The source zone must be able to reach the new zone. Make sure to unblock outbound connections from the source zone to the new zone.
  • To test the connection between zones, access the source zone’s external address by navigating to it in a browser on the destination zone. If the connection is successful, the ShareFile logo will appear.

IMPORTANT:

Saving the below changes immediately triggers an asynchronous migration operation to upload existing files to the new zone. New files uploaded to the folder during this migration period proceeds to the new zone.

Migrate via Web Portal

In the ShareFile web application, you may initiate the migration of data between zones for a specific folder, or for a specific user.

Migrate data for a specific folder - Navigate to the root of a folder and access the More Options menu to the right of the folder name. Click Advanced Folder Settings. Using the menu, select a new operational zone.

Migrate data for a specific user - Navigate to People, then locate the Employee user. Click the user to view their profile page. Under Storage Location, select a operational zone to designate this user’s default zone.

Migrate via User Management Tool

The User Management Tool version 1.8.x allows administrators to change the default zone for existing employee users. Click on the Zones tab, and change the zone for each employee user. For more information, please see change the default zone for user accounts here.

Migrate via PowerShell

The ShareFile PowerShell SDK allows administrators to download large folder structures from their original zone location and upload those folders to a new zone.

Requirements - PowerShell 4+ and .NET 4.x+ is required to run and install the SDK. PowerShell 5 can be downloaded [here](https://www.microsoft.com/en-us/download/details.aspx?id=50395).

Migrate via Zone Fix tool

The Zone Fix tool is a command line tool written by storage zones developers leveraging the ShareFile API to target folder IDs for migration to a specific zone.

For optimal performance, this method is recommended for folders less than 2 GB in size.

Migration process

Before files on the source zone are migrated, files are queued for migration. Within the Storage Location on the source zone, a placeholder file is created in the Queue folder.

Once the placeholder file is successfully processed, the migrated file is deleted from the persistentstorage of the original zone and added to the persistentstorage of the new zone.

Pending Migrations

When a migration is initiated, asynchronous operations run to complete the migration. However, those jobs can go into a pending or incomplete state and the zone status will show “Migrating”.

ShareFile Data Migration Options