Storage Zone Data Migration

June 2, 2025

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Administrators can choose to migrate Customer-managed storage zones to ShareFile-managed cloud storage on their account. Storage zones can be viewed at Settings > Admin Settings > Storage > StorageZones.

From the storage zones menu, select Customer Managed. Click on the storage zone to migrate and the selected storage zone managegement screen will be displayed. To begin the migration process, click on the “Initiate your data transfer” button.

Data Migration for single Customer-Managed Storage Zone

Storage Zone Data Migration is successfully completed

ShareFile checks your eligibility for the data transfer as shown in the screen below.

SZ Data Migration 3

A success message is displayed as shown below and you can click on the Select Storage Zone button and you will be directed to select the destination storage zone where you want the data to be migrated.

SZ Data Migration 4

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Once you have selected the ShareFile storage zone, click on the Start migration button and the data migration will begin as shown below.

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A success message is displayed upon completing the migration and you may choose to delete the existing Customer-managed storage zone as shown below: SZ Data Migration 8

SZ Data Migration 9

Storage Zone Data Migration fails to clear eligibility checks

If the eligibility criteria is not met (Your account is not entitled to ShareFile cloud storage), then a warning message is displayed as shown below:

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If you are on a SF Hybris billing type and you do not have sufficient cloud storage to migrate your data, the following warning message is displayed. You may click on the Manage plan button to purchase additional storage to complete the data migration process if you are a billing admin.

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Storage Zone Data Migration is unsuccessful

ShareFile checks your eligibility for the data transfer as shown in the screen below.

SZ Data Migration 3

SZ Data Migration 4

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Once you have selected the ShareFile storage zone, click on the Start migration button and the data migration will begin as shown below. SZ Data Migration 6

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The data migration is completed but some files are not transferred due to some unknown reason. The following screen is displayed

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From the above screen, you may choose the Retry migration option to re-attempt the process. You can also choose to Download file list to get the list of files not migrated or you may select the Delete files option to delete the files which were not migrated as shown in the screen below:

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Data Migration for multiple accounts under Customer-Managed Storage Zone

If you have multiple accounts under Customer-manged storage zone, then you may choose to migrate data by clicking on the “Initiate your data transfer” button and following the steps given below:

You will be directed to select the source and destination storage zone where you want the data to be migrated as shown below.

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Now select the Check eligibilty option and ShareFile will check for the eligibility of the account for data migration.

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If the eligibilty check is cleared, click on the Start migration button and the data migration will begin as shown below.

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A success message is displayed once the data migration is successfully completed.

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You may choose to delete the existing Customer-managed storage zone as shown below:

SZ Data Migration 9

Note:

If the eligibility check fails, refer this section this link.
If the data migration is not successful, refer this link.

Storage Zone Data Migration

Data Migration for single Customer-Managed Storage Zone