CloudMigrator Quick Start Guide
Migrating from Microsoft SharePoint to GSuite
The following instructions are designed to assist you in migrating files from Microsoft SharePoint to GSuite.
- The workstation running CloudMigrator must have network access to SharePoint, it can be on the same network or on the server in which SharePoint installation is located.
- The My Sites and Team Site base URLs within SharePoint.
- In order to automatically get a list of Team Sites, the SharePoint Central Administration base URL is required.
- An active directory domain account configured to be either primary or secondary site collection administrator of any site collections being migrated.
- If migrating to SharePoint 2010, in order to retrieve a list of users the AD domain account must be a designated administrator for the User Profile Service Applcation.
- PowerShell, bundled Windows Server 2008 R2 or Windows 7 and higher. If Powershell is uninstalled on your workstation, you can download it from Microsoft.
- Set up a Google project and a service account for your destination domain.
Obtaining the Team Sites URL from SharePoint
When migrating collaborative Team Sites from SharePoint, you will need the base URL of the web application that contains the site collections.
Firstly, login to your SharePoint Central Administration and click on 'Application Management'.
Click on 'View all site collections' and select the web application that contains the sites you would like to migrate.
Make a note of the web application as this will be required for the 'Team Site URL' setting in CloudMigrator.
Obtaining the My Sites URL from SharePoint
When migrating personal My Sites from SharePoint, you will need the base URL of the web application that contains the site collections.
Firstly, login to your SharePoint Central Administration and click on 'Application Management'.
Under 'Service Applications', click on 'Manage Service Applications'.
Click on 'User Profile Service Application'.
Under the 'My Site Settings' section, click 'Setup My Sites'.
Make a note of 'My Site Host location' displayed on the right hand side as this will be required for 'My Site URL' setting in CloudMigrator.
Enabling Get Users for SharePoint 2010
To allow CloudMigrator to get users with a My Site, the domain account used for the migration must be designated administrator for the User Profile Service Application.
Firstly, login to your SharePoint Central Administration and click on ‘Application Management’.
Click on 'Manage Service Applications'.
Select 'User Profile Service Application' but do not open it. Click 'Administrators' in the top bar of the page.
Add the active directory account that you are using to perform the migration and click OK.
Setting up a service account and Google APIs
In order to access your users' email, files etc. you will need to create a google project and set up a service account. You will also need to enable the relevant APIs.
Firstly, go to your google cloud console, (login as an administrator if you are not already) and click 'Project' at the top and then 'Create Project'.
Enter a name for your project and click 'Create'.
When you have created your project, click on the options menu in the top left of the page, then 'API Manager', then 'Credentials'. Click on 'New credentials' and then 'Service account key'
Next, select 'New service account', name it anything and select 'Project' and then 'Owner' as the role from the dropdown list, finally select P12 as the key type and click 'Create'. Upon clicking 'Create', a P12 file will be downloaded; this is important for later so keep a note of where you downloaded it.
Dismiss the dialog box and on the right hand side of the page, click 'Manage service accounts' and click the three dots beside your service account, then select 'Edit'
You should now be met with the edit service account window, check 'Enable Google Apps Domain-wide Delegation' and click 'Configure consent screen'.
Next, give your product any name you wish and click 'Save' to be taken back to the previous window. Click 'Save' again.
Now make a note of the email address of the service account you just made as you will need this later to configure CloudMigrator. Click 'View Client ID' in the right most column of the service account table and make a note of that too.
Next, click on the options menu again, then 'API Manager', then 'Library'. This will take you to a page where you can search for and enable various google APIs, just use the search box and the enable button at the top of each APIs respective page to enable to following APIs.
- Admin SDK
- Drive API
- Gmail API
- Calendar API
- Contacts API
- Tasks API
- Groups Migration API
Nearly there! Once all the APIs are enabled, launch the Google Apps Admin Console for your source domain.
Go to 'Security', then to 'Show More', then to 'Advanced Settings' and then finally to 'Manage API client access'. Enter the Client ID you noted earlier into the 'Client Name' field and paste the following into the 'Scopes' field:
https://www.googleapis.com/auth/admin.directory.resource.calendar, https://apps-apis.google.com/a/feeds/emailsettings/2.0/, https://mail.google.com/, https://sites.google.com/feeds/, https://www.google.com/m8/feeds, https://www.googleapis.com/auth/admin.directory.group, https://www.googleapis.com/auth/admin.directory.user, https://www.googleapis.com/auth/apps.groups.migration, https://www.googleapis.com/auth/calendar, https://www.googleapis.com/auth/drive, https://www.googleapis.com/auth/drive.appdata, https://www.googleapis.com/auth/email.migration, https://www.googleapis.com/auth/tasks
Finally, click on 'Authorize' on the right on the 'Scopes' field and an entry for your Client ID and its associated now-accessible APIs will appear. Do this for both the source and destination domains.
If you have not already done so, create a new configuration item by clicking the plus button and then "create a new configuration to get started".
Select the Microsoft SharePoint configuration item.
You should also supply a license key here before you continue. If you do not supply a key you will be able to setup and configure CloudMigrator but will not be able to perform a migration.
To enter this key, hover over the orange gear in the actions column and navigate to "View license" (one icon to the left) and you will be prompted to apply a license. Alternatively, you can click the name of the unlicensed configuration.
Choose Microsoft SharePoint as the migration source and enter your Microsoft SharePoint settings into CloudMigrator and then click next.
- Version - The version of the target SharePount server.
- Admin Username - The username of a site collection administrator.
- Admin Password - The password for the specified administrator.
- Domain Name - The domain name for the SharePoint server.
- Team Sites URL - The URL for the Team Sites web application.
- Test Team Site and Library Title - A team site within SharePoint to test connection, must have the administrator account added as a site collection admnistrator.
- My Sites URL - The URL for the My Sites collection. (This is the base site URL where your My Sites/OneDrive resides.)
- Test Username - A username within SharePoint to test connection, this account must have been provisioned with a My Site and OneDrive, the administrator account specified must also be added as this user's site collection administrator.
- Central Administration URLThe URL for the SharePoint Central Administration web application.
- Retry Count - The number of times to attempt an operation before failing.
- Timeout - The amount of time in milliseconds to wait for communications with SharePoint before failing.
CloudMigrator will now perform a small connection test to verify that the details you have entered are correct. If this fails you may have entered something incorrectly. If you are failing to resolve the issue please contact CloudMigrator Assist via the chat icon.
Select GSuite as your destination platform.
Select where you would like your data to be migrated. If you have purchased GSuite for Business or Google Vault you may want to migrate data directly into Google Vault.
To enable Google Vault for your domain, please see the following article: http://support.google.com/vault/bin/answer.py?hl=en&answer=2584132
Enter information for your GSuite admin account.
CloudMigrator will perform a connection test against your GSuite domain to verify that everything has been entered correctly.
If your GSuite system is brand new or for any reason the users being migrated have not been created in GSuite, CloudMigrator can create your users for you. Simply go to advanced settings, to the user settings section and enable Create Users.
It's now time to add which users you'd like to migrate.
When migrating from Microsoft SharePoint you may be able to Get Users from the actions menu. If this option is unavailable, you can manually import users via a CSV file or simply add them individually via the plus icon
At this point you can choose what to migrate for each user, when migrating from Microsoft SharePoint you can migrate
Enter your user's full email address within the Export Name field. If you have already created your GSuite users then you will just need to enter their username. If you would like CloudMigrator to automatically create your GSuite users make sure you also enter your user's given and family names as well as a strong password.
When migrating from Microsoft SharePoint, CloudMigrator gives you the ability to selectively migrate document libaries from the specified site. To migrate all libraries, leave "Documents Path" blank. Otherwise, input the name of the libaries delimited by semi-colons. For example "Shared Documents; Personal Documents;".
To migrate files to a GSuite Team Drive, either select the item you wish to migrate and select 'Migrate as Team Drive' from the actions menu or specify the import type as 'TeamDrive' when adding an item. You can then specify the name or ID of the Team Drive in the 'Given Name' field. If the Team Drive specified doesn't exist then it will be created. You can use a unique ID in the 'Import Name' field to identify the Team Drive across multiple migrations. You can specify a specific folder to migrate from in the 'Documents Path' field, this will migrate only the specified folder and all subfolders. Finally, you must make sure your migrating account has organizer permissions for any Team Drives that are being migrated.
CloudMigrator lets you decide how many files you'd like to migrate to your shiny new GSuite system.
If you are changing your email address as part of the migration you can verify that the domain names are correct here. You can also specify specific address replacements in the respective section of the advanced settings.
For more information on domain and address replacements, see this page.
Before you start your migration, you must supply a license key. If you have not supplied this key in step 2, you can do it now by clicking the bold link in the red bar at the top of the page. If you do not see the red bar then you are already licensed and don't need to worry!
We know that you may want to start your migration in the middle of the night, or over the weekend, but we don't expect you to stay up in order to do so. With CloudMigrator you can decide to schedule exactly when you'd like the migration to occur.
Start the migration.
During the migration process CloudMigrator will report back in real time exactly who is being migrated and the items being processed. All you now need to do is sit back, relax and wait for your migration to complete.
Check the progress of your migration.
Once complete you can download a full report for your migration.
For more information about this page, please visit the summary page.
While the default options are recommended for the majority of users, CloudMigrator gives users the ability to customise their migration experience. The following are the advanced options available to those migrating from Microsoft SharePoint.
- Trace Requests - Trace all HTTP requests for SharePoint migrations, this setting should be used when debugging.
- Document Sharing - Choose whether items migrated should be shared with users as per the items sharing permissions (ACLs).
- Trace Requests - Write details of all requests to the SharePoint API to the CloudMigrator logs, useful for finding details of errors.
While the default options are recommended for the majority of users, CloudMigrator gives users the ability to customise their migration experience. The following are the advanced options available to those migrating to GSuite.
- Migration Base URL 1.0 - The base URL for email migration using v1 of the email migration API. This should only be changed for specialized migration scenarios and for normal migrations should not be altered.
- Migration Base URL 2.0 - The base URL for email migration using v2 of the email migration API. This should only be changed for specialized migration scenarios and for normal migrations should not be altered.
- Timeout - The time in milliseconds that the tool has to complete sending a transaction to Google before an error occurs. This should be set high enough so that large amounts of data can be sent (further description is available in ‘Migration Strategies’). If a transaction fails using the provided timeout, it will be re-attempted using a larger timeout. While errors occur this will continue with increasing lengths of timeout, up to the retry count. It is better to set this to a very high value to ensure requests get through.
- Maximum Batch Size - This is the maximum size, in bytes, of a single transaction with the Google servers. Note: The absolute maximum size of any transaction that Google Apps allows is 32MB. Because of the way that messages are created and encoded (XML OR JSON, which is then Base 64 encoded) it is not usually possible to know the exact size of a message until it is created. Messages can be sent in batches, which also make it more difficult to establish the exact size of each transaction. Large batches also increase memory usage significantly and it is recommended that the maximum value of 5MB is used. This setting also has an impact on how long a single message will take to transmit to Google Apps and can therefore affect the requirements for the Timeout setting.
- Maximum Batch Count - The number of items that will be sent in a batch when transferring contacts and calendar items.
- Retry Count - The number of times a transaction with the Google servers will be retried if it fails. Note: A transaction could fail for one of a few reasons. If the transport layer fails, that is a transaction could not get through to the Google servers or the transaction times out, then the transaction will be attempted again until the retry count is met – with an increasing timeout value each time. Another possible reason for failure is that the client is sending too many requests per second. In this case, an exponential backoff system is employed where the tool waits for a period before retying any failed transactions (or parts of transactions).
- Modify Request - Leave at the default unless instructed by support.
- Custom Parameters - Adds custom headers to Google API requests, for debugging only.
- Force Appointment Acceptance - Set this to true to force all appointment recipients' attendance as confirmed.
- Appointment Privacy - Set the visibility of all appointments. Original will use the privacy setting from the source system, while the other settings will override the original setting and set the specified visibility.
- Maximum Attendees - Set the maximum number of attendees for any migrated appointments.
- Default Calendar Timezone - Set the default calendar timezone to use for recurring appointments which have no timezone set in the source system and where the target Google calendar is in UTC.
- Send Individual Events - Send appointment events as individual items rather than as a batch. Performance is slower than in batches, but may help with some rare issues with rate limiting.
- Color Categorized Appointments - If the appointment had a category in the source system, apply a colour to all appointments of that category.
- Migrate Attachments - Migrate appointment attachments to Google Drive and share with attendee.
Document Options (File and Attachements)
- Convert Text - Where possible, convert text and word documents to the Google Documents format.
- Convert Spreadsheets - Where possible, convert spreadsheets to the Google Documents format.
- Convert Presentations - Where possible, convert presentations to the Google Documents format.
- Convert Drawings - Where possible, convert drawings (*.wmf) to the Google Documents format.
- Convert OCR - Where possible, convert images using OCR.
- Archive Inbox EMail - Do not place migrated email from the inbox into the inbox within Google Apps. Instead the email will have a label of 'Migrated Email' applied.
- Apply Inbox Label to Sub-Folders - When a message from the source system was in a folder in the inbox, create the message with both 'Inbox' and 'Folder Name' labels. Set to False to just create the folder label.
- Modify Sent Address - For sent messages, if the sender does not match the email address of the destination account, modify it to match. This is to allow for sent items to display correctly in the Google Apps interface. Default is true.
- Maximum Batch Count - Specify the maximum number of messages in a single batch. Specify 0 to let the tool automatically allocate batches. Only applicable for immediate migrations.
- Email Transfer Delay - Specify the number of milliseconds to wait between sending messages.
- Email Thread Count - Specify the number of milliseconds to wait between sending messages
- Collection Naming Scheme - When attachments or files are migrated to Google Drive, choose the collection label scheme that will be applied to the migrated documents.
- Folder Name and Collection Label - migrate documents into a collection based on the folder name the attachment or document originated from, and also apply the collection label specified in 'Collection Name'.
- Folder Name - Migrate documents into a collection based on the folder name the attachment or document originated from.
- Collection Label - Migrate documents into a collection specified by 'Collection Name'.
- None - Do not apply a collection label.
- Collection Label - Specify the name of the collection label that will be used when 'Collection Label Scheme' specifies that a collection label should be applied to migrated documents.
- Preserve Modified Date - Attempt to preserve the modified date during a migration.
- Allow Non-Google Sharing - Allow permissions to be added for users without Google accounts by sending notification emails to those users. Note this can result in many emails being sent to any non-Google addresses.
- Maximum Results Per Request - The limit on the number of results returned when listing files using the Google Drive API.
Team Drive Options
- Team Drive Default Organizers - Optionally, specify a list of existing user email addresses that will be assigned as organizers to Team Drives being migrated to. These organizer accounts will then be used to improve the performance of the migration. In the default case the G Suite admin user account will be used to perform the migration to Team Drives, but specifying multiple users here improves throughput by utlizing multiple organizer accounts simultaneously.
- Team Drive File Permissions - When adding permissions to files within Team Drives choose where these permissions will be applied. Choose from 'File' (the default), 'Root' (where all permissions will be applied on the Team Drive itself and thus inherited down the whole tree) or 'None' (no permissions will be applied)
- Team Drive Folder Permissions - Team Drive folders cannot directly have permissions. Choose whether to apply permissions that apply to folders from the source at the root of the Team Drive, or not at all.
- Team Drive Same Domain Migration Operation - When migrating from a Google Drive folder into a Team Drive choose whether to copy the files, or to move them. Note in the case of a move, the skeleton folder structure of the source folder will remain.
- Check Users/Resources/Groups Exist - Set this to false if you do not want to check if users, groups or resources exist in Google Apps (useful for testing exporting without creating accounts in Google Apps).
- Create Users/Resources/Groups - If users, groups or resources (supported source systems only) are not present within the Google domain, create them. If users have not been pre-created within the Google system then this can be set to true to have the migration tool create the users. If the users have not been pre-created and this is set to false then the migration process will fail. Note: Setting this to true requires that the Admin SDK is enabled for the Google domain and also that all details are provided for each user, including name, given name, family name and password. Failing to provide any of these details will cause the creation process to fail for that user. It is generally recommended that users are pre-created in the Google domain before processing with the tool. For resources and groups, only the Resource/Group Name (and Import/Export Names) are required.
- Change Password On Login - Force users to change their password on next login.
- Migrate to 'My Contacts' - Migrate personal contacts to the 'My Contacts' group rather than only to 'All Contacts'.
- Send Individual Contacts - This should generally be left to true, while slower than batch importing its much more reliable.
- Explode Message Labels - By default, if an email message is contained within a folder structure the label applied to that message will be the same as the folder structure (e.g. 'Personal Folders/My Folder/My Other Folder'). Setting this option to true will create a label for each of the folders (e.g. for the case described, labels of 'Personal Folders', 'My Folder' and 'My Other Folder' will be applied).
- Create Sub Labels - Create all sub-labels for labels within a message. For example, if a message has the label 'toplevel/midlevel', create both 'toplevel' and 'toplevel/midlevel' labels. This is specifically designed for use with nested labels.
- Multi-Server Drive Migration - Use distributed locking to allow for Drive migrations to be performed from multiple servers. This can be disabled if using only one server for migration.