Migrate for AODocs is a tool that allows you to migrate files and folders into your AODocs libraries.

Important: Migrate for AODocs is currently available for our service teams only. For EAP access, contact dev-migration@altirnao.com. 

This article describes the options and features shared by all migrations in advanced mode.

You can run the following types of migration in advanced mode. 

• Configure migrations from a local file server
• Configure migrations from a Google Drive folder
• Configure migrations from Lotus Notes
• Configure migrations from SharePoint
• Configure migrations “from scratch” using a Google spreadsheet
• Configure migrations “from scratch” using a CSV file

Learn more about how to run the simplest use case of importing a Google Drive folder into AODocs

This article explains how to:

Automatically generated table of contents

Access advanced mode and select the type of migration to run

You're ready to run advanced migrations if:

• you have a migration account that an administrator has assigned to a workspace – learn more: Manage uploader accounts
• you've got started with Migrate to AODocs

1. In the main screen, click New migration or select Migrate into AODocs in the menu and select the Create tab.

#Google users	#Microsoft users

2. Install Gateway if you're planning to run any of the following migration types: 

• File server
• SharePoint on premise
• Lotus Notes
• "From scratch" using a CSV file
• "From scratch" using a Google spreadsheet, if you select local attachments

Important: These migration types are grayed out (unavailable) until you install Gateway.

3.  Select the type of migration to run. A configuration screen opens.

Tip: When you have started a migration, you can monitor its progress in the Running tab.

#Google users	#Microsoft users
	Note: OneDrive and Excel Online migrations are not yet available.

Extract details of your source data and migration setup

Before running any type of migration except “from scratch” migrations using a Google spreadsheet,  you can extract details of your source data and migration, according to the options you selected in the configuration screen. This gives you an idea of how to proceed when you run your migration.

Notes:
– You can’t run an extraction of manually-created Google spreadsheets
– Information about relations is not extracted, so isn't included in the extraction spreadsheet. Learn more: Configure relations for your migration.

To run an extraction:

1. Define your source data in the configuration screen:

Note: Optionally, you can:
– select your AODocs library and document class – learn more: CLASS_NAME column
– define how many versions of files to include (if your source data is versioned) – learn more: VERSION column

2. Run the extraction.

Note: The extraction spreadsheet is identical to the migration spreadsheet, but you can’t use it for migration. The extraction and migration spreadsheets are generated in exactly the same way, according to the options you select in the configuration screen.

Define common options for migrations

The following options are used in several migration types. 

Under Configure the source

1. Enter a name for your migration so it is easily identifiable in the migration panel.

Note: If you don’t enter a name, the last five characters of the identifier are used as the name. 

2. If required, filter the documents to include in the migration, by creation date and/or modification date.

Note: This option is available for file server, SharePoint and Lotus Notes migrations only. 

3. If required, in the Versions field select how many previous versions to include:

• no versioning (default) 
• 3
• 5
• 10
• 100

Notes:
– Drive migrations don't have the versioning option: when you migrate from Dive, files retain their versioning history as attachments and not as versions of AODocs documents.
– Learn more about versioning for Google spreadsheet migrations and CSV migrations.
– The options Pattern matcher, Permissions and Relations aren't available in this version.

#Google users	#Microsoft users

Under Define target options

1. Select the target AODocs library: when you  enter three or more characters, a drop-down menu appears with all the matching libraries in which you're a contributor.

The storage location field indicates the storage type or your source and target libraries. 

2. If required, select the document class.

Notes:
– For SharePoint migrations, you usually don’t need to select a document class because the CLASS_NAME column in the spreadsheet is populated with SharePoint’s Content Type. However, you can select a document class: if there are any missing Content Type values in the source data or if you remove a value from a CLASS_NAME cell, the document will be imported into the class you selected in the configuration screen.
– For all other migration types: if you select a document class, the spreadsheet doesn't contain a CLASS_NAME column (all documents will be imported into the document class you selected). If you don’t select a document class, the CLASS_NAME column in your migration spreadsheet is empty and you must fill it in manually.
– Learn more: CLASS_NAME column.

3. Optionally, select a template.

Note: If templates are defined in your document class, you can select from the list of available templates or select blank to select the document class without a template.
Learn more:
– Handle templates in your migration sheet
– Create and configure document templates

5. This step is for Google users only.

For Google Drive and Google Sheets migrations, define whether to:

• Copy all files (default)
• Move all files
• Move, copy when moving is not allowed

Notes:
– When you move files, they keep their Google Drive URL.
– Copied files always have a new Google Drive URL. 
– Move all files isn't available for super administrators.

6. If required, define your Google format conversion options: 

• If you selected a library using Google Drive, define which Microsoft Office files to convert to Google format.

Note: You can convert XLS, XLSX, DOC and DOCX files.

• If you selected a library using Google Cloud Storage and you are migrating Google format files, define which format you want each type of Google file to be converted to.

Tip: Scroll down to view all the options for all types of Google format files.

Under Wrap-up

1. Check the summary. 

Tip: If required, you can follow the link to access your AODocs library.

2. By default, workflow notifications are muted during the migration. If required, unselect the checkbox to receive workflow notifications during the migration.

3. You can select Enforce Gateway processing for full cloud migrations (such as SharePoint online or Google Drive) if you're running a huge migration and you faced some issues running it in full cloud.

Run your migration

After configuring your migration:

1. Click Start migration to create a migration spreadsheet (extraction phase).

Learn more:

• display your completed migrations
• view migration reports