Migrate for AODocs is a tool that lets you migrate files and folders into your AODocs libraries.
This article explains how to:
- import (move) the contents of a folder from My Drive or from a shared drive to AODocs: just select a folder, an AODocs library and a document class; you don't have to edit your import before running it (but you can if you want to!)
- run quick migrations “from scratch” using a Google spreadsheet
Notes:
– These Drive-based migrations are available for Google users only.
– All AODocs users on your domain can run quick migrations.
– There's no need to install Gateway.
– When your quick migration is complete, you can access a report.
Automatically generated table of contents
Access quick mode and select your source
After getting started with Migrate to AODocs, you're ready to run quick migrations.
1. Click New import in the Import into AODocs box on the main screen.
Alternatively, click New migration in the list of quick migrations.
2. Enter a name for your migration so it is easily identifiable in your list of quick migrations.
Note: If you don't enter a name, the migration identifier is used as the name.
3. Select either:
Note: If you select Import from Google Drive you're requested to grant an additional permission.
Run quick migrations from Google Drive
1. Access Migrate for AODocs in quick mode, name your migration and select Import from Google Drive.
2. Under Configure the source - Google Drive, select a folder in Google Drive or in a shared drive (left field), or an entire shared drive (right field), then click Select.
Notes about migrating from shared drives:
– To move files from a shared drive, you must be a Manager in the shared drive. To copy files from a shared drive, you can be a user in the shared drive.
– After selecting a shared drive or a folder in a shared drive, you can't remove lines from the spreadsheet to remove files from the selection. You have to migrate the entire shared drive or folder.
Tip: Click the Google Drive icon in the left field to open the Google Drive or shared drive folder. You can recover the Drive ID of your selected folder if required.
3. Under Define the target options - Google Drive, enter the following information:
- the library into which you want to import the folder: when you enter three or more digits, a drop-down menu appears with all the matching libraries in which you're a contributor
- the document class (and a template, if available and if required)
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
4. If required, select Edit sheet before import to pause the migration after the extraction phase so you can edit the migration spreadsheet before importing your folder into AODocs.
When you run the migration, the list of migrations opens. Click Edit Spreadsheet to open your spreadsheet and make the required changes. Learn more: The migration spreadsheet.
Then click Start Validation to continue the migration.
Important: After validation, don’t make any more changes to the migration spreadsheet. As soon as the migration is validated, the data and binding sheets in your spreadsheet are locked. If you try to make any changes after this, a message appears indicating that you shouldn't make the changes.
5. If required, select Pause migration at setup. The migration will pause before the setup phase, allowing you to make any changes to your library before setting up the migration. Click Start setup when you're ready to continue the migration.
6. If required, select Change creation date of documents to migration date. All documents imported to your library will have their creation date reset to the date of your migration.
Note: If you don't select Edit sheet before import or Pause migration at setup, the contents of your folder are imported directly into your library. There is no confirmation at each stage of the migration process. The migration spreadsheet is not available to edit before the import.
You can follow the progress of your migration. The Progress column shows the number of files imported and the total number of files to import.
Note: The subfolder structure within the folder you selected is created in the AODocs library. The files are moved from Google Drive to your library; they are no longer available in Google Drive.
Run quick migrations “from scratch” using a Google spreadsheet
1. Access Migrate for AODocs in quick mode, name your migration and select Import from Google Sheets.
2. Under Configure the source - Google Sheets, choose whether to use versioning, then click Next.
3. Under Define target options - Google sheets, enter the same information as for Google Drive migrations.
4. If required, select Pause migration at setup. Learn more.
5. If required, select Change creation date of documents to migration date. Learn more.
6. Click Start migration.
7. Click Edit Spreadsheet and fill in your migration spreadsheet.
Notes about attachments:
– To import to Team Folders or Secured Folders, you must add one attachment per document.
– Enter only Google Drive files, using the format: drive:/[Google Drive ID].
– You can't add files from shared drives. To import from shared drives, select run your quick migration from Google Drive and select an entire shared drive or a folder in a shared drive.
– Quick mode doesn't use Gateway, so you can't import local files.
6. Click Start Validation to resume your migration.
View details of your quick migrations
Click a migration in your list of quick migrations. The right side panel opens. Learn more: View details of your migrations and perform actions.