Migrate for AODocs is a tool that allows you to migrate files and folders into your AODocs libraries.
This article explains the two quickest use cases for Migrate for AODocs:
- import (move) the contents of a folder from your 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
– 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
When you've got started with Migrate to AODocs, you're ready to run quick migrations.
1. Press Quick migrations in the main screen.
2. Press New migration above the list of your quick migrations.
3. 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.
4. 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 press Select.
Notes about migrating from shared drives:
– To move files from a shared drive, you must be a Manager or Content 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.
– Handle templates in your migration sheet
– Create and configure document templates
4. Select Edit sheet before import to create a migration spreadsheet which you can edit before importing your folder into AODocs.
5. Press one of the following:
- Start migration: to import your folder directly into AODocs
- Preview in sheets: to create an extraction spreadsheet
Edit your import before moving your files to AODocs
If you selected Edit sheet before import in step 5, a migration spreadsheet is generated.
1. Press the Edit spreadsheet button to edit your migration spreadsheet.
2. Press Start upload, then Validation and finally Start setup to proceed with your import.
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.
Import directly into AODocs
If you selected Start migration in step 5, 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.
Tip: 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.
Create an extraction spreadsheet
- Basic definitions: extraction and migration spreadsheets
- Extract details of your source data and migration setup
If you selected Preview in sheets in step 5, an extraction spreadsheet is created.
Press the spreadsheet button to open the extraction spreadsheet.
Note: You can't run migrations from extraction spreadsheets. To run your migration, in step 5, select Start migration.
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 press Next.
3. Under Define target options - Google sheets, enter the same information as for Google Drive migrations.
4. Press Start migration.
5. 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. Press Start upload to run 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.