Migrate Document

This action can be used to copy or move a document between content sources (from 'source' to 'destination'). Simple migration copies the file and any document properties and is supported by all content source types. Migration action properties specific for different content source types are listed in the table below.

Type	As 'source'	As 'destination'	Migration Config Type	Supports structured migration?	Move?	Update source item?	Mark source 'read-only'?
Exchange	Yes	No		Yes	No	No	No
File System	Yes	Yes	Custom -File Share	Yes	Yes	Yes	Yes
Google Drive	Yes	Yes	Source (Google Drive account)	Yes	No	No	No
SharePoint	Yes	Yes	Custom -SharePoint Site Collection	Yes	Yes	Yes	No
SQL and other databases	Yes	No		Yes	No	No	No

IMPORTANT! Before you add the Migration action to your workflow, you should configure migration destinations. See Configure destinations for Migration action.

When running the Workflow wizard and having selected Migration as action, you will be prompted to configure related settings.

To configure migration using Workflow wizard:

On the What do you want to do step, select Migrate Document action. do the following:

1. Specify migration source and folder:

   • Select migration destination under Which type of repository should the document be migrated to?. You can add migration destination directly from wizard:

     

   • If you created several sources for migration destinations, select on one in the under Where should the document be migrated to?

   • For Google Drive, you need to specify subfolder to save your files in the Where in the destination should the files be saved? field.

2. Configure migration options:

   Option	Description
   Replicate folder structure	If supported by the source system, subfolders will be created in the migration destination to match the relative path in the source. In the case of Exchange this will also include a folder for the mailbox name (I.E: \MigrationDestination\User@domain.com\Inbox\HR).
   Copy or Move the document	Select one of the following: - Copy - Move
   Mark Source as Read-only	The original item can be marked as read only.
   What action should be taken if the document already exists at the destination	Select action to perform: - Replace - Append Counter - Append Migration Date
   Create a stub file?	- Do not create - Create a stub file
   What should the stub file contain?	When you move a file, you can optionally create a file in it's original location stating where the file has been moved to. This allows you to configure the content of that file.
   Redact the document	If update of the source item is supported by the source system, then using this option will instruct the program to apply the redaction plan to the source document after its successful migration. NOTE: This option is only available when performing a copy.

Creating a stub file

In NDC, when moving a file from one storage to another a stub file is created in .txt format. It would have a note, that a file has been transferred to a certain location.

While creating a stub file, you can leave a message where the document is migrated to and the reasons. You can use the drop-down list to add metadata from the document to the stub file message. Please see below:

Applying the redaction

When you configure a workflow to migrate content from one location to another, you can opt to redact specific content from those documents. Redaction might be required by your security policy or a compliance regulation. For example, you may need to remove SSN from your file.

To use redaction in a workflow, you need to set up one or more redaction plans. You can choose to redact the predefined entities by selecting the plans from the drop-down list on the screenshot below or create custom groups of entities first.

If the redaction has failed for such files as PDF, that had OCR with images and cannot be fully recognized, these files will get quarantined, leaving a stub file, instead of a redacted file.

To modify action settings for the certain workflow, select the workflow and use the Advanced UI window. See Modify Migration action settings for more information.