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Modify Migration action settings

To configure or modify Migration action settings using the Advanced interface:

  1. In administrative web console, navigate to Workflows and select the workflow you want to configure action for.
  2. Click the workflow, then click Add next to Rule Actions.
  3. In the Add Action dialog, select the necessary migration action in the Action Type list.

There are common and content-specific settings that you need to specify.

Common settings

These settings are the same for all supported sources.

action_migration_common_settings_thumb_0_0

SettingDescriptionComments
Migration DestinationThe root destination to migrate to.Make sure to define the required destination as Migration Config.
Destination Rename ModeSpecifies what action to take if a file exists at the destination with the same name. - None – overwrite the destination file or issue a “duplicate” error. NOTE: Behaviour depends on the migration destination. - Append Number - append a numeric counter as a suffix to the file name (e.g. document_2.txt). - Append Date - append workflow execution timestamp.
Maintain Folder StructureIf selected, subfolders will be created in the migration destination to match the relative path in the source.Applies if this capability is supported by the source system. For Exchange, the path will also include a folder for the mailbox name (e.g. \MigrationDestination\User@domain.com\Inbox\HR).
Delete Original ItemIf selected, the original item will be deleted after it is successfully copied to the destination.Applies if this capability is supported by the source system.
Mark Original item as Read OnlyIf selected, the original item will be marked as read-only.Applies if this capability is supported by the source system.
Redaction PlanIf redaction plans have been configured, specify the redaction plan to be applied to the document. See Redaction.By default, this will be applied to the document at the destination.
Redact OriginalIf updating the source item is supported by the source system, then checking this box will cause the redaction plan to be applied to the source document after being successfully migrated.Note that this option is not available when performing a move (deleting the original item).

Source-specific settings

Settings for Google Drive content migration are described below.

SettingDescriptionComments
Destination FolderThe path to migrate the document to relative to the migration destination.To migrate to the root folder, leave blank. Destination example: Folder/SubFolder/SubFolder2

Settings for SharePoint content migration are described below.

SettingDescriptionComments
Library/FolderThe library and optional subfolder to migrate the document to in the migration destination.
ModePrevious versions and metadata can be included.Only applicable if the source system is also SharePoint.
Dynamic Destination Field NameSpecify a metadata field on the item that can be used to dynamically lookup the migration destination.Only applicable if the source system is also SharePoint.
Web PathThe relative web path for the migration of the document. Format should be any of the following: - ~/WebPath —a document found, e.g., at http://sharepoint/sites/Test/Demo with the relative path ~/Subsite would attempt to migrate to http://sharepoint/sites/Test/Demo/subsite - /SiteCollectionPath —a document found, e.g., at http://sharepoint/sites/Test/Demo with the relative path /Subsite would attempt to migrate to http://sharepoint/sites/Test/SubsiteOnly applicable if a SharePoint relative migration is chosen.
List TitleThe name of the library at the web path specified to migrate the document to.Only applicable if a SharePoint relative migration is chosen.
Fallback - if relative path invalidEnables/disables falling back to the standard migration destination if the relative path is unavailable. If the relative path does not exist, and the fallback mode is not enabled, then the Workflow will report a failure.Only applicable if a SharePoint relative migration is chosen.