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FLY for Box Migration User Guide

Issued December 2018

FLY for Box Migration

User Guide

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Table of Contents

About This Guide............................................................................................................................................................. 4

Required Permissions .................................................................................................................................................... 5

Box Permissions .......................................................................................................................................................... 5

SharePoint Online Permissions ............................................................................................................................. 6

Configure Agent Proxy Settings ................................................................................................................................ 7

Configure the Azure Location .................................................................................................................................... 9

Create an App Profile ................................................................................................................................................. 11

Manage Connections .................................................................................................................................................. 16

Add a Box Connection ........................................................................................................................................... 17

Add Mode for SharePoint .................................................................................................................................... 18

Scan Mode for SharePoint ................................................................................................................................... 20

Configure Migration Policies ................................................................................................................................... 23

Configure a Box Migration Policy ...................................................................................................................... 24

Perform a Pre-Migration Analysis .......................................................................................................................... 25

Create a Migration Analysis Scope ................................................................................................................... 25

Perform Migrations to SharePoint ......................................................................................................................... 27

Import Mode ............................................................................................................................................................. 27

Drag and Drop Mode ............................................................................................................................................. 30

View Migration Status ................................................................................................................................................ 34

Migration Details ..................................................................................................................................................... 34

Scheduled Migration Details ............................................................................................................................... 35

Pre-Migration Analysis Details ........................................................................................................................... 36

Appendix A - Configure Box Mapping CSV Files ............................................................................................. 38

Appendix B - Set Up an OAuth App for Box Connection ............................................................................. 39

Appendix C - Set Up a JWT App for Box Connection..................................................................................... 42

Appendix D - Supported and Unsupported Object Types ........................................................................... 44

Appendix E - Supported and Unsupported Functionalities ......................................................................... 45

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Notices and Copyright Information ...................................................................................................................... 47

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About This Guide

This guide provides instructions for migrating data from Box to SharePoint Online via the FLY

platform that is configured by the FLY_3.8.0.600101_Serial_Number.zip package file.

To perform Box Migrations, complete the actions in order:

1. Configure Agent Proxy Settings (Optional)

2. Configure the Azure Location (Only for High Speed Migration)

3. Required Permissions

4. Manage Connections

5. Configure a Box Migration Policy

6. Perform a Pre-Migration Analysis

7. Perform Migrations to SharePoint

8. View Migration Status

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Required Permissions

To add connections and perform migrations using FLY, make sure the account that is used to

add connections and perform migrations has proper permissions.

• Box Permissions

• SharePoint Online Permissions

Box Permissions

To add a connection for Box, the following requirements must be met:

• In Enterprise Settings > Application Settings, the Disable unpublished apps

by default option must be deselected.

Figure 1: Ensure the Disable unpublished apps by default option is deselected.

• The account used to add a connection for Box can be an Admin account or a Co-

Admin account. It is recommended using an Admin account to add the

connection. If using a Co-Admin account to add the connection, note the

following:

o While performing a migration job, the Co-Admin account cannot get

content of the other Co-Admin accounts and the Admin account.

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o The Co-Admin account must have been granted the following privileges:

Manage users, Manage groups, View users’ content, Log in to users’

accounts, and View settings for your company.

Figure 2: Granting required privileges to the Co-Admin account.

SharePoint Online Permissions

To add connections for SharePoint Online site collections, refer to the following required

permissions:

• To add connections using the Add mode, if you want to create new site

collections during the migration, the account must have Site Collection

Administrator or SharePoint Administrator role.

• To add connections using the Scan mode, the account must have SharePoint

Administrator or Global Administrator role.

*Note: To create term groups, term sets, or terms in SharePoint Online in the migration, make

sure the account is the Term Store Administrator of the SharePoint Online Managed Metadata

Service.

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Configure Agent Proxy Settings

Before you use FLY, ensure that the Agent machine is connected to the network or has proxy

settings configured.

By default, FLY uses the proxy settings configured in the LAN settings of the Internet Explorer

browser.

*Note: If Windows authentication is used in the proxy settings, FLY cannot use the proxy

settings.

Complete the following steps to configure an available account for FLY Agent:

1. Search and open Services on your Agent machine.

2. Right-click FLY Agent Service, and then click Properties from the drop-down list.

Figure 3: The FLY Agent Service Properties window.

3. In the Log On tab, select This account.

4. Enter the username and password of an account to connect to the proxy.

5. Click Apply.

FLY also allows you to configure a desired proxy server. Complete the following steps to

configure the Agent proxy settings in FLY:

1. Log into FLY.

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2. Click the Management ( ) button in the left pane and click General Settings. The

General Settings page appears.

3. Click the Agent Proxy tab.

4. Select Enable HTTP Proxy to configure the proxy settings for Agents.

5. Configure the following proxy settings:

• Proxy Host – The hostname or IP address of the proxy server.

• Proxy Port – The port used to access the proxy server.

• Username – The username to log into the proxy server.

• Password – The password to access the proxy server.

*Note: The username and password are optional since anonymous proxy is supported.

6. Click Apply to save your settings.

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Configure the Azure Location

The Azure Location is used when performing high speed migrations. Complete the following

steps to configure the Azure location:

1. Log into FLY.

2. Click the Management ( ) button in the left pane and click General Settings. The

General Settings page appears.

3. Click the Azure Location tab.

Figure 4: The Azure Location tab.

4. Select an Azure location:

• To use the default Azure location that is provided by Microsoft, select the

Default Azure Location option.

• To use a custom Azure location, select the Custom Azure location option and

enter the connection string.

To find the connection string, complete the following steps:

i. Log into Azure Portal.

ii. Click All resources in the left pane and select the Azure storage you want

to use.

https://portal.azure.com/

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iii. Click Access keys in the left pane. You can use the connection string in

Key1 or Key2 section. Click the Click to copy ( ) button next to the

Connection string field to copy the connection string.

Figure 5: Copying the connection string.

Select the Enable data encryption checkbox to encrypt the data in the

migration.

5. Click Apply to save your settings.

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Create an App Profile

Complete the following steps to create an app profile:

1. Click the Management ( ) button in the left pane and click App Management. Click

Add. The Add App Profile page appears.

Figure 6: The Add App Profile page.

2. Select Default Microsoft Azure AD App to use the default app provided by FLY to

connect FLY to your Office 365 tenant. Enter a name for the app profile and enter the

Office 365 Global Administrator of your tenant. The Office 365 Global Administrator must

have the ApplicationImPersonation role.

Select Custom Azure App to use a custom app to connect FLY to your Office 365 tenant.

For instructions on how to add an app, refer to the following steps:

a. Log into Azure Portal.

https://portal.azure.com/

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b. In the left pane, click the Azure Active Directory service, and select App

registrations. Click New application registration.

Figure 7: The App registrations page.

c. On the Create page, complete the following steps:

i. Enter a name for the app.

ii. Enter https://www.apelements.com/auth-success in the Sign-on URL

text box.

iii. Click Create to create the app. The app is successfully created. Remember

the application ID of the app.

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d. Add permissions to access resource APIs.

Figure 8: Selecting APIs.

i. Click Settings on the app page and click the Required Permissions

section in the Settings pane.

ii. Click the Add button in the Required permissions pane. Click Select an

API and select the desired API. Click Select. (Windows Azure Active

Directory API is the default API and you can click it directly in the

Required permissions pane.)

iii. Select the application permissions in the Enable Access pane and click

Select.

Make sure the following application permissions are added to the

corresponding APIs:

▪ Windows Azure Active Directory API – Read directory data and

Read and write domains

▪ Microsoft Graph API - Read and write items in all site

collections (preview), Read all groups, Read all users' full

profiles, and Read all audit log data

▪ Office 365 SharePoint Online API – Read and write user

profiles, Read and write managed metadata, Have full control

of all site collections

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▪ Office 365 Exchange Online API – Use Exchange Web Services

with full access to all mailboxes

Figure 9: Selecting application permissions.

iv. Click Done.

e. To use the app in multiple tenants, click Settings on the app page and click the

Properties tab in the Settings pane. Select Yes in the Multi-tenanted section.

f. Make sure the PFX certificate and CER certificate are created for the app. For

instructions on how to create certificates, refer to https://docs.microsoft.com/en-

us/windows-hardware/drivers/install/makecert-test-certificate.

g. Upload the CER certificate as the key for the app.

https://docs.microsoft.com/en-us/windows-hardware/drivers/install/makecert-test-certificate

https://docs.microsoft.com/en-us/windows-hardware/drivers/install/makecert-test-certificate

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i. Click Settings on the app page and click the Keys section in the Settings

pane.

Figure 10: Uploading the key.

ii. Click Upload Public Key and select a CER certificate.

iii. Click Save to upload the key.

Configure the following settings:

a. Enter a name for the app profile.

b. Enter the Office 365 Global Administrator of your tenant. The Office 365 Global

Administrator must have the ApplicationImPersonation role.

c. Enter the application ID of the app.

d. In the Certificate File section, click Browse to upload the PFX certificate of the

app.

e. Enter the password of the uploaded certificate.

3. Click Authorize.

4. On the Office 365 Sign in page, enter the password of the Office 365 Global

Administrator, and then click Sign in.

5. On the authentication page, review the permissions required for FLY and click Accept to

authorize the app.

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Manage Connections

To manage connections, refer to the following steps:

1. Log into FLY.

2. Click the Management ( ) button in the left pane and click Connection Manager. The

Connection Manager page appears.

Figure 11: The Connection Manager page.

3. On the Connection Manager page, perform the following actions to manage

connections:

• Search – Enter the keywords in the search box, and then click the magnifying

glass ( ) button to search for specific connections.

• Register – The following connections can be registered:

o To create a Box connection, refer to Add a Box Connection.

o There are two methods to register SharePoint site collections as

connections: Add Mode for SharePoint and Scan Mode for SharePoint.

• Edit – To edit a connection, click the Edit ( ) button next to the connection. Edit

the information of the connection and click Update to update the connection

information.

• Single delete – Click the Delete ( ) button next to a connection. A confirmation

message will appear to confirm the deletion. Select OK to delete the connection.

• Delete in bulk – Select connections by selecting the corresponding checkboxes

and click Delete to delete the connections.

• Retrieve – Select a SharePoint connection, and click Retrieve to refresh the status

of the connection.

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Add a Box Connection

To add a Box connection, refer to the following steps:

1. Log into FLY.

2. Click the Management ( ) button in the left pane and click Connection Manager.

3. Click the Box tab on the Connection Manager page.

4. Click Add. The Add page appears.

Figure 12: The Add page.

5. Select an authentication type:

• User Authentication – This is the recommended authentication type for a Box

connection. To use this authentication type that is based on the Standard OAuth

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2.0 (User Authentication) method in Box, you need to prepare an OAuth app in

your Box environment first. For more information on preparing an OAuth app,

refer to Appendix B - Set Up an OAuth App for Box Connection.

• Server Authentication – This authentication type is based on the OAuth 2.0

with JWT (Server Authentication) method in Box. To use this authentication

type, you need to prepare a JWT app in your Box environment at first. For more

information on preparing a JWT app, refer to Appendix C - Set Up a JWT App for

Box Connection.

6. Complete the following settings:

• Connection Name – Enter a name for this Box connection.

• Enterprise ID – Enter the Enterprise ID of your Box environment.

To get the Enterprise ID, refer to the steps below:

i. Log into your Box environment, and go to Admin Console.

ii. Click the settings ( ) button, and then select Enterprise Settings from

the drop-down list.

iii. Click Account Info in the navigation bar.

iv. The Enterprise ID value is displayed on the Account Information page.

• Client ID (Only for the User Authentication type) – Enter the Client ID of the

OAuth app prepared for this Box connection.

• Client Secret (Only for the User Authentication type) – Enter the Client Secret of

the OAuth app prepared for this Box connection.

• E-mail Address – Enter the e-mail address of the Box account that is used to add

this connection. For information on the required permissions of the account, refer

to Box Permissions.

• Json File (.json) (Only for the Server Authentication type) – Click Browse to

add the JSON file generated in the JWT app that is prepared for this Box

connection.

7. If you want to specify an Agent to run the migration, select the Select an Agent to run

the migration checkbox and select an agent from the drop-down list.

8. Click Add to add the configured connection.

Add Mode for SharePoint

To use the Add mode to register SharePoint site collections as connections, refer to the

following steps:

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1. Log into FLY.


3. Click the SharePoint tab on the Connection Manager page.

4. Click Add. The Add page appears.

Figure 13: The Add page.

5. Select Destination as the type, and select SharePoint Migration to define the type of

migration for which you are adding the connection.

6. Enter the username of the account and enter the password of the account. The accounts

that have been used are automatically saved and displayed in the drop-down list. You

can select an existing account from the drop-down list and enter the password. If an

account is no longer needed, click the delete ( ) button next to the account to delete it

from the drop-down list.

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For information on the required permissions of the account, refer to SharePoint Online

Permissions.

7. Select an app profile from the drop-down list to use the app profile authentication

method to add the connection. For information on how to create an app profile, refer to

Create an App Profile.

8. Enter the Site Collection URL in the text box. Click Add Site Collection to add more site

collections.



10. Click Add to add and register the configured site collections.

Scan Mode for SharePoint

To use the Scan mode to register SharePoint site collections as connections, refer to the

following steps:

1. Log into FLY.


3. Click the SharePoint tab on the Connection Manager page.

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4. Click Scan. The Scan page appears.

Figure 14: The Scan page.

5. Select Destination as the type, and select SharePoint Migration to define the type of

migration for which you are adding the connection.

6. Enter the username of the account and the password. The accounts that have been used

are automatically saved and displayed in the drop-down list. You can select an existing

account from the drop-down list and enter the password. If an account is no longer

needed, click the delete ( ) button next to the account to delete it from the drop-down

list.

For information on the required permissions of the account, refer to SharePoint Online

Permissions.

7. Select an app profile from the drop-down list to use the app profile authentication

method to add the connection. For information on how to create an app profile, refer to

Create an App Profile.

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8. Click Scan. All available site collections are displayed in the Scanned Site Collections

section.

9. Select the desired site collections you want to register by clicking the corresponding

checkboxes.

You can select all site collections by selecting the Select All checkbox.



11. Click Add to register the selected site collections.

*Note: If you have a large number of site collections to be migrated, it is recommended that you

use the Import mode when performing the migration.

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Configure Migration Policies

A Migration Policy allows you to define numerous settings for the migration including conflict

resolutions, filter settings, mapping settings, etc.

To manage the migration policy, click the Management ( ) button in the left pane, and click

Migration Policy. The Migration Policy page appears, displaying all migration policies. Click

each tab to view the migration policies of the selected type of migration.

Figure 15: The Migration Policy page.

On the Migration Policy page, you can create, edit, or delete migration policies.

To create a migration policy, click Create on the Migration Policy page.

To edit a migration policy, click the Edit ( ) button next to the migration policy. The Edit

Migration Policy page appears. You can also click the migration policy name to view the

detailed information.

To delete migration policies, there are two methods:

• Click the Delete ( ) button next to a migration policy to delete the migration

policy.

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• Select the migration policies you want to delete. You can click Clear Selection to

deselect all migration policies. Click Delete to delete the selected migration

policies.

Configure a Box Migration Policy

To configure a migration policy for Box migrations, complete the following steps:

1. Log into FLY.

2. Click the Management ( ) button in the left pane and click the File System tab in the

right pane.

3. Click Create on the Migration Policy page. The Create Migration Policy page appears.

4. Complete the following settings:

a. Name – Enter a name for the migration policy.

b. Description – Enter an optional description for future reference.

c. Conflict Resolution – Specify the Container Level and Content Level conflict

resolutions.

d. Filter Policy – Select a previously created filter policy from the drop-down list

and click View to view the detailed information of the selected filter policy or

click New to create a new filter policy.

e. Mappings – Select a previously created mapping from the drop-down list and

click View to view the detailed information of the selected mapping or click New

to create a new one. User mapping, permission mapping, property mapping, and

illegal character mapping are available for the Box migration policy.

f. Advanced Options – Select whether to migrate permissions of source

folders/files, hidden files by selecting the corresponding checkboxes.

Select the Collapse all the folder structure checkbox, and FLY can migrate all

the files within the source structured folders to the same destination location by

breaking the structures. You can choose whether to record the source path of the

folder or file by adding a column in the destination. Select the Add a column to

keep the source path checkbox, and configure a column name.

5. Click Save to save the settings.

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Perform a Pre-Migration Analysis

FLY provides the Create a Migration Analysis Scope method to perform a pre-migration analysis

for Box migration.

Create a Migration Analysis Scope

Refer to the following steps to create a migration analysis scope to perform a pre-migration

analysis:

1. Log into FLY.

2. Click the Pre-Migration Report ( ) button in the left pane of FLY.

3. On the Pre-Migration Report page, select Box from the drop-down list.

Figure 16: Pre-Migration Report page.

4. Click the What scope do you want to analyze link to set the scope where you want to

analyze data.

5. On the Migration Analysis Scopes page, click the Box tab and click Create to create a

new scope if there is no configured scope yet.

Figure 17: Migration Analysis Scopes page.

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a. On the Create page, enter the scope name and select the desired content that

you want to analyze.

Figure 18: Creating a scope for Box.

b. Click Save and Analyze Now to start analyzing the data immediately. Or you can

click Save to save the scope first and go to the Migration Analysis Scopes page

to click the perform ( ) button to perform the analysis.

6. A prompt will appear to notify you that the analysis has started.

7. Click the Pre-Migration Report ( ) button in the left pane, select the scope from the

drop-down list and wait a while for the analysis, the report will appear on the main page.

After the job completes, you can click Export Detailed Report to export an Excel file

which contains the detailed analysis report.

*Note: The Rerun button indicates to perform the analysis again.

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Perform Migrations to SharePoint

There are two modes for performing migrations to SharePoint.

• Import Mode

• Drag and Drop Mode

Import Mode

To perform migrations to SharePoint using the import mode, complete the following steps:

1. Log into FLY.

2. Click the Migration ( ) button in the left pane of FLY and select SharePoint Migration.

The Migration page appears.

Figure 19: The Migration page.

3. Select Box from the Source Type drop-down list.

4. Select Import Mode from the Start with drop-down list.

5. Click Download Template to view the examples for configuring the source and

destination nodes. For instructions on how to configure the source and destination

nodes, refer to Appendix A - Configure Box Mapping CSV Files.

6. After configuring the source and destination nodes in the CSV file, click Import from

CSV File.

7. Select the CSV file and click Open. The source and destination nodes you configured in

the CSV file are displayed.

• To edit a migration mapping, click the Edit ( ) button next to a mapping. Update

the mapping and click Save.

• To delete a migration mapping, click the Delete ( ) button next to a mapping.

8. To remove the invalid mappings in the imported CSV file, click Remove Invalid

Mappings.

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9. You can click Validate to configure the credentials of source and destination accounts

that are used to perform the migration.

• In the Box Connection section, select a Box connection from the drop-down list.

For information on creating Box connections, refer to Add a Box Connection.

• In the Destination Credentials section, enter the username of the account and

enter the password of the account. The accounts that have been used are

automatically saved and displayed in the drop-down list. You can select an

existing account from the drop-down list and enter the password. For

information on the required permissions of the account, refer to SharePoint

Online Permissions.

Select an app profile from the drop-down list to use the app profile

authentication method to validate. For information on how to create an app

profile, refer to Create an App Profile.

Click Validate to validate the entered credentials.

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10. Click Continue on the Migration page. The Migration Settings page appears.

Figure 20: The Migration Settings page.

11. On the Migration Settings page, complete the following settings:

a. Select a Migration Policy from the drop-down list. Click View to view the

selected migration policy.

Click New Migration Policy to create a migration policy.

b. Select the migration type of the migration:

o Full migration – Migrates all contents from the source node to the

destination node.

o Incremental migration – Only migrates added and/or modified content

to the destination since the last migration.

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c. In the Box Connection section, select a Box connection from the drop-down list.

For information on creating Box connections, refer to Add a Box Connection.

In the Destination Credentials section, enter the username of the account and

enter the password of the account. The accounts that have been used are

automatically saved and displayed in the drop-down list. You can select an

existing account from the drop-down list and enter the password. For

information on the required permissions of the account, refer to SharePoint

Online Permissions.

Select an app profile from the drop-down list to use the app profile

authentication method to validate. For information on how to create an app

profile, refer to Create an App Profile.

*Note: These sections only appear if you have not configured the Box connection

and destination credentials as step 9.

d. To configure a schedule for the migration, select the Configure a Schedule

checkbox and click the Once, Hourly, Daily, or Weekly tab to configure the

recurring schedule. Complete the following settings:

i. Set up the start time of the schedule. Note that the start time cannot be

earlier than the current time.

ii. Specify the frequency of the schedule. In the Weekly tab, select the

number of days to start the occurrence.

iii. Select the End after specified occurrence(s) option to stop the

recurrence after a specified number of occurrences that you enter in the

text box.

iv. Select the End by option to select the time to end the recurrence.

e. If you want to specify an Agent to run the migration, select the Select an Agent

to run the migration checkbox and select an agent from the drop-down list.

12. Click Save to save the migration settings or click Cancel to cancel your settings. If you

want to perform the migration immediately, click Run Now.

Drag and Drop Mode

To perform migrations to SharePoint using the drag and drop mode, complete the following

steps:

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1. Log into FLY.

2. Click the Migration ( ) button in the left pane of FLY and select SharePoint Migration.

The Migration page appears.

3. Select Box from the Source Type drop-down list.

4. Select Drag and Drop Mode from the Start with drop-down list.

Figure 21: The Drag and Drop mode.

5. In the Migrate From pane, expand the source nodes to find the objects you want to

migrate.

Click each level to expand its lower level or click the back ( ) button to go back to the

higher level.

6. In the Migrate To pane, select the destination from the drop-down list.

To register site collections, click the Add ( ) button. The Add SharePoint Site

Collection(s) page appears. Refer to instructions in the Add Mode for SharePoint section

to register SharePoint site collections.

Select the Site Collection and/or OneDrive for Business checkboxes to display the

selected type of data in the data tree.

Click each level to expand its lower level or click the back ( ) button to go back to the

higher level.

7. Drag the node where the data you want to migrate from the Migrate From pane to the

destination node where you want to migrate the source data.

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Multiple source nodes can be selected to be migrated to a destination node by holding

Ctrl on the keyboard, and then dragging the source nodes to a destination node.

Continuous source nodes can be selected by holding Shift on the keyboard and select

the first node and last node.

You can also create a new site collection, site, list, or folder by dragging the source node

to the Drag here if destination does not exist or Drag here if you want to create

new libraries/folders in the destination section in the Migrate To pane.

Figure 22: The Drag here if destination does not exist section.

8. After dragging the source nodes to the destination, a mapping is created automatically.

9. Select an Action in the pop-up window if any.

10. After configuring migration mappings, there are two methods to perform migrations:

• Click Continue to configure the migration settings of all migration mappings.

• Click the specific number Mappings link on the Migration page to perform

migrations of multiple migration mappings. Select the Action for each mapping

and edit the destination if necessary. Click Next.

11. The Migration Settings page appears.

12. On the Migration Settings page, complete the following settings:

a. Select a Migration Policy from the drop-down list. Click View to view the

selected migration policy.

Click New Migration Policy to create a migration policy.

b. Select the migration type of the migration:

o Full migration – Migrates all contents from the source node to the

destination node.

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o Incremental migration – Only migrates added and/or modified content

to the destination since the last migration.

c. Select CSOM Mode or High Speed Mode as the migration mode.

d. To configure a schedule for the migration, select the Configure a Schedule

checkbox and click the Once, Hourly, Daily, or Weekly tab to configure the

recurring schedule. Complete the following settings:

i. Set up the start time of the schedule. Note that the start time cannot be

earlier than the current time.

ii. Specify the frequency of the schedule. In the Weekly tab, select the

number of days to start the occurrence.

iii. Select the End after specified occurrence(s) option to stop the

recurrence after a specified number of occurrences that you enter in the

text box.

iv. Select the End by option to select the time to end the recurrence.

13. Click Save to save the migration settings or click Cancel to cancel your settings. If you

want to perform the migration immediately, click Run Now.

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View Migration Status

The Migration Status function allows you to view the details of performed migrations, scheduled

migrations, and performed pre-migration analyses from a central page.

Migration Details

To view migration details, refer to the following steps:

1. Log into FLY.

2. Click the Migration Status ( ) button in the left pane of FLY.

3. Click the Migration tab on the Migration Status page, you can view details of all

performed migrations and manage the migration records.

Figure 23: The Migration tab on the Migration Status page.

4. Select desired migration types from the All Migration Type drop-down list and click OK

to view migrations of the desired type.

5. Select desired status from the All Status Type drop-down list to view migrations of the

desired status and click OK to view migrations of the desired type.

6. Click the down arrow ( ) button to view the basic information of all migrations.

7. Perform the following actions to manage the performed migrations:

• Sort – Click the Start Time or Finish Time column to sort the migrations based

on their start time and finish time.

• View mappings – Click the link in the Mapping Count column to view the

mappings in this migration.

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• Rerun – Click the Rerun ( ) button next to a performed migration to configure

migration settings and rerun the migration.

• Download – Click the Download ( ) button next to a performed migration and

click Download Details to download the migration reports of all mappings in

this migration to the current browser’s download location.

• View and download – Click the View Details ( ) button next to a performed

migration to view the job information and all mappings in this migration. Click

Download Details in the Job Information tab to download the migration

reports of all mappings in this migration to the current browser’s download

location. Click the Download ( ) button next to each mapping in the Mappings

tab to download the migration report of the mapping.

• Select and download – Select the performed migrations using the checkboxes to

the left of the Start Time column and click Download Details to download

migration reports of all mappings in the selected migrations to the current

browser’s download location. Click Download Report to download a migration

report in the PDF format.

• Stop migration – Click the Stop the job ( ) button next to a running migration to

stop all running jobs and future jobs for mappings in the migration.

• Single Delete – Click the Delete ( ) button next to a performed migration. A

confirmation message will appear. Select OK to delete the migration.

• Delete in bulk – Select the performed migrations you want to delete using the

checkboxes to the left of the Start Time column and click Delete. A confirmation

message will appear. Select OK to delete the migrations.

Scheduled Migration Details

To view scheduled migration details, refer to the following steps:

1. Log into FLY.


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3. Click the Scheduled tab on the Migration Status page, you can view details of all

scheduled migrations and manage the migrations.

Figure 24: The Scheduled tab on the Migration Status page.

4. Perform the following actions to manage the scheduled migrations:

• Search – Enter keywords of the source URL or destination URL and click the

magnifying glass ( ) button to search for the migration.

• Sort – Click the Start Time column to sort the scheduled migrations based on

their start time.

• View mappings – Click the link in the Mapping Count column to view the

mappings in this migration.

• Edit – Click the Edit ( ) button next to a scheduled migration. The Edit

Migration Settings page appears. View the migration details and modify the

details if necessary. Click Save to save the schedule of the migration or click

Cancel to cancel your settings. If you want to perform the migration immediately,

click Run Now.

• Single delete – Click the Delete Scheduled Migration ( ) button next to a

scheduled migration. A confirmation message will appear to confirm the deletion.

Select OK to delete the migration.

• Delete in bulk – Select the scheduled migrations you want to delete using the

checkboxes to the left of the Start Time column and click Delete to delete the

selected migrations. A confirmation message will appear to confirm the deletion.

Select OK to delete the migrations.

Pre-Migration Analysis Details

To view pre-migration analysis details, refer to the following steps:

1. Log into FLY.

37



3. Click the Pre-Migration tab on the Migration Status page.

Figure 25: The Pre-Migration tab on the Migration Status page.

4. Perform the following actions to manage the analyses:

• Filter – Select the Box checkbox in the All Migration Type drop-down list to

filter and display analyses. Select the Finished, Finished with Exception, Failed,

Running, and/or Waiting checkboxes in the All Status Type drop-down list to

filter and display the analysis in specific status.

• Search – Enter the migration analysis scope name of the pre-migration analysis in

the search box, and then click the magnifying glass ( ) button to search for an

analysis.

• Sort – Click the Start Time or Finish Time column to sort the analyses based on

their start time and finish time.

• View – Click the View Details ( ) button next to an analysis to view the details.

• View and download – Click the View Details ( ) button next to a Failed or

Finished with Exception analysis to view the analysis details.

• Single Delete – Click the Delete ( ) button next to an analysis. A confirmation

message will appear. Select OK to delete the analysis.

• Delete in bulk – Select the analyses you want to delete using the checkboxes to

the left of the Start Time column and click Delete. A confirmation message will

appear. Select OK to delete the analyses.

38


Appendix A - Configure Box Mapping CSV Files

After downloading the mapping template, open the CSV file, and refer to the table below to

configure mappings in the CSV file. After configuring the CSV file, make sure the file is saved in

the CSV UTF-8 (Comma delimited) (*.csv) type.

Column Value

Migrate From The UNC path of the source folder.

Format: Box user e-mail address\folder name\sub folder

Object Type Folder

Migrate To The full URL of the destination folder or library.

Object Type Enter any of the following values to indicate the objected

type of the destination folder/library you entered.

Folder

Library

39


Appendix B - Set Up an OAuth App for Box Connection

To create an OAuth app and configure this app for a Box connection, complete the steps below:

1. Go to the Box developer console.

2. Click My Apps on the left pane. The My Apps page appears.

3. On the My Apps page, click Create New App.

4. Select the Enterprise Integration app type, and click Next.

Figure 26: Select the Enterprise Integration app type.

40


5. Select the Standard OAuth 2.0 (User Authentication) authentication method, and click

Next.

Figure 27: Select the Standard OAuth 2.0 (User Authentication) authentication method.

6. Enter the name of the app that you want to create, and click Create App. A message

appears indicating that the app has been successfully created.

Figure 28: A message appears indicating that the app has been successfully created.

7. Click View Your App. The Configuration page appears.

41


8. The Configuration page displays the Client ID and Client Secret information. The Client

ID and Client Secret information will be used in the Box connection.

Figure 29: View the Client ID and Client Secret information of an OAuth app in Box.

9. Complete the following configurations:

• Redirect URI – Enter the following URL as the redirect URI.

https://www.apelements.com/oauth-success

• Application Scopes – Select the following application scopes: Read and write

all files and folders stored in Box, Manager users, Manage groups, Manage

enterprise properties.

• Advanced Features – Enable the Perform Actions as Users advanced feature.

Figure 30: Complete the configurations for the app.

10. Click Save Changes to save the configurations.

https://www.apelements.com/oauth-success

42


Appendix C - Set Up a JWT App for Box Connection

For details about creating a JWT app, refer to the JWT Application Setup guide.

After a JWT app has been successfully created, complete the steps below to configure this app:

1. On the My Apps page, click this app to open it.

2. Click Configuration on the left pane. The Configuration page appears.

3. Configure the following settings for this app:

• Application Access – Set the application access level to Enterprise.

Figure 31: Set the application access level to Enterprise.

• Advanced Features – Enable the Perform Actions as Users and Generate User

Access Tokens advanced features.

Figure 32: Enable the necessary advanced features.

https://developer.box.com/docs/setting-up-a-jwt-app

43


4. In the Add and Manage Public Keys section, click Generate a Public/Private Keypair

to generate a JSON file that will be used in a Box connection.

Figure 33: Generate a JSON file for a Box connection.

44


Appendix D - Supported and Unsupported Object

Types

The table below lists the object types that are supported (√) and unsupported (× ) in Box

migration.

*Note: Box migration does not support the object types that are not listed in the table below.

Box Object Type SharePoint Object Type Support Status

Folder Folder √

File Document √

Google Docs Document √

Google Sheets Document √

Word Document Document √

PowerPoint Presentation Document √

Excel Spreadsheet Document √

Bookmark URL √

Box Note Document √

Version (Latest) Document Version √

Internal Sharing Folder/File Permission √

Trash N/A ×

External Sharing N/A ×

45


Appendix E - Supported and Unsupported

Functionalities

The table below lists the functionalities that are supported (√) and unsupported (× ) in Box

migration.

*Note: Box migration does not support the functionalities that are not listed in the table below.


Pre-migration Quick Analysis ×

Analysis √

Rerun √

Export Detailed Report √

Migration Import Mode √

Drag and Drop Mode √

Full Migration √

Incremental Migration √

Schedule Job √

Sub Job √

Migration Status Stop √

Rerun √

View Details √

Download Report √

General Setting Notification √

Migration Policy Filter Policy √

Mapping Setting √

Conflict Resolution √

Migrate Permissions of

Source Folders

√

46



Migrate Permissions of

Source Files

√

Mapping Setting User Mapping √

Permission Mapping √

Property Mapping √

Illegal Character

Mapping

√

Conflict Resolution Container: Skip √

Container: Merge √

Content: Overwrite √

Content: Append √

47


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