Egnyte Help Desk

Cloud Migration Manager User Guide

Introduction

Customers currently lack a simple and unified product to migrate data from an on-premises server to the cloud. The open-source migration tools easily available today for IT admins such as FTP, rsync are not optimized to transfer large amounts of data over WAN, and lack the resiliency and audit features required to move production data to cloud. Moreover these are do-it-yourself tools that leaves the onus upon an experienced IT admin to troubleshoot and fix potential issues that might come along the way.

Third-party software products that offer migration-as-a-service provide a controlled, self-serviceable environment to migrate large amounts of data to the cloud. Cloud Migration Manager is designed to provide customers with the ideal sweet-spot of a self-serviced, data-at-scale migration capabilities combined with usability features expected from an enterprise-grade product.  Seamlessly migrate all of your files, folders, and permissions from an on-premises server to the cloud.  Cloud Migration Manager is deployed as a VM on your ESXi or Hyper-V host server and can be controlled via the UI through the browser on your desktop.

System Requirements 

Cloud Migration Manager is deployed as a virtual machine on VMware or Hyper-V platform.

VMware

VMware ESX or ESXi 5.5+/6.x

For more information on ESX, please refer to the VMware product page.

Hyper-V

Microsoft Windows Server 2012

Microsoft Windows Server 2012 R2 

Category

Details

CPU

Recommended 8 processor cores

Minimum 4 processor cores

Memory

Recommended 8 GB RAM

Minimum 4 GB RAM

Host System

VMware ESXi 5.5+/6.x

Hyper-V Server 2012/2012 R2

Browsers

The latest 2 versions of the following browsers

  • Chrome
  • Firefox

Client Systems to access Cloud Migration Manager

Windows 7, 8, 8.1, 10

macOS 10.10, 10.11, 10.12

Installation

Download Cloud Migration Manager

For VMware

  1. Connect your ESXi host via VMware vSphere client or vCenter
  2. Click on “Deploy OVF Template” and provide the path to the OVA and continue through the wizard to finish the setup. 
  3. Start the VM by clicking on “Power on the Virtual Machine”
  4. If your host network does not have DHCP enabled, the VM may fail to get an IP address dynamically. Please assign a static IP address using the service account.
  5. Use any supported browser to navigate to https://{IP_ADDRESS}:8221 

For Hyper-V

  1. Unzip Cloud Migration Manager Hyper-V build
  2. In Hyper-V manager, click on "Import Virtual Machine"
  3. Select extracted folder
  4. Follow "Next" steps until Finish
  5. Start the VM
  6. If your host network does not have DHCP enabled, the VM may fail to get an IP address dynamically. Please assign a static IP address using the service account.
  7. Use any supported browser to navigate to https://{IP_ADDRESS}:8221

Set Up

1. In the Cloud Migration Manager UI, click "Get Started"

Screen_Shot_2017-08-07_at_4.19.52_PM.png

2. Enter your domain name. If your account has multiple domains, choose the destination domain for your migration.

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3. Authenticate to your Egnyte domain with administrator credentials. Please note that only admins can use Cloud Migration Manager.

4. Allow Cloud Migration Manager to connect to your Egnyte domain.

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5. Your set up is now complete. You can now start migrating your data and permissions!

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Configuration

1. Click Start New Migration. On your first migration, you will be taken directly to the next step.

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2. Select the type of migration. If you are unsure, please read our Migration Best Practices article.

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3. Enter the configuration for this migration job.

Screen_Shot_2017-08-09_at_8.01.01_AM.png

If you are authenticating to the on-premises share with Active Directory, click the "Test Active Directory Credentials" button and ensure the connection is successful.

If you do not use Active Directory, please authenticate to the on-premises share with Local Authentication.

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The destination folder is the folder under which all data in this migration job will be copied in your Egnyte domain. The destination folder can be at any level under /Shared.

Screen_Shot_2017-08-09_at_8.01.14_AM.png

3. Ensure that your users and groups are already in Egnyte. Users and groups must exist to successfully migrate permissions.

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4. Scan the source folder. Each migration job can have a maximum of 400,000 files and folders total. If your scanned total is above 400,000 please break up your migration into multiple jobs.

 Screen_Shot_2017-08-09_at_7.59.33_AM.png

5. Verify the permissions that will be applied in Egnyte. Cloud Migration Manager maps CIFS permissions to the corresponding Egnyte permissions.

Screen_Shot_2017-08-09_at_8.02.42_AM.png

6. Proceed through your migration. At each step, a progress bar will indicate the status. If errors or changes occur during any step, you will have the option to remigrate those objects once the initial migration completes.

 Screen_Shot_2017-08-09_at_8.03.29_AM.png

7. At the end of your migration job, you can review the migration report for a detailed view of the job.

 Screen_Shot_2017-08-09_at_8.03.51_AM.png

 

Usage

Migration Strategy

Please consider the following topics when planning your migration process. Please also review Cloud Migration Manager Best Practices article.

Deciding between Storage Sync and Cloud Migration Manager

Storage Sync is Egnyte’s hybrid file-sharing and collaboration technology. With Storage Sync, users have the flexibility to access their files on an on-premises server while these files get synchronized in real-time with the cloud. Storage Sync is useful in scenarios where you will continue to have on-premises infrastructure for hosting files. Click here to learn more about Storage Sync.

If you will have a cloud-only deployment model, Cloud Migration Manager is the migration solution of choice. It eliminates the need for on-premises infrastructure to host files and transfer all the data to the cloud.

Choosing Data to Migrate to Egnyte

At Egnyte, our customers request migration of the following types of data

  • Sensitive data that requires to stay on premise either due to the company’s regulatory needs or because they are not meant to be shared: Egnyte Storage Connect helps securely access this data from outside the company’s firewall.
  • Data that is purely meant for collaboration and needs to be migrated to cloud: Cloud Migration Manager can facilitate the transfer of this data.
  • Files that require on-prem access either due to file size or low bandwidth to cloud: Storage Sync addresses this scenario.
  • Archive data that is usually accessed rarely and mainly for read-only purposes: Please contact Egnyte Support for further assistance.
  • Data that resides on a third-party cloud: Please contact Egnyte Professional Services for further assistance.

Scheduling Your Migration

Schedule migrations to occur during off-business hours, when users are not modifying data on the on-premises server.

If you have a large amount of data to be migrated, consider performing a phased-migration by breaking the data into smaller siloes. This gives you the flexibility of migrating the most relevant and active data to the cloud first, so that users can immediately leverage the benefits of Egnyte Connect’s cloud file sharing. The lesser accessed data can be migrated at a later time.

If users are actively working on the data-set while migration is in progress, Cloud Migration Manager has a “true-ups” feature that captures these changes during migration. You can rerun the migration process to capture these changes. We do not recommend users to work on the on-premises or the cloud version of data while migration is still ongoing.

Directory Structure in the Cloud

We recommend setting up your folder structure in the cloud before migrating any data.  For more information, please refer to our Best Practice for Creating and Egnyte Folder Structure article on the Helpdesk.

Permissions Migration

After your account’s directory structure is set up in the cloud, apply permissions to these folders.  This will prevent unauthorized users from accessing sensitive data during the file migration.  For more information, please refer to our Permissions FAQs on the Helpdesk.

Service Account

Use the service account to configure a static IP address for your Cloud Migration Manager VM.

Username: egnyteservice

Password: egnyteelc

sudo /usr/local/bin/egnyte/config_network.py

Before Starting the Migration Process

  1. Whitelist the following domains with any filters or firewalls in your environment:
    • <YOUR_EGNYTE_DOMAIN>.egnyte.com
    • sync-<YOUR_EGNYTE_DOMAIN>.egnyte.com
    • grc.io
    • www.googleapis.com
  2. Ensure that Users and Groups are created in the Egnyte Cloud. For more information, please refer to the Users and Groups article on the Helpdesk.
  3. Verify that permissions are correct in cloud before migrating files.
  4. Login with the admin account per a given domain that will be associated with this Cloud Migration Manager device. Cloud Migration Manager does not support multi-entity management.
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