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1
FLY for Box Migration User Guide
Issued December 2018
FLY for Box Migration
User Guide
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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
Notices and Copyright Information ...................................................................................................................... 47
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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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.
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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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.
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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
▪ 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.
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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
1. Log into FLY.
2. Click the Management ( ) button in the left pane and click Connection Manager.
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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FLY for Box Migration User Guide
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.
9. 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.
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.
2. Click the Management ( ) button in the left pane and click Connection Manager.
3. Click the SharePoint tab on the Connection Manager page.
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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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.
10. 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.
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
• 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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
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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FLY for Box Migration User Guide
• 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.
2. Click the Migration Status ( ) button in the left pane of 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.
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2. Click the Migration Status ( ) button in the left pane of FLY.
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.
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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
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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.
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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.
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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.
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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.
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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.
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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 ×
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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.
Box Object Type SharePoint Object Type Support Status
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
√
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Box Object Type SharePoint Object Type Support Status
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 √
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