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Account and Permissions Spreadsheet: Editing and Uploading

The Account and Permissions spreadsheet is the master index for your mapping job.  It has five tabs:

  • Users.  This is the one tab of the spreadsheet that must be completed.  It maps data owners on the source to accounts on the target.  It also lists any users on the source who share data – “sharees” in the Information column – and, if the “Use Last Modifier As Uploader” option is selected – the Users tab will also list last modifiers as “updaters” or “creators” in the Information column.
  • Groups.  This tab is used to map groups (e.g., Departments, Projects, Regional offices) on the source to groups on the target. It also lists groups, such as BUILTIN\Administrators on Windows, who are owners of data.
  • Paths.  This tab is where you define how specific folders from the source will be shared on the target. You can also add redirects that apply exceptions to ownership and paths directives specified elsewhere in the map and job configuration.
  • Path Conflicts.  This tab lists the conflicts that you will need to resolve before running the spreadsheet. They may be sharing relationships, such as reduced permissions, that cannot be replicated on the target platform, path not found due to a typo in entering the path, or some other directive that prevents CFP from executing the explicit instructions you’ve created for your migration.
  • Target Paths.  This tab lists the Team Folders for jobs going to a Dropbox target, or the Shared Drives for a Google Drive target.

A common misconception and source of confusion that we see is the role of the Paths tab. The Paths tab in the generated map reports out the paths that have been shared; in the case of Path based mapping, it also reports out folders at the designated folder depth, and attempts to redirect these folders to source owners that are a fuzzy match to the folder names. The Paths tab does not list all of the data to be transferred; that is determined by the source data selected in the job configuration. The Analysis report (select ‘Analysis’ from the white bordered box on the right side of your job configuration screen) will list out all of the data for the source.

Spreadsheet Editing

Each of the tabs in the mapping spreadsheet is covered separately:

Uploading the Spreadsheet and Running Your Job

1: Save your spreadsheet when you have completed all data. Click the Choose File button from the Accounts and Files page of the Mapping Wizard to upload the account mappings back to CFP:

2: The Current Map Status box on the Define Maps screen will provide updates on map processing, and notify you when the map has validated:

3: If the map does not validate, the Current Map Status will display an error button. You can download the error sheet and it will tell you what has not validated:

Most errors will be highlighted in red in the error sheet; a reason for the error will appear in the Errors column at the right end of each tab.  Information and Warnings will not cause a spreadsheet to fail validation; they are there to call out information that you may want to address, but they will not cause validation to fail and block you from running the job. Correct the error(s), save and re-load the spreadsheet, and re-run the job.

Updated on January 28, 2021

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