Filtering files when migrate data to SharePoint

If you plan to move files between a File Share and SharePoint, there will be cases where copying certain files is not desirable. To address this, a filtering function is essential.

DMS-Shuttle provides a Filter Manager that allows you to create and manage filters efficiently.

With the filter manager, you can define new filters, edit or delete existing ones, and activate or deactivate filters as needed.

  • You can only open the Filter Manager if you are connected to a SharePoint site.
  • Only one filter can be used (activated) for an established SharePoint connection.
  • A filter is a set of conditions (at least one condition is required).

Steps to define a filter:

A) In Filter Manager click on the button “new”

Filtering files during SharePoint Migration

B) In Filter settings dialog do the following steps:

  1. Define a meaningful name for the filter (e.g. “Files modified after 01/01/2020”).
  2. Select the direction (File System to SharePoint or SharePoint to File System).
  3. Choose an attribute from the list of available attributes.
  4. Select a condition.
  5. Enter a value.
  6. Add the condition to the list of conditions.
  7. Select one of the two options that best covers your use case:
    • “Do not transfer file if the following conditions are met”.
    • “Transfer file only if the following conditios are met”.
  8. Finish and close the dialog with the “Ok” button.

Filter by Last Modified Date

The filter example in the screenshot above ensures that only files created or updated after May 1, 2022, are migrated.

C) In Filter Manager select the filter and click on the “Enable ”button

In order for the filter to take effect, the filter must be activated. To do this, select the filter in the list and click on the “enable” button.

Enable Filter in DMS-Shuttle

If a filter is enabled, you can see this in the filter manager (the filter entry is green marked and “Enabled” in the status column). In addition, you can see the name of the activated filter in the status bar of the main window.

 

Filter settings samples

Filter by file extension: The filter example in the screenshot below ensures that only PDF files are downloaded from SharePoint.

 

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