FileShare Migration

Fileshare to Cloud Migration

The Solution

MacroAgility’s FileShare Migration Tool embodies a simple UI with the power to perform large migrations efficiently. It was designed to liberate office work with simple few clicks, and to that end it allows for a series of transfer parameters that make the process of importing files incredibly easy.

FileShare Migration Benefits

  • End-users modify folder names in FileShare with client and matter numbers to create profiles in iManage, but they can now update document profiles directly within the migration software without changing folder names.
  • MacroAgility installs and configures the software on the client’s server, provides access via a URL, and automatically delivers updates and new features.
  • There are three strategies for transferring data to iManage without altering folder organization: preserving the original folder structure, searching for folders by name/class, or replicating the FileShare folder structure.
  • Users can adopt workspace security, create custom security settings, or combine both with additional users or groups.
  • The interface allows users to efficiently migrate individual, multiple, or all workspaces with a few clicks, simplifying both simple and complex data transfers.

FileShare Migration Key Features

  • Delta Runs regularly check for new or modified files in FileShare to keep the migration up to date.
  • Universal API Certification ensures compatibility across On-Prem, Work Cloud, and Cloud iManage platforms.
  • The Roll-back Feature allows for the deletion of all migrated content, enabling metadata correction or re-migration.
  • Comprehensive Logs provide detailed records throughout and after the migration process for troubleshooting and report generation, with the ability to query logs using metadata for enhanced searchability.
  • Traffic Optimization eliminates user experience issues and errors caused by high data traffic.
  • File and Folder Filtering allows users to selectively migrate files from FileShare based on file extensions, with options to include or exclude specific types, and enables sorting and filtering of files or folders for precise migration selection.
  • Profile Extraction can occur during or after data collection, offering users the choice to pull profile information from file paths or specify custom profiles for their files.
  • Workspace and Profile Validation allows users to verify workspaces and profiles with one click before migration, and within iSyncKit, users can edit profiles and modify or merge workspaces as needed.
  • Applying Security offers flexible settings for folders and documents, with options to inherit, define ACL, or use a hybrid security model.
  • Fast Processing Capability enables swift data migration, allowing users to tailor the speed of multi-threading based on the specifications of the iManage server, SQL server, and iSyncKit Server.
  • Supervised Import preserves document numbers, versions, and other identifiers from the original system during migration.
  • Mirroring Capability creates an exact replica of FileShare documents in iManage, automatically updating any deletions, renaming, or movements made in FileShare to maintain data integrity between the two systems.
FileShare to Cloud Screenshot

Get the FileShare Migration Tool

Please contact one of our consultants if you have any questions about our FileShare Migration Tool, or if you’d like to hear more about how implementing this tool can uniquely benefit your firm.

Trusted By Many Professionals

Over 1 million professionals worldwide depend on the iManage Document Management System every day to efficiently process their legal documents and emails, and collaborate more fluidly. MacroAgility Systems has been a trusted advisor for many of these firms who have learned a new definition of efficiency using iManage DMS platform.

FMJ Testimonial

“I recently had the opportunity to work with MacroAgility on a critical project, migrating our on-prem iManage Filesite to the Cloud iManage. Throughout the project, MacroAgility consistently demonstrated a thorough and well-thought-out plan of attack for the migration. Their frequent communication regarding the process made us feel like we were a part of the process every step of the way. MacroAgility truly felt like a partner committed to the process and how it worked for our company individually. They ran efficient meetings to talk about progress and next steps while also being mindful of not wasting too much time. What I particularly liked about their approach was that everyone I worked with had a keen understanding of what they were dealing with. Any potential hiccups were acknowledged and resolved in a very timely manner. In summary, the experience was wonderful. The customer service was top-notch, the migration was well thought out and planned with great attention to detail. At our firm this project has been considered by many to be the smoothest software transition/migration they've experienced. I would absolutely recommend MacroAgility.”

Dan Ruzicka
IT & Facilities Manager / FMJ

Testimonial 9

“We first experienced MacroAgility's immediate help when we needed help with our DMS communication server after we migrated Microsoft Exchange to the cloud. A few months later, MacroAgility implemented iManage Share with our existing iManage Work DMS system. MacroAgitliy worked according to our schedule and completed the project in a timely fashion. We appreciate their assistance with our DMS technology needs, and we would recommend Macroagility to other firms.”

Steve Baer
Application Specialist at Pallet Valo LLP

Testimonial 8

“Due to ransomware attack, we took a paradigm shift to exchange and outlook online in the cloud. We thus faced the challenge of migrating the on-prem iManage to the cloud bearing in mind our unique environment. MacroAgility rose up to the occasion rendering prompt, efficient and exceptional services that saw to the successful and satisfactory restoration of services to a level much appreciated by the GN. We hope to be able to work with them on future initiatives.”

Roy Egbuna
Manager Informatics Projects at Government of Nunavut

Testimonial 7

"iManage was the right step to take for the Firm. Lawyers appreciate iManage functionalities and capabilities. iManage became even more important in the pandemic situation as it is hard to imagine managing legal cases not having iManage document management system in place. Working with the MacroAgility implementation team was an utmost professional and pleasurable experience. The MacroAgility systems team members, no doubt, are specialists at managing and organizing projects with delivering exceptional customer service. The Lawyers and Staff members were happy with the training provided by MacroAgility and found group and individual training sessions very educational and helpful. We will be looking to work with them again in the near future."

Lia Lomtadze-Dedina
Director of Business Operations at Filion Wakely LLP

Testimonial 5

"We were struggling with iManage integration with Gmail. MacroAgility were professional and patient and managed to resolve our issues and integrate our system. Super friendly, very professional and extremely competent"

Colin Short
Chief Information Officer at Adams&Adams

Testimonial 6

" We did not have the know-how to deploy iManage Work in-house. MacroAgility deployed a hosted instance of iManage Work for us. MacroAgility also provided training to our developer on the iManage SDK. Additionally, MacroAgiloity supported our deployment and answered our development questions. The deployment has gone well for several years. Macroagility is an iManage Work expert. It is a pleasure to work with them. They are very knowledgeable, use time productively and are very good communicators. We were fortunate to work with MacroAgility and recommend them heartily. "

Maureen Blando, PMP
President and COO at Mobile Helix

Testimonial 4

"Our technology services group excels in operational excellence and providing innovative solutions to our clients. MacroAgility was hired to work on a transformation project involving migration of our current DMS to iManage platform. MacroAgility’s expertise related to iManage experience, knowledge around various technical components and focus on client experience helped us tremendously."

Amit Bhagi
Director Enterprise Architecture at Borden Ladner Gervais (BLG)

Testimonial 2

"MacroAgility is proactive and tireless contributor who has in depth knowledge of WorkSite document management system and other iManage products. MacroAgility soft skills and a unique capacity for empathy has allowed them to motivate a team to care about its project. MacroAgility is always a go-to company for any WorkSite and development issues resolution and has demonstrated tremendous problem-solving skills."

Kim MacKay, PMP
National IT Project Manager at Gowling Lafleur Henderson LLP

Testimonial 1

"MacroAgility provided extremely valuable technical skills on our iManage Document Management System (DMS) Email Management and Desksite firm-wide implementation and rollout. MacroAgility was a technical key success factor in this high impact rollout."

Lynda Chandika Neil, PMP, MoP, CSM
PMO Leader, Business Driven Delivery at McMillan LLP

Awards and Certifications

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System Engineer

iManage Certified System
Engineer

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Upgrade

iManage Work 10.X
upgrade Certificate

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Application

iManage Application
Essential Certification

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Administration

iManage Hosted work
fundamentals and admin
certification

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Technology

iManage Technology
Certification

Awards

Threat Manager and Security

Threat Manager and Security Policy
Manager Certification

MacroAgility’s Export Master was designed to automate transfers, archiving, and collaborative sharing of documents with minimal oversight

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Firms using these broadly versatile products find them to be endlessly relevant to their daily operational needs. Each represents an extremely cost-effective means for firms of all sizes to explore full optimisation of this powerful document management system software.

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MacroAgility’s Gmail2Work product integrates your Gmail and iManage usage, enabling you to manage Google email messages through iManage Work 10. Gmail2Work usage negates the need for costly exchange server, communication server, or EMM packages.

MacroAgility Export Manager

MacroAgility’s Export Manager dramatically simplifies mass and custom-criteria exporting of documents and folders to a local system. MacroAgility designed this application to provide law firms and financial firms with a quick and convenient way to export workspaces and folders from the iManage DMS.

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MacroAgility’s Lotus2Outlook conversion tool lets you convert Lotus Notes files into Outlook format. Open and read these converted email documents in iManage. Convert them en masse, and do it quickly and accurately. Compare conversions and originals to decide which to keep. And avoid the obstacle of sorting through multiple conversions.

MacroAgility Workspace Generator

Our Workspace Generator Tool is automation software for a firm’s time and billing system. It automatically monitors incoming data for client and matter information related to the time and billing system, generating the workspace without any user assistance. And it updates the workspace name automatically, and matches it to your overall workspace scheme

Speak to one of our consultants today to discover how one or more MacroAgility custom-designed iManage integration products can enhance workflow and productivity at your law firm, corporate legal firm, or financial firm.

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