Migration Settings

When configuring a migration, the Options step provides advanced settings that control how files are selected, handled, and finalized. These settings define what moves, what stays behind, how filenames are validated, and how completion is signaled.

Managing Source Files After Migration

This setting determines what happens to files at the source once they have been migrated. Keeping a copy at the source preserves a backup and supports running parallel systems during a transition. Deleting the migrated files from the source frees storage and clears transferred items. When deletion is selected, empty folders at the source can also be removed once their contents have been migrated.

Include and Exclude Patterns

The Include Patterns and Exclude Patterns options selectively migrate specific items from the source to the destination. If no patterns are provided, the entire contents of the source are migrated. Include Patterns define which files and folders are transferred. Exclude Patterns define which files and folders are skipped. If a file matches both, the exclusion takes precedence.

Patterns use glob matching:

• A single asterisk (*) matches folders or files at a specific level.

• A double asterisk (**) matches all subfolders recursively.

• A question mark (?) matches any single character.

• Square brackets ([]) match sets or ranges of characters.

• Curly brackets ({}) match alternatives, so {Mon,Tue,Wed} matches any file whose name contains one of those abbreviated weekdays.

• An escape sequence matches literal special characters, so [?] matches a question mark.

File names can be matched using wildcards or extensions, including *.pdf for all PDF files.

Patterns can be applied to paths, filenames, or both. path/to/*.pdf matches all PDF files in the specified folder. **/_202{4,5}_.pdf matches PDF files across any folder whose name contains either 2024 or 2025. Multiple include and exclude patterns may be set for a single migration, and folder exclusions apply recursively to all contents of the excluded folder.