Migrating Network File Shares to Amazon WorkDocs Using AWS DataSync

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As more organizations transition to cloud solutions, many AWS users are opting to replace costly network file shares with Amazon WorkDocs. With its pay-as-you-go model, customers are charged only for the active user accounts associated with their WorkDocs site. This platform not only offers secure cloud storage but also facilitates seamless sharing of content with both internal and external stakeholders. Moreover, Amazon WorkDocs Drive allows users to access files directly from Windows File Explorer, Mac Finder, or Amazon WorkSpaces, all while preserving local disk space. This enhances user experience and accelerates the adoption of cloud-based file management.

Many clients migrating from on-premises Network File Systems (NFS) or Server Message Block (SMB) shares to WorkDocs utilize AWS DataSync in conjunction with Amazon S3 for efficient data transfer. DataSync is an online service designed to rapidly and effectively move substantial amounts of data from NFS or SMB servers to AWS storage options. Once the data is in S3, the Amazon WorkDocs Migration Service facilitates the transfer of files from an S3 bucket to a designated WorkDocs site.

This article outlines the recommended approach for migrating from on-premises NFS or SMB file shares to WorkDocs, comprising two main steps:

Step 1: Moving Data from On-Premises to Amazon S3

  1. Deploy and Activate a DataSync Agent

    To initiate, deploy and activate a DataSync agent to access on-premises storage. This activation links your agent to your AWS account. After deployment, select a service endpoint. If you opt for public endpoints, your DataSync agent communicates over the public internet; alternatively, a VPC endpoint allows for communication through your AWS VPC. Importantly, all data transfers are encrypted using Transport Layer Security (TLS).

  2. Configure the Source Location (NFS or SMB)

    A task consists of source and destination locations. Define the source location by creating an NFS or SMB source in the AWS DataSync console.

  3. Set Up a Destination Location in Amazon S3

    Define your destination as an Amazon S3 bucket by creating an S3 destination location in the DataSync console.

  4. Task Settings Configuration

    Create a task by specifying source and destination locations along with transfer options. Depending on whether you intend to migrate all data at once or regularly transfer changed data, you might wish to schedule repeated task executions. Ensure you set configurations for logging to Amazon CloudWatch for monitoring task execution.

  5. Initiate the Transfer

    Start the task to commence data transfer. The DataSync console allows you to monitor the execution while CloudWatch captures logs and tracks discovered and transferred files. You can set up notifications via CloudWatch Events upon task completion.

Step 2: Transferring Data from Amazon S3 to Amazon WorkDocs

Once your data is stored in Amazon S3, WorkDocs administrators can leverage the WorkDocs Migration Service to facilitate large-scale migrations of files and folders to their WorkDocs site. This service requires the establishment of an AWS Identity and Access Management (IAM) role permitting access to the designated S3 bucket and WorkDocs site.

Before beginning, ensure you have the necessary permissions, including administrative access for your WorkDocs site and the ability to create IAM roles.

  1. Preparing for Migration

    Create a folder in your WorkDocs site under My Documents for the incoming files. Verify that each file is under 5 TB, as this is the maximum size allowed for migration.

  2. Scheduling the Migration

    Once Step 1 is complete, schedule the migration using the WorkDocs Migration Service. This action changes your WorkDocs user account’s storage setting to Unlimited. Access the WorkDocs console, navigate to Apps, and select Migrations to initiate the scheduling process.

  3. Tracking the Migration

    You can monitor the migration progress through the WorkDocs interface, ensuring the directory structure and file names are preserved throughout the transition. Note that while file ownership and permissions will not carry over, the content remains intact.

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