FTP Attachments® Migrator: is a tool to migrate your existing Salesforce attachments to FTP Attachments® Pro. This gives you huge cost savings as well as better control over your data. This tool works only with FTP Attachments® Pro
FTP Attachments® Advance Migrator: Advance Migrator tool is an automated tool used to migrate files from Salesforce storage server to the personal storage server. It is an add-on tool of the FTP Attachments® application similar to classic Migrator tool with enhanced feature of automated migration. Using this tool, files can be continuously migrated from Notes and Attachments to personal storage server. The record of migrated file can be found in Salesforce’s FTP Attachments® object
Using FTP Attachments® Migrator
Migrator tool can migrate existing Salesforce attachments to free up Salesforce storage. This application is add-on for FTP Attachments® applications. It can be used to migrate all your existing Salesforce attachments to FTP Attachments® application, to save you Salesforce storage space consumed by Salesforce attachments. You can use existing profiles of your FTP Attachments® application and specify parameters like Folder, and comments for each sets of attachments
Before you start using the tool, make sure you have taken backup of all your Salesforce attachments, so no data is lost during migration due to any reason. Also, it is recommended that you do not migrate more than 500 records per day (or as per the recycle bin rules of your Salesforce account), this is in case if you see any issues you can easily rollback your attachments from Salesforce Recycle Bin
Just like FTP Attachments® you can specify a common comment which will go in all the attachments migrated to Salesforce. For migrating your attachments using FTP Attachments® Migrator tool you need to configure some settings in FTP Attachments Account
In order to configure these settings
Login to your FTP Account
Go to Subscription FTP Attachments® MigratorSettings
Default Salesforce User Login and Password: This login will be used to retrieve attachments from your Salesforce account. So, ensure that you are entering correct Salesforce login and Password
File Name Settings: Here, you can set the additional characters allowed in File Name, Extensions to be allowed or denied and Whether duplicate file names are allowed or not
Additional characters allowed in the file name, along with standard characters
Allow or Deny files with the same name
Object Defaults: Here, you can set the Comment, Storage Folder and Limit for each object. While using Migrator tool,These settings will appear by default. You can change them later while migrating your attachments
Select Object: Select Salesforce object from which you want to migrate attachments. Please Note: Only objects related to FTP Attachments® through lookup field will be visible in this combo box
Comment: Comment will be displayed in all migrated attachments
Add Field To Folder: Use Salesforce merge fieldnames to create folder name e.g.Cases!Case.CaseNumber)
Storage Folder: Specify namestructure of the folder, where you want to store your attachments on server
Note: This is just name of the folder, not absolute path
Limit: Number of attachments you want to migrate in one batch. Once you have backed up your Salesforce Attachments and configured all the settings required, follow the steps given below to migrate your attachments
Object: Attachments related to some type of object can be migrated together in the same batch, so you can select only one type of object in this field for which attachments will be migrated in one batch. Please Note: Only objects which are related to FTP Attachments® through the lookup field will be visible in the list
Comment: Comment you specify here will be applied to all the attachments which are migrated to FTP Attachments®
Attachment Filter: You can specify criteria here to filter the attachments. Only attachments matching this criteria will be retrieved from Salesforce for migration.
Limit: Migrator allows only limited number of records to be migrated in one batch. You can specify this limit here. Migrator will retrieve maximum of records as per the limit specified in this field.
Server Profile: If you are using multiple storage servers, you can choose a profile of the server to which attachments needs to be migrated.
Add Field to Folder: Using this you can add a merge field to your Storage Folder. The merge fields will be replaced by appropriate Salesforce record value at runtime. E.g. you want to create folder Cases 000104 for case number 00104 when an attachment is attached to the case 00104, you can use merge field Cases !Case.CaseNumber to achieve this.
Storage Folder: In this field you can specify the name structure of the folder where your attachments will be stored on your storage server. You can also use Salesforce merge field names to create folder names at runtime. The merge fields will be replaced by appropriate Salesforce record value at runtime. E.g. you want to create folder Cases 000104 for case number 00104 when an attachment is attached to the case 00104, you can use merge field Cases!Case.Case Number to achieve this
Parent Filter: You can specify criteria here to filter the parent objects. Only attachments which are attached to these parent objects will be retrieved from Salesforce for migration.
Note: Please be careful while using this filter and make sure that these criteria should return not more than 500 records for best results
How does Migrator work?
Enter all different fields and click on ‘Retrieve’ button, which will fetch all attachments information and display it to you.
Review all the records carefully to see if they are going to the right folder and using right fields and servers etc
Once you are satisfied with the records info, you can move on to next step by clicking on ’Start Migration’
The progress will be displayed in the screen; once it is finished you can see the results in the Status field of each record.
In case of errors you can move the cursor to error and in the tool tip detailed message will be displayed
For successfully migrated attachments you can review them in the Salesforce by creating appropriate view under FTP Attachments® tab.