| 摘要 |
A system for migrating electronic files from a plurality of sources, for ECM systems, file shares or others, for use on a client device or on an administrative server, which can be in a cloud computing system, from at plurality of source repositories to a plurality of destination repositories quickly, accurately, and in an accelerated manner using a migration simulation in embodiments. The system includes a processor in communication with data storage and a client device via a network or a computing cloud or both. |
| 主权项 |
1. An electronic file migration system for migrating source material comprising metadata and electronic file content from a source repository to a destination repository comprising:
an administrative processor with an administrative data storage connected to a network for communication with a client device, wherein the client device has a client device processor and a client device data storage and the client device and the administrative processor are both connected to the network; a dynamic rules generation library in the administrative data storage, wherein the dynamic rules generation library comprises:
editable classification rules;editable exclusion rules;output settings for the source material; andinput settings for the source material; computer instructions configuring a processor to generate a source/destination map with a destination root path default and a full migration source to destination path based on the metadata, editable classification rules, editable exclusion rules, input settings, output settings, the source repository, and the destination repository; computer instructions configuring the processor to extract the metadata from the source material in the source repository and form an editable file inventory; computer instructions configuring the processor to create a migration profile using the editable classification rules, the editable exclusion rules, the output settings for the source material, the input settings for the source material of the dynamic rules generation library, and the extracted metadata, wherein the migration profile with a plurality of file inventory entries comprises:
a profile name; andconfiguration settings; computer instructions configuring the processor to apply the editable exclusion rules and the editable classification rules to the plurality of file inventory entries, forming an editable preview of the plurality of file inventory entries; computer instructions configuring the processor to perform a simulation using only the metadata of the plurality of file inventory entries of the editable preview, wherein the computer instructions comprise:
computer instructions configuring the processor to copy the metadata of the source material, store the copied metadata in the administrative data storage using an editable migration profile;computer instructions configuring the processor to create a visualization for the destination repository based on the simulation showing the metadata using the configuration settings, wherein the visualization for the destination repository comprises a display screen presenting a result of the simulation to a user, and further wherein the result of the simulation includes the input settings for the source material, the output settings for the source material, the editable classification rules, and the editable exclusion rules;computer instructions configuring the processor to initiate an editable file inventory analysis using the metadata;computer instructions configuring the processor to obtain user feedback concerning the metadata and modify the editable file inventory analysis;computer instructions configuring the processor to update the metadata using the modified editable file inventory analysis, wherein the update comprises modifying the metadata based upon user feedback; andcomputer instructions configuring the processor to verify that the simulated migration of the metadata of the plurality of file inventory entries was completed from the source repository to the destination repository using preset file migration objectives; computer instructions configuring the processor to initiate an actual migration of the source material using the migration profile with the plurality of file inventory entries and based on the a defined status of a progress log that provides a last sequence status of activities performed during migration simulation; and computer instructions configuring the processor to create a migration management console in a client device with at least one migration profile entry showing the metadata of the plurality of file inventory entries, wherein the migration management console provides: a migration profile name, a description, and configuration settings; wherein the migration management console further comprises a migration management display comprising:
a form inventory files button connected to computer instructions for the administrative processor to form inventory files;an export button connected to computer instructions for the administrative processor to export files;an apply settings button connected to computer instructions for the administrative processor to apply settings;an import button connected to computer instructions for the administrative processor to import files;a simulate button connected to computer instructions configuring the processor to perform the simulation using only the metadata of the plurality of file inventory entries of the editable preview;a run button connected to computer instructions for the administrative processor to run a migration;an audit log button connected to computer instructions for the administrative processor to display audit logs, wherein the audit logs comprise information relating to changes made by the user to the migration profile;an analysis reports button connected to computer instructions for the administrative processor to display reports;a save progress log button connected to computer instructions for the administrative processor to save progress logs;a progress log button connected to computer instructions for the administrative processor to display progress log; anda save and close button connected to computer instructions for the administrative processor to save and close the migration management console. |
