For any business to perform a Citrix ShareFile to SharePoint migration (of any scale), using a powerful migration tool plays a mission-critical role. It is through the right migration tool that transferring user accounts and data in high volume along with other features becomes a breeze.
A clearly defined strategy is also crucial to overcoming all the challenges and making the migration project a complete success at a company-wide level.
Use this guide to learn about the strategies and steps to migrate ShareFile to SharePoint with CloudFuze as the migration partner. You can also refer to our Citrix ShareFile to OneDrive migration guide.
SharePoint vs ShareFile
SharePoint Online and Citrix ShareFile both offer business-grade file/folder sharing and security features. However, SharePoint Online is much more than just a shared drive. It also functions as an intranet to allow seamless syncing of other Microsoft 365 apps, including OneDrive for Business, Microsoft Teams, Outlook, Calendar, and more.
ShareFile to SharePoint Migration Challenges for Businesses
Businesses planning to migrate ShareFile to SharePoint face several technical challenges primarily due to the limitations that Microsoft has set in SharePoint Online and OneDrive for Business. The first SharePoint Online limitation that creates migration challenges is lack of support for specific special characters in file and folder names.
SharePoint Online and OneDrive for Business do not support these special characters in file and folder names in Microsoft 365:
Another limitation that makes it challenging for businesses to migrate ShareFile to SharePoint is file path length. Microsoft does not support the total decoded file path length of more than 400 characters in SharePoint Online and OneDrive for Business.
However, with a fully developed tool like CloudFuze X-Change, businesses can overcome these challenges with automated processes.
CloudFuze automatically replaces unsupported special characters with either an underscore (_) or a hyphen (-) and creates separate folders for files with 400+ path length.
How CloudFuze Migrates Permissions from Citrix ShareFile to SharePoint
With CloudFuze, businesses can retain file and folder sharing integrity by accurately migrating and converting permissions. The table below shows how CloudFuze migrates and converts permissions from Citrix ShareFile to SharePoint Online:
|Citrix ShareFile ||SharePoint Online (after migration) |
|Owner ||Owner |
|View ||View |
|Upload ||Edit |
|Download ||Edit |
|Delete ||Edit |
|Admin ||Edit |
|View + Download ||Edit |
|View + Download + Upload ||Edit |
|View + Download + Upload + Delete ||Edit |
|View + Upload ||Edit |
|View + Upload + Delete ||Edit |
|Download + Upload ||Edit |
|Upload + Delete ||Edit |
Steps To Migrate Citrix ShareFile to SharePoint
Having clarity on the entire data transfer processes helps businesses of all sizes gain confidence for their Citrix ShareFile to SharePoint migration project and plan the execution phase accordingly.
The steps below show the processes involved in migrating users and data from ShareFile to SharePoint Online using CloudFuze’s migration tool, X-Change.
Step 1: Log Into the CloudFuze Webapp
The first step is to log into the CloudFuze webapp. To get started, create an account with your business email address.
Step 2: Add Citrix ShareFile Account to CloudFuze
Go to the Business Clouds section of the webapp and add ShareFile for Business. Enter the login credentials to authorize the cloud.
Step 3: Add SharePoint Account to CloudFuze
Similar to the second step, choose SharePoint Online from the Business Clouds section and authorize it by entering the Global Admin credentials.
Step 4: Check the Added Clouds
Visit the Manage Clouds section to check if you have successfully added both clouds. If one or both clouds do not appear, it indicates that you have not successfully added and authorized them. We recommend repeating the second and third step.
Step 5: Configure the Source and Destination Clouds
The next step is to go to the Teams Migration section and configure Citrix ShareFile as the source and SharePoint Online as the destination cloud.
Step 6: Map the Users
In this step, you have to map user accounts from Citrix ShareFile to OneDrive. It is best to finalize the user account list before proceeding with this step.
CloudFuze supports auto-mapping and CSV mapping.
Step 7: Customize Permissions Mapping if Needed
CloudFuze’s Permissions Mapping stage gives businesses the option to customize permissions mapping if required.
Step 8: Choose the Features to Migrate
In the Options stage, business users can choose all migration features, apply specific filters, choose the migration type (one-time or delta) and add people as recipients for migration reports.
Step 9: Finalize the Migration Options
The Preview stage gives an overview of all the migration parameters, making it easy for businesses to review and finalize them.
Step 10: Start the Migration
The final step is to start the migration to initiate the actual data transfer process. Clicking on the Start Migration button will start the data transfer process and redirect to the reports console of the webapp.
Step 11: Check the Migration Reports
Monitor the migration progress and download migration reports from the Reports section of the CloudFuze migration webapp.
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