FileShare Migration

Fileshare to Cloud Migration

The Solution

MacroAgility’s FileShare Migration Tool embodies a simple UI with the power to perform large migrations efficiently. It was designed to liberate office work with simple few clicks, and to that end it allows for a series of transfer parameters that make the process of importing files incredibly easy.

FileShare Migration Benefits

  • End-users modify folder names in FileShare with client and matter numbers to create profiles in iManage, but they can now update document profiles directly within the migration software without changing folder names.
  • MacroAgility installs and configures the software on the client’s server, provides access via a URL, and automatically delivers updates and new features.
  • There are three strategies for transferring data to iManage without altering folder organization: preserving the original folder structure, searching for folders by name/class, or replicating the FileShare folder structure.
  • Users can adopt workspace security, create custom security settings, or combine both with additional users or groups.
  • The interface allows users to efficiently migrate individual, multiple, or all workspaces with a few clicks, simplifying both simple and complex data transfers.
Imanage Document Management
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FileShare Migration Key Features

  • Delta Runs regularly check for new or modified files in FileShare to keep the migration up to date.
  • Universal API Certification ensures compatibility across On-Prem, Work Cloud, and Cloud iManage platforms.
  • The Roll-back Feature allows for the deletion of all migrated content, enabling metadata correction or re-migration.
  • Comprehensive Logs provide detailed records throughout and after the migration process for troubleshooting and report generation, with the ability to query logs using metadata for enhanced searchability.
  • Traffic Optimization eliminates user experience issues and errors caused by high data traffic.
  • File and Folder Filtering allows users to selectively migrate files from FileShare based on file extensions, with options to include or exclude specific types, and enables sorting and filtering of files or folders for precise migration selection.
  • Profile Extraction can occur during or after data collection, offering users the choice to pull profile information from file paths or specify custom profiles for their files.
  • Workspace and Profile Validation allows users to verify workspaces and profiles with one click before migration, and within iSyncKit, users can edit profiles and modify or merge workspaces as needed.
  • Applying Security offers flexible settings for folders and documents, with options to inherit, define ACL, or use a hybrid security model.
  • Fast Processing Capability enables swift data migration, allowing users to tailor the speed of multi-threading based on the specifications of the iManage server, SQL server, and iSyncKit Server.
  • Supervised Import preserves document numbers, versions, and other identifiers from the original system during migration.
  • Mirroring Capability creates an exact replica of FileShare documents in iManage, automatically updating any deletions, renaming, or movements made in FileShare to maintain data integrity between the two systems.
FileShare to Cloud Screenshot

Get the FileShare Migration Tool

Please contact one of our consultants if you have any questions about our FileShare Migration Tool, or if you’d like to hear more about how implementing this tool can uniquely benefit your firm.

Trusted By Many Professionals

Over 1 million professionals worldwide depend on the iManage Document Management System every day to efficiently process their legal documents and emails, and collaborate more fluidly. MacroAgility Systems has been a trusted advisor for many of these firms who have learned a new definition of efficiency using iManage DMS platform.

Cochrane Sinclair: Tiffany Sjoblom

“Working with MacroAgility was a very collaborative and supportive experience. From the very beginning, their team truly listened, not just to our technical requirements, but to the way our team works. They recognized that we, as end users, needed a solution that fit our day to day, and they adapted their approach to help us move from our previous system to a new platform in a way that felt intuitive and empowering. Our prior document management system presented challenges with speed, reliability, and ease of use, which impacted our operations. We knew we needed to move documents to a solution that provided exactly what we hoped for, better integration with tools like Outlook and Word, and an overall more seamless experience. We had approached other companies, and the transition to the new system was a difficult one without success. When on board with MacroAgility, I was given the space to take charge, and that trust allowed me to flourish in a role that was both challenging and rewarding. Even during more complex processes, they were patient, took the time to reframe challenges, and explained concepts in clear, simple ways. That kind of patience and partnership made all the difference. MacroAgility’s nontraditional approach truly stood out. They helped us navigate the migration after the new platform was implemented, which was not easy, but they made it work. No other company we spoke to could solve this issue. Their collaborative, transparent process, combined with live end user training, took the burden off our team and provided support in real time, something tutorials alone could not offer. Since moving to the new solution, we have seen major improvements in our day to day operations and collaboration. Everything that our prior system struggled with, the new platform handles smoothly, from document access to seamless integration with our everyday tools. The efficiency, scalability, and security improvements have been significant, making a real difference for our firm.”

Cochrane Sinclair
Tiffany Sjoblom: Paralegal/Office Manager

Pinsent Mason: Lucas Stanely

"MacroAgility has completely changed what we look for in a technology partner. We’d been grappling with some complex deployment challenges. Our scripts weren’t running because of the strict closed security model in place at Pinsent Masons. By the time ConnectLive London came around, Pinsents had already resolved the security model challenges issues internally, but we were still stuck with a database problem that was holding everything up. When I mentioned this to the MacroAgility team at ConnectLive, they jumped straight in. They got their laptops out, went through our server logs with me, spotted a syntax issue, and had iSyncKit up and running within minutes. That kind of hands-on, real-time support really left an impression. What impressed me even more was how consistently they backed us through every technical and policy-related step afterwards. Their Export Master capabilities gave us exactly the data mobility we needed, and their deep understanding of enterprise-level legal environments meant we could implement iSyncKit securely and in line with all our security and compliance requirements. Today, we’re fully operational with a scalable, reliable solution that suits our long-term plans perfectly. MacroAgility didn’t just deliver a product, they delivered true partnership, precision, and results."

Pinsent Masons
Lucus Stanely, DMS Architect at Pinsent Mason

FMJ: Dan Ruzicka

“I recently had the opportunity to work with MacroAgility on a critical project, migrating our on-prem iManage Filesite to the Cloud iManage. Throughout the project, MacroAgility consistently demonstrated a thorough and well-thought-out plan of attack for the migration. Their frequent communication regarding the process made us feel like we were a part of the process every step of the way. MacroAgility truly felt like a partner committed to the process and how it worked for our company individually. They ran efficient meetings to talk about progress and next steps while also being mindful of not wasting too much time. What I particularly liked about their approach was that everyone I worked with had a keen understanding of what they were dealing with. Any potential hiccups were acknowledged and resolved in a very timely manner. In summary, the experience was wonderful. The customer service was top-notch, the migration was well thought out and planned with great attention to detail. At our firm this project has been considered by many to be the smoothest software transition/migration they've experienced. I would absolutely recommend MacroAgility.”

Dan Ruzicka
IT & Facilities Manager / FMJ

Pallet Valo: Steve Baer

“We first experienced MacroAgility's immediate help when we needed help with our DMS communication server after we migrated Microsoft Exchange to the cloud. A few months later, MacroAgility implemented iManage Share with our existing iManage Work DMS system. MacroAgitliy worked according to our schedule and completed the project in a timely fashion. We appreciate their assistance with our DMS technology needs, and we would recommend Macroagility to other firms.”

Steve Baer
Application Specialist at Pallet Valo LLP

Government of Nunavut: Roy Egbuna

“Due to ransomware attack, we took a paradigm shift to exchange and outlook online in the cloud. We thus faced the challenge of migrating the on-prem iManage to the cloud bearing in mind our unique environment. MacroAgility rose up to the occasion rendering prompt, efficient and exceptional services that saw to the successful and satisfactory restoration of services to a level much appreciated by the GN. We hope to be able to work with them on future initiatives.”

Roy Egbuna
Manager Informatics Projects at Government of Nunavut

Filion Wakely: Lia Lomtadze-Dedina

"iManage was the right step to take for the Firm. Lawyers appreciate iManage functionalities and capabilities. iManage became even more important in the pandemic situation as it is hard to imagine managing legal cases not having iManage document management system in place. Working with the MacroAgility implementation team was an utmost professional and pleasurable experience. The MacroAgility systems team members, no doubt, are specialists at managing and organizing projects with delivering exceptional customer service. The Lawyers and Staff members were happy with the training provided by MacroAgility and found group and individual training sessions very educational and helpful. We will be looking to work with them again in the near future."

Lia Lomtadze-Dedina
Director of Business Operations at Filion Wakely LLP

Adams&Adams: Colin Short

"We were struggling with iManage integration with Gmail. MacroAgility were professional and patient and managed to resolve our issues and integrate our system. Super friendly, very professional and extremely competent"

Colin Short
Chief Information Officer at Adams&Adams

Mobile Helix: Maureen Blando

" We did not have the know-how to deploy iManage Work in-house. MacroAgility deployed a hosted instance of iManage Work for us. MacroAgility also provided training to our developer on the iManage SDK. Additionally, MacroAgiloity supported our deployment and answered our development questions. The deployment has gone well for several years. Macroagility is an iManage Work expert. It is a pleasure to work with them. They are very knowledgeable, use time productively and are very good communicators. We were fortunate to work with MacroAgility and recommend them heartily. "

Maureen Blando, PMP
President and COO at Mobile Helix

Borden Ladner Gervais: Amit Bhagi

"Our technology services group excels in operational excellence and providing innovative solutions to our clients. MacroAgility was hired to work on a transformation project involving migration of our current DMS to iManage platform. MacroAgility’s expertise related to iManage experience, knowledge around various technical components and focus on client experience helped us tremendously."

Amit Bhagi
Director Enterprise Architecture at Borden Ladner Gervais (BLG)

Gowling Lafleur Henderson LLP: Kim MacKay

"MacroAgility is proactive and tireless contributor who has in depth knowledge of iManage document management system and other iManage products. MacroAgility soft skills and a unique capacity for empathy has allowed them to motivate a team to care about its project. MacroAgility is always a go-to company for any iManage and development issues resolution and has demonstrated tremendous problem-solving skills."

Kim MacKay, PMP
National IT Project Manager at Gowling Lafleur Henderson LLP

McMillan LLP: Lynda Chandika Neil

"MacroAgility provided extremely valuable technical skills on our iManage Document Management System (DMS) Email Management and Desksite firm-wide implementation and rollout. MacroAgility was a technical key success factor in this high impact rollout."

Lynda Chandika Neil, PMP, MoP, CSM
PMO Leader, Business Driven Delivery at McMillan LLP

Awards and Certifications

Awards

System Engineer

iManage Certified System
Engineer

Awards

Upgrade

iManage Work 10.X
upgrade Certificate

Awards

Application

iManage Application
Essential Certification

Awards

Administration

iManage Hosted work
fundamentals and admin
certification

Awards

Technology

iManage Technology
Certification

Awards

Threat Manager and Security

Threat Manager and Security Policy
Manager Certification

MacroAgility’s Export Master was designed to automate transfers, archiving, and collaborative sharing of documents with minimal oversight

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Our Products

Firms using these broadly versatile products find them to be endlessly relevant to their daily operational needs. Each represents an extremely cost-effective means for firms of all sizes to explore full optimisation of this powerful document management system software.

Gmail2Work

MacroAgility’s Gmail2Work product integrates your Gmail and iManage usage, enabling you to manage Google email messages through iManage Work 10. Gmail2Work usage negates the need for costly exchange server, communication server, or EMM packages.

MacroAgility Export Manager

MacroAgility’s Export Manager dramatically simplifies mass and custom-criteria exporting of documents and folders to a local system. MacroAgility designed this application to provide law firms and financial firms with a quick and convenient way to export workspaces and folders from the iManage DMS.

MacroAgility Lotus2Outlook

MacroAgility’s Lotus2Outlook conversion tool lets you convert Lotus Notes files into Outlook format. Open and read these converted email documents in iManage. Convert them en masse, and do it quickly and accurately. Compare conversions and originals to decide which to keep. And avoid the obstacle of sorting through multiple conversions.

MacroAgility Workspace Generator

Our Workspace Generator Tool is automation software for a firm’s time and billing system. It automatically monitors incoming data for client and matter information related to the time and billing system, generating the workspace without any user assistance. And it updates the workspace name automatically, and matches it to your overall workspace scheme

Speak to one of our consultants today to discover how one or more MacroAgility custom-designed iManage integration products can enhance workflow and productivity at your law firm, corporate legal firm, or financial firm.

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