Andrea Harvey
aharvey@dryviq.com

Andrea activity

31 Articles Written Last Month

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Updated September 9th, 2025 by Andrea Harvey

Viewing the Activity Log

Overview The Activity Log records events related to your content scans. If the scan encounters errors, cannot extract the content for evaluation, or performs actions, the Event and/or Message columns display the corresponding details. You will see “…Waiting for data” for events that the reporting database is still processing. The information should ...

1 min reading time
Updated September 10th, 2025 by Andrea Harvey

Configuring OCR Through the REST API

Overview Optical character recognition (OCR) allows DryvIQ to extract text from images, including images in PDF files and other document types. This global setting enables or disables OCR for your DryvIQ Platform. To evaluate files against entity types and policies, you must enable OCR. For content scans, OCR will be enabled or disabled automaticall...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Custom Insights Components Data

Overview The Components Data allows you to select how you want to visualize the data. You have the option of selecting a pie chart, bar chart, table, or a summary of the items. You can then further customize the visualization to your liking. Adding Components Click the tile that corresponds to the visualization you want to use.   The Edit visualizat...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Custom Insights Data Sources

Overview Data sources determine what information is pulled and how it is grouped. Once a data source is created, it is assigned to a visualization on the dashboard. It’s essential to understand what type of visualization you want to make when creating the data source so you know how adding information to each section will affect the visualization yo...

4 min reading time
Updated September 9th, 2025 by Andrea Harvey

Viewing Content Scans

Overview The Content Scans page provides an overview of the scans added to the DryvIQ Platform. The Scan name column displays the name assigned to the scan when it was created and lists the scan types selected. The Connection column identifies the platform, connection, and account used to access the platform, while the Path column identifies the loc...

8 min reading time
Updated September 2nd, 2025 by Andrea Harvey

Data Discovery Frequently Asked Questions

Overview You're in the right place! We've compiled some of the most frequently asked questions about data discovery projects to help you find the information you need quickly and efficiently. If you can't find the answer you're looking for, please don't hesitate to contact our customer support team for assistance. DryvIQ Persistent Label Classifier ...

1 min reading time
Updated September 10th, 2025 by Andrea Harvey

Amazon S3 (REST API)

Creating a Basic Amazon S3 Connection Create a basic Amazon S3 connection using the following information. POST {{url}}/v1/connections/ { "name": "amazon S3", "platform": { "id": "amazon-s3" }, "auth": { "client_id":"{{client_id}}", "client_secret":"{{client_secret}}" } } Creating a Job Configuration Example POST {{url}}v1/jobs { "name":"Simple Job"...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Templates

Overview The DryvIQ Command-line Interface (CLI) allows you to manage job templates, including listing, showing, creating, and deleting templates. Templates save time, ensure consistency, and reduce setup errors across job configurations. This page explains how to create, manage, and apply templates through CLI commands. Note that the authentication...

2 min reading time
Updated September 10th, 2025 by Andrea Harvey

Box (REST API)

Creating a Connection The following GET request will return a Box login link. Use this link to complete logging into your account and grant DryvIQ access to it. Creating a Box Connection Using Connect As Standard User GET {{url}}v1/connections/platforms/box/new Creating a Box Connection Using Connect as Account Administrator GET {{url}}v1/connection...

0 min reading time
Updated August 25th, 2025 by Andrea Harvey

Performing Actions on Content Manually

Overview You can execute an Action Set against an item or a selection of items in the Content list. However, items must be on the same page. You cannot assign an Action Set to items across multiple pages unless you select the entire list. DryvIQ creates an ad-hoc scan to execute the action.   Actions on Archive-Type Files For archive files, DryvIQ a...

1 min reading time
Updated September 10th, 2025 by Andrea Harvey

Citrix ShareFile Shared Folders (REST API)

The following GET request will return a ShareFile login link. Use this link to complete logging into your account and to grant DryvIQ access to it.  GET {{url}}v1/connections/platforms/sharefile-shared/new  ...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Autodesk BIM 360 (OAuth 2.0) (REST API)

Creating a Connection The following GET will return a target URL. Use this URL to log in to the Autodesk BIM 360 account to authenticate and create the connection. Make sure you connect using an Administrator account.  GET {{url}}v1/connections/platforms/autodesk-bim360-oauth2/new Creating a Job The sample code below shows how to create a job for an...

0 min reading time
Updated September 2nd, 2025 by Andrea Harvey

Entity Type Settings

Overview The Entity Types settings allow you to control how sample uploads display results and to set a default value for optical character recognition (OCR).  Sample Context Capture The Sample Context Capture setting determines how results display when evaluating a sample upload file against an entity type. Showing the contextual capture allows you...

1 min reading time
Updated September 10th, 2025 by Andrea Harvey

Box Service Account (REST API)

Creating a Connection to Access All Users (enterprise_id) Use the Enterprise ID to list content for all users on your connection root. Box Service Account connections require Administrator privileges to use the impersonation feature. Co-administrators do not have the required permissions to perform impersonation. POST {{url}}v1/connections/ { "name"...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Citrix ShareFile My Files and Folders (REST API)

The following GET request will return a ShareFile login link. Use this link to log in to your account and grant DryvIQ access to it.  GET {{url}}v1/connections/platforms/sharefile/new  ...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Syncplicity (REST API)

Creating a Connection With a new SyncPoint "Folder" POST {{url}}v1/connections/ { "name": "{{Syncplicity connection name}}", "platform": { "id": "syncplicity" }, "auth": { "client_id": "{{syncplicity application key}}",        "app_token": "{{syncplicity applicaiton token}}" "client_secret": "{{syncplicity application secret}}",        "delete_behav...

1 min reading time
Updated September 10th, 2025 by Andrea Harvey

Connection Management Using REST API

List all Connections GET {{url}}v1/connections List Connection Features and Limitations List Connection Features Ensure you have an established connection before making the following call. GET {{url}}v1/connections/{{cloud_connection}}?include=features List Platform Features To list general supported features for a given platform, make the following...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

LDAP Account and Group Maps Using REST API

Overview Lightweight Directory Access Protocol (LDAP) is an Internet protocol used to look up data from a server. Using REST API calls, you can create an account map that integrates with LDAP. You can also query DryvIQ to return the LDAP configuration being used for an account map. Test LDAP Connection Use the following call to test the LDAP Connect...

3 min reading time
Updated September 10th, 2025 by Andrea Harvey

Connection Pools Using REST API

Creating a Connection Pool Create the connections that should be in a connection pool. Keep track of connection IDs. Using one of the connection IDs from the previous step, create a connection pool using the REST API.   PATCH {{url}}v1/connections/{{connection_id}}/pool {    "name":"New Connection Pool Name" } The pool:id in the response to the abov...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Dropbox for Business (REST API)

Creating a Connection The following GET will return a target URL. Use this URL to log in to your Dropbox for Business account, authenticate, and create the connection. Make sure you connect using an Administrator account. GET {{url}}v1/connections/platforms/dfb/new Creating a Connection Using Custom Credentials The following example shows how to cre...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Dropbox for Business Teams Folders (REST API)

Creating a Connection The following GET will return a target URL. Use this URL to log in to your Dropbox for Business account, authenticate, and create the connection. Make sure you connect using an Administrator account. GET {{url}}v1/connections/platforms/dfb-teams/new Creating a Connection Using Custom Credentials The following example shows how ...

1 min reading time
Updated September 10th, 2025 by Andrea Harvey

Google Drive (REST API)

Create a Connection The code below shows how to create a new connection using a REST API call. The GET request returns JSON with the OAuth2 target URL needed to finish the connection creation. Follow the given URL to complete the connection setup. GET {{url}}v1/connections/platforms/google-drive/new Creating a Connection with a Delete Policy Soft de...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Procore (REST API)

Creating a Connection The example below shows how to create a Procore connection using DryvIQ’s default application credentials. The GET message will return a login link. Use this link to complete logging into your account and grant DryvIQ access to it. GET {{url}}v1/connections/platforms/procore/new Creating a Job The sample code below shows how to...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Google Shared Drives (REST API)

Creating a Connection The sample code below shows how to create a shared drives connection that uses impersonation. Ensure that the following fields are set correctly. The client_email should be the Google Workspace Admin Service Account. The subject should be the email for the user you would like to impersonate. POST {{url}}v1/connections { "name":...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Microsoft Office 365 (REST API)

Transferring Content to SharePoint Online Shared Document Library PlatformType in Connection: office365 URI Pattern in Connection: https://company.sharepoint.com/[SiteNameWhereLibraryExists]/ Target/Path in Job:Connection Config: /[LibraryName] This configuration will transfer data to the destination at the library specified. Connection will take it...

1 min reading time
Updated September 10th, 2025 by Andrea Harvey

Egnyte (REST API)

Creating a Connection The following GET messages will return an Egnyte login link. Use this link to complete logging into your account and to grant DryvIQ access to it. Create a New Connection as a Standard User GET {{url}}v1/connections/platforms/egnyte/new Create a New Connection as an Account Administrator GET {{url}}v1/connections/platforms/egny...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Microsoft Teams (REST API)

Creating a Connection The following GET request will return a Microsoft login link. Use this link to complete logging into your account and creating the connection. GET {{url}}v1/connections/platforms/microsoft-teams-graph/new  ...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Microsoft Azure Blob (REST API)

Creating a Connection Create a basic connection using the example below. Replace the example values with the information relevant to your connection. POST {{url}}v1/connections/ { "name": "display name goes here", "platform": {     "id": "azure-blob" }, "auth": { "client_secret": "this is the access key", "domain": "this is the account name", "conta...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Microsoft SharePoint On-premises (REST API)

Creating a Basic Connection Create a basic SharePoint connection at the following endpoint. GET {{url}}v1/connections/platforms/SharePoint/new Create a Connection with Applicable Authorization Type Verify your instance support forms. In rare instances, a misconfiguration in SharePoint on-premises can falsely report that Forms are supported. If you a...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Microsoft Office 365 GCC High (REST API)

Transferring Content to SharePoint Online Shared Document Library PlatformType in Connection: office365 URI Pattern in Connection: https://company.sharepoint.com/[SiteNameWhereLibraryExists]/ Target/Path in Job: Connection Config: /[LibraryName] This configuration will transfer data to the destination at the library specified. Connection will take i...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Performance Settings

Overview The Performance settings enable you to adjust various settings for migration jobs. If you run the DryvIQ Platform in a DryvIQ Cloud environment, you do not need to change these settings since DryvIQ manages your performance. If you run the DryvIQ Platform in your private cloud environment, you should consult with your DryvIQ Consulting Serv...

3 min reading time
Updated June 24th, 2025 by Andrea Harvey

Custom Insights Assets Components

Overview Assets allow you to customize your dashboard with text and images. Adding Text Click the Text tile. Fields display for you to add text.  Type the text you want to display in the Title field. Optionally, type the additional text you want to display in the Subtitle field. Select the text size from the list. The text updates in the preview fie...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Creating an Action Set

Overview Action sets allow you to create a group of actions to add to a content scan or apply to individual files. DryvIQ works through the actions in the action set, automating activities to minimize the need for manual intervention. For content scans set to run on recurring schedules, action sets ensure continuous action against your unstructured ...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Archive and Rehydrate

Overview The Intelligent Archive and Rehydration feature in the DryvIQ Platform makes it easy to manage and access archived content without losing visibility into your files. When files are archived, they’re replaced with customizable placeholder files that show when and where the original file was archived and include a direct link to restore the f...

7 min reading time
Updated September 10th, 2025 by Andrea Harvey

Has External Permissions (REST API)

Overview The DryvIQ Platform supports creating custom entity types that detect external email domains in file permissions. These entity types must be created manually using the DryvIQ REST API (via Postman or a command line tool such as PowerShell). Creating the Entity Type Endpoint The REST endpoint for the call is  {{url}}v1/entity_types?fields=al...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Dashboard Report Using REST API

Overview The sample code in this section provides REST API calls for the same information available on the Dashboard.   Total Number of Jobs and Total Runs GET {{url}}v1/reports/all/stats?fields=transfer_stats Value of Data Identified and Data Resolved Cumulative total of source bytes: GET {{url}}v1/transfers/stats/by_status Cumulative total of dest...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Deleting a Connection

Overview You can delete a connection that is no longer needed so it doesn’t appear in the Connections list. This applies to connections with both a Connected and a Disconnected status. Follow the steps below to delete a connection. Connection Removal Best Practice Deleting a connection associated with active content scans and migration jobs will cau...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Creating Custom Connectors

Overview The DryvIQ Platform allows users to connect to on-premise and cloud storage platforms and orchestrate the content contained within those platforms. To orchestrate the content, DryvIQ first needs to be able to talk to the storage platforms on both the source and the destination. This is accomplished by implementing an IConnectorProvider inte...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Reconnecting Connections

Overview If connections become disconnected, you can reconnect them using the existing credentials (the credentials used to create the connections) or by adding new credentials.  Reconnecting Using Existing Credentials Expand Manage in the left menu. Click Connections. Locate the disconnected connection in the Connections list. Click the ellipses (…...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

License Audit Using REST API

GET License Usage Use the following GET to get your license details. GET {{url}}v1/licensing?usage=true GET Job Details/Audit Log An audit log can be downloaded using one of the following calls. GET v1/transfers/audits.csv GET {{url}}v1/transfers/{job}/audits.csv Audit Log for a Specific Job Use the "job", "jobs", "job_id", or "job_ids" parameter to...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Searching for Connections

Overview The Refine option allows you to search your connections. Typing in the Search field narrows the filter options. You can search based on term (name), status, or storage platform. Searching Connections by Term (Name) Expand the Manage section in the left menu. Click Connections. Click Refine. Click Term. Type the search term or connection nam...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

User Job Mapping Job

Overview User Job Mapping jobs do not transfer any data. They are used to map user accounts on the source and destination platforms. The User Job Mapping job automatically generates child jobs based on the settings you’ve chosen for the job. These child jobs perform all the data transfers. You can select an account map for automatic user mapping rul...

2 min reading time
Updated September 12th, 2025 by Andrea Harvey

Basic Transfer Job

Overview A basic transfer job moves content between platforms. When you create folder mapping, user mapping, network home drive mapping, or intelligent migration jobs, the child jobs that are created for those jobs are individual transfer jobs. The Transfer Direction determines if the content is transferred in one direction (source to destination) o...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Folder Mapping Job

Overview Folder mapping jobs are ideal for migrations where you wish to control the transfer at a granular level without the effort of creating individual jobs. DryvIQ will automatically create a unique job for each folder in your hierarchy, inheriting configurations from the parent job. The folder mapping job can be controlled and manipulated like ...

2 min reading time
Updated September 9th, 2025 by Andrea Harvey

Supported Authentication Types

Overview Each storage platform supports a specific authentication method. You must understand the authentication your platform uses so you can collect the proper information to add when creating the connection.  OAuth2 Interactive (Web) Flow This authentication method requires you to log in to the platform using the proper account credentials and gr...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Intelligent Migration

Overview Intelligent migration is a crucial step in planning an efficient migration. DryvIQ scans your locations and provides an analysis of your content. Based on that analysis, you can make informed decisions about which content needs to be moved and where it should be relocated. DryvIQ then transfers the content you tag to the specified location....

5 min reading time
Updated September 12th, 2025 by Andrea Harvey

Network Home Drive Mapping Job

Overview Network Home Drive Mapping jobs are ideal for migrations where you wish to control the transfer at a granular level without the effort of creating individual jobs. DryvIQ will automatically create a unique job for each home drive that can be matched to users between the source and destination connections. These child jobs inherit configurat...

3 min reading time
Updated September 12th, 2025 by Andrea Harvey

Job Transfer Direction

Overview DryvIQ uses jobs to perform specific actions between the source and destination platforms. Transfer type determines how content is transferred from the source to the destination. Some transfer types are set based on the transfer direction selected on the Job Type page, and other job transfer types are set using a combination of the selected...

3 min reading time
Updated September 12th, 2025 by Andrea Harvey

Understanding Job Type

Overview The job type defines the type of job and the actions it will perform on the content. Five job types are available: basic transfer, folder mapping, user account mapping, network home drive mapping, and intelligent migration. A basic transfer job is the only job that moves content. The other job types create a parent job that automatically cr...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Configuring Job Locations

Overview The Locations page is where you will select the source connection and destination connection to use for the job. The source defines the current location of the content you wish to transfer; the destination defines where you would like to move your content. Other fields on this page display based on the job type selected and if the platform ...

2 min reading time
Updated September 12th, 2025 by Andrea Harvey

Managing Job Categories

Overview The Manage job categories option allows you to edit or remove custom categories. You cannot edit the default system categories.  Editing Job Categories Click Manage job categories.  Click Edit next to the category.  Edit the name.  Click Done. Deleting Categories Click Manage job categories.  Click Edit next to the category.  Click Delete c...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Editing Connection Pools

Overview You can update connection pools to edit the name, add connections, or remove connections from the connection pool. When editing a connection pool, remember that a pool must contain at least two connections.  Editing a Connection Pool Click Connections in the left menu. Click Connection pools. Click the ellipses (…) for the connection pool. ...

0 min reading time
Updated April 28th, 2025 by Andrea Harvey

Performance Counter Metrics Using REST API

Overview The v1/diagnostics/metrics REST endpoint exposes several performance counter values, which can help diagnose server health. The table below lists the available performance counters. Metric Description app.memory.usage Amount of memory DryvIQ is currently using in MB app.uptime The amount of time DryvIQ has been running in seconds app.versio...

7 min reading time
Updated September 12th, 2025 by Andrea Harvey

Filtering the Jobs List by Category

Overview One of the advantages of assigning jobs to specific categories is that you can filter the Jobs list by category to filter the list quickly. This is helpful, for example, when executing waves of jobs or when monitoring specific groups of jobs is essential.  Filtering By Category Click Filter by on the Jobs list page.  Select Category as the ...

0 min reading time
Updated May 12th, 2025 by Andrea Harvey

Viewing the Connections is a Connection Pool

Overview You can view a list of connections in a connection pool as needed. This is useful if you need to troubleshoot a connection pool or if you want to view the pool connections to determine if you need to edit a connection, add additional connections, or remove connections.  Viewing Connections Expand Manage in the left menu. Click Connections. ...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Assigning a Job Category

Overview The category function allows for the logical grouping of jobs for reporting and filtering purposes. The category is optional and does not alter the job function in any way. DryvIQ comes with two default job categories: Maintenance: DryvIQ maintenance jobs only. This category allows you to view the report of background maintenance jobs and i...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Searching Connection Pools

Overview The Refine option allows you to search the connection pools based on a term. This narrows the list to only the connection pools that match your search criteria.  Searching Connection Pools Expand Manage in the left menu. Click Connections. Click Connection pools.  Click Refine on the top-left side of the page.   Click Term.   Type the searc...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Creating Automatic User and Group Mappings

Overview The first step in creating a user or group map is to specify the automatic mapping rules you want to use. DryvIQ will attempt to map users or groups from one platform to another using the rules you select when creating the map. Note that all options are flagged as optional; however, you must select at least one of the following options for ...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Integrating Keycloak with Microsoft Entra ID

Overview Integrating Keycloak with Microsoft Entra ID allows DryvIQ Platform users to authenticate seamlessly using their Microsoft credentials. This process involves configuring Keycloak to recognize Microsoft Entra ID as an identity provider, registering the DryvIQ Platform as an app in Entra ID, and securely exchanging redirect URIs, client crede...

2 min reading time
Updated September 11th, 2025 by Andrea Harvey

Flagged Items Using REST API

Overview Each item is a package, consisting of the media itself, version history, author, sharing, and any other metadata. DryvIQ ensures all pieces of the item package are transferred to the destination to preserve data integrity. If DryvIQ can't transfer an item, the item is set to retry. By default, DryvIQ will attempt to reconcile items that are...

1 min reading time
Updated August 22nd, 2025 by Andrea Harvey

Selecting Scans

Overview You can choose to view the results for one or more scans using the Select scans option. Please note that document set scans are not currently available in the scan filters.  Empty List The Selected scans list may momentarily appear empty when the list refreshes as you add or remove scans. This is expected behavior.    Selecting Scans Click ...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Deleted Items Job Policy

Overview When a delete is detected on either the source or the destination, the Deleted Items Policy determines how DryvIQ will behave. Regardless of the policy selected, the transfer direction selected for the job affects how deleted items can be handled. Refer to the information below to understand how the different transfer types handle each Dele...

3 min reading time
Updated September 4th, 2025 by Andrea Harvey

Mapping Job Administrator Connections

Overview The ability to impersonate users is required for connections used for Folder Mapping, Network Home Drive Mapping, and User Job Mapping jobs. Impersonation allows the connection to access all folders on a site. To enable impersonation, the given connection must be configured using an administrator account. Only some supported platforms suppo...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Connections

Overview You can use the DryvIQ Command-line Interface (CLI) to manage connections to your content repositories. You can add, update, test, and remove connections for supported platforms, ensuring smooth migrations and discovery operations. This page provides guidance on creating and managing connections using CLI commands. Note that the authenticat...

4 min reading time
Updated September 11th, 2025 by Andrea Harvey

Adding DryvIQ Users to Keycloak

Overview This page describes the process for creating and managing user accounts in Keycloak for DryvIQ Platform users. It covers how to add individual users, assign them to the correct realm and roles, and ensure they are appropriately configured for authentication through Keycloak. Whether you are onboarding a new user, updating access, or trouble...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Preserve File Versioning Between Locations

Overview Some platforms keep snapshots of every change made to files. Version preservation determines how file versions are handled in the transfer. When version preservation is enabled for a job (the default option), DryvIQ will attempt to preserve all or the specified number of versions of the files, if supported on both platforms. If version pres...

0 min reading time
Updated June 17th, 2025 by Andrea Harvey

Allow Truncation

Overview Each platform has limits for path and segment lengths. The truncation option determines how to handle paths and segments that exceed these limits. If disabled (the default option), an item with a path or segment length that exceeds the platform limits will not transfer and will be flagged for remediation. When enabled, DryvIQ will attempt t...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

File Version Conflicts Job Policy

Overview The File Version Conflicts job policy determines how DryvIQ will behave when a file version conflict is detected on the source or the destination. There are five options, but not every option applies depending on the transfer direction selected. Refer to the information below to understand how the different transfer types handle each versio...

4 min reading time
Updated September 12th, 2025 by Andrea Harvey

Job Policies Available Through REST API

The following job policies are unavailable in the user interface when creating a job. You can only apply these policies when creating a job using the DryvIQ REST API or the Scripting feature available when creating a migration job. Refer to the following pages for information about these additional job policies. Directory Item Limits (max_items_per_...

0 min reading time
Updated September 4th, 2025 by Andrea Harvey

Impersonation (Run as User)

Overview Impersonation allows a site admin access to all the folders on the platform, including those that belong to other users. A job can be set up using the username and password of the site admin to sync/migrate/copy files to or from a different user's account without ever having the username or password of that user. If a connection has been cr...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

New Items Job Policy

Overview This job policy determines how DryvIQ should handle new items identified on the source during subsequent job runs.  Transfer the New Items This option tells DryvIQ to transfer any new items identified on the source to the platform. This option is ideal for smaller jobs. For Intelligent Migration jobs, this is the only New Items policy avail...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Source Items Job Policy

Overview This policy specifies what you want to happen to the source content once it has been transferred to the destination.  Keep the Items on the Source This option copies the content on the source to the destination and takes no further action against the source content when the job is complete. You would choose this option if users need to reta...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Change Item Inspection Policy

Overview The Item Inspection Policy enables you to control the level of tracking and reporting for content that exists on both the source and destination platforms, including content that has been configured to be excluded from transfer and content that already existed on the destination before the initial transfer. This feature categorizes items fo...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Allow Unsupported File Names to be Changed

Overview This behavior controls whether DryvIQ can change the names of folders and files that don't comply with the destination platform’s rules for unsupported characters. By default, this behavior is turned on for the job. DryvIQ will rename a file or folder instead of flagging it for manual remediation and preventing it from being transferred. Yo...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Zip Unsupported File Types

Overview Enabling this job behavior allows DryvIQ to compress any file that is not supported on the destination into a .zip format before being transferred. This will be done instead of flagging the item for manual remediation and halting the file transfer. For example, if you attempt to transfer the file "db123.cmd" from a Network File Share to Sha...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Convert Box Notes

Overview The Allow Rendition setting determines how Box Notes transfer from Box to the destination platform. This setting is disabled by default. If left disabled, Box Notes will be transferred in JSON format. When this setting is enabled, Box Notes will be transferred to other platforms as DOCX files.  Job Behavior The job will handle Box Notes in ...

0 min reading time
Updated September 4th, 2025 by Andrea Harvey

DryvIQ Platform SDK Development

Contact Us Our SDK repository is not publicly available. Please contact us for more information. SkySync References The SDK references SkySync. This is expected.    Platform Extensions Overview The DryvIQ Platform allows users to connect to on-premise and cloud storage platforms and orchestrate the content contained within those platforms. Out of th...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Job Filtering

Overview Filtering allows you to set rules that determine which items are included in or excluded from the transfer. Files may be filtered based on metadata attributes, file size, item name patterns, and extensions. This feature is helpful for customers who need to transfer only a subset of items based on specific file characteristics. DryvIQ applie...

4 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Authentication

Overview Authentication to the DryvIQ Platform can be made securely using the Command-line interface (CLI). This page explains the available authentication methods, required credentials, and configuration steps to establish a trusted connection between the CLI and your DryvIQ environment. SkySync References The CLI references SkySync. This is expect...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Metadata Mapping Import

Overview The metadata import feature enables users to import metadata from platforms that do not otherwise support metadata, based on the contents of a delimited text file or a database table. This process can be helpful when importing data produced during an export routine, such as exporting content from a platform not yet supported by the applicat...

4 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Job Schedulers

Overview Job schedules allow you to automate job execution at defined intervals using the DryvIQ Command-line Interface (CLI). Scheduling jobs helps maintain consistent migration workflows without manual intervention. This page explains how to configure job schedules and manage automation through the CLI. Note that the authentication parameters are ...

4 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Diagnostics

Overview Diagnostics help identify and troubleshoot potential issues within your environment or job configurations. By running diagnostic commands through the DryvIQ Command-line Interface (CLI), you can gather detailed system information, validate dependencies, and isolate performance bottlenecks. This page explains available diagnostic options to ...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Permissions Import

Overview The permissions import feature allows a user to establish permissions from platforms that wouldn't otherwise support reading permissions, and it does so based on the contents of a delimited text file or a database table. This can be useful when importing data that is produced during an export routine such as exporting content from a platfor...

3 min reading time
Updated September 12th, 2025 by Andrea Harvey

Permission Preservation

Overview Permission Preservation determines how permissions are transferred between platforms. You specify how you want the source permissions for folders and files to transfer to the destination platform during the job run. Disabled Toggle The Permission Preservation toggle on the Advanced job settings page will be inactive for jobs that use platfo...

4 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Global Parallel Writes

Overview Parallel writes is a configurable feature relating to the number of Web service requests across an instance of DryvIQ, on a given node, that will operate in parallel. Fine-tuning this parameter can improve throughput while preventing bottlenecks and avoiding strain on platforms. This page explains how to use the DryvIQ Command-line Interfac...

1 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Jobs

Overview The DryvIQ Command-line Interface (CLI) provides complete control over creating, running, and managing migration jobs in your DryvIQ Platform. This page outlines the available job-related commands and explains how to use them effectively. Note that the authentication parameters are provided within the configuration file. Refer to “ CLI: Aut...

12 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Logging

Overview The logging level determines the amount of information that is captured and included in the application logs. You would change the logging level if you want to capture specific information only to troubleshoot issues. This page explains logging options available. SkySync References The CLI references SkySync. This is expected.    Parameters...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Scripting

Overview Some advanced job settings are not surfaced in the DryvIQ Platform user interface. The advanced scripting feature allows you to add these configuration options to your job. This means you can configure the job without using a REST API tool such as Postman. Instead, you would add the code to this page. Additional configuration options may be...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Sample Scripts

Overview The DryvIQ Command-line Interface (CLI) project provides ready-to-use PowerShell and Node script examples for common DryvIQ CLI operations. You can access the scripts at “~skysync-cli/samples.” These scripts demonstrate recommended patterns and command structures. This page explains available scripts and how to customize them for your envir...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Sessions

Overview You can use the DryvIQ Command-line Interface (CLI) to manage user sessions when authenticating through the CLI. Sessions enable secure, persistent access to platform resources without requiring repeated credential entry. This page explains how to start, monitor, and manage CLI sessions effectively. Note that the authentication parameters a...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Adding a Job Stop Policy

Overview Stop Policies can be set by selecting the Stop policy tab when saving the job. The stop policy works in conjunction with the job schedule. It determines when a job should stop running. If a stop policy is not set for a scheduled job, the job will continue to run according to its scheduled time until it is manually stopped or removed. Once a...

1 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Profiles

Overview Profiles let you define reusable configurations that streamline command execution. Profiles store settings such as authentication credentials, connection details, and operational preferences, reducing repetitive input. This page explains how to create, manage, and apply profiles to simplify CLI workflows. SkySync References The CLI referenc...

2 min reading time
Updated September 12th, 2025 by Andrea Harvey

Job Summary Page

Overview The Summary page allows you to review your job configuration before creating the job. This provides you with the opportunity to edit any configurations you wish to adjust. If you need to change any job setting, click Edit next to the section. This will take you back to the corresponding settings page so you can adjust the settings. Then, na...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Concurrent Jobs

Overview The concurrent jobs setting determines the number of transfers that will operate in parallel. The default number of concurrent jobs is 6; the maximum number of concurrent jobs is 20. It is important to note that increasing the number of concurrent jobs does not always equal faster/better transfer performance. There is a long list of concept...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Scheduling a Job

Overview A job schedule allows you to control when the job runs. The schedule automates job runs for you, eliminating the need for manual execution. The schedule can be set to determine both how often a job runs and when it should stop running (also known as the job stop policy). You set schedules at the end of the job creation process and have the ...

3 min reading time
Updated September 9th, 2025 by Andrea Harvey

Deploying Extensions to the DryvIQ Platform

Overview During development of this extension, it is recommended to build the extension using dotnet build, which will build your extension in the Debug configuration as well as copy the extension into the appropriate directory on your machine for DryvIQ to pick it up if you have a local copy that you can use to test live within the product. However...

1 min reading time
Updated September 9th, 2025 by Andrea Harvey

Testing Connections

Testing a connection allows you to verify that DryvIQ can connect to the platform. This is the same connection test that runs when you create the connection. If there seem to be issues with content scans or migration jobs for a particular connection, you can test the connection to ensure it is successful. If a connection test fails, it may mean the ...

0 min reading time
Updated September 3rd, 2025 by Andrea Harvey

Amazon S3 Connection

Overview The Amazon S3 connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files between your Amazon S3 account and cloud storage repositories, as well as on-premises network file shares. The first step is to establish the connection by providing the necessary connection information for DryvIQ to connect to the platform. The c...

1 min reading time
Updated August 27th, 2025 by Andrea Harvey

Autodesk BIM 360 Connection

Overview The Autodesk BIM 360 connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files between your Autodesk BIM 360 account and cloud storage repositories, as well as on-premises network file shares. The first step is to create the Autodesk BIM 360 connection by providing the connection information required for DryvIQ to con...

2 min reading time
Updated September 9th, 2025 by Andrea Harvey

Egnyte Connection

Overview The Egnyte connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files between your Egnyte account and cloud storage repositories, as well as on-premises network file shares. The first step is to create the Egnyte connection by providing the necessary connection information for DryvIQ to access the account.  Creating a ...

3 min reading time
Updated September 9th, 2025 by Andrea Harvey

Google Drive Connection

Overview DryvIQ connections to Google Drive require OAuth 2.0 access. A client application configuration is required. DryvIQ provides a preconfigured, default client application; alternatively, users can create a custom client application if preferred. Refer to Google’s API-specific authorization and authentication information documentation to learn...

3 min reading time
Updated September 11th, 2025 by Andrea Harvey

Creating Jobs Using REST API

Overview This page provides a sample of the features commonly configured for a migration job. The documentation for all features configured below can be found on the corresponding documentation pages. POST {{url}}v1/jobs { "name":"Job: All Features", "kind": "transfer", "transfer": { "transfer_type": "copy", "audit_level": "trace", "batch_mode": "al...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

How to Register DryvIQ as a Custom App for Exchange 365

Overview To create a Microsoft Exchange 365 service account connection, you must create a custom app registration for DryvIQ in your Microsoft Azure portal. This app creates an identity configuration for the DryvIQ Platform within Microsoft Entra ID, allowing the DryvIQ Platform to interact with Azure services and APIs securely. The information belo...

1 min reading time
Updated September 9th, 2025 by Andrea Harvey

How to Register DryvIQ as a Custom App for SharePoint (Standard and GCC High)

Overview DryvIQ recommends creating Microsoft connections using the OAuth 2.0 authentication flow within the DryvIQ Platform. This flow requires that a global administrator account grant consent the first time the connection authenticates; thereafter, any user can be used to create a connection between DryvIQ and SharePoint Online. Some security pro...

2 min reading time
Updated September 11th, 2025 by Andrea Harvey

Directory Item Limits Policy Using REST API

Overview While not all platforms impose limits on the number of items that can be stored in a single directory, their APIs may limit the number of items that can be downloaded or uploaded. This means that when DryvIQ attempts to download content from the source that exceeds the platform API limit, errors may start to occur. The DryvIQ Platform engin...

3 min reading time
Updated June 27th, 2025 by Andrea Harvey

Changing Display Mode

By default, DryvIQ displays in light mode, indicated by the Sun icon on the top menu bar. You can click this icon to switch to dark mode, and the icon will change to a Moon icon. You can use these icons to switch between dark and light mode.  Light Mode Icon Light Mode Display   Dark Mode Icon Dark Mode Display  ...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Empty Container Policy Using REST API

Overview The Empty Container policy allows the user to control whether empty containers (folders) are included in the transfer. This includes folders with no content and/or folders with all content filtered out by specified filter criteria.  Option Behavior "empty_containers": "skip" Do not transfer empty containers.  "empty_containers": "create" Tr...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Job Validation Report Using REST API

Overview Control the level of tracking and reporting for content that exists on both the source and destination platforms, including content that has been configured to be excluded from transfer and content that existed on the destination before the initial transfer. This feature categorizes items for reports on the Validation tab or within the job ...

3 min reading time
Updated September 11th, 2025 by Andrea Harvey

Estimate Job Progress by Content Size Using REST API

Overview The Estimate Content Size feature reports job progress during transfer. This option is defined in your job configuration within the source or destination (sync jobs only) connection.   Options include: size_estimate:count size_estimate:bytes Job progress can be monitored using the following endpoint. GET {{url}}v1/jobs/{{job}}?fields=all Un...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Microsoft Office 365 Connection

Overview The DryvIQ Microsoft Office 365 connection enables you to analyze, migrate, copy, and synchronize files from your SharePoint Online sites to cloud storage repositories and on-premises network file shares. You can make the connection to a single site or a site collection/tenant root. DryvIQ creates the connection using the OAuth 2.0 flow to ...

9 min reading time
Updated September 11th, 2025 by Andrea Harvey

Box Tags and Microsoft SharePoint Enterprise Keywords Using REST API

Overview In Box, the Tags feature allows you to mark, sort, and easily search for related files. Once enabled, users will be able to filter and search for files based on shared tags. In SharePoint, the Enterprise Keywords feature allows you to add enterprise keywords to items on a SharePoint site to tag and create a folksonomy. DryvIQ can preserve t...

1 min reading time
Updated September 9th, 2025 by Andrea Harvey

Box Service Account Connection

Overview The Box connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files from your Box account to cloud storage repositories and on-premises network file shares. The first step is to create the Box connection by providing the connection information required for DryvIQ to connect to the server. The connector can be made using...

7 min reading time
Updated September 9th, 2025 by Andrea Harvey

Dropbox for Business Team Folders Connection

Overview The Dropbox for Business Team Folders connector in DryvIQ enables you to analyze, migrate, copy, and synchronize team folders in your Dropbox for Business account. This connector is useful in instances where you only want access to team folders. The first step is to create a Dropbox connection by providing the required connection informatio...

4 min reading time
Updated May 12th, 2025 by Andrea Harvey

Deleting Connection Pools

Overview You can delete a connection pool if you no longer want to use it. This deletes the connection pool only and does not affect the individual connections.  Deleting a Connection Pool Expand Manage in the left menu. Click Connections. Click Connection pools.  Click the ellipses (…) for the connection pool. Click Delete in the menu that displays...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Box Connection

Overview The Box connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files from your Box account to cloud storage repositories and on-premises network file shares. The first step is to create the Box connection by providing the connection information required for DryvIQ to connect to the server. The connector can be made using...

7 min reading time
Updated September 11th, 2025 by Andrea Harvey

Initialization Policy Using REST API

Overview The Initialization Policy determines how the job will behave the first time it executes. Option Behavior "on_initialize": "none" Nothing is done prior to the first job execution. (This is the default.) "on_initialize": "purge_destination" All files and folders in the destination path of the job are deleted prior to starting the file transfe...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Dropbox Connection

Overview The Dropbox connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files from your Dropbox account to cloud storage repositories and on-premises network file shares. The first step is to create a Dropbox connection by providing the required connection information for DryvIQ to connect to the server. The connector can be ...

3 min reading time
Updated September 11th, 2025 by Andrea Harvey

Item Overwrite Policy Using REST API

Overview The Overwrite policy controls DryvIQ's behavior when it detects the same file name on the target platform. The overwrite policy applies only to files; if DryvIQ detects folders with the same name, it merges them.  Options Behaviors "item_overwrite": "overwrite" This is the recommended and default setting.   When overwrite policy is configur...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Job Failure Policy Using REST API

Overview Failure policy controls the behavior when a job's execution encounters an error. Options Behavior "failure_policy": "continue" Log error in the audit log and continue execution. This is the default option.  "failure_policy": "halt" Log error in the audit log and stop execution. Job JSON Example { "name":"Simple Transfer Job with Failure Pol...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Job Retention Policy Using REST API

Overview The Job Retention Policy allows the user to configure the deletion of old audit log entries from the database. The system job “Apply Job Retention Policies,” which runs every four hours, deletes the entries in the applicable job audit log. Global Configurations All settings can be set through the command line (--settingname=value) or throug...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Creating a Connection

Overview DryvIQ is built on the concept of connections. Authenticated connections are accounts verified with the cloud-based or network-based platform when created. The connection can be made using a specific user account (typically an email address) and its corresponding password or, where supported, OAuth 2.0 authorization (where a token is genera...

1 min reading time
Updated September 9th, 2025 by Andrea Harvey

Microsoft's Shared With Me

Overview In Microsoft Office 365 and Microsoft OneDrive for Business, users can share files or folders with other users, which creates metadata that populates a view in the user's Microsoft OneDrive for Business account. This is called Shared With Me, and it will provide links to the content. This allows users to easily navigate to all the content a...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Item Inspection Policy Using REST API

Overview The Item Inspection Policy allows you to control the level of tracking and reporting for content that exists on both the source and destination platforms, including content that has been configured to be excluded from transfer and content that existed on the destination before the initial transfer. This feature categorizes items for reports...

2 min reading time
Updated September 11th, 2025 by Andrea Harvey

Bulk Migration (Batch Mode) Using REST API

Overview Batch mode is an optimized way to upload a high volume of data using a special API provided by some platforms. Currently, Dropbox, Dropbox for Business, Microsoft Office 365, and Microsoft OneDrive for Business have support for this feature. When running in batch mode, instead of committing one file at a time, files are committed in batches...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Duplicate Name Policy Using REST API

Overview This policy determines what DryvIQ should do when it encounters duplicate content names.  Option Behavior "duplicate_names": "rename" Rename duplicate content. The file name will be appended with (1) to indicate it is the renamed file. This is the default option.  "duplicate_names": "warn" Log a warning for duplicate names.  Batch Mode Ensu...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Large Item Policy Using REST API

Overview The Large Item policy determines DryvIQ's behavior when it encounters items that are too large to upload to a given platform. If you have content that may violate a platform's file size policy, DryvIQ recommends this policy. Filter by Content Size You can use the job filters to filter content by size.      Options Behavior "large_item": "fa...

0 min reading time
Updated September 3rd, 2025 by Andrea Harvey

Getting Started With Data Discovery

Overview Welcome to the DryvIQ Platform Knowledge Center! Our goal is to help you find all the answers to your questions related to your migration project. To help you get started with the DryvIQ Platform, we’ve provided a basic data discovery project outline below, along with links to the relevant documentation in the knowledge center. Review the i...

3 min reading time
Updated September 12th, 2025 by Andrea Harvey

Creating a Migration Job

Overview The DryvIQ Platform’s bidirectional hybrid/sync capabilities enable organizations to leverage and preserve content across their storage platforms. Seamless to users, new files and file changes from either system are automatically reflected in the other. DryvIQ uses jobs to perform specific actions between the source and destination platform...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Mapping Microsoft SharePoint Content Types Using REST API

Overview SharePoint content types are a type of custom metadata that allows you to categorize files. DryvIQ supports mapping content types between the source and destination. Currently, content type mapping is only available through the DryvIQ REST API. Retrieving Content Type You can send a GET request through the REST API to retrieve the metadata ...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Mapping Microsoft SharePoint Managed Metadata Using REST API

Overview Microsoft SharePoint products support managed metadata. When using DryvIQ to move content between SharePoint systems, you can map your managed metadata to ensure the information transfers. For more information about managed metadata, refer to Microsoft’s documentation for managed metadata in SharePoint. Retrieving Managed Metadata You can s...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Bandwidth Throttling

Overview Bandwidth Throttling allows you to control the rate of data transfer DryvIQ uses when running jobs. By setting limits on bandwidth usage, you can optimize network performance and prevent saturation. This page explains how to configure bandwidth throttling using the DryvIQ command-line interface (CLI). SkySync References The CLI references S...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Duplicating a Migration Job

Overview DryvIQ does not support editing a job to change its locations, policies, or behaviors. If you need to make these types of changes to a job, you will need to duplicate the job and override the parameters of the new job. Duplicating jobs is also helpful if you need to create multiple migration jobs with the same settings.  Duplicating a Job C...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Metadata Mapping Using REST API

Overview Use metadata mapping to associate a set of properties in a file whose values you would like to transfer between the source and destination. You provide a set of metadata properties between the source and destination. When a file is transferred from source to destination (or vice versa), its property values are also transferred based on the ...

3 min reading time
Updated September 11th, 2025 by Andrea Harvey

Restricted Content Using REST API

Overview When creating a job through the REST API, you can use the restricted_content setting to determine how DryvIQ handles restricted content. You have the following four options.   Options Behaviors convert Zip restricted content so that it can be transferred successfully. This is the default setting. This is the same as the Zip unsupported file...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Item Error and Warning Categories

Overview When viewing the details and history of items, DryvIQ will provide additional information about errors and warnings it encountered during the transfer process. This information is also available in the log. Review the information about errors and warnings below to help you understand them.  Error Level Categories Failure: Indicates the job ...

2 min reading time
Updated September 12th, 2025 by Andrea Harvey

Managing Migration Job Schedules

Overview Once you create a job, you can edit the schedule as needed. You have the option of editing one job schedule at a time or bulk editing schedules. Editing the Schedule for One Job Click Migrate in the left navigation menu. Click Migrations. Search for the job. When you hover to the left of the job name in the list, a selection box appears. Cl...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Rate Limit Speed Using REST API

Parmeters Three parameters can be configured to define the minimum and maximum operations per second against a connection, and how quickly these rates increase when rate limit exceptions stop occurring. These parameters can be applied globally by platform or to individual connections. Options Behavior min_rate This is the minimum number of operation...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Renaming a Job

Overview Once a job is created, you can edit the name if needed.  Click Migrate in the navigation menu on the left. Click Migrations. Select the job you want to rename. A blue check mark identifies that the job is selected. Click More Options. Click Rename job from the menu that displays. Edit the name and click Done to save the changes.      ...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Parallel Writes Per Job Using REST API

Overview Parallel writes is a configurable feature that relates to the number of web service requests across an instance of DryvIQ on a given node, which will operate in parallel. However, it is essential to note that increasing the number of parallel writes does not always result in faster or better performance. There is a long list of concepts tha...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Scheduling a Job Using REST API

Overview A job schedule allows you to control when the job runs. The schedule manages job runs for you, so you don't have to execute them manually. The schedule can be set to determine both how often a job runs and when a job should stop running (also called the job stop policy). You also have the option to edit schedules for jobs. When defining the...

5 min reading time
Updated September 11th, 2025 by Andrea Harvey

Skip Destination Events Using REST API

Overview The skip_destination_events job setting skips destination events for a job run. This setting is helpful for migrations to an empty destination platform where all destination events are known on the initial job run and are not needed for a delta job run. Therefore, you would enable this setting after the initial job run since additional dest...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Resetting Jobs

Overview Reset options control how DryvIQ will re-evaluate tracking state or permission propagation on the next job execution. Executing a reset sets the corresponding flags in the database. The job must be executed for the change to take effect. If you select to run the job when choosing the reset type, the job will automatically start its next exe...

2 min reading time
Updated September 9th, 2025 by Andrea Harvey

MPIP Classifier

Overview The MPIP Classifier extension allows DryvIQ to extract your Microsoft Purview Information Protection (MPIP) sensitivity labels. This requires you to register an application in your Microsoft Azure account to obtain the Application (Client) ID and Directory (Tenant) ID required to allow DryvIQ to access the security labels through the Micros...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Start and Pause Multiple Jobs Using REST API

Overview DryvIQ supports starting and pausing multiple jobs at once. This feature also allows you to filter the full list of jobs by search criteria or start/pause all jobs. The syntax for starting and pausing jobs is very similar. The filtering options outlined in the examples apply to both actions.   Default Parallel Jobs By default, DryvIQ will r...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Timestamp Preservation Using REST API

Overview Timestamp preservation will maintain the original time the content was created, as recorded on the source. The policy can be set with either "timestamps": true (the default setting) or "timestamps": false. Platform Effect on Timestamps Although DryvIQ will preserve timestamps when migrating content, the receiving platform may alter the time...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Transfer Job Configuration Options Using REST API

Overview To use the options listed below, you would need to add the option to the "transfer": { } block when creating/editing a job using the REST API. Each colon (:) indicates a nested property. For example, to use source:size_estimate:bytes, you should include it as: POST v1/jobs {    "name": "test copy",    "kind": "transfer",    "transfer": {   ...

3 min reading time
Updated September 9th, 2025 by Andrea Harvey

Creating Connection Pools

Overview Several factors can limit the transfer speed when transferring data between a source and a destination. Most cloud providers have rate limitations that reduce the transfer rate, but if those limits are account-based and the platform supports impersonation, DryvIQ can create a pool of accounts that issue commands in a round-robin format acro...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Trust Mode (Optimize Data Upload) Using REST API

Overview Trust mode is an optimized way to upload data to the destination when DryvIQ knows that files with the same paths are identical on both the source and destination. When trust mode is enabled, DryvIQ matches files by name only and does not make additional calls to verify file sizes, dates, etc. The default Trust Policy is set to “trust_mode”...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Simulation Jobs

Overview Simulation mode allows you to create a job with all desired configuration options and execute it as a dry run. In this mode, no data will transfer, no permissions will be set, and no changes will be made to the source or the destination. This can be useful in answering several questions about your content before running any jobs against you...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Creating a Job Report Using REST API

Overview A category for your job is defined outside the transfer block in your JSON, in the section for schedule or job stop policy. The category name is a user-defined string. Any unique string will be recognized as a new category, and the job_category_id will be generated. }, "schedule": { "mode": "manual" }, "stop_policy": { "on_success": 2 }, "c...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Log Report Using REST API

Overview The Log maintains an audit log of activity for every item identified in a job. It allows you to view both informational and error activity for items grouped by date and time. Job Audit for all Transfers GET {{url}}v1/transfers/auditing Job Audit for all Jobs Showing Only Errors GET {{url}}v1/transfers/auditing?level=error Job Audit for a Jo...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Overview Report Using REST API

Overview The Overview report provides detailed transfer information for the individual job. The percentages displayed are intended to give a quick summary of the content. If rounding applies to one of the values, the total of the percentages may not equal exactly 100%. Job Information Details Review the detailed job information, including source, de...

3 min reading time
Updated September 9th, 2025 by Andrea Harvey

Creating Block List Entity Types

Overview A block list is a set of keywords you want to find in content. This match type provides 100% accuracy because the content is compared against the list. DryvIQ only adds content to the match list if it finds one of the terms in the content. This page explains each section of the entity type screen and how you use it to build your custom enti...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Permission Level Transfer Report Using REST API

Overview When exporting the report using a REST API call, you can receive a link through the call or view the CSV data within the response. Get a Download Link The following request produces a response that contains an href link. Copy and paste the link into your browser to download the CSV file.   GET {{url}}v1/transfers/permissions View the CSV in...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Reconciliation Tools Using REST API

Overview This page outlines REST API calls you can use to help reconcile a job. Verify all Requested Features for a Job When creating your job using JSON, a wide variety of features may have been used. To verify that all were implemented as intended. We recommend verifying this by performing a Job Details call: Create your JSON with the desired feat...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Retry Limits Using REST API

Overview When issues occur during transfer, DryvIQ categorizes the issues based on the error and flags items for manual remediation. This allows you to identify areas for review easily. By default, DryvIQ will retry an item three times. You can change the retry limit for different error messages. Format { "name": "Zips File Errors", "description": "...

1 min reading time
Updated September 9th, 2025 by Andrea Harvey

Connection Platform API Client Credentials

Overview When creating certain connections, you can specify which API client credentials you want to use for the connection. These credentials are used to get an Access Token required to access your platform account. You should consult your system administrator about which platform credentials should be used for your connection.  Use the System Defa...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Autodesk BIM 360 (REST API)

Creating a Connection Create a basic Autodesk connection using the sample POST below. Replace the “name” and “auth” values with the values that apply to your Autodesk connector. POST {{url}}v1/connections/ { "name": "display name goes here", "platform": { "id": "autodesk-bim360" }, "auth": { "client_id": "client ID", "client_secret": "client secret"...

0 min reading time
Updated September 5th, 2025 by Andrea Harvey

Adding a Content Scan

Overview You can add a content scan using the Add scan button at the top of the Scans page. This opens the Scan Setup wizard. You will work your way through each step to configure the scan. This includes specifying the location you want to scan, selecting the templates you wish to use for the scan, and designating the schedule for the scan.   1. Dat...

11 min reading time
Updated September 11th, 2025 by Andrea Harvey

Sharing Insights Using REST API

Overview The Migrate Sharing Insights tab offers a breakdown of all permissions associated with your content (based on the source content). It provides an overall breakdown of how content is shared, as well as the top user and group contributors. You can quickly identify the most shared files and folders. You also have the option to export a full pe...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Starting Migration Jobs

Overview For jobs that don't have schedules, you need to start them manually. For jobs that have schedules, you can start a migration job run at any time without affecting the job schedule. The job will run, and the schedule will run as configured for the next job run.  Starting Jobs From the Jobs Grid Select the box that appears when you hover over...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

DryvIQ's Classification Entity Types

Overview A classification entity type is a custom classification model plugged into the DryvIQ Platform. You can add an entity type to a policy to have the policy find the associated information, and you also have the option of uploading files against an entity type to see if the corresponding information appears in the file. (Refer to Uploading Sam...

2 min reading time
Updated September 11th, 2025 by Andrea Harvey

Statistics Using REST API

Overview The stats endpoint provides insight into your transferred content through various ways to break down your reports. The following REST API requests help you understand what your transferred content looks like. Statistics By Age (Modified Date) List job content by age/modified date based on the top 5 buckets, with the remaining items captured...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

User Mappings Using REST API

Overview The "resolution" indicates how the permission was mapped, such as by exception mapping, account map, email, or external account. The “permissions" value indicates how many items are shared with the user. GET {{url}}v1/transfers/{job_id}/security_map?include=all Example Results ....... ........... }, "item": [ { "id": "54604b5d86a344ca8040f7...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Working with the Jobs Grid

Overview The Jobs grid provides an overview of all jobs created and options to manage them. The Jobs page displays all transfer jobs (jobs that actively move content), while the Simulations page displays simulation jobs (jobs that do not move content). This makes it easier to manage your transfer and simulation jobs. The grid options are the same fo...

6 min reading time
Updated September 9th, 2025 by Andrea Harvey

Renaming a Connection

Overview Once created, you can edit a connection name without affecting other settings. This is helpful if you have multiple connections to the same platform and need to add distinguishing information to help identify the connection.  Renaming a Connection Expand Manage in the left menu. Click Connections. Locate the connection in the Connections li...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Dropbox for Business Connection

Overview The Dropbox connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files from your Dropbox account to cloud storage repositories and on-premises network file shares. The first step is to create the Dropbox connection by providing the connection information required for DryvIQ to connect to the server. When creating a con...

5 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Cluster

Overview The CLI Cluster commands enable you to configure and manage DryvIQ cluster environments from the command line interface (CLI). Clusters improve scalability and performance by distributing workloads across multiple nodes. This page explains how to set up, monitor, and manage cluster settings to ensure optimal job performance and resource uti...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Creating Custom Entity Types

Overview You can create two kinds of entity types: regular expression and block list. The information required to create each entity type varies, so refer to the documentation for each type to ensure you understand each option. Creating a Custom Entity Type Expand the Manage section of the left navigation menu. Click Entity Types. Click Create entit...

0 min reading time
Updated September 3rd, 2025 by Andrea Harvey

File Inventory Insights

Overview File Inventory is the default page when viewing Insights. It provides insights into the files and folders identified by your content scans. You can choose to view each chart based on file size or file count. All charts are interactive; clicking on a section in any chart will navigate you to the Content page, which will be filtered based on ...

2 min reading time
Updated September 11th, 2025 by Andrea Harvey

Deleting Maps

Overview If you created a map you no longer need, you can remove it. However, deleting maps from active jobs will cause issues.  Deleting Maps Expand Scans in the left menu. Select Migrations. Click Maps. Select either User maps or Group maps depending on the map type. Find the map and click the ellipses (...) on the right side of the map tile. Clic...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Editing Action Sets

Overview If an action set is not used in a content scan, you can edit it as needed. Once an action set is used in a content scan, it will be locked and unavailable for editing. Editing Action Sets Expand Manage in the left menu.  Click Action Sets.  Click Edit next to the action set. Edit the action set as needed. Click Save to save the action set e...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Creating Exclusion Account and Group Mapping

Overview An account or group map exclusion excludes an account or group from owner or permissions preservation. They can be defined during the map's creation or imported from a comma-separated values (CSV) file.   Import Error If you receive an error when importing a CSV file, the file does not meet the expected format. You will need to edit the fil...

1 min reading time
Updated September 3rd, 2025 by Andrea Harvey

Document Categories Insights

Overview The Document Categories section helps you understand the composition of your data, enabling you to make informed decisions about how to manage the content.  Statistics The top part of the page categorizes the content into known and unknown document types. The total file count classified and the percentage of content the files comprise are d...

1 min reading time
Updated September 9th, 2025 by Andrea Harvey

Stale Data Insights

Overview The Stale Data page offers valuable insights into outdated data within your system. To determine stale data, DryvIQ utilizes a combination of factors, including the last touched date, the status of the owner (if supported by the platform), and the status of the creator. Additionally, you have the option to consider the status of any users w...

4 min reading time
Updated September 3rd, 2025 by Andrea Harvey

Sharing & Access Control Insights

Overview Sharing & Access Control provides insights into your shared content. The top of the page identifies the percentage of your content that is shared internally and externally. The number of files that make up each percentage is also displayed. The charts on the page display the breakdown of sharing for different categories. All charts are ...

2 min reading time
Updated September 12th, 2025 by Andrea Harvey

Understanding DryvIQ Actions

Overview DryvIQ offers several actions you can take against your content. You can apply a single action or create a comprehensive workflow that can be used either in a content scan or manually applied to individual items. Learn about each item below.  Available Actions Apply Metadata This action allows you to add specific metadata to a file. It requ...

5 min reading time
Updated September 9th, 2025 by Andrea Harvey

Manage Custom Insights

Overview The Custom Insights feature allows you to create tailor-made dashboards that report on the information relevant to your unique use cases. This allows you to access all your content insights within the DryvIQ Platform, eliminating the need for additional third-party reporting applications. Creating a New Dashboard Select Manage Custom Insigh...

2 min reading time
Updated August 22nd, 2025 by Andrea Harvey

Editing the Content Grid Columns

Overview The information displayed on the Content page is dynamic based on the entity types used in the content scans. The Content grid defaults to showing the full details for all displayed content. You can customize the grid to hide, reorder, and change how content in a column displays. The page retains the selected settings until you clear the lo...

1 min reading time
Updated September 9th, 2025 by Andrea Harvey

Creating Custom Attribute Groupings

Overview When viewing the Accounts page, grouping displays information categorized by custom attributes that you import into the DryvIQ Platform. Attributes are custom metadata applied to accounts or groups, so the groupings are relevant to your data. DryvIQ provides a starting template for download and use to build an attributes import file. The im...

3 min reading time
Updated August 18th, 2025 by Andrea Harvey

Connection User Type

Overview When creating certain connections in DryvIQ, you can specify the user type. This determines whether the connection connects as a standard user or an account administrator. Connect as a Standard User This option creates a connection that will access a specific user’s files and folders. It is the default user type option when creating a new c...

0 min reading time
Updated August 22nd, 2025 by Andrea Harvey

Viewing Child Scans

Overview The Child Scans page displays all the scans for a mapped location or document set. This page allows you to start child scans or remove them if you don't want to scan the content in a specific path. The information on the page varies depending on whether you are viewing the child scans for a mapped location or a document set. For a mapped lo...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

DryvIQ Platform Release Notes

Version: 6.2 Release Date: August 8, 2025 DryvIQ Platform version 6.2  was available on August 8, 2025. This feature release introduces new archiving capabilities, along with several other new features and enhancements. It also includes bug fixes. Learn more about the release below. For detailed information about individual items, refer to the DryvI...

6 min reading time
Updated September 3rd, 2025 by Andrea Harvey

Amazon S3-Compliant Server Connection

Overview The Amazon S3-Compliant Server connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files between your Amazon S3-compatible storage system and cloud storage repositories, as well as on-premises network file shares. The first step is to establish the connection by providing the necessary connection information for DryvI...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Migration Planner

Overview At the beginning of a project, it is common to begin planning with questions like, "How long should I expect this to take?" The Migration Planner allows you to outline the basic assumptions of any integration, primarily around the initial content copy at the beginning of a migration or first synchronization. It uses basic assumptions to beg...

1 min reading time
Updated July 28th, 2025 by Andrea Harvey

Docusign Connection

Overview The Docusign connector enables you to analyze and migrate your Docusign documents from your Docusign account to your content storage platform. Because the connection is created with read-only access, the connection will be able to read content but cannot be used to create or take action against content. Therefore, the connection can be used...

3 min reading time
Updated September 3rd, 2025 by Andrea Harvey

Managing Keywords

Overview The Keywords page allows you to manage the keywords assigned to the entity type. You access this page using the Manage keywords option for an entity type. Use the links below to learn more. Managing negative keywords for regular expression entity types is the same as managing other keywords. The same functionality and options are available ...

2 min reading time
Updated July 28th, 2025 by Andrea Harvey

Hitachi HCP Anywhere Connection

Overview The DryvIQ Hitachi HCP Anywhere connector establishes a read-only connection to your Hitachi Content Platform Anywhere account, allowing you to migrate your content to or synchronize it with other storage platforms. The first step is to establish the connection by providing the necessary connection information for DryvIQ to connect to the p...

1 min reading time
Updated July 29th, 2025 by Andrea Harvey

OpenText Content Server Connection

Overview The OpenText Content Server connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files to your OpenText enterprise content management solution from cloud storage repositories and on-premises network file shares. The first step is to create the OpenText Content Server connection by providing the connection information r...

2 min reading time
Updated September 9th, 2025 by Andrea Harvey

Viewing License Details

Overview The License page allows you to review your license details. It provides information to help you understand how your license usage is calculated and how migration jobs and content scans affect it. Usage Overview This section displays what’s currently available for your license. In addition to identifying the number of activations used and th...

2 min reading time
Updated September 9th, 2025 by Andrea Harvey

Uploading Samples

Overview You can upload sample files to run against an entity type and see the results for that file. This can help you analyze a file manually and allows you to test an entity type to ensure you don’t need to add any additional configuration to get the best results.  File Size Limits The file size limit for an upload is 50 MB.   Uploading Files Cli...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Duplicating Entity Types

Overview You can duplicate an existing regular expression or block list entity type and edit it to expedite creating additional entity types. However, the duplicate feature is unavailable for all other entity types. Duplicating Entity Types Expand the Manage section in the left navigation menu. Click Entity types. Locate the entity type you want to ...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Searching for Entity Types

Overview The Refine link opens a search menu you can use to filter the Entity Types list to narrow down which entity types display. Typing in the search field narrows the filter options. Search based on term, category, match type, or status.  Searching for Entity Types Expand the Manage section in the left menu. Click Entity Types.  Click Refine. Cl...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Deleting Entity Types

Overview You can delete any custom entity type you created if it is not assigned to a content scan. If an entity type is assigned to a content scan, you must remove it from the scan before you can delete it. Preinstalled entity types (identified by the lock icon) cannot be deleted. Deleting a Custom Entity Type Expand the Manage section in the left ...

0 min reading time
Updated August 15th, 2025 by Andrea Harvey

Microsoft SharePoint On-Premises Connections

Overview DryvIQ connections to SharePoint 2013, 2016, and 2019 on-premise platforms can be made by using any valid SharePoint user account with applicable permissions to access content. There are several ways to transfer content; this document outlines each of those situations and how to configure them. Microsoft SharePoint Supported Versions 2013 2...

2 min reading time
Updated August 15th, 2025 by Andrea Harvey

Microsoft Exchange 365 Connection

Overview The DryvIQ Microsoft Exchange 365 enables you to make a connection to a specific user’s account. DryvIQ creates the connection using the OAuth 2.0 flow to simplify login and connection management. This connection is a primarily read-only connection that can scan a Microsoft Exchange account for data discovery. This connection cannot be used...

2 min reading time
Updated August 22nd, 2025 by Andrea Harvey

Starting a Content Scan

Overview If you did not set a schedule for the scan when you created it, you must start it manually when you want it to run. Even if you've assigned a schedule to a scan, you can start it manually whenever you need it to run outside the scheduled time. You have the option of starting individual scans or selecting multiple scans. You can start scans ...

1 min reading time
Updated August 22nd, 2025 by Andrea Harvey

Using Advanced Filters

Overview Advanced filters allow you to build complex filter criteria using rules and groups. If you have applied basic filters or refinements to the Results grid, your selections will be automatically added to the advanced filters. You can remove these filters and refinements or build on them. Understanding Advanced Filter Components Advanced filter...

1 min reading time
Updated August 22nd, 2025 by Andrea Harvey

Searching Content

Overview The Refine option allows you to search the Content grid based on specified criteria. Currently, the search works as an “AND” statement. The custom search criteria will be saved and displayed with any selected filters.  Advanced Filters If you want to use complex filter queries, use the Advanced Filters option.     Searching the Content Clic...

1 min reading time
Updated September 2nd, 2025 by Andrea Harvey

Getting Started With a Migration Project

Overview Welcome to the DryvIQ Platform Knowledge Center! Our goal is to help you find all the answers to your questions related to your migration project. To help you get started with the DryvIQ Platform, we’ve provided a basic migration project outline below, along with links to the relevant documentation in the knowledge center. Review the inform...

1 min reading time
Updated September 2nd, 2025 by Andrea Harvey

Configuring Notifications

Overview In the Notifications settings, you configure DryvIQ’s global email notification infrastructure by defining your SMTP server details and verifying the connection; this establishes how alerts are delivered. Once the SMTP server is enabled, you can use the Add Email Recipient functionality to register recipients and assign them specific alert ...

2 min reading time
Updated September 9th, 2025 by Andrea Harvey

Viewing the File Toolbox

Overview You can view additional information about a file using the toolbox. The toolbox appears on the right side of the page when you select a single file in the Content list. Use the tabs to view different information as needed. Click the X to close the toolbox when you are done. Sections on each tab that do not contain data are collapsed, and se...

2 min reading time
Updated September 12th, 2025 by Andrea Harvey

Saving a View

Overview You can save a view of the Content page. This view saves all the current filter options, refinements, and column configurations, so you can quickly apply the same view to the Content page later.  Saving a View Apply the desired filters to the content. Click Save this view on the upper-right side of the page. Select if this is a public view ...

1 min reading time
Updated September 10th, 2025 by Andrea Harvey

Documentum (REST API)

Creating a Connection A basic Documentum connection can be made using the example below. POST {{url}}v1/connections/ { "name": "display name goes here", "platform": {     "id": "documentum" }, "auth": { "uri": "http://CMIS URL", "username": "username", "password": "password", "repository": "repository name", "item_type": "cmis:document", "secondary_...

0 min reading time
Updated September 10th, 2025 by Andrea Harvey

Dropbox (REST API)

Creating a Connection The following GET will return a target URL. Use this URL to log in to your Dropbox account and authenticate the connection.   GET {{url}}v1/connections/platforms/dropbox/new Creating a Job The sample code below shows how to create a job for a Dropbox connection. POST {{url}}v1/jobs { "name":"Simple Job", "kind": "transfer", "tr...

0 min reading time
Updated September 3rd, 2025 by Andrea Harvey

DryvIQ's Custom Match Type Entity Types

Overview The custom entity types are built-in entity types that DryvIQ created to identify specific file information. This means you don’t have to create entity types for the file properties you want to use in your scans. You can use one of the seven custom entity types. Refer to Uploading Samples to learn how to upload individual files for analysis...

2 min reading time
Updated September 10th, 2025 by Andrea Harvey

Google Workspace (REST API)

Creating Connection The sample code below shows how to create a Google Workspace connection that uses impersonation. Make sure the following fields are set accordingly. The id should be google-suite. The client_email should be the Google Workspace Admin Service Account. The subject should be the email for the user you would like to impersonate. POST...

0 min reading time
Updated September 3rd, 2025 by Andrea Harvey

Managing Entity Type Categories

Overview Categories identify the type of data being detected. DryvIQ comes with the default categories. You can also create custom categories if one of the default categories doesn’t capture what your entity type will be identifying. Preinstalled entity types will be assigned a corresponding default category. All custom entity types you create defau...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Lock Propagation Using REST API

Overview The lock propagation feature allows you to configure if the lock status for files on the source will transfer to the destination with the same setting, assuming the destination platform supports it.  Options Behaviors ignore Lock status for files on the source will not propagate to the destination. mirror_lock Lock status for files on the s...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Content Insights Using REST API

Overview The Migrate Content Insight report provides a breakdown of the data for the job, including a file size breakdown that helps understand transfer performance. In addition to a summary of the size and file type breakdowns, the screen identifies the count for different file extensions, folder depth groupings, and modified date groupings. Where ...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Items Report Using REST API

Overview The Migrate Items report is available when viewing information for individual jobs and when viewing roll-up reports.  The Items report lists all items analyzed for the job(s) and the status of each item. The job overview statistics can be viewed by files or by folders, but the item statistics aggregate all items, including the files, folder...

2 min reading time
Updated September 11th, 2025 by Andrea Harvey

Migration Items Report

Overview The Migrate Items report is available when viewing information for individual jobs and when viewing roll-up reports. The Items report lists all items analyzed for the job(s) and the status of each item. The job overview statistics can be viewed by files or by folders, but the item statistics aggregate all items, including the files, folders...

6 min reading time
Updated September 10th, 2025 by Andrea Harvey

Microsoft One Drive for Business GCC High (REST API)

Transferring Content to SharePoint Online Shared Document Library PlatformType in Connection: office365 URI Pattern in Connection: https://company.sharepoint.com/[SiteNameWhereLibraryExists]/ Target/Path in Job: Connection Config: /[LibraryName] This configuration will transfer data to the destination at the library specified. Connection will take i...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

CLI: Licensing

Overview The DryvIQ Command-line Interface (CLI) enables you to manage and validate DryvIQ licenses directly from the command line. You can view license details, apply new licenses, and verify compliance without using the UI. This page explains the available commands and provides guidance for managing licensing via the CLI. Note that the authenticat...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Deleting Migration Jobs

Overview Deleting a job removes it from the Jobs list in DryvIQ. You won’t have access to the job information for deleted jobs through the user interface. You have the option of deleting one job or multiple jobs at a time. System Jobs You cannot delete system jobs.    Deleting Jobs Click Migrate in the navigation menu on the left. Click Migrations. ...

0 min reading time
Updated July 28th, 2025 by Andrea Harvey

Creating a Box Service Account

Overview When you create a Box App in the Box Dev Console, a Box service account is automatically created to represent the application. This page explains how to prepare your account for integration with the DryvIQ platform.  Enable Two-Factor Authentication You will need to have a Box account with two-factor authentication enabled to create the Box...

4 min reading time
Updated September 8th, 2025 by Andrea Harvey

Single Sign-On (SSO)

Overview The DryvIQ Platform can be used with your existing Single Sign-On (SSO) providers. While DryvIQ does not provide SSO as part of our platform, we support SSO implementation in any Kubernetes environment through the identity and access management solutions used for our different deployment options. Please refer to the deployment options below...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Documentum Connection

Overview The Documentum connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files between your Documentum account and cloud storage repositories, as well as on-premises network file shares. The first step is to create the Documentum connection by providing the connection information required for DryvIQ to connect to the server...

3 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Audit Categories

Overview The CLI Audit Categories provide a structured way to track and analyze key events within the DryvIQ platform using the Command-Line Interface (CLI). These categories organize audit data into logical groups, making it easier to review system activity, monitor changes, and troubleshoot issues efficiently. This page outlines the available audi...

2 min reading time
Updated September 9th, 2025 by Andrea Harvey

Persistent Label Classifier

Overview  The DryvIQ Persistent Label Classifier allows you to apply labels to files that become part of the file and persist with the file through version changes or even migration. The solution has two parts: The DryvIQ Persistent Label Classifier application: This desktop application is a separate service that runs outside of your DryvIQ Platform...

5 min reading time
Updated July 28th, 2025 by Andrea Harvey

Google Drive Ownership in Migration

Overview Many users in Google Drive work with files and folders that have different permissions than the top-level folder. Permission levels in Google Drive and OneDrive appear similar, as they both follow the concept of owner, editor, and reader. However, Google Drive and OneDrive differ in the way they store content. Google Drive stores data in on...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Viewing Content by Account

Overview The Accounts page displays scan contents by account to help you identify the accounts with the most content by file count and size. Custom filtering allows you to target obsolete, duplicate, and shared files, as well as other properties essential to your business's data security needs. Drill-down capabilities enable you to quickly view the ...

3 min reading time
Updated September 11th, 2025 by Andrea Harvey

Migration Remediation Best Practices

Overview Items are flagged for various reasons during a migration, and steps can be taken to ensure minimal flagged items throughout the various migration stages. This page provides DryvIQ’s best practices for remediating flagged items throughout the simulation and migration stages. Following these best practices is key to a successful migration. Be...

10 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Reports

Overview The DryvIQ Command-line Interface (CLI) allows you to manage your migration reports. This page explains the available reporting options. Note that the authentication parameters are provided within the configuration file in all examples. Refer to “ CLI: Authentication ” for more information. SkySync References The CLI references SkySync. Thi...

2 min reading time
Updated September 12th, 2025 by Andrea Harvey

Network File System (REST API)

Creating a Connection POST {{url}}v1/connections/ { "name": "\\\\{{Your Machine Name}}\\{{Your NFS Directory or Folder}}", "platform": { "id": "nfs" }, "auth": { "unc": "\\\\{{Your Machine Name}}\\{{Your NFS Directory or Folder}}" } }  ...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

DryvIQ CLI for Migrations

SkySync References The CLI references SkySync. This is expected.    Overview The command-line interface is a tool that enables the scripting of many tasks.   Prerequisites Node.js version 14: https://nodejs.org/en/download/  (Node.js 12 is the lowest version DryvIQ supports.) Windows PowerShell 5.0 or later Installation of skysync-cli To install the...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Autodesk BIM 360 (OAuth 2.0) Connection

Overview The Autodesk BIM 360 connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files between your Autodesk BIM 360 account and cloud storage repositories, as well as on-premises network file shares. The first step is to create the Autodesk BIM 360 connection by providing the connection information required for DryvIQ to con...

2 min reading time
Updated September 12th, 2025 by Andrea Harvey

Understanding Migration Job Status

Overview The job status indicates the current status of the job. It provides insight into which jobs are running, which jobs require attention, which jobs have completed their runs, etc.  Available Job Statuses Below is a list of the available job statuses and their meanings. Idle: Indicates the job is not running. Select the job to view the next sc...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

ShareFile My Files and Folders Connection

Overview The Citrix ShareFile My Files & Folders connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files between your personal folders in the ShareFile account and cloud storage repositories, as well as on-premises network file shares. The first step is to establish a connection to the ShareFile account by providing the ...

2 min reading time
Updated September 12th, 2025 by Andrea Harvey

ShareFile Shared Folders Connection

Overview The Shared Folders section of your ShareFile account contains all folders you created and all folders you have been granted access to. The Citrix ShareFile Shared Folders connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files between this content and cloud storage repositories, as well as on-premises network file s...

2 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Configuration

Overview Configurations are global settings that control how certain features in the DryvIQ Platform work. You configure variables in the database through the command-line interface (CLI) or in the appSettings.json file. (The appSettings.json file is in C:\Program Files\SkySync\appSettings.json unless a different directory was specified during insta...

2 min reading time
Updated September 9th, 2025 by Andrea Harvey

Viewing Content

Overview The Content page displays the files and folders identified by your content scans. The page refreshes every minute to ensure the grid always displays the latest catalog information. The first column in the grid will always be Item name and displays the file name. The total number of items and the size of the items are displayed above this co...

3 min reading time
Updated September 12th, 2025 by Andrea Harvey

Network File System (Managed) Connection

Overview The managed Network File System (NFS) connector enables you to analyze your on-premises network file shares. It uses SMBLibrary to make the connection (which performs faster than the native Samba). Because this connector is created with read-only access, the connection will be able to read content but cannot be used to take action against i...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Creating Migration Roll-up Reports

Overview The migration reports provide several options for combining multiple jobs into a single report for review. Reports are generated by category, individually selected jobs, or by the convention job parent (user job mapping, network home drive mapping, or folder mapping job types).  Migration reports are separated into two categories (report ty...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Ignored Filter Reasons

Overview DryvIQ tracks why items were categorized as ignored/skipped by policy as configured during job creation. These categories are used in the migration job Validation report. Ignored reasons are also available on the items grid by filtering the list by the “Ignored” status and selecting one of the ignored reason categories. Ignored Categories R...

1 min reading time
Updated September 9th, 2025 by Andrea Harvey

Deleting Action Sets

Overview If an action set is not used in a content scan, you can remove it as needed. Once an action set is used in a content scan, it will be locked and unavailable for deletion.   Deleting an Action Set You can delete an action set if you are not using it to keep your action set list clean. However, you cannot delete action sets assigned to scans....

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Configuring Started/Paused Status Using REST API

Overview DryvIQ supports creating jobs with a predefined “start” status through REST API configuration. You can create jobs with manual schedules that execute immediately or auto schedules that are paused until a user intervenes. Based on the chosen schedule method, DryvIQ offers two options for this setting: start and paused. Job JSON Example Start...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Network File System (SMB) Connection

Overview The Network File System (SMB) connector uses SMB protocol to connect to network file shares so you can analyze, migrate, copy, and synchronize files. The connector is available in Linux environments but not in Microsoft Windows. However, it can access both Linux and Windows file shares. There are some limitations regarding the SMB and NFS v...

2 min reading time
Updated September 12th, 2025 by Andrea Harvey

Microsoft Exchange 365 (Service Account) Connection

Overview The DryvIQ Microsoft Exchange 365 enables you to make a connection to Microsoft Exchange through the use of a service account. DryvIQ creates the connection using the OAuth 2.0 flow to simplify login and connection management. This connection is a primarily read-only connection that can scan a Microsoft Exchange account for data discovery. ...

3 min reading time
Updated September 12th, 2025 by Andrea Harvey

OpenText Content Server (REST API)

Creating a Basic Connection Create a basic OpenText connection at the following endpoint. GET {{url}}v1/connections/platforms/opentext-cs/new Creating a Connection with Applicable Authorization Type POST {{url}}v1/connections/ { "name": "OpenText", "platform": { "id": "opentext-cs" }, "auth": { "uri":"http://url", "username":"USER", "password":"PASS...

0 min reading time
Updated August 21st, 2025 by Andrea Harvey

Understanding Chart Messages

Overview When an empty chart is displayed, DryvIQ will display various messages to identify the cause of the empty state. This will help you understand if the result is due to a missing data source, an incomplete data source that requires additional configuration, or filters that aren’t returning results. The messages help you understand what adjust...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Google Shared Drives Connection

Overview The Google Shared Drives connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files between your Google Shared Drives, cloud storage repositories, and on-premises network file shares. The first step is to create a Google Shared Drives connection by providing the required connection information for DryvIQ to access the ...

5 min reading time
Updated September 10th, 2025 by Andrea Harvey

Adding a Notification Recipient Using REST API

Overview Adding email recipients allows you to set global notifications that will trigger email messages whenever a subscribed event occurs. Because the notifications set here are global, they are not linked to a user, so notifications are not restricted to user-defined accounts, jobs, etc. This means you can send notifications to a user who does no...

1 min reading time
Updated September 10th, 2025 by Andrea Harvey

Sending a Test Email Notification Using REST API

Overview You can trigger a test email notification using the REST API to review what recipients will see when an email notification is delivered. Sending a test notification is not dependent on having configured a notification policy. Use the following JSON to configure your REST API message. Send a Test Notification This request will not persist; i...

1 min reading time
Updated September 10th, 2025 by Andrea Harvey

Configuring the SMTP Server Using REST API

Overview Configuring the SMTP server determines the mail server and account that will be used to generate the global email notifications. Once you add the information, you can test the connection to ensure no additional settings need to be added for the notifications to work. DryvIQ uses MailKit, which includes a default server certificate validatio...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Migrate Overview

Overview The Overview provides a dashboard of what's been happening across all your migration content. The information does not include jobs in progress—only completed runs. The top section identifies the total number of jobs in the platform, the number of executed job runs, the total size of all analyzed content, and the total size of the content D...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Viewing Flagged Items

Overview Each item is a package, consisting of the media itself, version history, author, sharing, and any other metadata. DryvIQ ensures all pieces of the item package are transferred to the destination to preserve data integrity. If DryvIQ can't transfer an item, the item is set to retry. By default, DryvIQ will attempt to reconcile items that are...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Understanding External Account Permissions for Microsoft

Overview The External Permissions feature allows users to retain (migrate) permissions for external accounts between a DryvIQ-supported source platform and Microsoft SharePoint Online (SPO). People who need to see or work with content but do not have user accounts for your Microsoft SharePoint Online or Microsoft Office 365 environment are invited a...

2 min reading time
Updated September 11th, 2025 by Andrea Harvey

Creating Explicit User and Group Mappings

Overview As part of a user or group map, you can add explicit mappings from a user or group on the source to a user or group on the destination. These serve as exceptions to the automatic user or group mapping policies. The explicit mappings will be used to map users first, and any additional users or groups not in the mappings will be matched based...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Understanding Maps

Overview A user account or group map explicitly associates users and groups to set authorship and permissions on transferred items. A source and destination connection are required to create a map, and they need to match the source and destination of the job that will be referencing the map. A map can be created before or during the job's creation, ...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Mapping Import CSV File Guidelines

Overview Mapping and exclusion imports must be a comma-separated values (CSV) file and follow a specific format. Data fields are wrapped in double quotation marks ("Value 1", "Value 2", "Value 3") and separated with commas. Empty fields must be qualified with two double quotation marks ("") to be accepted ("Field 1 Value","", "Field 3 Value"). This ...

4 min reading time
Updated September 11th, 2025 by Andrea Harvey

Potential Reporting Differences

Overview When using SharePoint platforms as the destination, the migration job reports may display inflated destination values, or logs may indicate the creation of additional files. Below is an explanation of the variances. Job Overview Report: Bytes transferred may be larger than the source due to post-processing on the destination platform. Job I...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Migration Child Jobs Report

Overview When you create a Folder Mapping, User Account Mapping, Network Home Drive Mapping, or Intelligent Migration job, you are creating the parent job. DryvIQ will automatically create a unique job for each folder, user, or home drive in your hierarchy. Child jobs inherit configurations from the parent job. When viewing the parent job, you can u...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Exporting Large Data Sets in Chunks

Overview Large data sets will cause the exports to timeout. Another issue with large data sets is that Microsoft Excel only supports two million rows, so not all entries will be included in the CSV file if export exceeds this limit. If you need to export a large data set, you can use the following steps to export the report into sperate CSV files ba...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Migration Content Insights Report

Overview The Migrate Content Insight report provides a breakdown of the data for the job, including a file size breakdown that helps understand transfer performance. In addition to a summary of the size and file type breakdowns, the screen identifies the count for different file extensions, folder depth groupings, and modified date groupings. Where ...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Migration Overview Report

Overview The Overview report provides detailed transfer information for the individual job. The percentages displayed are intended to give a quick summary of the content. If rounding applies to one of the values, the total of the percentages may not equal exactly 100%. Schedule and Transfer Details Overview Report Sections Schedule This section prov...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Migration Job Log

Overview The Log maintains an audit log of activity for every item identified in a job. It allows you to view both informational and error activity for items grouped by date and time. Filtering Activity By default, all activity displays. You can filter the lists to display specific activity or errors. Filtering the Log Timeline The Log defaults to s...

3 min reading time
Updated September 11th, 2025 by Andrea Harvey

Migration Links Report

Overview The Links page provides information about each link identified. For parent jobs, this list will be all the links identified in the child jobs. There will be an entry for each link identified; therefore, you will see the source item listed multiple times if multiple links were identified within the file.  Customizing Columns You can edit the...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Migration Sharing Insights Report

Overview The Migrate Sharing Insights tab offers a breakdown of all permissions associated with your content (based on the source content). It provides an overall breakdown of how content is shared, as well as the top user and group contributors. You can quickly identify the most shared files and folders. You also have the option to export a full pe...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Migration User Mappings Report

Overview The User Mappings report for a given job provides a breakdown of permissions for your content. For content to appear on this tab, Permission Preservation needs to be enabled for the job. Otherwise, this tab will be blank.  Filtering the Grid You can filter the grid to narrow the results. The Resolution filter allows you to view groups or us...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Migration Validation Report

Overview The Validation report allows you to run a content inspection and to view the content reconciliation that has occurred between the source and destination.  Connection Access If the connection does not have access to a given folder in the hierarchy, DryvIQ cannot track and report these items.   Content Inspection DryvIQ allows you to control ...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Viewing Migration Roll-up Reports

Overview The Reports dashboard will display a report widget for the report you created. The Reports page displays all the reports for transfer jobs, while the Simulations page tab displays all the reports for simulation jobs.   Viewing Reports As the jobs run, the report data will be updated for review. Each report you create has a report widget on ...

1 min reading time
Updated September 11th, 2025 by Andrea Harvey

Platform Comparison

Overview Platforms all have unique features and limitations. DryvIQ’s transfer engine manages these differences between platforms and allows you to configure actions based on Job Policies and Behaviors. Utilize the Platform Comparison tool to see how your integration platforms may interact regarding features and limitations.     ...

0 min reading time
Updated September 11th, 2025 by Andrea Harvey

Self-Service Migration Management

Overview The Self-Service Migration Management feature is a tool that allows migration administrators to monitor each migration wave separately and easily manage the jobs for the migration waves as needed. The jobs are grouped based on the category assigned to the job when it was created. If you have created 10 job categories, the page will have 10 ...

1 min reading time
Updated September 9th, 2025 by Andrea Harvey

Microsoft OneDrive for Business GCC High Connection

Overview DryvIQ supports connections to Microsoft OneDrive for Business Government Community Cloud (GCC) High — an environment that provides compliance with US government requirements for cloud services platforms. The DryvIQ Microsoft OneDrive for Business GCC High connection enables you to analyze, migrate, copy, and synchronize files from your One...

6 min reading time
Updated September 9th, 2025 by Andrea Harvey

Google Workspace Connection

Overview The Google Workspace (formerly G Suite) connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files between your Google Workspace account and cloud storage repositories, as well as on-premises network file shares. The first step is to create a Google Workspace connection by providing the required connection information ...

6 min reading time
Updated September 9th, 2025 by Andrea Harvey

CLI: Job Categories

Overview Job categories allow you to organize jobs into logical groups, simplifying monitoring, reporting, and management. This page explains how to use the DryvIQ Command-line Interface (CLI) to create, configure, and leverage job categories for improved organization and reporting. Note that the authentication parameters are provided within the con...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Microsoft Office 365 GCC High Connection

Overview DryvIQ supports connections to Microsoft Office 365 Government Community Cloud (GCC) High — an environment that provides compliance with US government requirements for cloud services platforms. The DryvIQ Microsoft Office 365 GCCH connection enables you to analyze, migrate, copy, and synchronize files from your SharePoint Online sites to cl...

5 min reading time
Updated August 15th, 2025 by Andrea Harvey

Microsoft Azure Blob Connection

Overview Azure Blob storage is Microsoft's object storage solution for the cloud. Blob storage is optimized for storing massive amounts of unstructured data, such as text or binary data. Blob storage is ideal for: Serving images or documents directly to a browser. Storing files for distributed access. Streaming video and audio. Writing to log files....

2 min reading time
Updated September 9th, 2025 by Andrea Harvey

Microsoft OneDrive for Business Connection

Overview The DryvIQ Microsoft OneDrive for Business connection enables you to analyze, migrate, copy, and synchronize files from your OneDrive account to cloud storage repositories and on-premises network file shares. DryvIQ creates the connection using the OAuth 2.0 flow to simplify login and connection management. You can use any administrator acc...

7 min reading time
Updated September 9th, 2025 by Andrea Harvey

Hitachi Object Storage Connection

Overview The Hitachi Object Storage connector in DryvIQ enables you to analyze, migrate, copy, and synchronize files between your Amazon S3-compatible storage system, managed by Hitachi Content Platform for cloud-scale and other cloud storage repositories, and on-premises network file shares. The first step is to establish the connection by providin...

1 min reading time
Updated August 15th, 2025 by Andrea Harvey

Microsoft Teams Connection

Overview The DryvIQ Microsoft Teams connection enables you to analyze, migrate, copy, and synchronize Microsoft Teams files to cloud storage repositories and on-premises network file shares. DryvIQ creates the connection using the OAuth 2.0 flow to simplify login and connection management. You can use any administrator account with the proper privil...

5 min reading time
Updated September 12th, 2025 by Andrea Harvey

Creating Custom Transfer Extensions

Overview The DryvIQ Platform allows users to connect to on-premise and cloud storage platforms and orchestrate the content contained within those platforms. To orchestrate the content, DryvIQ creates a pipeline that facilitates pulling content from a source and transferring it to a destination. This pipeline can be configured based on user-configure...

1 min reading time
Updated September 9th, 2025 by Andrea Harvey

Creating a Google Workspace Service Account

Overview Migrating documents from Google Workspace requires a Google Workspace service account with administrative privileges. The service account enables the DryvIQ Platform to act on behalf of users by utilizing the Google Workspace API. Use the following steps to set up a Google Workspace service account.  Creating a Service Account Log on to htt...

1 min reading time
Updated August 13th, 2025 by Andrea Harvey

SFTP Connection

Overview The Secure File Transfer Protocol (SFTP) connector in DryvIQ allows you to analyze, migrate, copy, and synchronize files between your SFTP servers and cloud storage repositories and on-premises network file shares. The connector only supports the SFTP protocol at this time; it does not support FTP or FTPS protocols. The first step is to cre...

1 min reading time
Updated August 13th, 2025 by Andrea Harvey

Syncplicity Connection

Overview The Syncplicity connector in DryvIQ allows you to analyze, migrate, copy, and synchronize files to your Syncplicity service from cloud storage repositories and on-premises network file shares. The first step is to create the Syncplicity connection by providing the connection information required for DryvIQ to connect to the platform. DryvIQ...

4 min reading time
Updated August 28th, 2025 by Andrea Harvey

Migration Frequently Asked Questions

Overview You're in the right place! We've compiled some of the most frequently asked questions about migration projects to help you find the information you need quickly and efficiently. This page covers everything from connections and jobs to licensing and reports. If you can't find the answer you're looking for, please don't hesitate to contact ou...

5 min reading time
Updated September 12th, 2025 by Andrea Harvey

Creating Custom Platform Extensions

Overview All of our tutorials will begin from the command line. This is the most portable way to work with the dotnet CLI and makes no assumptions about your operating system or IDE. To make it easy to create custom DryvIQ Platform extensions, we deliver a custom dotnet new template package. Your IDE should have details available on leveraging custo...

2 min reading time
Updated September 12th, 2025 by Andrea Harvey

Deploying Custom Platform Extensions

Overview During the development of this custom connector, DryvIQ recommends building the project using dotnet build . This will build using the Debug configuration and copy the connector into the appropriate directory on your machine for DryvIQ to pick up (if you have a local copy that you can use to test live within the product). However, once you ...

1 min reading time
Updated September 12th, 2025 by Andrea Harvey

Microsoft OneDrive for Business (REST API)

Creating a Connection You will need to add the relevant connection information to the GET request. The following GET request will return a Microsoft login link. Use this link to complete logging into your account and grant DryvIQ access to it. GET {{url}}v1/connections/platforms/onedrive-business-graph/new?domain={{YOUR URL}}&name={{YOUR CONNECT...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Creating Regular Expression Entity Types

Overview A regular expression is a pattern used to identify text. It allows you to have very fine-grained control over what content DryvIQ detects. The pattern must be constructed according to regular expression standards. Multiple online resources are available to explain how to build a regular expression pattern. When creating an entity using a re...

3 min reading time
Updated September 9th, 2025 by Andrea Harvey

Porcore Connection

Overview The Procore connector in DryvIQ allows you to analyze, migrate, copy, and synchronize files between your Procore project documents and your cloud storage repositories and/or on-premises network file shares. The first step is to create the Procore connection by providing the connection information required for DryvIQ to connect to the projec...

2 min reading time
Updated September 3rd, 2025 by Andrea Harvey

Filtering Content

Overview The scan contents can return thousands of files depending on the makeup of your data. Filters allow you to narrow the content to only items that meet specified criteria. The Filter pane displays all the available filters. You can open and close the pane by clicking Filter. Some of the available filters are automatically generated based on t...

4 min reading time
Updated September 4th, 2025 by Andrea Harvey

Configuration Options

SkySync References The CLI references SkySync. This is expected.    Overview This page provides information about how to set global configurations for the DryvIQ platform. You configure variables in the database through the command-line interface or in the appSettings.json file. (The appSettings.json file is located in C:\Program Files\SkySync\appSe...

13 min reading time
Updated September 10th, 2025 by Andrea Harvey

Length Exceeds Function (REST API)

Overview DryvIQ offers a custom entity type that tests string property length against a specified limit. The entity type must be created manually through DeyvIQ’s REST API (using Postman or a command line tool such as PowerShell). Creating the Entity Type Endpoint The REST endpoint for the call is  {{url}}v1/entity_types?fields=all, where {{url}} sh...

1 min reading time
Updated September 10th, 2025 by Andrea Harvey

Editing Logging and Audit Levels Using REST API

Overview You can customize the audit level for system-level and job logs, and you can set the number of days the system log is retained. Log/Audit Level The audit level determines the information included in the log. error: Logs only errors warn: Logs warnings and errors. info: Includes all basic logging, warnings, and errors. This is the system def...

0 min reading time
Updated September 12th, 2025 by Andrea Harvey

Link Detection and Remediation

Overview You can enable link detection and remediation when defining the job's behaviors during job creation. It runs for both simulation and transfer jobs, scanning files to identify any links within them. The Jobs report will display the link information if available for the job. Once all the job runs are complete, you can execute link remediation...

8 min reading time
Updated September 10th, 2025 by Andrea Harvey

DryvIQ Platform REST API Documentation

REST API documentation is available with the DryvIQ application after installation. You can access it by navigating to one of the following URLs: {proxy_url}/api-docs {ip.address}:9090/api-docs Poweshell 5.1 Issue Issues have been identified with the Invoke-RestMethod command in PowerShell version 5.1, which is included with Windows Server 2019 and ...

0 min reading time
Updated September 9th, 2025 by Andrea Harvey

Configuring Actions

Overview Specific actions require you to complete additional configuration for the content scan. If you apply an action set that includes actions requiring configuration to a scan, save the scan and configure the actions before attempting to run it. Running a scan before configuring the actions will cause the actions to fail. DryvIQ will highlight s...

8 min reading time
Updated September 9th, 2025 by Andrea Harvey

Understanding Category and Match Type

Overview An entity type is what DryvIQ is detecting. The DryvIQ Platform comes with preinstalled entity types that cover a wide range of data, but you also have the option to create custom entity types. Entity types are assigned to a category that identifies the type of data being detected and a match type that identifies how the data is being detec...

2 min reading time
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