Read Secure Copy product review.doc text version

February 2005

Quickly transfer files, folders, and their permissions between servers

by Rozanne Whalen Application(s): ScriptLogic Secure Copy 3 Operating System(s): <none> One of the dreaded tasks for most administrators during an upgrade is transferring the data files from the old server to your new server. You'll also encounter this same problem if you're consolidating multiple servers' data on a single, soupedup server or moving your servers' data to a network-attached storage device (NAS). Unfortunately, when it comes down to it, there just isn't an easy way in Windows Server 2003 for you to transfer files and folders to another server without losing the permissions you've assigned to them. Although reconfiguring these permissions might not be a big deal to you if you have a small network, it's a huge deal if you have more than a handful of users and thus permissions assignments to re-create after the transfer. That's why we've chosen to show you a handy utility, Secure Copy, which makes it possible for you to easily transfer files and their permissions from one server to another.

Transfer files without the hassle

In this article, we'll show you how to use Secure Copy to easily transfer files between servers. We'll start by walking you through obtaining and installing Secure Copy. Next, we'll describe the tasks you can perform with Secure Copy, along with the options you'll use most often. Then, we'll examine how to use Secure Copy to perform a file transfer between servers. As part of this file transfer, we'll show you how to test your file transfer job to verify it works the way you want --and also how to schedule the job to take place after hours.

Installing Secure Copy

Before attempting to install Secure Copy, there are a few system requirements you should be aware of. First, you can install Secure Copy only on Windows NT 4.0, Windows 2000, Windows XP, and Windows 2003. Second, you can use Secure Copy to transfer files only between NTFS partitions. You can download an evaluation copy of Secure Copy by going to http://www.scriptlogic.com%2feng%2fproducts%2fsecurecopy %2fmain.asp. After downloading Secure Copy, double-click on

the downloaded file and follow the prompts in the installation wizard to install it on your server. Installing Secure Copy on Windows NT The installation program for Secure Copy relies on the Windows Installer service that's built into Windows 2000, Windows XP, and Windows Server 2003. If you want to install Secure Copy on a Windows NT Server 4.0, you must download and install the Windows Installer service first. You'll find the Installer service at http://www.mic rosoft.com%2fdownloads%2fdetails.aspx?Famil yID=4b6140f9-2d36-4977-8fa16f8a0f5dca8f&DisplayLang=en.

What is Secure Copy?

Secure Copy makes it easy for you to copy files, folders, and even shares between partitions and servers. Specifically, Secure Copy enables you to perform the following tasks: Copy files and folders between server volumes or even servers themselves without losing the relevant NTFS permissions assignments. Duplicate shared folders and their associated share permissions from one server to another. Create the necessary groups and users when you transfer files, folders, or shares between servers. Secure Copy determines which accounts it needs by examining the Access Control Lists (ACLs) of the files, folders, and shares you transfer. If the groups or users don't exist, Secure Copy automatically copies their accounts for you. Automate file, folder, and share migrations so they take place during off-peak hours. In addition to these capabilities, Secure Copy offers you a wealth of options you can configure when copying files, folders, or shares. We list the key options we've found most useful in Table A. Table A: Secure Copy options Option Configures Secure Copy to

Copy Only Copy only the files, folders, and permissions that Changed Source have changed since the last copy occurred. (If this Files To Target is the first time you've copied the files, Sec ure Copy copies all files and folders to the target server.)

Copy All Files From Source To Target Sync hronize Target With Source

Copy all files, folders, and permissions to the target server. This copy action overwrites all files, folders, and permissions on the target server. Synchronize the contents of a folder on the target server with that of the source server. If any files no longer exist in the folder on the source server, Secure Copy automatically deletes these orphaned files on the target server.

Don't Copy Copy only files and folders to the target server and Permissions not their associated permissions. (Copy Data Only) Always Copy Permissions, Even On Skipped Files Copy permissions on files and folders to the target server even if Secure Copy doesn't copy the files and folders themselves (because their contents haven't been changed).

Clear Archive Bit Clear the archive attribute on the source server's On Source After files and folders after copying them to the target Copying server. This option enables you to use Secure Copy as a backup utility for backing up your server. Set Password For Migrated User Accounts Migrate File Shares To Destination Server Establish a password for any new user accounts it creates on the target server.

Not only copy the files and folders you've selected to the target server, but also to re-create any relevant shares you've defined on the folders. You can also configure the action you want Secure Copy to take if a folder already exists on the target server with the same share name. Automatically create the users and groups specified in a file, folder, or share's ACL on the target server if they don't already exist. If you enable this option, you can specify how you want Secure Copy to identify these new accounts (such as by adding a prefix or suffix), what it should do if a user or group with the same name already exists on the target server, and whether you want Secure Copy to add users to the target server's built-in groups based on their membership on the source server. Copy or exclude certain files, folders, and shares based on file extensions, folder names, dates modified, and file sizes. You can also limit the folder recursion depth, which means that Secure Copy will copy only the number of subfolder levels that you

Migrate Local Groups/Users To Destination Server

Apply The Following Filter To The Files

specify.

Using Secure Copy

Now that you've seen why you might use Secure Copy and how to install it, let's move on to how you use it. In this section, we'll examine how to take advantage of Secure Copy's features. Secure Copy makes it easy for you to move files from one location to another. It also enables you to consolidate the files from multiple source servers onto a single server. For example, you might have multiple source Windows 2000 servers that you want to replace with a single Windows Server 2003 server. By using Secure Copy, you can easily copy the files from all servers onto your new server. Selecting the source files To use Secure Copy, from the Start menu, choose All Programs | Small Wonders Software | Secure Copy 3 | Secure Copy 3. Below Step 1: Select Source Folders (Where You Want To Copy From), click the Browse (...) button to open the Select Folder dialog box. Expand the My Computer object and then select the check box for the folder you want to copy to the target server, as shown in Figure A. In our example, we want to copy the E:\Acctg Data folder from our source server to another server on our network. This folder contains the information used by the Accounting department and has specific NTFS and share permissions assigned. We're going to configure Secure Copy to also copy these permissions in just a moment.

Figure A:

You can use Secure Copy to copy a folder, its files and subfolders, and its permissions to another partition or server.

If you want to copy files using a share instead of a folder on the server's hard disk, expand the Network Neighborhood object instead. Navigate through the domains and then computers within the domains. Finally, select the check box for the share you want to copy to another server. Finally, you can use the Active Directory object to copy Active Directory resources from one domain to another. When you've selected what you want to copy from this server, click OK to close the Select Folder dialog box. Selecting the target Your next step is to select the target for the files you're copying. As you saw with the source servers, you can also select multiple target servers. Selecting multiple target servers enables you to copy the files you've selected to those servers automatically. Below Select Target Folders (Where You Want To Copy To), click the Browse (...) button. As shown in Figure B, the targets you can select include a different partition on the same server by using the options within My Computer or a different server by using the Network Neighborhood options. Notice that if you want to copy the folder to a different server, you do so by selecting the hidden administrative share for the partition to which you want to copy the files. In our example,

we want to copy the files we've selected to the D partition on the server named Server within the Internal domain.

Figure B:

Secure Copy enables you to copy the folders you've selected to another location on the same server or another server.

By default, Secure Copy will copy the files you select to a folder with the same name on the target server. In our example, we selected to copy the E:\Acctg Data folder to the D$ share on our server named Server. Unless we specify otherwise, Secure Copy will create a folder named Acctg Data in the root of the D partition on the server. If you want to copy the folders you've selected to a new folder on the target server, you can do so by clicking New Folder and then entering a name for the folder. Click OK to save your changes. Configuring the necessary Secure Copy options Your next step in copying the files is to configure the options you want to use for the file transfer. To do so, click Options. As shown in Figure C, you use the Secure Copy Options dialog box to configure the options you've chosen. In our example, we want to copy the \Acctg Data folder and its contents to a second server, and to preserve its permissions. This folder is also shared, so we want to transfer the file share to the new server as well.

Figure C:

Secure Copy enables you to configure many different options so you can tailor your file transfers to your specific requirements.

To configure Secure Copy to transfer the share properties along with the folder you've selected, in the left pane, click Migrate File Shares. In the right pane, select the Migrate File Shares To Destination Server check box, as shown in Figure D. Below If The Share Name Already Exists, select the options that are appropriate for your environment.

Figure D:

You can use Secure Copy to not only transfer files and folders, but also shares.

Next, configure Secure Copy to create the necessary group and user accounts on the target server (as specified in the permissions for the folders you're copying). In the left pane of the Secure Copy Options dialog box, click Migrate Local Groups. Select the Migrate Local Groups/Users To Destination

Share check box. Below Select Local Group Destination, select the appropriate option: Target Server. Use this option if you want to create these accounts in the server's own user accounts database. You'll typically use this option only when you're copying data to a stand-alone server that isn't a member of a domain. Active Directory. Choose this option to create the necessary accounts in an Active Directory domain. Then, use the Destination OU text box to specify the organizational unit in which you want to create the accounts. NT Domain. Use this option if you want to create the accounts in a Windows NT domain. Finally, choose what you want to do if the group or user account already exists. We show you the options we've selected for our environment in Figure E. When you're ready, click OK to save your changes.

Figure E:

You can use Secure Copy to automatically create the necessary user and group accounts to retain the permissions on the folders you copy to the target server.

Performing a trial run One of the features we like best about Secure Copy is that it enables you to perform a "trial run" before actually attempting to copy the files to your target server(s). We like this feature because it enables you to identify any problems you might encounter before they actually happen. To test your file transfer, in Secure Copy, click Test Job. As you can see in Figure F, you'll see detailed information about the file transfer, along with any errors Secure Copy encountered. Click Close to close the test results dialog box.

Figure F:

Secure Copy enables you to perform a test so you can iron out any problems before performing the actual file transfer.

Saving the file transfer job If you plan to repeat this file transfer again, you can save this job for later use. To do so, click Save Job on the toolbar. In the Please Enter A Name For This Job text box, type a name for your job and click OK. You can rerun or schedule saved jobs in Secure Copy by selecting the Saved Jobs tab. In the list of jobs on your server, right-click on the one you want to use and choose Run Job to run it immediately, or Schedule to schedule the job to run at a later time. Running or scheduling a file transfer job At this point, you're now ready to perform the actual file transfer. Secure Copy enables you to run the file transfer job immediately by clicking the Run Now button. Or, you can schedule the job to run at a later time. If the amount of data you're planning to transfer is significant, we recommend that you schedule the job to take place after business hours. To do so, begin by clicking the Schedule button on the toolbar. On the Task page, use the Run As text box to specify the user account you want to use when the job runs. Keep in mind that this user account must have administrator privileges on the target server to create the necessary user and group accounts. Click Set Password and use the Password and Confirm Password text boxes to specify the user account's password. Next, click on the Schedule tab. You use this page to schedule when you want the job to take place. Click New, and then use the available text boxes to schedule the job. Finally, click on the Settings tab. You can use this page to configure options such as preventing Secure Copy from running the job if your server is busy or is running on battery backup. Click OK to save your changes and schedule the job. You can check the status of your scheduled jobs in Secure Copy by clicking on the Saved Jobs tab. For each job, you'll see the date Secure Copy last ran it as well as the status of the job.

Beat the file -transfer blues

As you've seen in this article, Secure Copy makes it easy for you to transfer files, folders, shares, and all their associated permissions assignments. You can perform the transfer between partitions on the same server (something you might do if you've purchased a new hard disk) or to one or more target servers. We think you'll find Secure Copy a worthwhile tool to add to your administrator's toolkit.

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