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Transfer planning

At the beginning of a project, it is common to begin planning with questions like, "How long should I expect this to take?"

The Transfer 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 begin visualization of the process, without requiring any setup of connections or jobs.

You can access the Transfer Planner from the Jobs menu tab options.

Using the Transfer Planner

By entering values in the Assumptions area, you can plot a time line to estimate completion time frames for your transfer.  Change the values and press Reset to try other combinations of values.

The time line assumes a start date of today and uses the values in the Assumptions section to model the content transfer. 

By hovering over the Total bytes transferred or Daily transfer rate lines a tool-tip will appear with more information.

Please read the Transfer planner assumptions notes as they will point out various factors that will impact your transfer so you can begin more in depth planning.


Total size of data to process may not be completely understood, particularly when it comes to finding and transferring valuable content.  At this stage, an estimate is fine to aid in planning.  The default value is 50 TB, but you should change this to match your scenario.  As your project evolves, you can refine your knowledge by using a Simulation Job to analyze your content.

To learn more, see Simulation Mode

Daily transfer rate will depend on many factors.  The rate used here is an estimate for planning purposes only.  The default value is 5 TB.  Achieving consistently high transfer rates will require investments in planning, hardware, configuration, and tuning. 

Ramp Up time helps to estimate for discovery, tuning, and indexing on the front of any transfer.  During this phase of most projects, Daily transfer rate is impacted.

Ramp Down time helps to estimate lower sustained Daily transfer rates for delta runs, versions, and remediation at the end of a project.

To learn more about installation requirements and recommended systems architecture, see:

Next Steps

Consider using the Platform Comparison tool to get an idea of the friction points between your preferred source and destination platforms.  Without a live connection to either system, you can explore the potential issues to look for during simulation or transfer to avoid additional manual remediation. To learn more, see Platform Comparison

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