Find your way around the app

Open the app

Open Nextcloud's app menu at the top left — the grid of app icons — and choose SMART Migration. Only Nextcloud administrators see it there.

The page has an address of its own, so you can bookmark it; the job and run links the app copies open it on that row.

The tabs

Tab	What it is for
Getting Started	How SMART Migration and the app work together, the first steps, and digital resilience. Close it when you no longer need it — for you only; the other administrators keep it — and Reopen Getting Started on the Settings tab brings it back. The Dashboard's start tip, on which jobs to create first, closes and comes back the same way.
Dashboard	What is running now and how the migration is going: job and file figures, running jobs and their progress, and the Power BI report.
Jobs	Define, review and schedule the jobs SMART Migration runs.
Run History	Every run of every job, with its results, its log and its report.
File Issues	The files SMART Migration reported a problem with, and why.
Settings	The server's status and licence, language and colours, AI Help, the OneDrive domain mapping, MetaVox, notifications and hidden messages.
Support	Your SMART Migration partner, the setup status and where to get help.

Each tab has its own topic:

Live or Offline: is the server in touch?

The mark at the top right of the app says whether the SMART Migration server is in touch:

Live — the server has called the app within the last two minutes. The Dashboard, Jobs, Run History and File Issues follow it on their own; there is nothing to refresh.
Offline — the server has not been in touch for over two minutes, or never has. Nothing changes on its own until it is running again, and jobs set to Ready wait.

Rest the pointer on the mark for a card in its colour: while Offline, it says why — and, for a server that has stopped, since when nothing has called the app.

Refresh, just before the mark, reads the tab you are on again from the server at once, rather than on the app's next look: a table keeps its filters, the groups you opened and your place in it. It is not on the Getting Started tab, which holds no data.

Tables: tree or list

The Jobs, Run History and File Issues tabs show their rows in one of two ways, chosen with Tree and List:

Tree files the rows under their group, then under the site, library and folder they come from — or the user, for a OneDrive. An icon beside each title shows the mode — a magnifier for Discovery, a flask for Test Migration, an arrow for Migration — and the Source column starts with the kind of source: SharePoint, OneDrive or a file share. Expand all and Collapse all open and close every level: buttons just before Tree and List while the tab bar has room for them, entries in the ⋯ menu at its far right otherwise. The menu holds Manage groups and Manage tags, and Tree and List when the window is too narrow for their switch.
List shows the rows as one flat list.

Jobs and Run History open in List until you pick Tree; the choice is remembered for you in this browser. When your jobs get their first group, a message suggests Tree, which files them under it; Do not show this again stops it for you.

Long lists show the first rows and a Show more row, so even a migration with tens of thousands of jobs opens quickly. On the Jobs, Run History and File Issues tabs, and in the Dashboard's Notifications sent, the next rows load by themselves as you scroll to the end of the list, the last row saying so while they come; Show more further up a tree loads them with a click.

Working with the rows

Click a column header to sort by it; click again to reverse the order. Ctrl-click adds a column to the sort.
Rest the pointer on a title to see the whole job or run at a glance. A source, destination or path on the card that is a web address is a link: click it to open that place in SharePoint in a new browser tab. The copy button beside it copies the whole URL or UNC path.
Click a title to pin that card: it stays, framed in blue, with buttons to edit the job or open the run's details, open its runs or its job, change its tags and copy its link. Escape or a click outside closes it.
Double-click a row to open its details.
Shift-click another row to select every row in between.
The row menu (three dots) holds the actions for that row: open, status, change, then delete.
Right-click a row to open its row menu at the pointer. On a Source or Destination cell — on File Issues, a File Name or Path cell — the menu starts with Copy URL, or Copy UNC path for a file share, and Open SharePoint location, which opens the library or folder in SharePoint in a new browser tab. A browser cannot open a file share from a web page: copy its path and paste it into File Explorer.
The Actions menu appears above the tick boxes, at the start of the column titles, once a row is ticked; rest the pointer on it to see how many rows it acts on. It holds the same entries in the same order for every ticked row. One that makes sense for a single row only, such as Edit or a job's runs, waits until just one row is ticked. An entry that does not apply, such as Unpin on a run that is not pinned, is greyed out. On the Jobs tab, Change selected jobs … sets the status, scheduled date, group, tags, notifications, pin and archive of the ticked jobs in one dialog.

Filters

Each filter box sits in the row under the column titles, beneath the column it filters: the text filter under Title, Source Type under Source, Destination Type under Destination, Mode under Mode, Status under Status, and so on to Arch. — a box in three states for the archived rows — under Archived. The text filter matches titles, sources and destinations, ignoring case. On the Jobs and Run History tabs, Source Type picks SharePoint, OneDrive, file shares or file lists, and Destination Type a Nextcloud team folder or a user's files; each offers only the types in use, and a Job Import has neither. Mode on the Jobs and Run History tabs also offers Migration + Restore and Test Migration + Restore, for the jobs and runs that copy files back to their source; Migration alone leaves them out. On the Jobs, Run History and File Issues tabs, the filters with no column of their own — Duplicates, Readiness on the Jobs tab and the Latest run per job switch on Run History — sit in the tab bar — after Recent on Jobs, after the Actions menu on Run History and File Issues — between two lines, with the count beside them: while a filter hides rows, it shows how many rows are shown out of how many there are, and while archived rows are hidden it says how many — · 7 archived. A filter whose column is left out for room waits in the toolbar above the table until the column is back.

The group filter is shared: picking a group on the Jobs tab also picks it on the Run History and File Issues tabs, so you can follow one migration wave through all three. See Groups and tags

Find a job or run again

Recent on the Jobs tab lists the jobs you opened lately.
Copy link in a row's menu, or in a job or run dialog, gives a link that opens that job or run straight away. Paste it into a ticket or a message; opening it signs in as usual.

Help in the app

AI Help and Documentation at the top right, before Live or Offline, opens the help panel: what you can do on the tab you are on, and AI Help for questions about SMART Migration. See Help panel and AI Help
The small dark blue ? buttons beside headings and in the top corner of dialogs show a few common questions about what they sit next to in the help panel. Click a question and AI Help answers it; the full topic of this manual waits on the panel's Docs tab.

Notifications

The app can show a short notification when a run starts or finishes, or reports its first error or warning; click it to open the run. Every administrator switches this on or off for themselves on the Settings tab, under Notifications. A notification that SMART BI.pbix was updated is shown either way.

See also