Settings

General Settings is the place where you can manage the Explorer, the Local Cache, the Performance and the Permissions.

Prerequisite(s)

Not applicable.

General Settings

Access Settings

General

Migration

Licenses

System

Advanced Settings

Access Settings

Click Settings on the bottom left menu.

General

Performance

The performance setting allows you to choose how many requests can be sent simultaneously to your SharePoint server.

Use the radio buttons to select your preferred option.

Before you select a performance setting, consider the following:

• It's recommended to test the different levels to determine which one is the most appropriate for your SharePoint environment (for example, choosing High may slow down your SharePoint server)
• The Performance setting can be changed during a working process (Reports, actions, edit, or find) and the changes will take effect immediately.

Permissions

For full functionality, we recommend Site Collection Administrator permissions (even if you are a Farm Administrator).

To allow Sharegate to auto-assign Site Collection Administrator permissions, toggle on (toggle off is the default).

This allows Sharegate to automatically grant your user account the required rights when you access a site collection.

Note: This option only works when you are connected directly to your SharePoint farm. This applies to the user account that is used to connect to the farm as Site Collection Administrator. Permissions added in this way will not be removed automatically. For information on how to undo this action once applied, click here.

Diagnostic Mode

Diagnostic Mode allows you to reproduce an error and send a diagnostic report to Support. This gives them the capability to see exactly when, where, and why something is going wrong.

Please see the Diagnostic Mode article for full details.

Memory Snapshot

Generating a memory snapshot allows you to choose a location where you would like to save a Dump File (.DMP).

The dump file will contain the information of what tasks were running in the Sharegate Desktop app, and what was contained in the history at the point in time you took the snapshot. 

Environments

Activate or deactivate insights for each environment, or uninstall the Office 365 Extension here.

If you are planning to retire your Sharegate license, we recommend uninstalling the Office 365 Extension using the Settings, rather than removing it later using the more complex PowerShell method. 

Migration

Migration Speed and Office 365 Configuration

Are you Migrating:

On premises? See Insane Mode On Premises

To Office 365? See Insane Mode for Office 365

Illegal Character Replacements

See Illegal Characters

Licenses

See our licensing page for full details.

System

Explorer

Display options for the explorer.

Display System Lists

To display system list, toggle on (toggle is off by default)

System lists include lists such as Access Requests, Master Page Gallery, etc. If you choose to display them, they will show in the Explorer tree. This makes the operations you perform run on system lists. For example, if you perform a Find operation on a site to find documents larger than a given size, this option will impact whether or not the results include documents found in system lists.

Local Cache

This keeps a local copy of your SharePoint sites and settings, which speeds up operations considerably.

Change the number to set how many days the cache is kept for. Click Clear Cache if you would like to delete all the data (recommended if you have updates on your SharePoint environments).

The first time a query is performed, Sharegate queries the targeted SharePoint sites and then stores all of the obtained information in a local cache that will then be used for subsequent queries. These results will significantly improve query time, often immediately displaying the query results.

Note: To bypass the local cache for a specific report, you can turn it off from the select targets window, just before running it. See Walkthrough - Reports if you need more information about reports.

Notification

Allow Sharegate to display notifications on the Windows Taskbar and Action Center when a task is completed or when your license/trial is close to expiring. Notifications only appear when Sharegate is minimized.

Note: Only available on Windows 10.

Security

Allows Sharegate to connect using invalid certificates.

This is toggled off by default.

Note: When you keep the default setting and attempt to connect using an invalid certificate, you will receive a warning prompt offering you the option to cancel or allow the connection.

System Tray

It is recommended to keep the default settings in order to ensure that your automated tasks run as scheduled and that Sharegate stays up to date.

Toggle off to the first option disallow Sharegate to stay open in your system tray.

Toggle off the second option to disallow Sharegate to open at system startup.

Note: You can still exit Sharegate when it is open in your system tray. Just right click over the icon and select Exit.

Advanced Settings

Help improve Sharegate

Toggle off to disallow Sharegate to gather telemetry data on its usage (toggle on is the default).

This data is used when planning new features to better match what users are doing with Sharegate. No confidential information will ever be collected in this manner.

Enable Automatic Updates

Notifies you of your Sharegate version, and if there are updates available.

Keep the toggle on to allow Sharegate to Enable Automatic Updates. If you toggle off, you will be prompted when updates are available.

When an update is available, click the Restart and Update button to install the update immediately. 

Note: Sharegate will only automatically download an update when in Idle Mode, meaning that it is minimized to the system tray and no tasks are active or migrations are running.