Migrating Between Storage Locations

You may want to migrate files from one local storage location to another, or from an existing storage location to an AWS S3 bucket or a compatible service.

Migrating Local Storage

To migrate files from an existing local storage location to another local directory:

Go to Configuration () > System Settings > Storage Settings or, prior to WHMCS 8.0, Setup > Storage Settings.
Choose the Configuration tab.
Under Add New Configuration, choose Local Storage and click Add.
Enter path to the new storage location and click Save. The directory must exist and be writable.
Choose the Settings tab.
Select the new storage location for the file type that you wish to migrate to the new location.
Click Migrate when the system prompts you to migrate the files automatically.
- For smaller scale deployments, migration will take less than a minute, and your files will then be stored at the new location.
- If the migration cannot be completed immediately, it will be scheduled to run in the background. Until it is completed, the former location will continue to be used. Once all files are migrated to the new location, the setting will automatically switch to the new selection and begin using the new location.
- Instead of using automated migration, you may opt to migrate your files manually and switch the relevant file type's storage setting immediately.
  - This will skip automatic migration and assumes your responsibility for moving the files to the new location.
  - Some file types may be stored by WHMCS in the same folder (for example, client files, email and ticket attachments as well as project management files will be stored in "attachments" folder). If you decide to move all the files away from that folder, all relevant file types must be switched to the new location.
After the automatic migration finishes, validate whether the migration was successful.
Delete the files in the prior location. The system will not automatically delete these files.

You may choose to cancel an ongoing migration. The present location will then continue to be used. Files migrated to the new location until this point will not be deleted.

If you make a change by mistake, click Revert Changes to cancel any changes.

Migrating to AWS S3

To migrate to AWS:

Create your S3 configuration. For steps to set one up, see our guides and tutorials.
In the WHMCS Admin Area, go to Configuration () > System Settings > Storage Settings or, prior to WHMCS 8.0, Setup > Storage Settings.
Choose the Configuration tab.
Under Add New Configuration, choose S3.
Click the + icon.
Enter your AWS S3 connection details.
- You must specify the S3 region by its code name (for example, us-east-1 for US East (N. Virginia)).
- The system doesn't require the Endpoint URL value if you're using the Amazon AWS S3 service. This is only required if you are using a non-Amazon S3-compatible storage provider.
- The S3 access credentials must have read and write access to the specified S3 bucket.
  - This must include the following permissions:
    - ListBucket
    - GetObject
    - PutObject
    - ReplicateObject
    - DeleteObject
  - See below for an example of a suitable policy for the S3 user.
Click Save. If the system can't access the bucket, an error message will appear. If this happens, check the entered details and try again.
Choose the Settings tab.
Select the new storage location for the file type that you wish to migrate to the new location.
Click Migrate when the system prompts you to migrate the files automatically.
- For smaller scale deployments, migration will take less than a minute, and your files will then be stored at the new location.
- If the migration cannot be completed immediately, it will be scheduled to run in the background. Until it is completed, the former location will continue to be used.
After the automatic migration finishes, validate whether the migration was successful.
Delete the files in the prior location. The system will not automatically delete these files.

When the migration is finished, the setting will automatically switch to the new selection and begin using the new location. You may choose to cancel an ongoing migration. If you do, the system will continue to use the present location. Files that the system already migrated to the new location will remain.

Manual Migration

Instead of using automated migration, you may opt to migrate your files manually and switch the relevant file types storage setting at once. This will skip automatic migration and you will be responsible for moving the files to the new location.

If you use this method, note that WHMCS may store certain file types in the same folder (for example, the system will store client files, email and ticket attachments, and project management files in the attachments folder). If you decide to move all the files away from that local folder, you must switch all relevant file types to the new location.

If you made a change by mistake, click Revert Changes to cancel any changes.

Example Security Policy

Consider using the IAM Policy Generator tool in the AWS control panel or the public policy generator tool.

For advanced users, an example AWS S3 policy to assign to the S3 user for use with WHMCS storage settings is below:

   {
       "Version": "2012-10-17",
       "Statement": [
           {
               "Sid": "Stmt1111222223333",
               "Effect": "Allow",
               "Action": [
                   "s3:ListBucket",
                   "s3:GetObject",
                   "s3:GetObjectAcl",
                   "s3:PutObject",
                   "s3:PutObjectAcl",
                   "s3:ReplicateObject",
                   "s3:DeleteObject"
               ],
               "Resource": [
                   "arn:aws:s3:::<BUCKET_NAME>",
                   "arn:aws:s3:::<BUCKET_NAME>/*"
               ]
           }
       ]
   }

For Manual Migrations

For manual migrations, the system stores files in AWS S3 with a prefix corresponding to the file asset type. For example, it will store file1.png, a client file, as /client_files/file1.png. Use the following sub-folder names per file type:

Client Files — client_files
Downloads — downloads
Email Attachments — email_attachments
Email Template Attachments — template_attachments
Project Management Files — pm_files
Ticket Attachments — ticket_attachments

When using automatic migration, you do not have to worry about these prefixes; the system manages them automatically.

Migrating Between Two AWS S3 locations

In addition to Amazon AWS S3, WHMCS supports AWS S3 compatible services like Ceph. However, WHMCS only supports automatic migration between two S3 locations if both locations use the same storage provider.

Migrating From S3 To Local Storage

You can perform this migration the same way as the other migration paths, with the same considerations and expectations equally applicable.

General Considerations

The system can't automatically migrate Email Attachments (as opposed to email template attachments). You upload these files when creating a custom email message, and they are of a transient nature. To avoid any inconsistencies when switching storage settings for email attachments, it should be sufficient to ensure that no administrator users are in process of composing an email message with attachments. Note that email template attachments are a separate asset type that you can migrate automatically.