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Before migrating, you must analyze your existing DFS namespaces and file shares to confirm they work with Azure File Sync. Check compatibility between your current environment and the cloud service. Identify any dependencies, such as applications or scripts that rely on the file paths provided by DFS. Determine how much capacity the cloud will need to store your files so you can plan the right amount of Azure storage.
The Storage Sync Service is the Azure resource that manages synchronization between your on-premises servers and the cloud. Create this service in the Azure portal and ensure the network settings and access permissions are configured correctly to avoid security gaps. This service acts as a hub—once it is set up, you can attach your servers and file shares to it.
Each target server that will participate in the sync must run the Azure File Sync agent. Download and install the agent on every server that hosts the file shares you are migrating. After installation, register each server with the Storage Sync Service so Azure knows the server is authorized and can begin synchronizing its files.
A sync group defines a set of endpoints that stay in sync with each other. Create at least one sync group and add a cloud endpoint (the Azure file share) and one or more server endpoints (the folders on your registered servers). Once the endpoints are added, synchronization starts automatically. This step also enables cloud tiering, which is a per-server-endpoint setting.
Cloud tiering is a storage optimization feature that keeps frequently accessed files on the local server and moves less frequently accessed files to the cloud. This reduces the amount of local storage you need while still giving your users fast access to active files. The tiering policy runs continuously, so files that are used often stay local and everything else lives in Azure. The result is a balance between local performance and cloud cost savings.
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