Arctera™ Insight Archiving : Cloudlink Administration Guide

Last Published:
Product(s): Veritas Alta Archiving (1.0)
  1. About this guide
    1.  
      About this guide
    2.  
      Prerequisite knowledge
  2. About CloudLink
    1.  
      About CloudLink
    2.  
      Synchronizing user accounts from Microsoft Active Directory
    3.  
      Synchronizing user accounts from IBM Domino Directory
    4.  
      Synchronizing user accounts from Google G Suite
    5.  
      Configuring Insight Personal Archive web folders for Microsoft Exchange mailboxes
    6.  
      Should I upgrade to CloudLink 4.1.x?
    7.  
      CloudLink revision history
  3. About Exchange mailbox delegation synchronization
    1.  
      Introduction to Exchange mailbox delegation synchronization
    2.  
      About the effects of synchronized delegation permissions
    3.  
      About the synchronization of delegation permissions with recurring tasks
    4.  
      Requirements for delegation permissions synchronization
    5.  
      Synchronizing the delegation permission for a user or a shared mailbox with delegates from different active directory domains
  4. System requirements for CloudLink
    1.  
      About the requirements for CloudLink
    2.  
      About the Microsoft Exchange and IBM Domino configurations that are compatible with CloudLink
    3.  
      CloudLink server requirements
    4.  
      About the account credentials that CloudLink requires
  5. Steps to set up CloudLink
    1.  
      Steps to set up CloudLink
  6. Installing or upgrading the CloudLink application
    1.  
      About installing and upgrading CloudLink
    2.  
      Performing a new installation of CloudLink
    3.  
      Upgrading CloudLink
    4.  
      Uninstalling CloudLink
  7. Setting up CloudLink with Microsoft Exchange
    1.  
      About setting up CloudLink with Microsoft Exchange
    2.  
      Creating a CloudLink service account for an Exchange environment
    3. Configuring Exchange 2003 servers for CloudLink
      1.  
        Ensuring that the WebDAV protocol is enabled
      2.  
        Assigning administrator permissions for the CloudLink service account
      3.  
        Configuring Exchange Server 2003 for remote login with forms-based authentication
    4. Configuring Exchange Server 2007, 2010, 2013, and 2016 servers for CloudLink
      1.  
        Setting the rights for the CloudLink service account to create and remove web folders
      2.  
        Enabling Insight Personal Archive web folders in OWA
    5.  
      Starting and closing the CloudLink application
    6. Configuring CloudLink for Microsoft Exchange
      1.  
        Selecting the CloudLink configuration tasks for an Exchange environment
      2.  
        Specifying the CloudLink service account
      3.  
        Registering the domain controllers
      4.  
        Registering the secondary domain controllers (Optional)
      5.  
        Specifying the Management Console credentials
      6.  
        Configuring the Active Directory properties to synchronize
      7.  
        Configuring the additional Active Directory synchronization options
      8.  
        Synchronizing additional email aliases from the Active Directory Extension attribute
      9.  
        Configuring the SMTP server settings for email alerts
      10.  
        Choosing the Exchange Server settings for web folder management
      11.  
        Configuring the web folder properties
      12.  
        Configuring report management and logging
      13.  
        Configuring the welcome message template
      14.  
        Disabling Insight Personal Archive login and archiving for accounts with disabled mailboxes
      15.  
        Disabling Insight Personal Archive login and archiving for users who leave distribution groups that are targeted with Group-based Sync
    7.  
      Reviewing or changing the CloudLink configuration
  8. Creating CloudLink tasks for Exchange
    1.  
      About creating CloudLink tasks for Exchange
    2.  
      Accessing Task Manager
    3.  
      About the Task Manager Welcome page and the Archive User Browser in an Exchange environment
    4.  
      Creating CloudLink tasks for Exchange
    5. Selecting the Active Directory users, groups, or OUs to perform a task
      1.  
        Selecting users and groups from the Archive User Browser
      2.  
        Selecting users, groups, or OUs from the Task Manager Wizard
    6.  
      About granting remote account management for CloudLink
    7.  
      Selecting the actions for a task to perform in an Exchange environment
    8.  
      Deselecting task actions for specific users or groups
    9.  
      Configuring the web folder properties for a task
    10.  
      Naming and scheduling a task
  9. Setting up CloudLink with Domino
    1.  
      About setting up CloudLink with Domino
    2.  
      Creating a CloudLink service account for a Domino environment
    3.  
      Creating a Notes account for CloudLink and setting up Notes on the CloudLink server
    4.  
      About configuring the Domino Global Domain Document
    5.  
      Starting and closing the CloudLink application
    6. Configuring CloudLink for Domino
      1.  
        Selecting the CloudLink configuration tasks for a Domino environment
      2.  
        Specifying the CloudLink service account
      3.  
        Specifying the Notes ID password
      4.  
        Specifying the Management Console account credentials
      5.  
        Configuring the Domino properties to synchronize
      6.  
        Specifying the additional Domino synchronization options
      7.  
        Configuring report management and logging
      8.  
        Configuring the welcome message template
    7.  
      Reviewing or changing the CloudLink configuration
  10. Creating CloudLink tasks for Domino
    1.  
      About creating CloudLink tasks for Domino
    2.  
      Accessing Task Manager
    3.  
      About the Task Manager Welcome page and Archive User Browser in a Domino environment
    4.  
      Creating CloudLink tasks for Domino
    5.  
      Selecting the Domino view on which to perform the task
    6.  
      Choosing whether to disable Insight Personal Archive access for users in Domino deny groups
    7.  
      About granting remote account management for CloudLink
    8.  
      Selecting the actions for a task to perform in a Domino environment
    9.  
      Scheduling a task
    10.  
      Reviewing the task parameters
  11. Monitoring and managing tasks and archive accounts
    1.  
      About managing tasks and monitoring their results
    2.  
      Viewing the Created Task List
    3.  
      Editing, copying, and deleting tasks
    4.  
      Viewing the task reports
    5.  
      About the CloudLink log files
    6.  
      Optimizing the cloud archive status synchronization
    7.  
      Exporting archive account information from the Archive User Browser
  12. Known issues and limitations
    1.  
      About the known issues and limitations with CloudLink
    2.  
      CloudLink Insight Personal Archive web folder deployment issues and limitations
    3.  
      CloudLink Active Directory synchronization limitations
    4.  
      General CloudLink limitations

CloudLink server requirements

For optimal performance we recommend that you install the CloudLink application on a standalone server or virtual machine. We recommend that you do not install CloudLink on an Exchange server, Domino server, or Active Directory domain controller, due to the potential performance effect.

Table: CloudLink server requirements specifies the requirements for the server on which you run CloudLink.

Table: CloudLink server requirements

Item

Requirement

Operating system

One of the following:

  • Microsoft Windows Server 2008 with SP2 (32-bit and 64-bit)

  • Microsoft Windows Server 2008 R2 with SP1 (64-bit)

  • Microsoft Windows Server 2012 R2

  • Microsoft Windows Server 2016

  • Microsoft Windows Server 2019

Note:

You must either turn off User Account Control (UAC), or run CloudLink as an Administrator.

CPU

Multi-core x86 or x64 processor

Memory

16 GB RAM

Microsoft .NET Framework

Microsoft .NET Framework 4.8

Notes client requirement for Domino Directory synchronization.

Lotus Notes client 8.5.3 or IBM Notes client 9.0 must be installed on the CloudLink server. You can use either of these Notes clients with any Domino server version that CloudLink supports.

The Notes client must be configured in single-user mode, using default directories. The Notes client must be configured using the ID file of a user that has at least Reader access to the Domino Directory. The ID file must be stored in the default data directory.

See Creating a Notes account for CloudLink and setting up Notes on the CloudLink server.

Server/network account permissions

To install the CloudLink application you require Local System Administrator permissions.

Server location

If you deploy CloudLink in an Exchange resource forest environment, the CloudLink server must be located in the forest where the Exchange servers reside.

Internet connectivity

When in use, CloudLink requires Internet connectivity to perform synchronizations to Arctera Insight Archiving. CloudLink uses the system default Internet proxy settings.

If your CloudLink server routes network traffic through a proxy server, ensure that the CloudLink service account has permission to connect to the data center website for your Arctera Insight Archiving geographical region. All traffic is on port 443.

You can obtain the data center URL for your Arctera Insight Archiving geographical region from Arctera Services & Support.

Network access

When in use, CloudLink requires network access to your Active Directory or Domino Directory.

If you configure Insight Personal Archive web folder deployment, CloudLink also requires network access to your Exchange Server domains.

More Information

About the requirements for CloudLink