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Arctera™ Insight Archiving : Cloudlink Administration Guide

Last Published: 2025-05-19

Product(s): Veritas Alta Archiving (1.0)

Configuring CloudLink for Microsoft Exchange

You must configure CloudLink to work with Arctera Insight Archiving and with your Active Directory and Exchange environment.

CloudLink configuration wizard steps for Microsoft Exchange

Table: CloudLink configuration steps for Microsoft Exchange lists the steps in the CloudLink configuration wizard that apply to an Exchange environment. When you select the configuration tasks in the first step of the configuration, CloudLink lists the remaining steps that you need to complete. Some of the steps are required only if you select the related configuration task.

Table: CloudLink configuration steps for Microsoft Exchange

Configuration step	Action	Reference
Select Configuration Task(s)	Select the tasks that you want CloudLink to perform. CloudLink builds a list of additional configuration steps that you need to complete, based on your selections.	See Selecting the CloudLink configuration tasks for an Exchange environment.
Specify CloudLink Service Account	Provide the credentials of the Windows service account.	See Specifying the CloudLink service account.
Register Domain Controller	Register a domain controller from each domain in the Active Directory forest from which you want to select users or groups to synchronize.	See Registering the domain controllers.
Cloud Archive Credential	Specify the credentials for the Management Console login account that has the System Administrator role.	See Specifying the Management Console credentials.
Configure Sync Properties	Select which properties to synchronize from Active Directory to Arctera Insight Archiving.	See Configuring the Active Directory properties to synchronize.
Additional AD Sync Options	Determine what happens to Arctera Insight Archiving archive accounts if the associated Active Directory account is disabled, deleted, or moved from the Organizational Unit.	See Configuring the additional Active Directory synchronization options.
Configure SMTP Server	Configure the details for email alerts that CloudLink sends if the CloudLink AD Sync services fail to synchronize any accounts.	See Configuring the SMTP server settings for email alerts.
Choose Exchange Servers	Provide the information to enable CloudLink to establish a connection with the Exchange servers whose mailboxes require Insight Personal Archive web folders. Note: This step is shown if you select the Web Folder Management Configuration task.	See Choosing the Exchange Server settings for web folder management.
Web Folder Properties	Specify the details for the Insight Personal Archive web folder that CloudLink adds to user mailboxes. Note: This step is shown if you select the Web Folder Management Configuration task.	See Configuring the web folder properties.
Report Management	Configure the CloudLink log settings and report settings.	See Configuring report management and logging.
Welcome Message Template	Configure the template for Insight Personal Archive welcome email messages that CloudLink sends. Note: This step is shown only if you select the Welcome Message Template configuration task.	See Configuring the welcome message template.

Additional manual configuration steps

You may need to perform the following configuration steps in addition to those performed through the configuration wizard.

Table: CloudLink manual configuration step for Microsoft Exchange

Manual configuration step	Description	Reference
To disable Insight Personal Archive login or login and archiving for accounts with disabled mailboxes	By default CloudLink archives from disabled Exchange mailboxes. If you want to disable Insight Personal Archive login or both login and archiving for accounts with disabled Exchange mailboxes, you must perform a manual configuration step.	See Disabling Insight Personal Archive login and archiving for accounts with disabled mailboxes.
To disable Insight Personal Archive login or login and archiving for users who leave distribution groups that are targeted with a Group-based Sync	By default an CloudLink recurring task continues to archive from users who leave the distribution groups that a Group-based Sync targets. If you want to disable Insight Personal Archive login or both login and archiving for these accounts, you must perform a manual configuration step.	See Disabling Insight Personal Archive login and archiving for users who leave distribution groups that are targeted with Group-based Sync.
To synchronize the delegation permission for a user or a shared mailbox with delegates from different active directory domains	By default this functionality is enabled. To enable or disable this functionality, you need to configure the ResolveCrossDomainDelegates setting in the ArchiveTools.CloudLink.Server.exe.config file.	See Synchronizing the delegation permission for a user or a shared mailbox with delegates from different active directory domains.
To synchronize additional email aliases from the active directory extension attribute	You need to specify the name of active directory attribute that needs to be used for additional SMTP aliases. In case of multiple attribute values, use semicolon (;) delimiter.	See Synchronizing additional email aliases from the Active Directory Extension attribute.

More Information

About setting up CloudLink with Microsoft Exchange