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

Selecting the CloudLink configuration tasks for an Exchange environment

To begin the configuration of CloudLink, or to review or update the configuration, you must select the tasks that you want CloudLink to perform. CloudLink can then display the required configuration steps.

Note:

If you ran the configuration previously, you must reselect the required tasks.

To select the CloudLink configuration tasks

  1. Start CloudLink, if it is not already started.

    See Starting and closing the CloudLink application.

  2. Click the Configuration tab, near the bottom of the left pane.

    The Welcome to CloudLink page shows the current configuration status of CloudLink. If you have performed any CloudLink configuration steps previously, the Configuration Status area lists any configuration steps that you have yet to complete.

    CloudLink initial configuration screen

  3. Do one of the following:

    • Click Select Configuration Task(s) in the Configuration pane.

    • Or click Start Configuration Tasklist in the Configuration Tasklist pane.

  4. On the Select Configuration Task(s) page, select the required configuration tasks:

    • For an Exchange environment, select Directory Synchronization Configuration, and then select Microsoft Active Directory Synchronization.

    • If you want CloudLink to create and manage Insight Personal Archive web folders for your users, select Web Folder Management Configuration

    • If you want CloudLink to be able to send welcome messages to users who receive Insight Personal Archive archives, select Welcome Message Template.

    Configuration Tasklist for Exchange
    As you select or deselect options on the Select Configuration Task(s) page, CloudLink populates the Configuration Steps area dynamically with the required configuration steps.
  5. Click Next to save your tasks and continue to the next configuration step.

    Note the following about working through the CloudLink configuration steps:

    • When you configure CloudLink for the first time, we recommend that you work through the configuration steps in the order in which CloudLink presents them. When you have completed a step, click Next at the bottom of the configuration page to go to the next configuration step.

    • Alternatively you can navigate between steps by selecting any configuration step in the Configuration Steps area. However, some steps cannot be selected until earlier steps are successfully completed.

    • CloudLink marks with a green check mark icon any steps that you have successfully completed.

    • When you have finished the configuration you can return to a step to change its values if necessary.

    • The Helpful Suggestions area of each configuration page displays tips on how to complete that step.

More Information

Configuring CloudLink for Microsoft Exchange