Veritas Alta™ 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.  
      Changes in CloudLink version 4.1.4
    2.  
      Changes in CloudLink version 4.1.2
    3.  
      Changes in CloudLink version 4.1.1
    4.  
      Changes in CloudLink version 4.1.0
    5.  
      CloudLink revision history
    6.  
      About CloudLink
    7.  
      About CloudLink synchronization with Active Directory
    8.  
      About CloudLink synchronization with Domino Directory
    9.  
      About configuring Personal.cloud web folders for Exchange mailboxes
    10.  
      How you use CloudLink
  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 Personal.cloud 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 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 Personal.cloud login and archiving for accounts with disabled mailboxes
      15.  
        Disabling Personal.cloud 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 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 Personal.cloud 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 Personal.cloud web folder deployment issues and limitations
    3.  
      CloudLink Active Directory synchronization limitations
    4.  
      General CloudLink limitations

Selecting users, groups, or OUs from the Task Manager Wizard

In an Exchange environment the CloudLink Task Manager Wizard provides a way to select the users, groups, or Organizational Units (OUs) on which to perform a task.

Group-based Sync is useful for recurring tasks, as it can take into account changes in distribution group membership.

Selecting all of the users and groups in a domain

Note:

Do not select all of the users and groups in a domain unless you are sure that is what you require. If you cause CloudLink to create a lot of unwanted archive accounts, you will either have to disable the unwanted archive accounts or incur the costs of the unwanted archiving.

To select all of the users and groups in a domain

  1. At the bottom of CloudLink's left pane, click Task Manager to display the Welcome to Task Manager Wizard page.
  2. Click Start Task Manager Wizard.

    The wizard's Select User(s) or Group(s) step appears.

  3. In the Select Domain drop-down list, select the required domain.
  4. Select Synchronize all user and group objects with email address without any filters.
  5. Click Next to save your choices and move to the Select Action(s) page.

    See Selecting the actions for a task to perform in an Exchange environment.

    Note:

    If a dialog regarding the Allow Remote Account Management option appears, you must choose whether to enable remote account management before you continue.

    See About granting remote account management for CloudLink.

Selecting entire OUs, or users and groups from within OUs

This procedure describes how to select entire OUs, or specific users and groups from an OU.

To select entire OUs, or users and groups from within OUs

  1. At the bottom of CloudLink's left pane, click Task Manager to display the Welcome to Task Manager Wizard page.
  2. Click Start Task Manager Wizard.

    The wizard's Select User(s) or Group(s) step appears.

  3. In the Select Domain drop-down list, select the required domain.
  4. Select Use a filter below to limit which user(s), group(s) and OU(s) will be synchronized.
  5. In the tree of Active Directory objects, click the name of an OU, so that the name becomes highlighted. The User Search pane displays the mail-enabled users and groups for the highlighted OU.
    Select Users or Groups (Use filter)

    The information bar at the bottom of the User Search pane shows the following, for the currently highlighted OU:

    • How many items are currently selected out of the total.

    • How many items are currently displayed out of the total.

    Item count tab

    Note:

    By default the User Search pane displays only the first 50 items in the highlighted OU. To display all of the items, select the Show all users check box. Note however that the full list may take some time to appear if the OU has a large number of users and groups.

    Show all users
  6. Select the required items as follows:
    • To select the entire OU, select the check box for the OU in the tree of Active Directory objects.

    Select OU (Use filter)
    • To select mail-enabled users or groups individually from an OU, click the OUs name in the object tree to highlight the name, but do not select the OU's check box. Then in the User Search pane, select the check box for each user or group you want to include.

      To search for the name of a user or group in the highlighted OU, enter a search string in the User Search search box, and click Search.

      User Search box

      The User Search pane displays the results of the search, from which you can select any items as required.

    Note:

    Searches are performed on the user name or group name only. The search string must match the user name or group name from the beginning. For example, a search for Dav matches David Smith and Davinia Jones, but not John Davidson. Wildcard search characters are not supported.

  7. You can select multiple OUs or items from within multiple OUs. When you have made all your selections, click Next to save the selections and continue to the Select Action(s) wizard page.

    See Selecting the actions for a task to perform in an Exchange environment.

    Note:

    If a dialog regarding the Allow Remote Account Management option appears, you must choose whether to enable remote account management before you continue.

    See About granting remote account management for CloudLink.

Selecting users with an LDAP query

You can specify an LDAP query in Task Manager to select the users for a task. The LDAP query can include wildcard characters.

Note:

Complex query strings may produce unexpected results. We recommend that you restrict LDAP queries to simple strings such as name=chris*, other than for Group-based Sync.

Group-based Sync queries are described separately. See Selecting members of a distribution group using Group-based Sync.

To select users with an LDAP query

  1. On the Welcome to Task Manager Wizard page, click Start Task Manager Wizard.

    The wizard's Select User(s) or Group(s) step appears.

  2. In the Select Domain drop-down list, select the required domain.
  3. Select Use a filter below to limit which user(s), group(s) and OU(s) will be synchronized.
  4. In the Active Directory Objects area, select the Query AD tab.
  5. In the tree of Active Directory objects, click a node in the tree to highlight the starting point for the LDAP query search. The Root of Search box shows the starting point that is selected.
    Query AD tab
  6. In the Query String box, enter an LDAP query string.
  7. Choose a Query Scope option:
    • Select SubTree search to search within the selected OU and all of its child OUs.

    • Or select One level search to search within the selected level only. For example, if you chose an OU as the root of the search, CloudLink searches that OU only, and not any child OUs.

  8. Click Search.
  9. From the results that the search returns, select one or more of the users.
  10. Click Next to save and continue to the Select Action(s) page.

    See Selecting the actions for a task to perform in an Exchange environment.

    Note:

    If a dialog regarding the Allow Remote Account Management option appears, you must choose whether to enable remote account management before you continue.

    See About granting remote account management for CloudLink.

Selecting members of a distribution group using Group-based Sync

Group-based Sync selects the members of a distribution group on which to perform a task. It can take account of changes in distribution group membership, including the removal and addition of members. Group-based Sync can therefore be used with recurring tasks to maintain the synchronization of a distribution group.

Group-based Sync uses an LDAP custom query that includes the memberOf attribute to select the members of the distribution group. You can use a Group-based Sync to find all the members of the specified distribution group, including any membership that results from group nesting.

Note:

If you use Group-based Sync you must configure the action for CloudLink to take when users leave a targeted distribution group.

See Disabling Personal.cloud login and archiving for users who leave distribution groups that are targeted with Group-based Sync.

To select the members of a distribution group using Group-based Sync

  1. On the Welcome to Task Manager Wizard page, click Start Task Manager Wizard.

    The wizard's Select User(s) or Group(s) step appears.

  2. In the Select Domain drop-down list, select the required domain.
  3. Select Use a filter below to limit which user(s), group(s) and OU(s) will be synchronized.
  4. In the Active Directory Objects area, select the Query AD tab.
  5. In the tree of Active Directory objects, highlight the starting point for the LDAP query search. The Root of Search box shows the starting point that you selected.
    Query AD tab
  6. In the Query String box, enter an LDAP query with the following format:

    (&(memberOf:1.2.840.113556.1.4.1941:=group_DN))

    OR (&(objectClass=group)(|(&(groupType:1.2.840.113556.1.4.803:=2147483648)(mail=*))(!(groupType:1.2.840.113556.1.4.803:=2147483648))))

    where group_DN specifies the distinguished name of the distribution group. For example:

    (&(memberOf:1.2.840.113556.1.4.1941:=CN=Users,OU=team,DC=domain,DC=local))

    Note the following about the query syntax:

    • A Group-based Sync query must include the memberOf attribute.

    • The 1.2.840.113556.1.4.1941 matching rule OID causes the query to include the membership that results from group nesting.

  7. Choose a Query Scope option:
    • Select SubTree search to search within the selected OU and all of its child OUs.

    • Or select One level search to search within the selected level only. For example, if you chose an OU as the root of the search, CloudLink searches that OU only, and not any child OUs.

  8. Click Search to check that the search returns the results that you expect.
  9. Click Next to save the query and continue to the Select Action(s) page.

    See Selecting the actions for a task to perform in an Exchange environment.

    Note:

    If a dialog regarding the Allow Remote Account Management option appears, you must choose whether to enable remote account management before you continue.

    See About granting remote account management for CloudLink.

Selecting members of a dynamic distribution group using Group-based Sync

To select the members of a dynamic distribution group using Group-based Sync

  1. On the Welcome to Task Manager Wizard page, click Start Task Manager Wizard.

    The wizard's Select User(s) or Group(s) step appears.

  2. In the Select Domain drop-down list, select the required domain.
  3. Select Use a filter below to limit which user(s), group(s) and OU(s) will be synchronized.
  4. In the Active Directory Objects area, select the Query AD tab.
  5. In the tree of Active Directory objects, highlight the starting point for the LDAP query search. The Root of Search box shows the starting point that you selected.
  6. In the Query String box, enter value of msExchDynamicDLFilter attribute of dynamic distribution group. You can get this value from "Active Directory User and Computer" tool on domain controller. Below are steps to get this value

    See Getting the msExchDynamicDLFilter attribute value of dynamic distribution group.

  7. A Query Scope option is not applicable for dynamic distribution list. However, you have to select SubTree search.
  8. Click Search to check that the search returns the results that you expect.
  9. Click Next to save the query and continue to the Select Action(s) page. See Selecting the actions for a task to perform in an Exchange environment.

    Note:

    CloudLink can provision only those users which are directly a part of the selected dynamic distribution group.

Getting the msExchDynamicDLFilter attribute value of dynamic distribution group

You need to provide this value while configuring the members of a dynamic distribution group using Group-based Sync.

To get the msExchDynamicDLFilter attribute value of dynamic distribution group

  1. Log in to a domain controller. From the Start menu, select Server Manager. From the Tools menu of Server Manager, click Active Directory Users and Computers.
  2. In the left navigation pane, select Users. A list of dynamic distribution groups appears as shown in the sample image below.
  3. Double-click on the dynamic distribution group for which you want run sync. The property window appears.
  4. From property window, select Attribute Editor tab. Within the attributes list, search for msExchDynamicDLFilter attribute.
  5. Double click on the msExchDynamicDLFilter attribute to view corresponding attribute value.
  6. Copy this attribute value and paste in the Query String field in the CloudLink tool.