Enterprise Vault.cloud™ CloudLink Administration Guide

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Product(s): Enterprise Vault.cloud (Version Not Specified)
  1. About this guide
    1.  
      About this guide
    2.  
      Prerequisite knowledge
  2. About CloudLink
    1.  
      Changes in CloudLink version 4.1.1
    2.  
      Changes in CloudLink version 4.1.0
    3.  
      CloudLink revision history
    4.  
      About CloudLink
    5.  
      About CloudLink synchronization with Active Directory
    6.  
      About CloudLink synchronization with Domino Directory
    7.  
      About configuring Personal.cloud web folders for Exchange mailboxes
    8.  
      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
  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.  
        Specifying the Administration Console account credentials
      5.  
        Configuring the Active Directory properties to synchronize
      6.  
        Configuring the additional Active Directory synchronization options
      7.  
        Configuring the SMTP server settings for email alerts
      8.  
        Choosing the Exchange Server settings for web folder management
      9.  
        Configuring the web folder properties
      10.  
        Configuring report management and logging
      11.  
        Configuring the welcome message template
      12.  
        Disabling Personal.cloud login and archiving for accounts with disabled mailboxes
      13.  
        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 on which 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 Administration 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 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.  
      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

Upgrading CloudLink

You can upgrade to CloudLink 4.1.1 to obtain the benefits of the latest version.

Note:

Do not directly upgrade to CloudLink version 4.1.1 from versions earlier than 4.1.0. Doing so will lead to unintended consequences. Upgrade the older version to version 4.1.0 and then, you can upgrade from version 4.1.0 to version 4.1.1.

The format for the configuration file (.sdf) has changed internally. During an upgrade to CloudLink version 4.1.0, the existing configuration file will be upgraded to the new format as long as CloudLink version 4.1.0 is installed in the same location as the previous install. Replacing a configuration file with another from an older version of CloudLink is not supported.

Note the following before you proceed:

  • In this release, the support for installation of the CloudLink application on Microsoft Windows Server 2016 and Microsoft Windows Server 2019 has been added.

    See Changes in CloudLink version 4.1.1.

  • In CloudLink version 4.1.0, the external dependency of SQL Compact Edition 3.5 has been eliminated.

    See Changes in CloudLink version 4.1.0.

  • If you currently use CloudLink version 4.0, 4.0.1, or 4.0.2, upgrade to 4.0.3 first.

    See Changes in CloudLink version 4.1.0.

  • If you currently use the CloudLink version 4.0 original release or earlier we recommend that you upgrade to obtain the benefits of the recent releases.

  • If you currently use CloudLink 3.4.0 or earlier, you must upgrade to CloudLink 3.4.1 before you can upgrade to 4.0.3. You can download CloudLink 3.4.1 from the following article on the Veritas Support website:

    https://www.veritas.com/docs/100040221

To upgrade an existing installation of CloudLink, follow the appropriate procedure:

Warning:

Interrupting or canceling an upgrade may leave the CloudLink database in an inconsistent state.

To perform a standard upgrade of CloudLink (32-bit to 32-bit, or 64-bit to 64-bit)

  1. Make sure that your system meets all of the required prerequisites for the new version of CloudLink.

    See CloudLink server requirements.

  2. Open the Windows Services MMC snap-in, and stop the ArchiveTools CloudLink Server service.
  3. Uninstall CloudLink through the Windows Control Panel's Add/Remove programs option.
  4. Download the appropriate version of the compressed CloudLink installation file from the following location on the Veritas Support website:

    https://www.veritas.com/content/support/en_US/downloads/detail.REL987212#item2

  5. Extract the files from the CloudLink zip file.
  6. In the unzipped files, double-click the setup.exe inside the appropriate folder:

    • For a 32-bit installation: CloudLink 4.1.1 32-bit

    • For a 64-bit installation: CloudLink 4.1.1 64-bit

  7. Follow the CloudLink setup wizard. When you are prompted for the installation folder path, enter the location of the old CloudLink version.

    When the installation has completed, the ArchiveTools CloudLink icon is present on the Windows desktop.

  8. Open the Windows Services MMC snap-in, and start the ArchiveTools CloudLink Server service.
  9. If you use CloudLink to manage a Domino environment you must re-enter the Notes ID password in the CloudLink configuration settings.

    See “To re-enter the Notes ID password for Domino configurations after an upgrade”.

To re-enter the Notes ID password for Domino configurations after an upgrade

  1. Start CloudLink. For example, launch it from the CloudLink desktop shortcut.
  2. Click the Configuration tab near the bottom of the Configuration pane.
  3. In the Configuration Tasklist pane, click Start Configuration TaskList
  4. On the Select Configuration Task(s) page, re-select the required Domino configuration tasks, and then click Next.
  5. On the Specify CloudLink Service Account page, click Next to display the Specify Notes ID configuration step.
  6. In the Notes ID Password box, enter the password of the Notes ID file that CloudLink uses to access the Domino Directory and the Domino views.
  7. Click Login.
  8. If the login is successful, a dialog box indicates that the Notes ID file was successfully accessed. Click Ok on the dialog.
  9. Click Next to save the Notes ID password.
  10. Click Next to browse though the remaining configuration steps, and then on the Report Management step click Finish to save the updated configuration.