Enterprise Vault.cloud™ CloudLink Administration Guide

Last Published:
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

Configuring CloudLink for Microsoft Exchange

You must configure CloudLink to work with Enterprise Vault.cloud 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 an Enterprise Vault.cloud Administration Console login account that has the System Administrator role.

See Specifying the Administration Console account credentials.

Configure Sync Properties

Select which properties to synchronize from Active Directory to Enterprise Vault.cloud.

See Configuring the Active Directory properties to synchronize.

Additional AD Sync Options

Determine what happens to Enterprise Vault.cloud 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 Personal.cloud 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 Personal.cloud 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 Personal.cloud 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 Personal.cloud login or login and archiving for accounts with disabled mailboxes

By default CloudLink archives from disabled Exchange mailboxes. If you want to disable Personal.cloud login or both login and archiving for accounts with disabled Exchange mailboxes, you must perform a manual configuration step.

See Disabling Personal.cloud login and archiving for accounts with disabled mailboxes.

To disable Personal.cloud 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 Personal.cloud login or both login and archiving for these accounts, you must perform a manual configuration step.

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