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 the welcome message template

In the Welcome Message Template configuration step you configure the template for the Personal.cloud welcome email messages that CloudLink sends.

Note:

The Welcome Message Template configuration step is shown only if you selected the Welcome Message Template task on the Select Configuration Task(s) page.

To configure the welcome message template

  1. Go to the Welcome Message Template configuration step.
  2. In the From box you can change the displayed sender address if required.
  3. In the Subject box you can change the default subject of the message if required.
  4. In the Body box you can change the default message body to suit your requirements.

    Note:

    Do not remove the {username} and {password} tags. CloudLink replaces these tags with the user name and the temporary password that give initial access to the archive.

    To insert a hyperlink in the message body, do as follows:

    • Select the text to be linked.

    • Click the hyperlink button in the toolbar of the Welcome Message Template page.

    • In the Create Link dialog box, select http or https from the pull-down menu.

    • In the adjacent text box, type the required URL.

    • Click Ok.

  5. Click Finish to save and finish the configuration. CloudLink returns you to the Welcome to CloudLink page.

    If the Configuration Status pane indicates that you still have some configuration steps to complete, or if you want to change the configuration, you can rerun the configuration process and click Next to skip through any completed steps that you do not want to change.

    See Reviewing or changing the CloudLink configuration.