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

Upgrading CloudLink

Overview

Upgrading to CloudLink version 4.1.7 provides enhancements such as cross-platform delegate permission synchronization and removal of legacy dependencies.

Note:

For details on version-specific enhancements introduced in earlier versions, see the About CloudLink chapter in this guide.

Before you begin

Read the following points carefully before starting the CloudLink upgrade process. These considerations help ensure a smooth transition and prevent configuration or compatibility issues during the upgrade.

  • Do not upgrade directly to version 4.1.7 from versions earlier than 4.1.2. Upgrade to version 4.1.2 first, then proceed to 4.1.7 to avoid configuration issues.

  • Access the configuration file from the path mentioned below and create a backup before proceeding. The file location depends on your system architecture (32-bit or 64-bit):

    • For 32-bit systems: C:\Program Files (x86)\ArchiveTools\CloudLink\ArchiveTools.CloudLink.Server.exe.config

    • For 64-bit systems:C:\Program Files\ArchiveTools\CloudLink\ArchiveTools.CloudLink.Server.exe.config

    After the upgrade, refer to the backup to verify and restore any custom configuration settings, if required. After upgrading to the latest CloudLink version as per the provided instructions, compare the new configuration file with your backup. Reapply any custom settings from the backup to the new configuration file to maintain your previous configurations.

  • Do not interrupt or cancel the upgrade process. Doing so may leave the CloudLink database in an inconsistent or unusable state.

Standard upgrade (32-bit to 32-bit or 64-bit to 64-bit)

Follow the steps below to ensure a smooth upgrade process.

To perform a standard upgrade

  1. Ensure your system meets all prerequisites.

    See CloudLink server requirements.

  2. Open the Windows Services MMC snap-in, and stop the ArchiveTools CloudLink Server service.
  3. Uninstall the current CloudLink version from Control Panel > Add/Remove Programs.
  4. Download the appropriate CloudLink installation package from the Arctera Support website.
  5. Extract the downloaded ZIP file and run the setup.exe from the required folder (based on your system environment).

    • For a 32-bit installation: CloudLink 4.1.7 32-bit

    • For a 64-bit installation: CloudLink 4.1.7 64-bit

  6. Follow the CloudLink setup wizard. When prompted for the installation folder, specify the path where the previous version of CloudLink was installed.

    After the installation completes, the ArchiveTools CloudLink icon appears on the Windows desktop.

  7. Open the Windows Services MMC snap-in, and start the ArchiveTools CloudLink Server service.
Additional step (for Domino environment):

If you use CloudLink to manage a Domino environment, you must re-enter theNotes ID password in the CloudLink configuration settings.

To re-enter the Notes ID password after the upgrade

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