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Selecting the CloudLink configuration tasks for an Exchange environment

Enterprise Vault.cloud™ CloudLink Administration Guide

To begin the configuration of CloudLink, or to review or update the configuration, you must select the tasks that you want CloudLink to perform. CloudLink can then display the required configuration steps.

If you ran the configuration previously, you must reselect the required tasks.

To select the CloudLink configuration tasks

  1. Start CloudLink, if it is not already started.

    See Starting and closing the CloudLink application

  2. Click the Configuration tab, near the bottom of the left pane.

    The Welcome to CloudLink page shows the current configuration status of CloudLink. If you have performed any CloudLink configuration steps previously, the Configuration Status area lists any configuration steps that you have yet to complete.

    Initial_Config_Screen.png
  3. Do one of the following:

    • Click Select Configuration Task(s) in the Configuration pane.

    • Or click Start Configuration Tasklist in the Configuration Tasklist pane.

  4. On the Select Configuration Task(s) page, select the required configuration tasks:

    • For an Exchange environment, select Directory Synchronization Configuration, and then select Microsoft Active Directory Synchronization.

    • If you want CloudLink to create and manage Personal.cloud web folders for your users, select Web Folder Management Configuration

    • If you want CloudLink to be able to send welcome messages to users who receive Personal.cloud archives, select Welcome Message Template.

    Exchange_ConfigTaskList.png

    As you select or deselect options on the Select Configuration Task(s) page, CloudLink populates the Configuration Steps area dynamically with the required configuration steps.

  5. Click Next to save your tasks and continue to the next configuration step.

    Note the following about working through the CloudLink configuration steps:

    • When you configure CloudLink for the first time, we recommend that you work through the configuration steps in the order in which CloudLink presents them. When you have completed a step, click Next at the bottom of the configuration page to go to the next configuration step.

    • Alternatively you can navigate between steps by selecting any configuration step in the Configuration Steps area. However, some steps cannot be selected until earlier steps are successfully completed.

    • CloudLink marks with a green check mark icon any steps that you have successfully completed.

    • When you have finished the configuration you can return to a step to change its values if necessary.

    • The Helpful Suggestions area of each configuration page displays tips on how to complete that step.