Step 1: Set up your own Cloud Storage
Create somewhere to store your archived data so that you have full control over it. CloudM doesn’t store any data, but gives you a simple way to view, delete or restore it to your live domain.
Step 2: Create and assign a role
Create and assign a custom role to view and use the Archive features in the CloudM Platform, exactly as you would for email signature management or managing users, giving you total control over which users can restore archived data or set a retention policy.
Step 3: Configure Archive in CloudM
The next step is to connect your newly created Cloud Storage to the CloudM Platform. It’s quick and easy, requiring only a few details about your storage bucket, and includes a connection test to ensure that everything has been configured correctly.
Step 4: Add Archive to your Offboarding Workflows
This is the exciting bit – automating the archiving of your user data as part of an offboarding workflow. Just add the step onto your existing policies, allowing you to decide which Organizational Units or Smart Teams archiving applies to. Then, offboard a user as normal.