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How to configure Archive in CloudM Manage

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How to configure Archive in CloudM Manage

CloudM Archive is now live for all our platform users, but before you start taking advantage of your free trial, there are a few things you need to do first.

Last week we laid out how to set up Google Cloud Storage and Microsoft Azure Storage in preparation for Archive. Once you’ve done that, you are now ready to configure Archive in CloudM Manage.

We won’t go into the technical details too much here, just an overview of what you need to do, but a more in-depth look at the setup can be found here.

Step1: Create an Archive Admin Role and assign it to a user

You can add the required permissions to any existing role, however, we recommend creating a new role so that you have more control over which users can view archived data and restore, if required.

To create an Archive Admin roll, sign into CloudM Manage, using an account with permission to manage other users. Create a new role and name it “Archive Admin” and assign the scope of the new role to “Global”.

Now you’ve created an account and given it global scope, all that’s left to do is assign the Archive Admin role to a user. Once the role is assigned to a user, they will see the Archive option displayed in the Functions Bar.

Step 2: Configuring Archive in CloudM Manage

Now that you have set up the required settings and assigned Archive permissions, you will be able to access and configure the Archive feature in the CloudM Manage platform.

Sign into CloudM Manage with the user who has the Archive permissions (the one you just created) and select the Archive button. From there you can set up a new bucket or select the name of an existing bucket to edit the configuration.

There are a couple of technical differences depending on whether you’re using Google or Microsoft (which can be found here), but basically you add your account key, set the region to the same one you specified when creating the bucket, and after a quick test to make sure everything is good, you simply hit save and that’s that!

Step 3: Adding the Archive step to an offboarding workflow

Archive is not a manual feature. There is no Archive button within CloudM Manage that will start the archiving process for a user.

Instead, the Archive process is run as a step within an offboarding workflow. So basically, when a user leaves, their data is automatically archived as part of the offboarding process.

It’s easy to add this Archive step into an offboarding workflow in CloudM Manage. Email and Drive documents are selected by default, but you will need to manually check the Archive Chats option to enable Chats to be saved. A step by step guide on how to do it can be found here.

Take full advantage of Archive while it’s free

We want you to experience CloudM Archive for yourself, because only then can you truly appreciate just how easier it can make your life!

For the next 60 days (February and March) Archive is turned on for every eligible CloudM Manage user. All you have to do is set it up and start taking full advantage of its incredible features. If at the end of the 60 days you don’t feel it’s right for you, that’s fine, everything will return to normal after the trial.

Archive is automated, safe, and secure - the perfect solution to all of your data archiving needs.

You can learn more about Archive here, and as always, if you’ve any questions, please don’t hesitate to contact us. One of our friendly sales specialists will be happy to talk you through the feature and how it can help your business.

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