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Setting Up the Connection to Azure Blob Storage

You have the option to connect Aptean ECM Connect to Azure Blob Storage. That way, attachments and documents generated through printing, email dispatch, delivery processes, or posting activities are stored in Azure Blob Storage. This enables centralized and scalable storage of documents and attachments. This page contains all the information required to set up the connection and is divided into the following sections:

Configuring the General Setup for Azure Blob Storage

Note

The following instructions assume that you already have a storage account in Microsoft Azure as well as an SAS token for your storage container or Shared Access Key for your storage container to link Azure Blob Storage to Aptean ECM Connect. If this is not the case, contact your company’s IT administrator or the employee responsible for IT.

The general configuration of the Aptean ECM Connect app is carried out in the ECM Connect Setup. In separate FastTabs, you configure the functional areas of the app. To set up Azure Blob Storage for documents and attachments using this setup, proceed as follows:

  • Use the quick search (ALT+Q) to find the ECM Connect Setup page.
  • In the General FastTab, select Azure Blob Storage from the dropdown menu in the Target System field. The target system defines which system is to be connected.
  • Navigate to the Azure Blob Storage FastTab.
  • In the Storage Account Name field, enter the name of your Azure storage account.
  • In the Authentication Type field, select the Shared Access Signature option and enter the corresponding key from Azure Blob Storage in the Shared Access Key field.
    or
    In the Authentication Type field, select the SAS Token option and enter the token from Azure Blob Storage in the SAS Token field.
  • Optional If applicable, enter the name of the container in the Report Export Container field where documents should be stored in Azure Blob Storage. This container takes precedence over the containers specified directly in the Report Export Setup.
  • Optional If applicable, enter the name of the container in the Filebox Export Container field where attachments should be stored in Azure Blob Storage. This container takes precedence over the containers specified directly in the Filebox Category Setup.

You have successfully completed the general configuration for using Azure Blob Storage. More information on the ECM Connect Setup can be found under Setup.

Tip

To test the connection to Azure Blob Storage, click Test Connection in the menu bar on the ECM Connect Setup page. If the connection is successful, a dialog window is displayed confirming that the setup was successful. Otherwise, an error message is displayed that includes both the API response and the parameters that need to be checked.

Adjusting the Report Export Setup for Azure Blob Storage

Note

The following instructions assume that documents have already been configured in the report export setup. More information on this can be found under Report Export Setup.

In the report export setup, you define the settings and report options used to export and archive documents. You can also specify the Azure Blob Storage container in which the selected documents should be stored. To do this, proceed as follows:

  • Use the quick search (ALT+Q) to find the ECM Connect Report Export Setup page.
  • Click Edit List in the menu bar to modify the stored document types.
  • In the line of the relevant document, select the checkbox in the Archive column.
  • In the line of the relevant document, enter the name of the container in which the document should be stored in Azure Blob Storage in the ABS Container Name column. If you have already specified a container in the general ECM Connect Setup, that container takes precedence over the container specified here.

You have successfully completed the Azure Blob Storage setup for documents. Once you post, print, or send a document, it is stored in Azure Blob Storage. More information about stored documents in the system can be found under Report Export Entries.

Adjusting Filebox Categories for Azure Blob Storage

Note

The following instructions assume that categories for archiving attachments have already been configured. More information on this can be found under Filebox Categories.

In the Filebox category setup, you define the categories and the corresponding category code for archiving attachments via the Filebox. You can also specify the Azure Blob Storage container for storing attachments. To do this, proceed as follows:

  • Use the quick search (ALT+Q) to find the ECM Connect Filebox Categories page.
  • Select an existing category.
  • Click Open Related Tables in the menu bar.
  • In the line of the relevant category code, enter the name of the container in which the attachment should be stored in Azure Blob Storage in the ABS Container Name column. If you have already specified a container in the general ECM Connect Setup, that container takes precedence over the container specified here.

You have successfully completed the Azure Blob Storage setup for attachments. When you add an attachment to a document via the Filebox, it is stored in Azure Blob Storage. More information about stored attachments in the system can be found under Filebox Export Entries.