Updated: 29.04.2026

Setting up Connection to Azure Blob Storage

You have the option to connect TRASER ECM Connect 365 to Azure Blob Storage. That way, attachments and documents generated through printing, email dispatch, delivery processes or posting activities will be 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:

General Azure Blob Storage Configuration

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 TRASER ECM Connect 365. If this is not the case, please contact your company’s IT administrator or the employee responsible for IT.

The general configuration of the TRASER ECM Connect 365 app is carried out in the ECM Connect 365 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 365 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 Shared Access Signature and enter the corresponding key from Azure Blob Storage in the Shared Access Key field. If you are using an SAS token instead, select SAS Token in the Authentication Type field and enter the token from Azure Blob Storage in the SAS Token field.
  • 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 Configuration.
  • If applicable, enter the name of the container in the Filebox Export Container field where media files should be stored in Azure Blob Storage. This container takes precedence over the containers specified directly in the Filebox Category Configuration.

You have successfully completed the general configuration for using Azure Blob Storage. For more information about the ECM Connect 365 setup, see Setup.

Tip

To verify that the connection to Azure Blob Storage is working correctly, click Test Connection in the menu bar on the ECM Connect 365 Setup page. If the connection is successful, a dialog box 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.

Report Export Configuration for Azure Blob Storage

Note

The following instructions assume that documents have already been configured in the report export setup. For more information, see 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 365 Report Export Setup page.
  • Click on Edit List in the menu bar to modify the stored document types.
  • In the line of the relevant document, navigate to the Archive column and select the checkbox.
  • In the same line, navigate to the ABS Container Name column and enter the name of the container in which the document should be stored in Azure Blob Storage. If you have already specified a container in the general ECM Connect 365 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 will be stored in Azure Blob Storage. For more information about stored documents in the system, see Report Export Entries.

Filebox Category Configuration for Azure Blob Storage

Note

The following instructions assume that categories for archiving attachments have already been configured. For more information, see 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 365 Filebox Categories page.
  • Select an existing category and click on Open Related Tables in the menu bar.
  • In the line of the relevant category code, navigate to the ABS Container Name column and enter the name of the container in which the attachment should be stored in Azure Blob Storage. If you have already specified a container in the general ECM Connect 365 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 will be stored in Azure Blob Storage. For more information about stored attachments in the system, see Filebox Export Entries.