Creating a Cloud Vault
Before you can stream files to InfoSum Platform, you will need to create a data staging environment called Cloud Vault on the Platform to store the files.
Please note that there is a limit of 10 Cloud Vaults per company account.
A Cloud Vault is a data staging environment where your collaboration data can be prepared before it's published to a Bunker. Cloud Vaults are hosted in AWS, and they must be in the same region as your data storage. You will also need to select the same region for your Bunker.
You will only need to define the region and give your Cloud Vault a name, so this should take less than 5 mins.
You may also create a new Cloud Vault as part of the Import Flow which provides an end-to-end process for data importing.
Table of contents
How to update or delete a Cloud Vault
When you need multiple Cloud Vaults
How to create a Cloud Vault
Under File Management, select the Cloud Vault tab.
Click Manage Cloud Vaults and then click Create New Cloud Vault.
Notes:
- the region you choose for your Cloud Vault must be the same as the region you publish data to in you Bunker. Please ensure you select the correct Cloud Vault region to minimize disturbance
- Customers are responsible for cleaning up data in their own cloud vault.
- A Cloud Vault region cannot be changed once it has been created
On this form you will need to:
- Enter a Name to identify the new Cloud Vault
- In Region, select a location and provider for your Cloud Vault.
Click Create to save the Cloud Vault. The new Cloud Vault is added to the Cloud Vault Management page.
Select a Cloud Vault to view more information for the selected Cloud Vault. Use the search bar to find the Cloud Vaults you are interested in.
Every Cloud Vault has a unique ID, which cannot be changed.
How to update a Cloud Vault name or delete a Cloud Vault
To update the Cloud Vault name or delete a Cloud Vault, click the 3 dots in the details pane and select Edit or Delete.
When you delete a Cloud Vault, all the files contained in the Cloud Vault will be permanently deleted.
Any ICCs created for that Cloud Vault will still be available to use with other importers. Any associated importers will be saved but orphaned and can be found under 'No Cloud Vault' in the importer tasks and configs screen. You can reuse these importers by editing their settings and connecting them to an existing Cloud Vault.
When you need multiple Cloud Vaults
For most organizations that operate within just one market or region, one Cloud Vault will be sufficient to manage their import into a Bunker. Imports from multiple sources can be made to the same Cloud Vault (e.g. CRM and Data Warehouse).
Companies that operate across geographical markets (e.g. in the EU and in the US) will likely need a Cloud Vault on each of these regions to ensure that data is never moved outside of the region of origin.
Next steps
Now you've created a Cloud Vault, you can create an Import Connector Config.