Connect Amazon S3

Amazon S3 Connection Requirements

To connect Vasion to S3 you need the following:

• Access to the Amazon IAM console
• Account with full rights to create and modify folders and documents
• An Amazon S3 Bucket
• Vasion Admin rights

You can create multiple S3 connections as long as each is connected to a unique bucket.

Create IAM User

If you don't already have one, create an IAM user.

1. Navigate to the Amazon IAM Console https://console.aws.amazon.com/iam/home.
2. Select Access management > Users > Add User.
3. Enter a username for Vasion to access the account; for example, vasions3, and select Programmatic access for the access type.
4. Choose Next: Permissions.
5. On the Set Permissions page, choose Attach existing policies directly.
6. In the Filter policies box, search for s3.
7. Check the box next to AmazonS3FullAccess and choose Next: Tags.
8. Choose Next: Review, then Create User.
9. Choose Download .csv – use this file to set up the credentials in Vasion.

Create an S3 Bucket

If you do not already have one, create your Amazon S3 bucket. For information on ho to create it, see Get Started With S3.

Connect S3

1. Click on the Admin App and click on Cloud Storage in the navigation menu

2. Double-click Add Storage Provider

   

3. In the Select Cloud Storage Provider modal click on Amazon S3 and then click Continue
4. In the Connect Amazon S3 modal complete the following:

   1. Client Connection Description — enter a unique name that identifies this cloud storage connection in Vasion.

   2. AWS Access Key ID — enter the Access Key ID from the CSV file. (Step 9 of Create IAM User, above)
   3. AWS Secret Key — enter the Secret access key from the CSV file. (Step 9 of Create IAM User, above)
   4. AWS Region — use the drop-down to select the region where the S3 site was created. (You can find it by going to Amazon S3 Buckets)

   5. Bucket Name— enter the name of an existing bucket if you already have it. (You can find it by going to Amazon S3 Buckets) If the bucket does not exist, you can create it by entering a new bucket name in this field.

      

      The bucket name must start with a lowercase letter or number. The bucket name cannot contain underscores, end with a dash, have consecutive periods, or use dashes adjacent to periods.

   6. Use for Data Automation Only — check this box if the storage connection is only used for the Import or Export automations. For more details, see Import / Export.
5. Click Finish Setup

When the drive is connected you should see a successful connection alert.

If you have selected to use the drive for data automation only, the drive does not display when navigating storage locations in the Vasion apps. The drive is only visible when configuring Import or Export automations. For more details, see Import / Export.

Edit the Amazon S3 Connection

You can make any updates to the connection at any time by doing the following:

1. Double-click the connection tile

   

2. Update the information in the appropriate fields

   

3. Click Save

Delete the Amazon S3 Connection

To delete the cloud storage connection do the following

1. Double-click the connection tile

   

2. Click Delete Connection

   

3. In the delete confirmation modal click Yes