About AWS S3 Virtual Folders

Administrators can configure virtual folders for AWS S3 storage by creating folders, using the Filescan connector with control files or creating Rulesets with S3 specific properties in the Server Administrator.

Before you begin

Administrators must complete the following tasks.

  • AWS S3 environment setup - Contact your AWS Administrator and ensure you have the information listed below. It is needed when you create folders in the Server Administrator.

    • Access key

    • Secret

    • Bucket

    • Base folder (optional)

    • Region

  • Set up AWS S3 folder.

  • Enable group access to the AWS S3 folder.

See Configuring Group Access Folders for more information.

Setting up AWS S3 folder

You can set up an AWS S3 folder by using Server Administrator > Configuration > Folders.

To set up an AWS S3 folder

  1. Start the Server Administrator, if necessary.

  2. Expand Configuration.

  3. Right-click Folders. The Folders shortcut menu appears.

  4. Select New > AWSS3. The Folder Properties > General dialog box appears.

  5. Type a folder name in the Name box.

  6. Choose any of the following Folder properties.

    • Allow users to navigate to sub-folders.

    • Allow users to create sub-folders.

    • Allow printing from folder.

  1. Specify the Folder Key value in the box if different from the default value.

  2. Select the Settings tab.

See the Folder Properties > Settings dialog box example below.

  1. Specify the access key in the Access Key box.

  2. Specify the secret in the Secret box.

  3. Specify the bucket in the Bucket box.

  4. Specify the base folder in the Base folder box.

  5. Specify the region in the Region box.

  6. Click OK.

Note: The Upland AccuRoute Server attempts to validate the AWS S3 Bucket based on the parameters you specified. A Failed to apply properties error message will appear if it cannot validate the Base folder. Review and edit your parameters if this occurs.

Setting up a rule with job properties as an alternative delivery method

You can set up a rule with AWS S3 specific properties as an alternative delivery method.

To set up an AWS S3 rule with properties

  • Create a rule.

  • Specify a destination - delivery to a connector; for example, Filescan connector.

  • Identify your criteria.

  • Specify an action.

  • Add the AWS S3 job properties.

See About RuleSets for more information.

See the AWS S3 Properties example below.

Example: AWS S3 Properties

prRecipientType = rtUNC

prGroupFolderType = 2

preDestination = S3\\bucketname\basefolder\subfolder

prAccessKey =

prSecret =

prRegion =

Note: Edit the properties listed above with your AWS S3 parameters.