Install S-Drive from the AppExchange
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If you are upgrading S-Drive from a previous version, see Appendix B: Upgrading S-Drive. Otherwise continue below. |
Go to the AppExchange S-Drive listing and click “Get it Now.” Follow the prompts to install S-Drive in your sandbox or production org.
Activate S-Drive
After the installation is finished, go to S-Drive Configuration in your Salesforce instance:
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Step 2: Configure Amazon S3 Credentials:
This step is required to connect your Amazon S3 account with S-Drive. You need to enter a valid "Amazon Access Key" and "Secret Key". After providing keys, if you see "Amazon S3 Credentials are configured correctly," continue with the next step.
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Important Note: IAM users whom assigned individual security credentials, must have some permissions to activate and use S-Drive. The minimum policy example can be seen in https://cyangate.atlassian.net/wiki/spaces/PS216DPS217D/pages/16958099681700069474/GETTING+SET+UP+-+AWS+and+Portal+Accounts#Identity-and-Access-Management-(IAM)-Policies-and-Minimum-Policy-Example Please apply this policy if you are planning to use this kind of user for the activation. |
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Step 3: Configure Amazon S3 Bucket Name:
This is the bucket that will be used to store your files in your Amazon S3 account. Bucket name must be unique and must comply with DNS naming conventions. Bucket names cannot have capital letters or underscores or contain dots (“.”)
You can select "Use existing bucket" or "Create a new bucket" option. We recommend creating your bucket here in the S-Drive Configuration, rather than directly in AWS or using a bucket previously created here.
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Step 4: S-Drive Authorization:
Go to https://portal.sdriveapp.com and login into the S-Drive portal account you created earlier. Authorize S-Drive to connect to your organization:
Click Connected Organizations link on the menu (Figure 4‑6). Then under "Connect Salesforce.com Organizations", click either “Production Instance” or “Sandbox Instance” based on where you installed S-Drive. This redirects the salesforce.com login page. Login, and you’ll see your organization on the list of “Connected Salesforce.com Organizations.”
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Increasing securityThe user installing and connecting S-Drive in the portal must have Modify All Data and Customize Application permissions. This is typically an Admin user. Once connected, those permissions can be removed from the user that connected your org in the portal. Removing the permissions gives added security. However, our payment calculation job needs to be run by a user with those permissions. To remove permissions from the portal user while still allowing the payment calculation job to run, follow these steps:
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