Configuring CloudLink for Microsoft Exchange

Last published : Apr 17, 2026
You must configure CloudLink to work with Arctera Insight Archiving and with your Active Directory and Exchange environment.
CloudLink configuration wizard steps for Microsoft Exchange
Table: CloudLink configuration steps for Microsoft Exchange lists the steps in the CloudLink configuration wizard that apply to an Exchange environment. When you select the configuration tasks in the first step of the configuration, CloudLink lists the remaining steps that you need to complete. Some of the steps are required only if you select the related configuration task.
Related information
Setting up CloudLink with Microsoft Exchange
Selecting the CloudLink configuration tasks for an Exchange environmentSpecifying the CloudLink service accountRegistering the domain controllersRegistering the secondary domain controllers (Optional)Specifying the Management Console credentialsConfiguring the Active Directory properties to synchronizeConfiguring the additional Active Directory synchronization optionsSynchronizing additional email aliases from the Active Directory Extension attributeConfiguring the SMTP server settings for email alertsChoosing the Exchange Server settings for web folder managementConfiguring the web folder propertiesConfiguring report management and loggingConfiguring the welcome message templateDisabling Personal Archive login and archiving for accounts with disabled mailboxesDisabling Personal Archive login and archiving for users who leave distribution groups that are targeted with Group-based Sync

Table: CloudLink configuration steps for Microsoft Exchange

Configuration step Action Reference
Select Configuration Task(s) Select the tasks that you want CloudLink to perform. CloudLink builds a list of additional configuration steps that you need to complete, based on your selections. See Selecting the CloudLink configuration tasks for an Exchange environment .
Specify CloudLink Service Account Provide the credentials of the Windows service account. See Specifying the CloudLink service account .
Register Domain Controller Register a domain controller from each domain in the Active Directory forest from which you want to select users or groups to synchronize. See Registering the domain controllers .
Cloud Archive Credential Specify the credentials for the Management Console login account that has the System Administrator role. See Specifying the Management Console credentials .
Configure Sync Properties Select which properties to synchronize from Active Directory to Arctera Insight Archiving. See Configuring the Active Directory properties to synchronize .
Additional AD Sync Options Determine what happens to Arctera Insight Archiving archive accounts if the associated Active Directory account is disabled, deleted, or moved from the Organizational Unit. See Configuring the additional Active Directory synchronization options .
Configure SMTP Server Configure the details for email alerts that CloudLink sends if the CloudLink AD Sync services fail to synchronize any accounts. See Configuring the SMTP server settings for email alerts .
Choose Exchange Servers Provide the information to enable CloudLink to establish a connection with the Exchange servers whose mailboxes require Personal Archive web folders. See Choosing the Exchange Server settings for web folder management .
Note: This step is shown if you select theWeb Folder Management Configurationtask.
Web Folder Properties Specify the details for the Personal Archive web folder that CloudLink adds to user mailboxes. See Configuring the web folder properties .
Note: This step is shown if you select theWeb Folder Management Configurationtask.
Report Management Configure the CloudLink log settings and report settings. See Configuring report management and logging .
Welcome Message Template Configure the template for Personal Archive welcome email messages that CloudLink sends. See Configuring the welcome message template .
Note: This step is shown only if you select theWelcome Message Templateconfiguration task.
Additional manual configuration steps
You may need to perform the following configuration steps in addition to those performed through the configuration wizard.

Table: CloudLink manual configuration step for Microsoft Exchange

Manual configuration step Description Reference
To disable Personal Archive login or login and archiving for accounts with disabled mailboxes By default CloudLink archives from disabled Exchange mailboxes. If you want to disable Personal Archive login or both login and archiving for accounts with disabled Exchange mailboxes, you must perform a manual configuration step. See Disabling Personal Archive login and archiving for accounts with disabled mailboxes .
To disable Personal Archive login or login and archiving for users who leave distribution groups that are targeted with a Group-based Sync By default an CloudLink recurring task continues to archive from users who leave the distribution groups that a Group-based Sync targets. If you want to disable Personal Archive login or both login and archiving for these accounts, you must perform a manual configuration step. See Disabling Personal Archive login and archiving for users who leave distribution groups that are targeted with Group-based Sync .
To synchronize the delegation permission for a user or a shared mailbox with delegates from different active directory domains By default this functionality is enabled. To enable or disable this functionality, you need to configure the ResolveCrossDomainDelegates setting in the See Synchronizing the delegation permission for a user or a shared mailbox with delegates from different active directory domains .
ArchiveTools.CloudLink.Server.exe.config file.
To synchronize additional email aliases from the active directory extension attribute You need to specify the name of active directory attribute that needs to be used for additional SMTP aliases. In case of multiple attribute values, use semicolon (;) delimiter. See Synchronizing additional email aliases from the Active Directory Extension attribute .