AWS - S3

this guide will walk you through the process of connecting your aws s3 bucket to cloudfiles by the end of this guide, you will have created a new stack in cloudformation and obtained the necessary details to successfully link your s3 bucket to cloudfiles prerequisites you need an active aws account and an s3 bucket for integration ensure that you have already created the required s3 bucket in your account before proceeding with the following steps 1 enter bucket name in cloudfiles head over to the cloudfiles app in salesforce and navigate to the document management tab > libraries, and click on aws s3 if you don't see the aws s3 option at the top of the page, click on 'manage libraries' and add the library click on 'connect' and enter your s3 bucket name, and continue 2 download the cloudformation template note down the external id and download the cloudformation template that is generated head over to the aws management console after this step 3 access aws cloudformation in the aws management console, search for and select 'cloudformation' 4 create a new stack click on “create stack” and select “with new resources (standard)” choose “template is ready” under the “prepare template” options 5 upload the cloudformation template select “upload a template file” click on “choose file” and upload the cloudformation template that you downloaded in step 2 click “next” 6 specify stack details enter a name for your stack for example, “cloudfiless3integration” fill in any parameters required by the template, if applicable click “next” 7 configure stack options (optional) configure any additional options like tags or permissions if necessary click “next” 8 review and create the stack review all settings and details make sure everything is correct acknowledge that aws cloudformation might create iam resources click “create stack” 9 wait for stack creation the stack creation process might take a few minutes wait until the status changes to “create complete” 10 obtain the outputs once the stack creation is complete, go to the “outputs” tab of your stack note down the ‘role arn’ value this will be essential for connecting your s3 bucket to cloudfiles 11 enter details in cloudfiles head back to the libraries screen in cloudfiles app (where you left off in step 2) to enter the rest of the details enter the ‘role arn’ you noted down in the previous step (optional) enter a 'prefix' the prefix defines the folder path within your s3 bucket that cloudfiles will use this allows you to organize data within a single section of the bucket instead of using the entire bucket when connecting a bucket for the first time, you can choose any prefix if you reuse an existing bucket in another org, each connection must use a unique, non overlapping prefix to prevent conflicts for example, team a/ and team b/ are valid, but team a/ and team a/subfolder/ are not enter the drive label the drive label is the display name for the storage connection in cloudfiles this label is what users will see in the ui when accessing or selecting a storage location, making it easier to identify and distinguish between multiple connected drives it is optional for the first bucket connected in the org but required for any additional connections to ensure each drive can be easily identified save your settings after entering the details in cloudfiles, your s3 bucket should now be successfully connected to your cloudfiles account you can start managing and accessing your s3 files directly through cloudfiles note if the bucket is already connected, you will get the 'reuse existing connection' option at this stage and can connect the same bucket again with a different non overlapping prefix 12 enable sync (optional) turn on enable sync to automatically sync changes between your s3 bucket and cloudfiles once enabled, any files or folders that are uploaded, updated, or deleted in s3 will be reflected in cloudfiles note sync only applies to changes made after the toggle is enabled existing files in your s3 bucket will not appear automatically in cloudfiles to make historical data available, a custom (paid) migration is required please contact support\@cloudfiles io for more details column configuration for s3 library you can customize the columns displayed in widgets through the library configuration tab in document management for s3 refer to the images below for visual understanding disconnect aws s3 buckets users can disconnect s3 buckets directly from the salesforce app this action will remove the storage connection along with any associated metadata within the app