CloudSoda Quick Start + User Guide Overview

To dive into CloudSoda right away, check out our streamlined Quick Start Guide to help you get up and running. Refer to the CloudSoda User Guide for more in-depth information and procedures when you need them.

The CloudSoda User Guide contains everything you need to successfully set up and operate your software, helping you efficiently manage your organization’s data movement.

Quick Start Guide

You can access the Quick Start Guide immediately—it guides you through the basics of creating storage and running a Quick Transfer Job.

CloudSoda User Guide

The User Guide is organized as a series of articles to set up and configure CloudSoda for your specific needs. The sections are arranged in the order you’ll likely use them, as listed below.

• Price Books
• CloudSoda Storage
  
  • • Creating Storage
    • Configuring Storage Buckets
    • Creating Agents
    • Uninstalling Agents
    • Creating Accessors
    • Disabling, Editing, and Enabling Storage
• Transferring Data: Quick Transfer and Policies
  • • Creating a Quick Transfer
    • Quick Transfer Dry Runs
    • Creating a New Policy
    • Running an Existing Policy
    • Deploying a New Policy from a Saved Quick Transfer
    • Preserving File Metadata
• Managing Jobs
• Administration and Profile Configuration
  
  • • Updating Settings
    • Adding Users
      •  Configuring Azure Active Directory SSO
      • Configuring Okta SSO
    • Adding Groups
    • Managing Role-Based Access Control
      • Getting Started with RBAC
      • Managing Roles, Scopes, and Permissions
    • Configuring the SMTP Server
    • Configuring Email Notifications
    • Creating a Webhook
    • Configuring REST APIs
    • Updating Your Profile
• Reviewing the Activity Log
• Reporting
  • • Storage Reports
    • Group Reports
• CloudSoda Best Practices

You can either follow this User Guide step by step or jump to specific sections to quickly find the information you need to complete your tasks.