Setup Cloud File Transfer

The following steps must be followed for setting up the Cloud File Transfer service.

Create a Service Access Token for the on-prem AVEVA Cloud Storage Controller windows service

A Service Access Token must be created by the Customer CONNECT Administrator, this is subsequently applied to the on-prem AVEVA Cloud Storage Controller windows service to ensure secure connection to CONNECT services.

As a CONNECT Account Administrator perform the following steps to create Service Access Token.

1. Login to CONNECT as administrator in the account.

   1. From the main menu, select Integrations and choose Access Tokens.

      

2. Select Create an access token.

3. Add the highlighted fields with your information, ensuring they are applied to the correct folder.

   

   Note: In the Roles section, you must select Admin File Transfer. This is mandatory; without this role the token will not function correctly.

4. Select Create.

5. After the service access token is generated, copy it to your clipboard or securely store it in a password manager.

   

Download the AVEVA Cloud Storage Controller windows service application

6. Log in to AVEVA Unified Engineering as a user with AVEVA™ Unified Engineering – Browser Access Admin CONNECT Role (either directly or via a CONNECT group)

7. Select Manage file transfer menu item.

   

8. Click Download

   

9. Download the software (AVEVA.Cloud.Storage.Setup.msi) and copy it to the shared file server you intend to run the AVEVA Cloud Storage Controller windows service.

Install the AVEVA Cloud Storage Controller windows service application

10. It is recommended to install the AVEVA Cloud Storage Controller windows service on a shared file server.

11. Double-click the AVEVA.Cloud.Storage.Setup.msi installer.

12. Choose Typical installation option and click Next.

13. Click Install

    

Note: Installing the service on an on-premises network server is recommended as this will allow everyone within your local network to access it.

Configure the AVEVA Cloud Storage Controller windows service application

14. Launch the AVEVA Cloud Storage Controller app in administrator mode.

    

    Note: The application splash screen is displayed in brief and then it is minimized to the bottom right tray.

15. Open the bottom tray and right click on the AVEVA icon and select the Settings option.

    

    

    Note: This is the Controller application, not the Client application.

16. On the AVEVA Cloud Storage Controller dialog box, right-click and select Add Store.

    

17. On the Add Store dialog box, make sure of the following:

    

    • The Enabled check box must be checked.

    • For the Name box, enter the store name (exactly) as GeneralTransfers, as using any other name will not work.

    • For the Access token box, paste the Service Access Token you created earlier. The Service access token must have been created for the correct solution.

    • For the Path box, select your on-prem Sync folder.

    

    Note: This Path should be accessible to relevant Project users. Controller runs as a Windows service and the service account needs read/write permission to the folder location.

    • Ensure the Compressed checkbox is checked On to minimize data transfer

    • Ensure the Polling Interval is set to 0 minutes, indicating that continuous live synchronization will occur.

18. Click Save.