Getting Set Up - AWS and Portal Accounts

Welcome to S-Drive! S-Drive uses Amazon Web Services (AWS) to store files, and an S-Drive portal account to track usage and billing. Let’s get those set up first.

Create an Amazon Web Services Account

To set up an AWS account, go to https://aws.amazon.com/ or directly to https://portal.aws.amazon.com/billing/signup#/start to create an account.

Note: It’s very important to keep track of the login credentials for this account and to make sure they are not lost if the person who created them leaves the organization. They will be needed at times in the future when it may be necessary to update or change your bucket.

You will create a bucket later on when you configure S-Drive. There is no need to create a bucket directly in AWS and we recommend against it.

Access Key and Secret Key

When creating your account, you will be given an Access Key and Secret Key, which you will need later in order to activate S-Drive.

Save your Access Key and Secret Key somewhere secure. You will need these and cannot get them from AWS. You must create new ones if you lose these.

If you need to create keys again, you can go to https://aws.amazon.com/ and go to Security Credentials.

Identity and Access Management (IAM) Policies and Minimum Policy Example

See What is IAM for information about how to control access to your AWS resources. This is not needed for most S-Drive customers.

To apply a policy to your restricted user:

1. Sign in to 

AWS Management Console and click "IAM" from Services menu.

1. Click "Policies" on the dashboard and then click "Create Policy" button.

2. Select "Create Your Own Policy" on the screen.

3. Type name into "Policy Name" area. Copy contents of the below example and paste into "Policy Document" area on AWS Console. Update sdrivebucket bucket name references in policy document and click "Create Policy". The purpose of this policy is to give proper access to your own Salesforce instance to be able to upload/ download files.

4. Click "Users" on the dashboard and click on your user name. Then Click "Attach Policy" button on the screen for the user that you use in S-Drive.

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Effect": "Allow",
            "Action": [
                "s3:*"
            ],
            "Resource": [
                "arn:aws:s3:::sdrivebucket/*"
            ]
        },
        {
            "Effect": "Allow",
            "Action": [
                "s3:ListAllMyBuckets"
            ],
            "Resource": [
                "arn:aws:s3:::*"
            ]
        },
        {
            "Effect": "Allow",
            "Action": [
                "s3:PutBucketCORS"
            ],
            "Resource": [
                "arn:aws:s3:::sdrivebucket"
            ]
        },
        {
            "Effect": "Allow",
            "Action": [
                "s3:GetBucketLocation"
            ],
            "Resource": [
                "arn:aws:s3:::sdrivebucket"
            ]
        }
    ]
}

Find the policy which you created in #4 and click "Attach Policy" button.

Create an S-Drive Portal Account

In order to use S-Drive, you need an account on S-Drive portal. Here you will be able to see your Amazon account and payment details. Go https://portal.sdriveapp.com. Register for a free account, or login if you already have an account.

For more information about your Portal account, including how to register a payment method, see payment details, download invoices, connect or reconnect to organizations, change your password or Account information and more, see S-DRIVE PORTAL ACCOUNT.