#Appendix B - Integration with AvePoint Cloud Services

AvePoint Cloud Governance can work with other AvePoint cloud services to provide data protection, data management, and data archiving. See the instructions in the sections below to complete the required configurations in other AvePoint cloud services.

#Configure a Deployment Manager Plan

For AvePoint Cloud Governance to use Deployment Manager to deploy elements to site collections or sites created via AvePoint Cloud Governance service requests, Deployment Manager plans must be created in AvePoint Cloud Management.

Navigate to AvePoint Cloud Management > Deployment Manager and click Online Deploy on the ribbon. Follow the instructions below to create a plan:

1. In the Source pane, click My Registered Sites. Continue clicking the relevant objects until you find the object you wish to deploy from. Select the source object.

2. In the Destination pane, click My Registered Sites and expand a container node.

   • If you want to deploy design elements or solutions to site collections created via AvePoint Cloud Governance, select a site collection as the destination node.

   • If you want to deploy design elements to sites created via AvePoint Cloud Governance, select a site as the destination node.

3. Click Add to Queue. The Add to Queue window appears.

4. Configure the mapping settings and click OK to save your configurations.

5. You can repeat the steps above to add more mappings.

   Note the following:

   • If this plan is used to deploy design elements or solutions to site collections, make sure the destination nodes in the mappings are all site collections.

   • If this plan is used to deploy design elements to sites, make sure the destination nodes in the mappings are all sites.

6. Click Save as a Plan. The Save as a Plan tab appears. Configure the following plan settings:

   1. Plan Name – Enter a Plan Name and an optional Description.

   2. Backup Environment Before Running Plan – If you have the DocAve Online service subscription, you can choose whether to back up the site collections or sites before the source design elements or solutions are deployed to the site collections or sites.

   3. Schedule Selection – Choose No Schedule. The plan will be executed when AvePoint Cloud Governance creates the site collections or sites.

   4. Notification – You can choose to notify users of the deployment results. Select a notification profile from the drop-down list or click New Notification to create a new one.

   5. Associated Plan Group – You can add the plan to one or more plan groups to manage multiple plans with common settings. Select a plan group from the drop-down list or click New Plan Group to create a new one.

7. Click the triangle next to Save and select Save from the drop-down list.

#Configure a Filter Policy to Use DocAve Online Granular Backup

For AvePoint Cloud Governance to leverage DocAve Online Granular Backup to back up AvePoint Cloud Governance managed site collections, a filter policy must be created in DocAve Online.

Navigate to DocAve Online > Control Panel > Filter Policy and click Create on the ribbon. Configure the filter policy as follows:

1. Name – Enter a name for this filter policy.

2. Description – Enter an optional description for future references.

3. Click Add a Filter Level Group to add a filter rule. The filter rule configuration field appears.

   1. Select Site Collection from the first drop-down list.

   2. Click Add a Criterion and select Custom Property: Text from the second drop-down list. An additional text box will appear after the second drop-down list for you to enter the custom property text.

   3. In the new text box, enter GA_PolicyForGranularBackup

   4. In the Condition column, select Equals from the drop-down list.

   5. In the Value column, enter the exact name of the site collection policy for which you have Granular Backup enabled in the Integration with AvePoint Online Services field.

4. When you have finished adding all of the site collection policies to the filter policy, click OK to save this filter policy.

Once the filter policy has been created, you must add it to a Granular Backup plan. For information on configuring Granular Backup plans, refer to Create a Backup with the Plan Builder.

*Note: You can add more than one AvePoint Cloud Governance site collection policy to each filter policy if you know that you would like to use the same Granular Backup plan for all site collections affected by those policies. Otherwise, create separate filter policies so that you can associate the different AvePoint Cloud Governance site collection policies to different Granular Backup plans.

#Configure a Filter Policy to Use Audit Controller in AvePoint Cloud Management Report Center

For AvePoint Cloud Governance to leverage AvePoint Cloud Management Report Center to record events of AvePoint Cloud Governance managed site collections, a filter policy must be created in AvePoint Cloud Management.

Navigate to AvePoint Cloud Management > Report Center > Settings > Audit Controller. When creating a new Audit Controller plan or modifying an existing one, under Apply Rule Settings, configure the filter policy as follows:

1. Click Add a Filter Level Group.

2. In the Rule column, make sure that Site Collection is selected. All criteria within this group will only apply at the site collection level.

3. Click Add a Criterion.

4. For the first criterion, configure the following:

   1. In the Rule column, select Custom Property: Text.

   2. In the text box that appears next to the drop-down list in the Rule column, enter GA_PolicyForAuditing.

   3. In the Condition column, select Equals.

   4. In the Value column, enter the exact name of the AvePoint Cloud Governance site collection policy for which you have Auditing enabled in the AvePoint Cloud Management Configurations field.

5. Be sure all changes are saved.

For information on configuring the rest of Audit Controller plan in Report Center, refer to the DocAve Report Center User Guide.

*Note: You can add more than one AvePoint Cloud Governance site collection policy to each filter policy if you know that you would like to use the same Audit Controller plan for all site collections affected by those policies. To do so, add a criterion for each policy. Otherwise, create separate Audit Controller plans.

#Configure an AvePoint Cloud Archiving Profile

For AvePoint Cloud Governance to use AvePoint Cloud Archiving to archive site collections, site collection content, and sites, Archiver profiles must be created in AvePoint Cloud Archiving.

Navigate to AvePoint Cloud Archiving > Archiver > Profile Manager and click Create on the ribbon. Follow the instructions below to create a profile:

1. Profile Name – Enter a Name and an optional Description for the profile.

2. Rules – Click Create and configure the following rule settings in the Archiver Rule window:

   • How would you like to archive the SharePoint content? – Select Create a new rule. Enter a Name and an optional Description for this new rule.

   • What type of content would you like to archive?

     • If this rule will be applied to archive the entire site collection, select Site Collection from the drop-down list.

     • If this rule will be applied to archive the entire site, select Site from the drop-down list.

     • If this rule will be applied to archive site collection content, select an object level (except for Site Collection) from the drop-down list.

   • How would you like to define the content to be archived? – You can refer to the table below to configure the criteria.

Archived Content	Criteria	Criteria	Criteria	Note
Site collection	URL	Matches	*	The criteria cover all site collections associated with the AvePoint Cloud Governance site collection policy that has this Archiver profile applied.
Site	URL	Matches	*	The criteria cover all sites that can be archived via the AvePoint Cloud Governance Site Lifecycle Management service with this Archiver profile applied.
Other content	Name or Title	Matches	*	The criteria cover the selected object level that can be archived via the AvePoint Cloud Governance site collection content manual archiving task.

3. Configure other profile settings. For details, refer to Configure Settings.

4. Click Save to save this profile.