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Configure an Azure Storage connection

Configure the Azure Storage connection to import documents from Azure Blob Storage into TotalAgility, process them, and export them back to the Azure Blob Storage. You can configure more than one integration. You can also store the access keys in a key vault.

  1. Navigate to Integration > Azure Storage.

    The Azure Storage page appears.

  2. Click New.

    The New Azure Storage configuration dialog box is displayed.

  3. Enter an ID for the Azure Storage connection. The system identifies the Azure Storage connection with this ID.
    You cannot edit the ID once the configuration is saved.
  4. In the Display name box, enter a name for the connection, such as MyStorage.
  5. On the Authorization type list, select one of the following authorization types and configure.

    • Account access key (default): Azure provides two "Access Keys" that can be used to connect to the Storage Account. You can use either of these account access keys. You can use either of these account access keys. It is important to safeguard the access keys, as they grant full control over the associated storage account and its data. You can also store the access keys in a key vault. The user provides the secret, and a process is executed to retrieve the actual key. You can regenerate the keys and deny access to anyone using the older key value. Configure the following details.

      Storage account name

      Enter an account name for the Azure Storage connection.

      The account name should be a combination of lowercase letters and numbers, and must be 3 to 24 characters long.

      Storage type

      Select either option.

      • Local: In the Account access key box, enter the access key (the secret string that the client uses).

      • External: In the Account access key secret box, enter the access key secret string (the secret string stored in the configured external storage).

    • Microsoft Entra authorization token: This type of authorization allows you to select an OAuth server which then returns an OAuth access token that can then be used to access the storage account. Configure the following details.

      Storage account name

      Enter an account name for the Azure Storage connection.

      The account name should be a combination of lowercase letters and numbers, and must be 3 to 24 characters long.

      OAuth server

      Select an OAuth server.

    • Shared access signature: This type of authorization provides more granular time-limited control over access permissions and can be scoped to individual containers, blobs, files, or queues within the storage account. Configure the following details.

      Storage type

      Select either option.

      • Local: In the Blob service SAS URL box, enter the SAS URL (the secret string that the client uses).

      • External: In the Blob service SAS URL secret box, enter the SAS URL secret string (the secret string stored in the configured external storage).

  6. Click Test connection.

    On a successful connection, "The Azure Storage configuration is successfully connected" message is displayed.

  7. To save the configuration, click Save.

    The configuration is saved, and listed on the Azure Storage page.

How to: Maintain an Azure Storage connection