Adding New Document Accounts

Document Accounts allow you to grant access to manage documents in PlaidCloud for the purposes of data import, export or other actions.

1 - Add AWS S3 Account

How to add an AWS Simple Storage Service (S3) account to Document

These steps need to be completed within the AWS console

Sign into or create an Amazon Web Services (AWS) account
Go to All services > Storage > S3 in the console
Create a default or test bucket
Go to All Services > Security Identity & Compliance > IAM > Users in the console
Select the Create User button
When prompted, enter a username and select Access Key - Programmatic access only. Select the Next: Permissions button.
Select the option box called Attach existing policies directly
In the filter search box type s3. When the list filters down to S3 related items select AmazonS3FullAccess by checking the box to the left. Select the Next: Tags button.
Skip this step by selecting the Next: Review button
Select the plus icon next to the WasabiFullAccess policy to attach the policy to the user. Select the Next button.
Review the User settings and select Create user
Capture the keys generated for the user by downloading the CSV or copy/pasting the keys somewhere for use later. You will not be able to retrieve this key again so keep track of it. If you need to regenerate a key simply go back to step 5 above.

You should now have everything you need to add your S3 account to PlaidCloud Document.

Sign into PlaidCloud
Select the workspace that the new Document account will reside
Go to Document > Manage Accounts
Select the + New Account button
Select Amazon S3 as the Service Type
Fill in a name and description
Leave the Start Path blank or add a start path based on an existing Wasabi account hierarchy. See the use of Start Paths for more information.
Select an appropriate Security Model for your use case. Leave it Private if unsure.
Paste the Access Key created in step 12 above into Public Key/User text field under Auth Credentials
Paste the Secret Key created in step 12 above into the Private Key/Password text field under Auth Credentials
Select the Save button and your new Document account is live

How to add a Google Cloud Storage (GCS) account to Document

These steps need to be completed within Google Cloud Platform

Sign into or create a Google Cloud Platform account
Select or create a project where the Google Cloud Storage account will reside
Go to Cloud Storage > Browser in the Google Cloud Platform console
Create a default or test bucket
Go To IAM & Admin > Service Accounts in the Google Cloud Platform console
Select the + Create Service Account button
Complete the service account information and create the account
Find the service account just created in the list of service accounts and select Manage Keys from the context menu on the right
Under the Add Key menu, select Create a Key
When prompted, select JSON format for the key. This will generate the key and automatically download it to your desktop. You will not be able to retrieve this key again so keep track of it. If you need to regenerate a key simply go back to step 8 above.
Go to IAM & Admin > IAM in the Google Cloud Platform console
Find the service account you just created and click on the edit permissions icon
Add Storage Admin and Storage Transfer Admin rights for the service account and save. Note less permissive rights can be assigned but this will impact the functionality available through Document.

You should now have everything you need to add your GCS account to PlaidCloud Document.

Sign into PlaidCloud
Select the workspace that the new Document account will reside
Go to Document > Manage Accounts
Select the + New Account button
Select Google Cloud Storage as the Service Type
Fill in a name and description
Leave the Start Path blank or add a start path based on an existing GCS account hierarchy. See the use of Start Paths for more information.
Select an appropriate Security Model for your use case. Leave it Private if unsure.
Open the Service Account JSON key file you downloaded in step 10 above and copy the contents
Paste the contents into the Auth Credentials text area
Select the Save button and your new Document account is live

How to add a Wasabi Hot Storage (Wasabi) account to Document

These steps need to be completed within the Wasabi Hot Storage console

Sign into or create a Wasabi Hot Storage account
Go to Buckets in the console
Create a default or test bucket
Go to Users in the console
Select the Create User button
When prompted, enter a username and select Programmatic (create API key) user
Skip the group assignment. Select the Next button
Select the plus icon next to the WasabiFullAccess policy to attach the policy to the user. Select the Next button.
Review the User settings and select Create User
Capture the keys generated for the user by downloading the CSV or copy/pasting the keys somewhere for use later. You will not be able to retrieve this key again so keep track of it. If you need to regenerate a key simply go back to step 5 above.

You should now have everything you need to add your Wasabi account to PlaidCloud Document.

Sign into PlaidCloud
Select the workspace that the new Document account will reside
Go to Document > Manage Accounts
Select the + New Account button
Select Wasabi Hot Storage as the Service Type
Fill in a name and description
Leave the Start Path blank or add a start path based on an existing Wasabi account hierarchy. See the use of Start Paths for more information.
Select an appropriate Security Model for your use case. Leave it Private if unsure.
Paste the Access Key created in step 10 above into Public Key/User text field under Auth Credentials
Paste the Secret Key created in step 10 above into the Private Key/Password text field under Auth Credentials
Select the Save button and your new Document account is live